Unlocking the Potential of Jabil Circuit: A Leader in Electronic Manufacturing Services
Industry Insights
In the world of Electronic Manufacturing Services (EMS), one company stands out from the rest: Jabil Circuit. Headquartered in St. Petersburg, Florida, Jabil Circuit is a top-tier global player, with a diverse range of services that cater to the needs of various industries.
A Balanced Revenue Stream
Jabil Circuit’s revenue is split evenly between two main segments: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). This balanced approach has enabled the company to maintain a strong foothold in the market, with approximately 50% of its revenue coming from each segment.
Strategic Acquisitions
The company’s strategic acquisitions, including Gree, have further solidified its position in the industry. These additions have not only expanded Jabil Circuit’s capabilities but also enhanced its offerings, making it an attractive partner for businesses seeking comprehensive manufacturing solutions.
Expert Analysis
According to James Kelleher, CFA, Director of Research and Senior Analyst at Argus, Jabil Circuit’s strong performance can be attributed to its ability to adapt to changing market trends. With over 25 years of experience in the financial services industry, Kelleher has developed a deep understanding of the EMS sector and has been instrumental in building Argus’ proprietary valuation models.
A Proven Track Record
Kelleher’s expertise has earned him numerous accolades, including three-time winner of The Wall Street Journal’s “Best on the Street” All-Star Analyst Survey. His book, “Equity Valuation for Analysts & Investors,” published in 2010, provides a comprehensive guide to financial modeling and valuation processes, introducing the Argus proprietary valuation methodology known as Peer Derived Value.
Current Performance
As of December 24, 2024, Jabil Circuit’s current price stands at $145.67, with a price target and earnings estimate that reflect the company’s strong growth potential.
Investment Opportunities
With its diversified revenue stream, strategic acquisitions, and expert analysis, Jabil Circuit presents a compelling investment opportunity for those looking to tap into the growing EMS industry.
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