"Should You Be Adding Jabil (NYSE:JBL) To Your Watchlist Today?"

Ladies and gentlemen, buckle up! We're diving headfirst into the world of manufacturing and supply chain solutions with Jabil Inc. (NYSE: JBL). This company is not just riding the wave of innovation; it's creating the tsunami! With its recent strategic moves and impressive financial performance, Jabil is setting the bar high for the industry. Let's break it down and see why you should be adding Jabil to your watchlist today!

The Numbers Don't Lie!

Jabil's Q4 2024 earnings report is a masterclass in financial prowess. With revenues hitting a staggering $7 billion, this company is not just playing in the big leagues; it's dominating them! And that's not all—Jabil's core operating income for the quarter was $401 million. This is a company that knows how to turn a profit!

But wait, there's more! Jabil has a new $1 billion share repurchase program for fiscal year 2025. This is a clear signal that the company is committed to returning value to its shareholders. And with a projected full-year revenue goal of $27 billion and core earnings per share of $8.65, Jabil is poised for continued growth.

Strategic Moves That Matter!

Jabil's recent divestitures and acquisitions are strategic masterstrokes. The divestiture of its Mobility business for $2.2 billion has allowed Jabil to focus on higher-growth areas like healthcare, automotive, and data centers. This move, while resulting in a short-term revenue decline, sets the stage for long-term growth.

On the acquisition front, Jabil's purchase of Mikros Technologies LLC is a game-changer. This acquisition enhances Jabil's capabilities in thermal management technology, positioning the company as a leader in providing efficient liquid cooling solutions for AI data centers. This is a sector that's only going to grow, and Jabil is at the forefront!

Innovation and Growth!

Jabil's emphasis on innovation is unparalleled. The company's expansion of its silicon photonics operations in Ottawa, Canada, is a strategic move to meet the growing demand for next-generation cloud computing and AI data centers. This initiative is aimed at catering to the rising demand from hyperscaler companies associated with next-generation cloud and AI data centers.

And let's not forget Jabil's strategic partnership with Amazon Business. This collaboration is poised to revolutionize the procurement and supply chain sectors, leveraging the strengths of both industry giants to drive innovation and operational excellence. This is a partnership that could set new standards in supply chain management, driving significant advancements in how businesses procure and manage their resources.

The Market Outlook!

Jabil's market outlook is nothing short of bullish. The company anticipates revenue to be within the range of $6.3 billion to $6.9 billion for the upcoming quarter, which aligns with its annual revenue forecast of $27 billion and an EPS of $8.65. The management aims to sustain a long-term growth rate between 5% to 7%, with core EPS growth estimated at 12% to 15%. This is a company that's not just thinking about the next quarter; it's planning for the next decade!

The Bottom Line!

So, should you be adding Jabil (NYSE: JBL) to your watchlist today? The answer is a resounding YES! With its impressive financial performance, strategic acquisitions, and commitment to innovation, Jabil is a company that's poised for long-term growth. Don't miss out on this opportunity to invest in a company that's setting the standard for the manufacturing and supply chain solutions industry. BUY NOW and watch your portfolio soar!