業種

Electronics Contract Manufacturing

Electronics Contract Manufacturing のすべてのレポート — 全 1 件。

39/100 62Buffett Watch Jabil Inc.: An In-Depth Value Investing Analysis A global EMS leader riding the AI/cloud infrastructure boom, with FY2026 Cloud & Data Center revenue guided up 41% year over year. At the current price of $380.25, the stock trades at about 51x trailing PE with an Owner Earnings yield of only 3.0%-3.6%, below the 10-year Treasury yield. Rating Watch: a strong operator in a thin-margin industry, priced with no margin of safety. Jabil Inc.JBL · 米国株Electronics Contract Manufacturing2026年5月27日