Unpacking Q4 Earnings: Jabil (NYSE:JBL) In The Context Of Other Electronic Components & Manufacturing Stocks

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Jabil (NYSE:JBL) and the rest of the electronic components & manufacturing stocks fared in Q4.

The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways.

The 10 electronic components & manufacturing stocks we track reported a very strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 8.7% on average since the latest earnings results.

Jabil (NYSE:JBL)

With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil (NYSE:JBL) provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing.

Jabil reported revenues of $8.31 billion, up 18.7% year on year. This print exceeded analysts’ expectations by 3.8%. Overall, it was an exceptional quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS guidance for next quarter estimates.

“Fiscal 2026 is off to an excellent start, with Q1 performance ahead of expectations across revenue, core operating margins, and core EPS,” said CEO Mike Dastoor.

Jabil delivered the weakest full-year guidance update of the whole group. Interestingly, the stock is up 22.8% since reporting and currently trades at $261.00.

Is now the time to buy Jabil? Access our full analysis of the earnings results here, it’s free.

Best Q4: Coherent (NYSE:COHR)

Created through the 2022 rebranding of II-VI Incorporated, a company with roots dating back to 1971, Coherent (NYSE:COHR) develops and manufactures advanced materials, lasers, and optical components for applications ranging from telecommunications to industrial manufacturing.

Coherent reported revenues of $1.69 billion, up 17.5% year on year, outperforming analysts’ expectations by 2.9%. The business had an exceptional quarter with revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EPS guidance for next quarter estimates.

The market seems happy with the results as the stock is up 42.6% since reporting. It currently trades at $300.85.

Is now the time to buy Coherent? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: Rogers (NYSE:ROG)

With roots dating back to 1832, making it one of America's oldest continuously operating companies, Rogers (NYSE:ROG) designs and manufactures specialized engineered materials and components used in electric vehicles, telecommunications, renewable energy, and other high-performance applications.

Rogers reported revenues of $201.5 million, up 4.8% year on year, exceeding analysts’ expectations by 2.5%. Still, it was a slower quarter as it posted revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ EPS guidance for next quarter estimates.

Rogers delivered the slowest revenue growth in the group. Interestingly, the stock is up 8.4% since the results and currently trades at $111.80.

Read our full analysis of Rogers’s results here.

Knowles (NYSE:KN)

With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles (NYSE:KN) designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications.

Knowles reported revenues of $162.2 million, up 13.8% year on year. This result topped analysts’ expectations by 3.8%. It was an exceptional quarter as it also recorded an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Knowles pulled off the biggest analyst estimates beat among its peers. The stock is up 9.8% since reporting and currently trades at $27.16.

Read our full, actionable report on Knowles here, it’s free.

CTS (NYSE:CTS)

With roots dating back to 1896 and a global manufacturing footprint, CTS (NYSE:CTS) designs and manufactures sensors, connectivity components, and actuators for aerospace, defense, industrial, medical, and transportation markets.

CTS reported revenues of $137.3 million, up 8.5% year on year. This print beat analysts’ expectations by 1%. More broadly, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but a slight miss of analysts’ full-year EPS guidance estimates.

CTS achieved the highest full-year guidance raise among its peers. The stock is down 6.5% since reporting and currently trades at $51.97.

Read our full, actionable report on CTS here, it’s free.

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