AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.
Zacks
Can CLS' ATS Segment Sustain Margin Growth Despite Revenue Headwinds?
Celestica's ATS revenues remain roughly flat at $806M, but margin rises to 6% as portfolio shifts and HealthTech strength helped offset key headwinds.
Zacks
Sanmina (SANM) Is Up 1.24% in One Week: What You Should Know
Does Sanmina (SANM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Zacks
Can Jabil's Manufacturing Expansion in India Boost Growth Prospects?
JBL expands in India with a new Pune facility, boosting capacity, workforce and partnerships to support long-term growth in manufacturing and AI infrastructure.
Zacks
SANM Rides on Strong Operating Margin Growth: Will the Trend Persist?
Sanmina's operating margin jumps to 6.4% as ZT systems, AI infrastructure demand and cost discipline fuel profit growth. Can it continue?
Zacks
JBL Q3 Earnings Beat Estimates on AI Infrastructure Strength
Jabil tops fiscal Q3 estimates as AI infrastructure demand drove 12% revenue growth, stronger margins and a raised fiscal 2026 outlook.