undamentalytics Newsletter

Electronic Manufacturing Services stocks

13 US-listed companies in electronic manufacturing services, with $115.1bn of combined revenue in their latest fiscal years. Jabil is the largest ($36.0bn). The fastest grower with at least $100m of revenue in both years is Fabrinet, up 35.7%. The median company grew 7.4% with a net margin of 3.0%.

Companies13
Combined revenue$115.1bn
Median revenue growth7.4%
Median net margin3.0%
Median return on equity11.2%
#CompanyRevenueGrowthNet marginROEFiscal year
1 JabilJBL $36.0bn 20.6% 2.9% 66.7% 2026
2 Flex Ltd.FLEX $27.9bn 8.1% 3.2% 17.3% 2026
3 TE ConnectivityTEL $17.3bn 8.9% 10.7% 14.8% 2025
4 Celestica IncCLS $12.4bn 28.5% 6.7% 40.5% 2025
5 Sanmina CorpSANM $8.1bn 7.4% 3.0% 10.0% 2025
6 FabrinetFN $4.6bn 35.7% 10.2% 21.3% 2026
7 Plexus CorpPLXS $4.0bn 1.8% 4.3% 12.4% 2025
8 Benchmark Electronics IncBHE $2.7bn 0.1% 0.9% 2.3% 2025
9 Kimball Electronics, Inc.KE $1.4bn −3.7% 2.0% 4.8% 2026
10 KEY Tronic CorpKTCC $387m −17.4% −12.4% −51.3% 2026
11 Nortech Systems IncNSYS $118m −7.6% −0.2% −0.7% 2025
12 Nano Dimension Ltd.NNDM $102m 77.3% −286.3% −41.5% 2025
13 Deswell Industries IncDSWL $61m −9.3% 17.3% 10.0% 2026

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other technology industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.