Ticker: JBL
Business: Manufacturing service provider
Annual revenue from Apple: 24% of $4.58 billion annual revenue
Performance in the past 12 months: -10%
Wall Street comment:
"We are cautious heading into F1Q19 results owing to macro concerns, tariff noise, and temporary slowdown in margin performance on ramping programs," JPMorgan noted.
"Further we think Street estimates are slightly on the high side, and do not reflect weaker demand from a key JBL customer."
Source: Business Insider