Stock analysis posts tagged "margins" from Openbook.
Jabil beat on both lines and guided fiscal 2027 revenue up 24%, yet the shares closed down about 10% at USD 286.86. The margin line explains it.
Charles River's Investor Day backed a ~24% margin target for 2030 with USD 300m of savings, on 5%-7% organic growth. A margin story, not a demand story.
Dell beat on Q2 revenue and EPS with a record $95bn AI backlog, but the shares moved on gross margin rising to 21.1%, not on the beat itself.