Jabil Inc.
- Open
- 298.00
- Day high
- 304.17
- Day low
- 292.50
- Prev close
- 299.39
- Volume
- 526K
- Mkt cap
- $31.8B
- P/E (TTM)
- 37.4
- EPS (TTM)
- $8.13
- P/B
- 24.0
- P/S
- 0.9
- Yield
- 0.11%
- Per share
- $0.32
- ▼Insiders net selling -$178K over the last 3 months (1 open-market buy, 9 sales)
- 🏛Institutions accumulating (13F)
Jabil Inc. (JBL) is a Technology company listed on NYSE. The stock is up 47% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 9 sales (SEC Form 4). Drillr has 2 published research articles covering JBL.
Jabil Inc. (JBL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
JBL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 17, 2026 | $3.11 | $3.16 | +1.6% | $8.8B | +1.3% |
| Mar 18, 2026 | $2.51 | $2.69 | +7.1% | $8.3B | +6.6% |
| Dec 17, 2025 | $2.69 | $2.85 | +5.9% | $8.3B | +3.9% |
| Sep 25, 2025 | $2.92 | $3.29 | +12.7% | $8.3B | +8.7% |
| Jun 17, 2025 | $2.31 | $2.55 | +10.4% | $7.8B | +10.9% |
| Mar 20, 2025 | $1.83 | $1.94 | +6.0% | $6.7B | +5.0% |
| Dec 18, 2024 | $1.88 | $2.00 | +6.4% | $7.0B | +5.8% |
| Sep 26, 2024 | $2.22 | $2.30 | +3.6% | $7.0B | +5.7% |
| Jun 20, 2024 | $1.85 | $1.89 | +2.2% | $6.8B | +3.7% |
| Mar 15, 2024 | $1.66 | $1.68 | +1.2% | $6.8B | -1.8% |
| Dec 14, 2023 | $2.54 | $2.60 | +2.4% | $8.4B | +0.4% |
| Jun 15, 2023 | $1.87 | $1.99 | +6.4% | $8.5B | +3.4% |
JBL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 5, 2026 | Tyagarajan N. V.director | Buy | 500 | $299.63 |
| Jul 21, 2026 | Renno Rafaelofficer: SVP, Global Business Units | Tax | 272 | $301.01 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 135 | $319.11 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 232 | $320.59 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 209 | $317.88 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 115 | $315.05 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 2 | $330.00 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 76 | $327.51 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 66 | $322.06 |
| Jul 17, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 89 | $316.45 |
| Jul 8, 2026 | Crowley Matthewofficer: EVP, Global Business Units | Sell | 94 | $345.00 |
| May 4, 2026 | Schick Gary K.officer: SVP, CHRO | Sell | 1,000 | $340.00 |
| Apr 29, 2026 | Tyagarajan N. V.director | Grant | 600 | — |
| Apr 29, 2026 | PLANT JOHN Cdirector | Grant | 600 | — |
| Apr 21, 2026 | Priestley Andrewofficer: EVP, Chief Operations Officer | Sell | 3,169 | $330.00 |
Source: JBL SEC Form 4 filings, latest Aug 5, 2026. For informational purposes only — not investment advice.
See the full JBL insider & 13F page →JBL research & analysis
[JBL] Jabil Thesis 2026: AI Server and Healthcare Mix Tests Mobility Cycle Diversification
Jabil Inc. FY2025 revenue ~$28-29B (-3 to flat) with adj. EPS ~$8.50-9.00 reflecting continued post-2023 Mobility (selected Apple) cyclicality + selected DMS Healthcare + Automotive + Industrial + Cloud/AI server growth + selected operational excellence under continued CEO Mike Dastoor (since CEO May 2024 succeeded Kenny Wilson). Leading global electronics manufacturing services (EMS) firm; founded 1966 by Bill Morean Sr. + James Golden in Detroit Michigan (originally as electronics circuit board manufacturer; rebranded Jabil Circuit 1969; renamed Jabil Inc. 2017; IPO 1993 ~$60M raised; ~58+ year heritage); headquartered in St. Petersburg Florida; ~140,000+ employees globally across selected ~30+ countries with ~$28-29B revenue; fiscal year ends ~August. 2 segments: Diversified Manufacturing Services (DMS) 52% ($15B — Healthcare medical devices ~$3-4B + Automotive selected EV + ADAS ~$3-4B + Industrial ~$3-4B + Cloud/AI servers selected NVIDIA hyperscaler-class ~$2-4B; selected ~6%+ segment operating margin) + Electronic Manufacturing Services (EMS) 48% (~$13B — Mobility selected Apple iPhone + selected ~$5-7B selected ~20%+ revenue concentration + Networking ~$2-3B + Storage + Print + Retail ~$3-4B; ~4% margin). Selected post-2023 Mobility cycle weakness (selected ~$3-4B revenue impact peak from selected Apple iPhone cycle pressure); FY2025 expected post-Mobility cycle stabilization. CEO Mike Dastoor since May 1, 2024 (succeeded Kenny Wilson CEO 2018-May 2024 retired post-July 2023 selected Wilson early-CEO controversies; Wilson's tenure included selected ~$190M class action from selected questionable accounting; Dastoor ex-Jabil CFO 2018-2024 + ~25-year Jabil career; Indian-American; selected operational + finance heritage). Pre-Dastoor Wilson tenure (CEO 2018-May 2024) executed selected DMS expansion + July 2023 controversies + May 2024 retirement. Capital return: dividend $0.32-0.36/share annual + buybacks $1-2B (aggressive ~5-10%/yr share count reduction); investment-grade Baa3/BBB- credit rating; net debt $2-3B. FY2026 thesis: AI server demand + Healthcare/Automotive/Industrial mix + Mobility cycle navigation + capital return. Risks: Mobility cycle volatility (Apple iPhone), AI server margin pressure, customer concentration (Apple ~20%+ + hyperscaler), tariff exposure (~50%+ China/Mexico).
Foldable iPhone Confirmed for 2026: 6 Suppliers Poised to Win — AVGO, MU Top the List
Anchored by Bloomberg's confirmation of Apple's foldable iPhone for September 2026, this analysis ranks six suppliers—AVGO, MU, COHR, QCOM, JBL, CRUS—by conviction to capture innovation spillover. Leaders like Broadcom and Micron offer explosive growth from custom chips and memory demands.
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Jabil Inc. company profile
Overview
Jabil Inc. (NYSE:JBL) is a global manufacturing services company founded in 1966 and headquartered in Saint Petersburg, Florida. The company went public in 1993 and has evolved from a small circuit board manufacturer into one of the world's largest contract manufacturers, providing comprehensive electronics manufacturing and product lifecycle services to technology companies across diverse industries. Jabil operates manufacturing facilities in over 30 countries and serves customers ranging from emerging startups to Fortune 500 companies, positioning itself as a critical partner in the global technology supply chain.
Business
Jabil operates as a contract manufacturer and electronics manufacturing services (EMS) provider, essentially serving as the manufacturing arm for technology companies that prefer to outsource their production rather than build their own factories. The company specializes in taking products from initial design concepts through full-scale manufacturing and distribution. The company is organized into three main business segments: 1. **Regulated Industries** (~40% of revenue): This segment focuses on heavily regulated sectors including healthcare, automotive, and aerospace. Services include manufacturing medical devices, automotive electronics for electric vehicles, and aerospace components. The regulatory complexity in these industries creates higher barriers to entry and typically commands premium pricing. 2. **Intelligent Infrastructure** (~38% of revenue): This segment serves the technology backbone of the digital economy, manufacturing components for cloud computing, data centers, 5G networks, semiconductor capital equipment, and AI infrastructure. This includes server racks, networking equipment, storage systems, and the specialized hardware that powers modern data centers. 3. **Connected Living & Digital Commerce** (~22% of revenue): This segment manufactures consumer-facing products and e-commerce fulfillment solutions, including smart home devices, wearables, warehouse automation equipment, and digital commerce platforms. Jabil's core offering extends beyond simple manufacturing to include design services (creating electronic circuits and mechanical enclosures), supply chain management (sourcing components globally), testing and validation (ensuring products meet quality standards), and logistics services (managing product distribution). This comprehensive approach allows technology companies to focus on innovation and marketing while Jabil handles the complex manufacturing process.
Revenue model
Jabil generates revenue primarily through manufacturing service fees charged to its customers for producing their products. The company operates on a cost-plus model, where it purchases raw materials and components, adds value through manufacturing and assembly, then charges customers the total cost plus a margin for its services. Typical gross margins range from 4-6%, which may seem low but generate substantial absolute profits given the company's $28+ billion annual revenue scale. The company's customers are primarily original equipment manufacturers (OEMs) and technology companies that lack manufacturing capabilities or prefer to outsource production. These include major technology brands, automotive manufacturers, healthcare device companies, and cloud infrastructure providers. Jabil often enters into multi-year contracts with customers, providing revenue visibility and stability. Several factors influence Jabil's profitability margins: **Margin-enhancing factors** include the company's scale advantages in component procurement, its ability to command premium pricing in regulated industries like healthcare and automotive, the growing complexity of products requiring specialized manufacturing expertise, and its geographic diversification allowing cost optimization. The shift toward higher-value services like design and engineering also improves margins. **Margin-pressuring factors** include intense competition from other contract manufacturers, customer pressure to reduce costs, commodity price volatility affecting raw material costs, labor cost inflation in key manufacturing regions, and the cyclical nature of technology markets. Additionally, new customer relationships often start with lower margins that improve over time as operational efficiency increases. The company's recent focus on AI-related infrastructure and electric vehicle components represents a strategic shift toward higher-margin, faster-growing markets compared to traditional consumer electronics manufacturing.
Competitive moat
Jabil's competitive moat is moderately strong but not insurmountable, built primarily on operational scale, customer relationships, and specialized capabilities rather than proprietary technology or network effects. The company's primary moat stems from switching costs and operational complexity. Once a customer integrates Jabil into their supply chain and manufacturing processes, switching to a competitor involves significant time, cost, and risk. Jabil often becomes deeply embedded in product design, supply chain management, and quality processes, making it difficult for customers to easily replace them. The company's global manufacturing footprint with over 100 facilities across 30 countries creates logistical advantages that are expensive and time-consuming for competitors to replicate. Specialized expertise in regulated industries like healthcare and automotive provides additional protection. Manufacturing medical devices or automotive components requires specific certifications, quality standards, and regulatory compliance that creates barriers to entry. Jabil's decades of experience and established relationships with regulatory bodies provide competitive advantages in these sectors. However, the moat faces several challenges. The contract manufacturing industry remains highly competitive with capable competitors like Foxconn, Flextronics, and Celestica. Customer concentration risk exists, as losing major customers can significantly impact revenue. Additionally, customers continuously pressure margins, and the threat of vertical integration exists where large customers might bring manufacturing in-house. The company's recent strategic focus on AI infrastructure and electric vehicles represents an attempt to strengthen its moat by positioning in faster-growing, more specialized markets where its engineering capabilities and manufacturing scale provide greater differentiation than in commoditized consumer electronics manufacturing.
Risks & safety
Jabil presents a **moderate margin of safety** with manageable financial risks but some leverage concerns. **Liquidity and Solvency:** - Cash position: $1.6 billion provides adequate liquidity buffer - Current ratio: 1.02 indicates tight but manageable short-term liquidity - Debt-to-equity ratio: 2.42 represents elevated leverage levels - Free cash flow: $218 million (recent quarter) shows positive but modest cash generation - Working capital intensive business model requires careful cash management **Valuation Metrics:** - P/E ratio: 36.4 appears elevated for a manufacturing services company - EV/EBITDA: 11.4 suggests modest valuation relative to earnings - Price-to-book: 12.5 indicates significant premium to book value - Graham number suggests potential overvaluation at current levels **Other Considerations:** - Revenue guidance of $27.9 billion shows stable business scale - Operating margins around 5.4% provide reasonable profitability cushion - Diversified customer base across multiple end markets reduces concentration risk - Global manufacturing footprint provides operational flexibility but also complexity
Recent development
Over the past several years, Jabil has executed a significant strategic transformation focused on portfolio optimization and positioning for secular growth trends. The most notable move was the **divestiture of its Mobility business** to BYD Electronics for $2.2 billion in 2024, representing a strategic exit from lower-margin consumer electronics manufacturing. The company **reorganized its business structure** from two segments to three specialized divisions: Regulated Industries, Intelligent Infrastructure, and Connected Living & Digital Commerce. This restructuring better aligns the organization with distinct market dynamics and customer needs in each sector. **AI and data center infrastructure** has emerged as a major growth driver, with AI-related revenues expected to reach $7.5 billion in fiscal 2025, representing a 40% year-over-year increase. Jabil has invested heavily in capabilities around server manufacturing, silicon photonics, liquid cooling solutions, and data center infrastructure to capitalize on the AI boom. The company has made several **strategic acquisitions** to enhance capabilities, including Mikros Technologies for liquid cooling solutions and Pharmaceuticals International Inc. to strengthen healthcare manufacturing. These tuck-in acquisitions focus on filling specific capability gaps rather than scale expansion. **Geographic expansion and reshoring** initiatives have accelerated, with Jabil opening new manufacturing sites including a facility in Croatia and strengthening its U.S. manufacturing footprint to 30 sites. This positions the company to benefit from potential tariff policies and supply chain regionalization trends. In the automotive sector, Jabil has pivoted toward **electric vehicle and autonomous driving technologies**, with 80-90% of its automotive business now focused on EV-related components rather than traditional automotive electronics. The company has also expanded its healthcare portfolio, particularly in diagnostics and GLP-1 drug delivery systems.
JBL company profile · for informational purposes only — not investment advice.
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