Jabil Inc. (JBL)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Jabil Inc. (JBL) trades at $341.30 with AI Score 65/100 (Grade B+). Jabil Inc. is a global manufacturing services and solutions provider, operating through Electronics Manufacturing Services and Diversified Manufacturing Services. Market cap: $35.76B, Sector: Technology.
Price live · AI analysis from May 10, 2026JBL stock analysis for 2026: Analysts have set a consensus price target of $264.50 for Jabil Inc., suggesting 22.5% downside from the current price of $341.30. The AI MoonshotScore is 65/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
JBL: 1/2 perspectives are bullish.
How is this calculated? →Jabil Inc. (JBL) Technology Profile & Competitive Position
Jabil Inc. delivers comprehensive manufacturing services and solutions, focusing on electronics design, production, and product management. With a global presence and a diverse industry portfolio spanning 5G, automotive, and healthcare, Jabil leverages its expertise in both electronics and diversified manufacturing to serve a wide range of customer needs.
What Is the Investment Thesis for JBL?
Jabil Inc. presents a compelling investment case driven by its strategic positioning in the global manufacturing services market. With a market capitalization of $35.76B, Jabil benefits from the increasing demand for outsourced manufacturing across various industries. The company's diversified service offerings, spanning electronics design, production, and product management, enable it to capture growth opportunities in sectors such as 5G, automotive, and healthcare. A key value driver is Jabil's ability to provide end-to-end solutions, reducing complexity and cost for its customers. Ongoing catalysts include the expansion of 5G infrastructure and the increasing adoption of connected devices. Potential risks include economic downturns affecting manufacturing demand and supply chain disruptions. Jabil's P/E ratio of 45.3 and profit margin of 2.5% should be monitored for future performance.
Based on FMP financials and quantitative analysis
JBL Key Highlights
- Market capitalization of $35.76B, reflecting significant investor confidence in Jabil's market position.
- Gross margin of 9.0%, indicating efficient cost management in manufacturing operations.
- Serves diverse industries including 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility.
- Employs 138,000 people globally, showcasing its extensive operational scale.
- Beta of 1.16, suggesting moderate volatility compared to the overall market.
Who Are JBL's Competitors?
JBL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| STM STMicroelectronics N.V. | $68.35 | -3.35% | $60.75B | 54 |
| FLEX Flex Ltd. | $136.85 | -10.86% | $50.14B | 45 |
| COHR Coherent, Inc. | $333.36 | -9.57% | $52.86B | 52 |
| VRSN VeriSign, Inc. | $256.43 | +0.21% | $23.34B | — |
| FN Fabrinet | $499.61 | -8.69% | $17.90B | 49 |
| MDA Macdonald Dettwiler & Associate | $40.75 | +3.16% | $5.65B | 66 |
| WATT Energous Corporation | $24.09 | +0.84% | $35.78M | 65 |
| APH Amphenol Corporation | $164.59 | -4.43% | $202.48B | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JBL's Key Strengths?
- Global manufacturing footprint and extensive capacity.
- Diversified service offerings across multiple industries.
- Strong relationships with leading technology companies.
- Expertise in both electronics and diversified manufacturing.
What Are JBL's Weaknesses?
- Relatively low profit margin of 2.5%.
- Exposure to cyclical fluctuations in the electronics industry.
- Dependence on key customers for a significant portion of revenue.
- Potential for supply chain disruptions and component shortages.
What Could Drive JBL Stock Higher?
- Expansion of 5G infrastructure and increasing demand for advanced electronic components.
- Growth in the electric vehicle (EV) market and increasing adoption of automotive electronics.
- Increasing demand for medical devices and healthcare equipment.
- Proliferation of connected devices and the Internet of Things (IoT).
- Potential strategic acquisitions and partnerships to expand capabilities and market reach.
What Are the Key Risks for JBL?
- Insider selling — insiders were net sellers of roughly $14.1M recently.
- Economic downturns affecting manufacturing demand.
- Geopolitical risks and trade tensions.
- Intense competition from other manufacturing services providers.
- Supply chain disruptions and component shortages.
- Technological obsolescence and the need for continuous innovation.
What Are the Growth Opportunities for JBL?
- Expansion in the 5G Infrastructure Market: Jabil is well-positioned to capitalize on the ongoing expansion of 5G infrastructure. As telecommunications companies deploy 5G networks globally, there is increasing demand for advanced electronic components and manufacturing services. Jabil's expertise in electronics design and production enables it to secure contracts with key players in the 5G ecosystem. The global 5G infrastructure market is projected to reach $47.78 billion by 2027, presenting a substantial growth opportunity for Jabil.
- Growth in the Electric Vehicle (EV) Market: The increasing adoption of electric vehicles is driving demand for automotive electronics and manufacturing services. Jabil's capabilities in automotive electronics design and manufacturing position it to benefit from this trend. The company can provide solutions for battery management systems, infotainment systems, and other critical components of EVs. The global EV market is expected to reach $800 billion by 2027, offering a significant growth opportunity for Jabil.
- Penetration of the Healthcare and Medical Device Market: Jabil's expertise in manufacturing medical devices and healthcare equipment provides a strong foundation for growth in this sector. The aging global population and increasing demand for advanced medical technologies are driving growth in the healthcare market. Jabil can leverage its manufacturing capabilities to produce a wide range of medical devices, from diagnostic equipment to surgical instruments. The global medical device market is projected to reach $600 billion by 2025, presenting a substantial growth opportunity.
- Expansion in the Connected Devices and IoT Market: The proliferation of connected devices and the Internet of Things (IoT) is creating new opportunities for Jabil. The company can provide manufacturing services for a wide range of IoT devices, including smart home devices, wearable technology, and industrial sensors. Jabil's expertise in electronics design and production enables it to develop innovative solutions for the IoT market. The global IoT market is expected to reach $1.5 trillion by 2027, offering a significant growth opportunity.
- Strategic Acquisitions and Partnerships: Jabil can pursue strategic acquisitions and partnerships to expand its capabilities and market reach. By acquiring companies with complementary technologies or entering into partnerships with key players in its target markets, Jabil can accelerate its growth and strengthen its competitive position. This strategy can enable Jabil to enter new markets, expand its product offerings, and enhance its customer relationships. This ongoing strategy will allow Jabil to stay competitive.
What Opportunities Does JBL Have?
- Expansion in high-growth markets such as 5G, electric vehicles, and healthcare.
- Strategic acquisitions and partnerships to expand capabilities and market reach.
- Increased demand for outsourced manufacturing services.
- Adoption of advanced manufacturing technologies to improve efficiency and reduce costs.
What Threats Does JBL Face?
- Intense competition from other manufacturing services providers.
- Economic downturns affecting manufacturing demand.
- Geopolitical risks and trade tensions.
- Technological obsolescence and the need for continuous innovation.
What Are JBL's Competitive Advantages?
- Global scale and established manufacturing infrastructure.
- Diversified service offerings spanning electronics design, production, and product management.
- Strong relationships with key players in various industries.
- Expertise in both electronics manufacturing services (EMS) and diversified manufacturing services (DMS).
- Ability to provide end-to-end solutions, reducing complexity and cost for customers.
What Does JBL Do?
Founded in 1966 and headquartered in Saint Petersburg, Florida, Jabil Inc. has evolved into a leading global provider of manufacturing services and solutions. Originally known as Jabil Circuit, Inc., the company rebranded in June 2017 to reflect its expanding capabilities. Jabil operates through two primary segments: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). The EMS segment focuses on providing electronic design, production, and product management services, including application-specific integrated circuit design, firmware development, and rapid prototyping. It also designs plastic and metal enclosures, specializing in three-dimensional mechanical design and offering computer-assisted design services for printed circuit board assemblies (PCBAs). The DMS segment caters to a broader range of industries, offering services such as systems assembly, testing, direct-order fulfillment, and configure-to-order services. Jabil serves diverse sectors including 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility. With a global footprint and a workforce of 138,000 employees, Jabil provides end-to-end manufacturing solutions to a diverse customer base.
What Products and Services Does JBL Offer?
- Provides electronics design services, including application-specific integrated circuit design.
- Offers firmware development and rapid prototyping services.
- Designs plastic and metal enclosures for electronic components.
- Specializes in three-dimensional mechanical design and analysis.
- Provides computer-assisted design services for printed circuit board assemblies (PCBAs).
- Offers product and process validation services, including product system and safety testing.
- Provides systems assembly, test, and direct-order fulfillment services.
- Serves diverse industries, including 5G, automotive, and healthcare.
How Does JBL Make Money?
- Provides manufacturing services on a contract basis to various industries.
- Generates revenue from electronics design, production, and product management services.
- Offers end-to-end solutions, including systems assembly, testing, and fulfillment.
- Serves a diverse customer base across multiple sectors, reducing reliance on any single industry.
What Industry Does JBL Operate In?
Jabil Inc. operates in the global hardware, equipment, and parts industry, which is experiencing growth driven by technological advancements and increasing demand for electronics manufacturing services. The industry is characterized by intense competition, with companies like FLEX: Flex Ltd. and STM: STMicroelectronics N.V. vying for market share. Trends such as the adoption of 5G technology, the growth of the Internet of Things (IoT), and the increasing complexity of electronic devices are driving demand for Jabil's services. The company's ability to provide end-to-end manufacturing solutions positions it favorably in this competitive landscape.
Who Are JBL's Key Customers?
- Companies in the 5G, wireless, and cloud industries.
- Businesses in the automotive and transportation sectors.
- Organizations in the healthcare and packaging industries.
- Companies in the digital print and retail sectors.
- Businesses in the industrial and semi-cap sectors.
Company Profile
Jabil Inc. operates in the Hardware, Equipment & Parts industry within the Technology sector. It is headquartered in Saint Petersburg, US. The company is led by CEO Michael Dastoor. JBL has traded publicly since 1993.
Jabil Inc. Financial Trajectory
Jabil Inc. (JBL) reported $8.75B in revenue for Q2 2026, reflecting 5.7% growth compared to the prior quarter. The company recorded net income of $275.0M, with diluted EPS of $2.58. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Technology. Across the four most recent quarters, JBL averaged $2.00 in diluted EPS.
How Jabil Inc. Is Valued
Jabil Inc. carries a market capitalization of $35.76B, placing it in the large-cap category. Relative to its peer group, JBL's quantitative score of 65/100 is above the peer average of 50/100.
ROE 62%Key Financial Metrics
Return on equity for Jabil Inc. stands at 62.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.6%, showing how much profit it generates from its asset base. JBL trades at a trailing price-to-earnings ratio of 45.32, above the Technology sector average of ~38x. Its free cash flow yield is 3.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.98 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 2.2%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Jabil Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.95 places it in the grey zone, a middle ground that warrants monitoring.
8/8 beatsEarnings Track Record
Jabil Inc. has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 6.7% above estimates on average.
FY2026 estForward Outlook
Wall Street analysts project Jabil Inc. revenue of about $35.03B for fiscal 2026, with EPS near $12.76. The estimate reflects 6 contributing analysts.
Net sellingInsider Activity
Over the past six months, Jabil Inc. insiders filed 30 SEC Form 4 transactions — 25 sales and 5 purchases. On net that is roughly 48K shares disposed (about $14.1M), a signal worth weighing alongside the fundamentals.
JBL Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- JBL's recent insider buying suggests those in the know see long-term value, potentially signaling confidence in the company's future prospects.
- The overall community sentiment seems to be leaning bullish, with many discussing positive developments in Jabil's key sectors.
- Jabil is perceived as a key player in the supply chain, and any positive news in that area reflects well on them. Think of it like how positive news about chip manufacturers boosted related stocks.
- There's a growing narrative that Jabil is undervalued compared to its peers, which could attract more investors.
Bear Case
- Recent insider selling, even if for personal reasons, can create a negative perception and trigger concerns among retail investors.
- While there's some bullish sentiment, a significant portion of the community expresses concerns about potential supply chain disruptions impacting Jabil's operations.
- Market perception can be fickle. If a major competitor announces a breakthrough, it could shift sentiment away from Jabil, similar to how Tesla's dominance faced challenges with new EV entrants.
- Some community members believe Jabil's growth potential is limited compared to other companies in the tech manufacturing sector.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
From the Earnings Call
“We now believe our Intelligent Infrastructure segment will be approximately $16.5 billion, an increase of $1.1 billion over our previous expectations and 34% growth over fiscal 2025, driven by incremental growth in all 3 of our end markets in that segment.”
— Michael Meheryar Dastoor, CEO
“For fiscal 2026, we now expect revenues of approximately $34 billion, an increase of approximately $1.6 billion from a prior outlook of $32.4 billion. We're also raising our full year diluted earnings per share outlook to $12.25, up from $11.55.”
— Michael Meheryar Dastoor, CEO
JBL Q2 FY2026 earnings call transcript · 2026-03-18
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $8.75B | $275M | $2.58 |
| Q1 2026 | $8.28B | $223M | $2.07 |
| Q4 2025 | $8.30B | $146M | $1.35 |
| Q3 2025 | $8.25B | $218M | $2.00 |
Based on FMP financials and quantitative analysis
JBL Latest News
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Here's How Much $1000 Invested In Jabil 5 Years Ago Would Be Worth Today
benzinga · Jul 2, 2026
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Can Celestica's Industrial Solutions Portfolio Propel Its Shares?
Yahoo! Finance: JBL News · Jul 2, 2026
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Jabil Files Automatic Mixed Shelf Registration
MT Newswires · Jul 2, 2026
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Jabil Files Prospectus For Offering Mixed Shelf; Terms Undisclosed
benzinga · Jul 2, 2026
JBL Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for JBL.
Price Targets
Consensus target: $264.50
JBL MoonshotScore
What does this score mean?
The MoonshotScore rates JBL's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Hardware, Equipment & PartsLatest News
Here's How Much $1000 Invested In Jabil 5 Years Ago Would Be Worth Today
Can Celestica's Industrial Solutions Portfolio Propel Its Shares?
Jabil Files Automatic Mixed Shelf Registration
Jabil Files Prospectus For Offering Mixed Shelf; Terms Undisclosed
Leadership: Michael Dastoor
CEO
Michael Dastoor is the CEO of Jabil Inc., a global manufacturing services and solutions provider. He has extensive experience in the technology and manufacturing industries, having held various leadership positions within Jabil. His background includes expertise in operations, supply chain management, and business development. Dastoor is responsible for overseeing Jabil's global operations and driving the company's strategic growth initiatives. He manages a workforce of 138,000 employees.
Track Record: Under Michael Dastoor's leadership, Jabil Inc. has focused on expanding its presence in high-growth markets such as 5G, electric vehicles, and healthcare. He has overseen strategic acquisitions and partnerships to enhance Jabil's capabilities and market reach. Dastoor has also emphasized operational efficiency and technological innovation to improve Jabil's competitiveness. Key milestones include expanding Jabil's manufacturing footprint and strengthening its relationships with key customers.
Common Questions About JBL (Technology)
What does Jabil Inc. do?
Jabil Inc. is a global manufacturing services and solutions provider that offers electronics design, production, and product management services. The company operates through two segments: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). Jabil serves diverse industries, including 5G, automotive, healthcare, and connected devices. It provides end-to-end solutions, including systems assembly, testing, and direct-order fulfillment. Jabil's expertise in both electronics and diversified manufacturing enables it to serve a wide range of customer needs, positioning it as a key player in the global manufacturing services market.
What do analysts say about JBL stock?
Analyst consensus on JBL stock is generally positive, reflecting confidence in the company's growth prospects and strategic positioning. Key valuation metrics, such as the P/E ratio of 45.3, are considered in relation to Jabil's growth potential and industry peers. Growth considerations include Jabil's ability to capitalize on opportunities in high-growth markets such as 5G, electric vehicles, and healthcare. Analysts also monitor Jabil's operational efficiency, cost management, and ability to maintain strong customer relationships. This is a neutral summary of analyst sentiment, not a recommendation to buy or sell.
What are the main risks for JBL?
The main risks for Jabil Inc. include economic downturns affecting manufacturing demand, geopolitical risks and trade tensions, and intense competition from other manufacturing services providers. Supply chain disruptions and component shortages can also pose challenges for Jabil. Additionally, technological obsolescence and the need for continuous innovation are ongoing risks. Jabil's ability to mitigate these risks will depend on its operational efficiency, cost management, and ability to adapt to changing market conditions. These factors should be considered when evaluating Jabil's investment potential.
What are the key factors to evaluate for JBL?
Jabil Inc. (JBL) holds an AI score of 65/100 (moderate). P/E: 45.3x vs the S&P 500's ~20-25x. Analysts target $264.50 (-23%). Not financial advice.
How frequently does JBL data refresh on this page?
JBL prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven JBL's recent stock price performance?
Jabil Inc. (JBL) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global manufacturing footprint and extensive capacity. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider JBL overvalued or undervalued right now?
Jabil Inc. (JBL) trades at 45.3x earnings. Analysts target $264.50 (-23%) — downside risk seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying JBL?
Before investing in Jabil Inc. (JBL), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on publicly available sources and may be subject to change.
- Financial data is as of the latest available reporting period.