Jabil Inc

Jabil Inc

JBL

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Market Cap$38.46B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Jabil IncJabil Inc480.09%60%1.23.4

Earnings Call Q2 2026

March 18, 2026 - AI Summary

Strong Q2 Performance: Jabil reported net revenue of $8.3 billion for Q2 Fiscal 2026, exceeding expectations by approximately $500 million. Core diluted earnings per share (EPS) rose to $2.69, signaling robust performance across several segments, particularly Intelligent Infrastructure.
Segment Growth Drivers: Intelligent Infrastructure led the growth with revenue of $4 billion, up 52% year-over-year, mainly due to demand in cloud, data center infrastructure, and networking. Regulated Industries also performed well, generating $3 billion in revenue, up 10% year-over-year, with automotive and renewables showing signs of recovery.
Revised Full-Year Guidance: Jabil raised its full-year revenue outlook to approximately $34 billion (up $1.6 billion from previous guidance) and increased core EPS guidance to $12.25, reflecting confidence in continued momentum across its diversified portfolio. AI-related revenue is expected to grow by 46% year-over-year to approximately $13.1 billion.

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$319.00

Target Price by Analysts

15.8% downsideJabil Target Price DetailsTarget Price
$116.21

Current Fair Value

69.3% downside

Overvalued by 69.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$38.46 Billion
Enterprise Value$41.15 Billion
Dividend Yield$0.32 (0.09%)
Earnings per Share$6
Beta1.29
Outstanding Shares106,500,000

Return

Return on Equity60.19%ROE
Return on Assets3.92%
Return on Invested Capital21.01%

Valuation & Multiples

P/E Ratio47.99P/E Ratio
PEG52.97PEG
Price to Sales1.24Price to Sales
Price to Book Ratio31.59Price to Book Ratio
Enterprise Value to Revenue1.26
Enterprise Value to EBIT33.68
Enterprise Value to Net Income50
Total Debt to Enterprise0.11
Debt to Equity3.36Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
March 19, 2026
EPS Estimate
$2.56
Average shareholder expectation
Revenue Estimate
$7.75 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 16, 2026
EPS Estimate
$3.08
Average shareholder expectation
Revenue Estimate
$8.55 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0423 0.19%
Total Calls2,863,419 12.61%
Total Puts2,984,500 12.45%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %92.80% 1.82%
Total Invested$26.20B 13.51%
Investors Holding1,001 34.00%

ESG Score

No data

About Jabil Inc

CEO: Mark Mondello

Relevant Senate Committees

Joint Committee on Taxation

As the technical body supporting tax legislation, its analysis and official revenue estimates directly shape tax policy, influencing Jabil's corporate tax burden, capital investment incentives, and overall financial outlook.

Finance

This powerful committee directly impacts Jabil through its control over corporate taxation (rates, credits), trade policy (tariffs, duties affecting global supply chains), and economic policy, all of which directly affect profitability and operations.

Appropriations

This committee directly allocates federal discretionary spending. Its decisions on funding for defense, scientific research, and infrastructure projects significantly impact the order books of Jabil's key end-market customers.

Health, Education, Labor, and Pensions

As a large manufacturer, Jabil is directly impacted by labor laws and minimum wage regulations. Furthermore, FDA oversight influences the medical device industry, a significant end-market for Jabil's PCBs.

Armed Services

Jabil manufactures PCBs that are essential components for various defense systems, avionics, and military technologies. The National Defense Authorization Act (NDAA) directly impacts Jabil's potential revenue streams in this sector.

Commerce, Science, and Transportation

This committee regulates critical end-markets for Jabil's PCBs, including aerospace, telecommunications, and 'Big Tech' (consumer electronics, data centers). Regulations on these sectors directly drive demand for Jabil's products.

Foreign Relations

Jabil operates globally with complex supply chains. Sanctions, trade agreements, and foreign policy decisions directly impact material sourcing, market access, and operational costs for international manufacturers.