Jabil Inc

Jabil Inc

JBL

Get informed when a big investor buys or sells

+ Follow
Market Cap$39.23B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Jabil IncJabil Inc45.40.09%65%1.23.1

Earnings Call Q3 2026

June 17, 2026 - AI Summary

Q3 delivered strong upside across the board (and ahead of outlook): Revenue ~$8.8B (+12% YoY) and ~$250M above the midpoint of guidance. GAAP EPS $2.59; core EPS $3.16 (+24% YoY). Core operating margin 5.8% (GAAP operating income $445M, 5.1% margin). Also free cash flow better than expected: CFO $535M, capex $176M, adjusted FCF $359M.
Segment performance + where the upside came from: - Intelligent Infrastructure: $4.2B (+21% YoY), growth broad-based; networking +50%, driven by strong ramp in India; AI/cloud + data center demand strong. This is the key growth engine. - Regulated Industries: $3.2B (+4% YoY), above outlook; upside largely from Automotive & Transportation (stronger demand than expected). - Connected Living & Digital Commerce: $1.4B (+5% YoY), above outlook; upside mainly from Connected Living (consumer demand better than cautious guide).
Full-year FY26 guidance raised (good), with AI growth underpinned (opportunity): - FY26 revenue ~ $35B (~+17% YoY) (raised from March ~$34B). - Core operating margin ~5.8% (improved ~10 bps). - Core diluted EPS ~ $12.70. - Adjusted free cash flow > $1.4B (raised from prior outlook > $1.3B). - AI-related revenue now ~ $13.6B in FY26, +$500M vs March and up from ~$9B in FY25 (~50% YoY AI growth). CEO expects FY27 AI growth % to be similar to FY26 (notably strong given the higher base).

Exclusive for Stockcircle Pro members

Sign upSign Up
$423.54

Target Price by Analysts

12.3% upsideJabil Target Price DetailsTarget Price
$114.24

Current Fair Value

69.7% downside

Overvalued by 69.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$39.23 Billion
Enterprise Value$41.93 Billion
Dividend Yield$0.32 (0.09%)
Earnings per Share$6
Beta1.29
Outstanding Shares105,300,000

Return

Return on Equity65.15%ROE
Return on Assets3.62%
Return on Invested Capital27.35%

Valuation & Multiples

P/E Ratio45.43P/E Ratio
PEG190.28PEG
Price to Sales1.19Price to Sales
Price to Book Ratio31.44Price to Book Ratio
Enterprise Value to Revenue1.25
Enterprise Value to EBIT28.87
Enterprise Value to Net Income48
Total Debt to Enterprise0.1
Debt to Equity3.06Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 17, 2026
EPS Estimate
$3.10
Average shareholder expectation
Revenue Estimate
$8.61 B
Average shareholder expectation

Next Earnings Call

Expected Date
September 24, 2026
EPS Estimate
$4.06
Average shareholder expectation
Revenue Estimate
$9.69 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 %93.09% 1.67%
Total Invested$26.28B 13.69%
Investors Holding1,005 35.00%

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.