JBL · NYSE · Hardware, Equipment & Parts

Jabil

Engineers and manufactures electronics, infrastructure, and regulated products for global brands.

$303.90
After-hours close+2.46 (+0.82%)
At close$301.44(−3.45%)
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Profile

Jabil Inc.JBLInformation Technology

Provides design, engineering, manufacturing, testing, and supply-chain services for cloud and data-center infrastructure, capital equipment, networking, automotive, healthcare, energy, and connected products. Revenue comes from customer-specific programs run through a global factory network, with production planning tied to concentrated customers' forecasts and short order commitments.

Provides engineering, manufacturing, and supply-chain services across the product lifecycle, from design and industrialization through fabrication, assembly, testing, and fulfillment. Three segments organize the portfolio: Intelligent Infrastructure covers cloud and data centers, capital equipment, and networking; Regulated Industries spans automotive and transportation, healthcare and packaging, and renewable-energy infrastructure; Connected Living and Digital Commerce includes connected products, warehouse automation, and robotics.

Operates roughly 100 sites across the Americas, Asia, and Europe, combining global procurement with customer-dedicated business units and automated production lines. That footprint supports regional manufacturing, rapid production ramps, and consistent processes for complex electronics, plastics, metals, optics, power, and thermal-management systems. Production planning depends on customer forecasts and short order commitments, while some components have single-source supply. A concentrated customer base and industry-specific quality and regulatory requirements shape capacity, sourcing, and execution.

Company facts

CEOMichael Dastoor
ListedMay 3, 1993
ExchangeNYSE
HeadquartersSaint Petersburg, FL
CountryUnited States
Employees135,000
CIK0000898293
ISINUS4663131039

Key statistics

Market cap$31.59B
EPS (ttm)$8.01
P/E (ttm)37.63
ROE62.4%
P/B23.99
P/S0.9404
Dividend yield0.11%
Beta2.10vs XLK 1.18

Year to date +25.4% · Average volume (30d) 979.1K

Analysts

Price target, next 12 months$455.00+50.9%Median of 23 analysts · vs the Aug 28 close
ConsensusBuy13 of 23 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 11, 2026UBSUpgradeNeutralBuy
Aug 10, 2026UBSUpgradeNeutralBuy
Jun 18, 2026Argus ResearchTarget$475
Jun 18, 2026Raymond JamesReiterateStrong Buy$425$450
Jun 18, 2026NeedhamTarget$470

Earnings

EPS

Estimate$4.06
ReportedDue Sep 24, 2026

Revenue

Estimate$9.69B
ReportedDue Sep 24, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jun 17, 2026Q3 FY26$3.10$3.16+1.9%$8.61B$8.75B+1.7%−0.83%
Mar 18, 2026Q2 FY26$2.51$2.69+7.2%$7.78B$8.28B+6.5%+2.57%
Dec 17, 2025Q1 FY26$2.70$2.85+5.6%$8.03B$8.31B+3.4%+0.34%
Sep 25, 2025Q4 FY25$2.92$3.29+12.7%$7.59B$8.25B+8.7%+2.68%
View details

Financial highlights

12 quartersQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$6.73B$7.83B$8.25B$8.31B$8.28B$8.75B
Gross profit$576.0M$681.0M$783.0M$742.0M$746.0M$828.0M
Operating income$245.0M$403.0M$337.0M$283.0M$387.0M$445.0M
Net income$117.0M$222.0M$218.0M$146.0M$223.0M$275.0M
Diluted EPS$1.06$2.03$1.99$1.35$2.08$2.59
Gross margin8.6%8.7%9.5%8.9%9.0%9.5%
Operating margin3.6%5.1%4.1%3.4%4.7%5.1%

Fiscal years (4-quarter sums)FY21 $29.29B · FY22 $33.48B · FY23 $34.70B · FY24 $28.88B · FY25 $29.80B

Revenue by product · Q3 FY26

Intelligent Infrastructure$4.17B · 48%
Regulated Industries$3.18B · 36%
Connected Living And Digital Commerce$1.40B · 16%

Revenue by geography · FY25

Other Countries$8.83B · 30%
United States$7.44B · 25%
Mexico$5.69B · 19%
China$4.20B · 14%
Malaysia$3.64B · 12%

Balance sheet, May 31, 2026Cash & short-term investments $1.36B · Total debt $3.89B · Total assets $23.82B · Shareholders' equity $1.32B

Dividends

Next ex-date
Nov 14, 2026
estimated · in 77 days
Annual dividend
$0.32
per share
Dividend yield
0.11%
Schedule
Quarterly
4 payments a year

Raised for 18 straight years. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Aug 14, 2026Aug 14Sep 2$0.08
May 15, 2026May 15Jun 2$0.08
Feb 17, 2026Feb 17Mar 3$0.08
Nov 17, 2025Nov 17Dec 2$0.08
Aug 15, 2025Aug 15Sep 3$0.08
May 15, 2025May 15Jun 3$0.08
Feb 18, 2025Feb 18Mar 4$0.08
Nov 15, 2024Nov 15Dec 3$0.08
View details

Ownership

Institutions 155.05%Insiders 1.91%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 104.79M · Float 102.77M · 98.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.10.13M9.67%13FAug 7, 2026
Vanguard Capital Management LLC6.89M6.58%13FAug 13, 2026
Texas Yale Capital Corp.6.29M6.00%13FAug 12, 2026
Vanguard Portfolio Management LLC5.43M5.19%13FAug 13, 2026
State Street Corp4.93M4.70%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 17, 2026N. V. Tyagarajandirector+500$299.63
Jul 15, 2026Gary K. Schickofficer: SVP, CHRO−1,000$319.86
Jul 6, 2026Matthew Crowleyofficer: EVP, Global Business Units−94$345.00
Apr 30, 2026Gary K. Schickofficer: SVP, CHRO−1,000$340.00
Apr 20, 2026Andrew Priestleyofficer: EVP, Chief Operations Officer−3,169$330.00
View details

Peers

  • Flex

    Broadest head-to-head EMS peer across cloud, automotive, industrial, and health.

  • Sanmina

    Full-service EMS peer now a major AI cloud competitor via ZT Systems buy.

  • Celestica

    Dominant in AI data-center networking and server ODM; fastest-growing EMS peer.

  • Plexus

    Mid-volume complex EMS leader in healthcare, industrial, and A&D.

  • Benchmark Electronics

    Focused EMS peer in semi-cap, industrial, medical, A&D, and AC&C.

CompareAfter-hours close

CompanyPriceChange
Jabil$303.90+0.82%$31.59B37.619.10.9+11.8%
Flex$110.65+0.15%$40.82B42.721.21.4+20.6%
Sanmina$194.01+0.01%$10.40B34.715.40.8+69.7%
Celestica$299.55+0.25%$34.35B31.019.72.2+61.3%
Plexus$240.87+0.00%$6.44B35.624.01.4+28.1%
Benchmark Electronics$72.70+1.88%$2.56B48.522.30.9+17.7%
Median35.621.21.4+28.1%