Jabil Inc. (JBL) Stock Price & Analysis
Jabil Inc. (JBL) closed at USD 267.41 on Thursday, October 22, 2026, down 4.83% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 280.99; the Oct 22, 2026 session ranged USD 259.44–273.75 on volume of 1,533,333 shares. Market capitalization is $28.02B, with a 52-week range of USD 189.6–428.93 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JBL.md
Latest Earnings Results (JBL)
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q4 2026 | $4.40 (adjusted (non-GAAP) diluted) | $10.62B | Sep 30, 2026, 7:32:16 AM ET · on Nexqual +35 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (JBL)
- Last four reported quarters (through May 31, 2026): revenue $33.6B, net income $862M (2.6% margin), free cash flow $1.31B (SEC filings).
- Valuation: P/E 32.5x (avg 21.1x at the last 3 fiscal year-ends), EV/EBITDA 14.1x, net debt $2.02B.
- 1 of 80 tracked superinvestors hold JBL (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 15 Form 4 filings, $13.8M; 13 not under a Rule 10b5-1 plan ($13.2M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 3 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $150K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.90 on a 1–5 scale) (10 analysts), mean target USD 425 (range 365–475).
- Total return with dividends: 1Y +29.6% vs S&P 500 +14.9%; 5Y +340.5% vs S&P 500 +80.3%.
- Next earnings: 2026-12-16, EPS estimate USD 4.05, revenue estimate $11.0B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JBL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $29.3B | $33.5B | $34.7B | $28.9B | $29.8B | $33.6B |
| Gross profit | $2.36B | $2.63B | $2.87B | $2.68B | $2.65B | — |
| Operating income | $1.05B | $1.39B | $1.54B | $2.01B | $1.18B | $1.44B |
| Net income | $696M | $996M | $818M | $1.39B | $657M | $862M |
| EPS (diluted) | $4.58 | $6.90 | $6.02 | $11.17 | $5.92 | — |
| Free cash flow | $274M | $266M | $704M | $932M | $1.17B | $1.31B |
| Gross margin | 8.1% | 7.9% | 8.3% | 9.3% | 8.9% | — |
| Operating margin | 3.6% | 4.2% | 4.4% | 7.0% | 4.0% | 4.3% |
| Net margin | 2.4% | 3.0% | 2.4% | 4.8% | 2.2% | 2.6% |
| Revenue growth | +7.4% | +14.3% | +3.7% | -16.8% | +3.2% | — |
| Cash + short-term investments | $1.57B | $1.48B | $1.80B | $2.20B | $1.93B | — |
| Total debt | $2.88B | $2.88B | $2.88B | $2.88B | $2.88B | — |
Fiscal years end Aug. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through May 31, 2026) (JBL)
P/E 32.5x · P/S 0.8x · EV/EBITDA 14.1x · EV/Sales 0.9x · P/FCF 21.5x · P/B 21.2x · FCF yield 4.66% · Earnings yield 3.08% · Dividend yield (paid, TTM) 0.12% · Buyback yield (TTM) 3.27% · Net debt $2.02B · EV $30.0B
P/E at fiscal year-ends: Aug 2025 34.6x, Aug 2024 9.8x, Aug 2023 19.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (JBL)
1 of 80 tracked investors hold JBL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.01% | $756K | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (JBL)
2 of 15 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Schick Gary K. | SVP, CHRO | 1,000 | $277K | 2.6% | Yes (adopted March 21, 2026) | Too little history (no open-market trades in 2023) |
| 2026-07-15 | Schick Gary K. | SVP, CHRO | 1,000 | $320K | 2.5% | Yes (adopted March 21, 2026) | Too little history (no open-market trades in 2023) |
| 2026-07-06 | Crowley Matthew | EVP, Global Business Units | 94 | $32K | 0.2% | No | Too little history (no open-market trades in 2023) |
| 2026-04-30 | Schick Gary K. | SVP, CHRO | 1,000 | $340K | 2.4% | No | Too little history (no open-market trades in 2023) |
| 2026-04-20 | Priestley Andrew | EVP, Chief Operations Officer | 3,169 | $1.0M | 5.3% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-17 | Borges Steven D | EVP, Global Business Units | 5,126 | $1.6M | 6.7% | No | Routine (sold in Jan each year 2023–2025; this trade is outside those months) |
| 2026-04-16 | Yap May Yee | SVP, Chief Information Officer | 1,634 | $501K | 6.4% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-04-13 | Renno Rafael | SVP, Global Business Units | 1,000 | $305K | 5.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-10 | Priestley Andrew | EVP, Chief Operations Officer | 4,000 | $1.2M | 6.2% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-10 | Berry Adam E. | SVP, IR and Corporate Affairs | 1,585 | $477K | 8.8% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-10 | Ansari Anousheh | Director | 2,000 | $600K | 5.9% | No | Too little history (no open-market trades in 2024) |
| 2026-04-09 | Borges Steven D | EVP, Global Business Units | 7,000 | $2.1M | 8.4% | No | Routine (sold in Jan each year 2023–2025; this trade is outside those months) |
| 2026-04-08 | Renno Rafael | SVP, Global Business Units | 1,000 | $288K | 5.2% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-08 | Borges Steven D | EVP, Global Business Units | 7,000 | $2.0M | 7.7% | No | Routine (sold in Jan each year 2023–2025; this trade is outside those months) |
| 2026-04-08 | Dastoor Michael | CEO | 9,467 | $2.7M | 3.6% | No | Too little history (no open-market trades in 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (JBL)
1 purchase, $150K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-07-17 | Tyagarajan N. V. | Director | 500 | $150K | 299.63 | Too little history (no open-market trades in 2023–2025) |
Analysts (JBL)
Consensus Buy (mean 1.90 on a 1–5 scale), 10 analysts; mean target USD 425 (low 365, high 475).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-01 | JP Morgan | Target raised | Overweight | $425 → $430 |
| 2026-10-01 | Argus Research | Reiterated | Buy | $475 |
| 2026-10-01 | Barclays | Target lowered | Overweight | $426 → $378 |
| 2026-09-08 | Goldman Sachs | Target lowered | Buy | $482 → $375 |
| 2026-08-11 | UBS | Upgrade | Neutral → Buy | $430 |
Total return (dividends reinvested) (JBL)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +29.6% | +340.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +29.7% | +34.4% |
| Volatility (annualized) | 47.5% | 38.0% |
| Max drawdown | -30.6% (Jun 2026→Oct 2026) | -34.1% (Mar 2024→Jul 2024) |
JBL revenue by business segment (quarter ended May 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Intelligent Infrastructure | $4.17B | 47.6% | +21.4% |
| Regulated Industries | $3.18B | 36.4% | +4.1% |
| Connected Living and Digital Commerce | $1.40B | 16.0% | +4.6% |
| Total revenue | $8.75B | 100% | — |
JBL revenue by region (fiscal year ended Aug 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Foreign source revenue | $22.36B | 75.0% | -6.2% |
| — Other Countries (part of Foreign source revenue) | $8.83B | 29.6% | +1.9% |
| — Mexico (part of Foreign source revenue) | $5.69B | 19.1% | -3.1% |
| — China (part of Foreign source revenue) | $4.20B | 14.1% | -12.8% |
| — Malaysia (part of Foreign source revenue) | $3.64B | 12.2% | — |
| United States | $7.44B | 25.0% | +47.5% |
| Total revenue | $29.80B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
JBL suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Related party | Amazon (AMZN) | “Transactions between the Company and Amazon for businesses under Mr. Siminoff's oversight are considered related party transactions.” |
Quoted from the company's 10-K filed Oct 17, 2025.
Companies that name JBL in their SEC reports
| Relationship to JBL | Company | Filing | Sentence |
|---|---|---|---|
| competitor | Kimball Electronics, Inc. (KE) | 10-K Aug 19, 2026 | “Our competition includes EMS companies such as Benchmark Electronics, Inc., Flex Ltd., Jabil Inc., Plexus Corp., and Sanmina Corporation as well as specialized providers of medical device manufacturing, drug delivery solutions, and precision molded plastics.” |
| competitor | Fabrinet (FN) | 10-K Aug 18, 2026 | “Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd., as well as the internal manufacturing capabilities of our customers.” |
| customer | Life360, Inc. (LIF) | 10-K Mar 2, 2026 | “•our ability to continue to manufacture our hardware products on reasonable terms, including our ability to continue our relationship with Jabil, Inc. ("Jabil"), or at all;” |
| competitor | CELESTICA INC (CLS) | 10-K Feb 27, 2026 | “Our competitors in the EMS industry include Benchmark Electronics, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd., Jabil Inc., Plexus Corp., and Sanmina Corporation, as well as smaller EMS companies that often have a regional, product, service or industry-specific focus.” |
| customer | SOLAREDGE TECHNOLOGIES, INC. (SEDG) | 10-K Feb 25, 2026 | “We currently contract to have our solar products manufactured by two of the world's leading global electronics manufacturing service providers, Jabil Inc. ("Jabil") and Flex Ltd. ("Flex").” |
| competitor | BENCHMARK ELECTRONICS INC (BHE) | 10-K Feb 24, 2026 | “Our competitors include Celestica Inc., Flex Ltd., Jabil Inc., Kimball Electronics Inc., Plexus Corp, and Sanmina Corporation.” |
| competitor | Ultra Clean Holdings, Inc. (UCTT) | 10-K Feb 23, 2026 | “Our principal competitors for gas delivery systems are Ichor Systems, Inc. and Fujikin Incorporated; our principal competitors for other critical subsystems are Foxsemicon Integrated Technology Inc., Jabil, Inc., VDL ETG, Celestica Inc. and Benchmark Electronics, Inc. For our gas delivery component solutions our principal competitors are Swagelok, Parker Hannifin, Fujikin and Watlow.” |
| partner | Arista Networks, Inc. (ANET) | 10-K Feb 17, 2026 | “Our primary manufacturing partners are Jabil Inc., Sanmina Corporation and Foxconn Hon Hai.” |
| supplier | COHU INC (COHU) | 10-K Feb 17, 2026 | “In the event that Jabil is unable to meet our current delivery schedule for semiconductor test systems, or if Jabil experienced unexpected downtime, we may not be able to sell to our customers, or have significant delays in fulfilling their orders.” |
| competitor | TD SYNNEX CORP (SNX) | 10-K Jan 27, 2026 | “We also compete against companies who participate within the hyperscale computing infrastructure market including Jabil Inc., Celestica, Flex Ltd., Quanta Computer Inc. and Wiwynn Corporation.” |
| competitor | SANMINA CORP (SANM) | 10-K Nov 13, 2025 | “Our competitors include major global EMS providers, including Benchmark Electronics, Inc., Celestica, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd. (Foxconn), Jabil Inc. and Plexus Corp., as well as other companies that have a regional, product, service or industry-specific focus.” |
JBL customer concentration
In the period ended Aug 31, 2025, a single direct customer accounted for 16% of revenue, per the company's 10-K filed Oct 17, 2025. The company does not name it.
JBL company outlook (results filed Sep 30, 2026)
- “GAAP diluted earnings per share: $9.75 • Core operating income (Non-GAAP): $2.1 billion • Core diluted earnings per share (Non-GAAP): $13.09 First Quarter of Fiscal Year 2027 Outlook: • Net revenue $10.6 billion to $11.4 billion • U.S.”
Analysts expect $11.01B for the current quarter, in line with the midpoint of the company's guidance ($11.00B).
Quoted word-for-word from the SEC 8-K results press release.
JBL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Nov 2026) | $4.05 | $3.60 | +12.6% | $11.01B | 8 |
| Next quarter (ends Feb 2027) | $3.85 | $3.74 | +2.7% | $10.63B | 8 |
| Current fiscal year (ends Aug 2027) | $17.69 | $16.75 | +5.6% | $44.78B | 9 |
| Next fiscal year (ends Aug 2028) | $22.17 | $19.87 | +11.5% | $52.07B | 9 |
Key Statistics (as of October 23, 2026 at 10:37 UTC)
| Price | USD 267.41 |
|---|---|
| Change | ▼ 4.83% (down) |
| Previous Close | USD 280.99 |
| Open | USD 272.75 |
| Day Range | USD 259.44 – 273.75 |
| 52-Week Range | USD 189.6 – 428.93 |
| Volume | 1,533,333 shares |
| Market Cap | $28.02B |
| Exchange | NYQ |
Technical Analysis (JBL)
Nexqual's technical model rates JBL "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:37 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 34.81 (neutral) |
| vs SMA50 | Below (USD 307.49) |
| MACD | -8.76 (negative) |
Analyst Ratings (JBL)
Wall Street analysts rate JBL "Buy" based on 10 analysts, with a mean price target of USD 425 (range USD 365–475), per Nexqual as of October 23, 2026 at 10:37 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 425 |
| High Target | USD 475 |
| Low Target | USD 365 |
| Buy / Hold / Sell | 9 / 1 / 0 |
Earnings (JBL)
| Next Earnings Date | 2026-12-16 |
|---|---|
| EPS Estimate | USD 4.05 |
| Revenue Estimate | $11.01B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-08-31 | USD 4.4 vs est 4.08 ▲ beat |
| 2026-05-31 | USD 3.16 vs est 3.12 ▲ beat |
| 2026-02-28 | USD 2.69 vs est 2.51 ▲ beat |
| 2025-11-30 | USD 2.85 vs est 2.73 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financials & Fundamentals (JBL)
| Total Revenue | $35.95B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +28.60% |
| Gross Margin | +9.23% |
| Operating Margin | +5.85% |
| Profit Margin | +2.90% |
| ROE | +66.37% |
| Debt / Equity | 2.49 |
| Current Ratio | 0.99 |
| Total Cash | $1.74B |
| Total Debt | $4.02B |
| Free Cash Flow (last four quarters to May 2026, SEC 10-Q / 10-K) | $1.31B (3.9% of revenue) |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financial Health Score (JBL)
Nexqual rates Jabil Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:37 UTC.
| Growth | Strong — Revenue +21% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 9%, operating 6% (last 12 months) |
| Balance Sheet | Critical — $1.36B cash and investments vs $3.38B debt (May 2026, SEC) |
| Cash Flow | Mixed — FCF $1.31B (last 4 quarters to May 2026, SEC), slim 3.9% margin |
| Efficiency | Strong — ROE 66%, ROA 5.0% |
Ownership (JBL)
| Insider Ownership | +1.16% |
|---|---|
| Institutional Ownership | +99.52% |
| Shares Outstanding | 104.79M |
| Float | 102.80M |
| Short % of Float | +3.17% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Leadership (JBL)
Jabil Inc. is led by Michael Dastoor, CEO & Director, per Nexqual as of October 23, 2026 at 10:37 UTC.
| CEO & Director | Michael Dastoor |
|---|---|
| Chief Financial Officer | Gregory B. Hebard |
| Executive Vice President of Global Business Units | Steven D. Borges |
| CTO & SVP of Intelligent Infrastructure | Ed Bailey |
| Senior Vice President of Investor Relations & Corporate Affairs | Adam E. Berry |
Major Backers & Investors (JBL)
Notable institutional backers of Jabil Inc. include Texas Yale Capital Corp., Wellington Management, Primecap Management Company, according to Nexqual as of October 23, 2026 at 10:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Texas Yale Capital Corp. | 6% |
| Wellington Management | 4.1% |
| Primecap Management Company | 3.02% |
| UBS Group AG | 2.89% |
| JPMorgan | 2.6% |
| Fidelity | 1.31% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.77% |
| BlackRock | 9.67% |
| State Street | 4.7% |
| Geode Capital | 2.85% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
From Jabil Inc.'s Latest SEC 10-K Filing (filed 2025-10-17)
Key Strengths & Strategy (as disclosed to the SEC)
- Other factors significant to our proprietary rights include the knowledge and experience of our management and workforce and our ability to develop, enhance, and market our technology and services.
- We believe that our global footprint is strengthened by our centralized procurement process, which, when coupled with our single Enterprise Resource Planning system, provides our customers end-to-end supply chain visibility.
- Our design expertise also helps customers navigate technology transitions and regulatory requirements, creating end-to-end solutions that integrate seamlessly from concept through production.
- We regard certain aspects of our technology, design, production and product management, supply chain, and other services as proprietary intellectual property.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to extensive government regulations and industry standards and the terms of complex contracts; a failure to comply with current and future regulations and standards, or the terms of our contractual arrangements, could have an adverse effect on our business, customer relationships, reputation, and profitability.
- We may face heightened liability risks specific to our medical device business as a result of additional healthcare regulatory related compliance requirements and the potential severe consequences (e.g., death or serious injury) that could result from manufacturing defects or malfunctions of the medical devices we manufacture or design.
- Compliance or the failure to comply with current and future environmental, health and safety, product stewardship, and producer responsibility laws or regulations could cause us significant expense.
- We are subject to litigation and proceedings, which may result in substantial expenses, settlement costs, or judgments; require the time and attention of key management resources; and result in adverse publicity, any of which may negatively impact our financial performance.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| FLEX | Flex Ltd. | USD 76.69 | ▼ 11.08% |
| CLS | Celestica, Inc. | USD 269.01 | ▼ 11.69% |
| TEL | TE Connectivity plc | USD 208.42 | ▼ 2.65% |
| FN | Fabrinet | USD 317.67 | ▼ 10.78% |
| LFUS | Littelfuse, Inc. | USD 350.28 | ▼ 10.1% |
| VICR | Vicor Corporation | USD 179.99 | ▼ 15.66% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:37 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt