Jabil, Inc.

JBL Technology Electronic Components

Jabil, Inc.’s revenue for fiscal 2026 (year ended August 2026) was $36.0 billion, up 20.6% from fiscal 2025.

Revenue
+28.7%
EPS
+87.2%
Free cash flow
+7.13%
Total debt
+20.7%

Quarter to August 2026, against a year earlier

238.98 2.62 +1.11%
Market cap
$24.3B
P/E
24.3×
Fwd P/E
18.0×
Dividend yield
0.13%
F-score
7/9
Altman Z
2.64
Beneish M
−2.18
Dividend safety
82/100

Revenue by segment Fiscal 2026

  • Intelligent Infrastructure
  • Regulated Industries
  • Connected Living and Digital Commerce

Every year since 2009 →

Insider Decisions last twelve months

Bought, $m 0.15
Sold, $m 53.69
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — 1 — — — —
Sell 4 6 1 2 13 — — 2 — — 2 —
Insider Ownership 4.56%

Capital & Financial Ratios $m

Size
Market Cap 24,340.00
Revenue ttm 35,954.00
Net income ttm 1,040.00
Free cash flow ttm 1,532.00
Net debt Q 1,141.00
Valuation
P/E 24.28
Forward P/E 18.00
Price / sales 0.71
Forward P/S Powerpack
Price / FCF 16.57
Price / book 15.70 (above 6: high)
Financial health
Current ratio Q 0.99 (below 1: weak)
Debt / equity Q 1.78
Interest coverage Q 11.36
Growth
Revenue growth Q +28.65% (above 0%: growing)
Operating income growth Q +78.64% (above 0%: growing)
EPS, this year +35.04% (at or above 15%: strong)
EPS, next year A +24.74% (at or above 15%: strong)
Revenue, next year A +24.56% (at or above 10%: strong)
EPS, past 5 yrs +16.31% (at or above 15%: strong)
EPS, next 5 yrs A +27.11% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 51.71%
10-year low 10-year high
P/S against its own 10 years 87.17%
10-year low 10-year high
P/B against its own 10 years 89.11%
10-year low 10-year high
EV/Sales against its own 10 years 87.24%
10-year low 10-year high
EV/FCF against its own 10 years 60.91%
10-year low 10-year high

Dividends

Yield
0.13%
Annual rate
0.32
Payout ratio
3.27%
Growth, 2018–26
0.00%/yr
  1. 0.32 ’18
  2. 0.32 ’19 +0
  3. 0.32 ’20 +0
  4. 0.32 ’21 +0
  5. 0.32 ’22 +0
  6. 0.32 ’23 +0
  7. 0.32 ’24 +0
  8. 0.32 ’25 +0
  9. 0.32 ’26 +0
paid change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 1,804 2,201 1,933 1,739
Receivables 3,647 3,533 4,039 6,513
Inventory 5,206 4,276 4,681 7,413
Other 2,964 1,071 1,057 1,296
14,730 12,791 13,720 21,520
2023 2024 2025 2026
Payables 5,679 6,190 7,937 14,444
ST’ Debt — — — —
Other 1,397 — — —
12,695 11,782 13,714 21,673

Compound Annual Growth %

10y 5y 3y
Sales 6.96% 4.19% 1.19%
Cash Flow 8.13% 6.92% 4.91%
Earnings 15.16% 8.41% 8.40%
Book Value (4.10%) (5.42%) (17.38%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Nov Feb May Aug Year
’26 — — — — —
’26 1.35 2.08 2.59 3.76 9.75
’25 0.88 1.06 2.03 1.99 5.92
’24 1.47 7.31 1.06 1.18 11.17
’23 1.61 1.52 1.72 1.15 6.02
’22 1.63 1.51 1.52 2.25 6.90
’21 1.31 0.99 1.12 1.16 4.58
Fiscal quarters ending in the months shown.

Revenue $m

Nov Feb May Aug Year
’26 — — — — —
’26 8,305 8,282 8,751 10,616 35,954
’25 6,994 6,728 7,828 8,252 29,802
’24 8,387 6,767 6,765 6,964 28,883
’23 9,635 8,134 8,475 8,458 34,702
’22 8,567 7,553 8,328 9,030 33,478
’21 7,833 6,828 7,215 7,409 29,285
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Nov Feb May Aug Year
’26 — — — — —
’26 323 411 535 733 2,002
’25 312 334 406 588 1,640
’24 448 218 515 535 1,716
’23 166 414 468 686 1,734
’22 (46) 246 545 906 1,651
’21 65 21 585 762 1,433
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Nov Feb May Aug Year
’26 — — — — —
’26 272 360 359 541 1,532
’25 226 261 326 505 1,318
’24 173 48 415 419 1,055
’23 2 110 256 658 1,026
’22 (119) 45 221 663 810
’21 (177) (131) 388 560 640
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 7.6% a year for ten years.

Implied
7.6%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

1.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to August

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 19,063 22,095 25,282 27,266 29,285 33,478 34,702 28,883 29,802 35,954 +7.3% 44,784 52,073 57,413 +16.9%
Gross margin, % 8.11 7.72 7.57 7.08 8.06 7.86 8.26 9.26 8.88 9.23 +1.1 pt
EBT 256 373 451 261 944 1,231 1,262 1,751 892 1,408 +20.8%
EBT margin, % 1.34 1.69 1.78 0.96 3.22 3.68 3.64 6.06 2.99 3.92 +2.6 pt
Net income 127 88 289 57 698 996 818 1,388 657 1,040 +26.3%
Per share, $
Per share, $ Revenue 104.80 128.29 162.48 179.85 197.21 237.10 260.92 235.97 272.16 339.83 +14.0%
Earnings 0.71 0.50 1.85 0.36 4.69 7.06 6.15 11.34 6.00 9.86 +34.0%
Cash flow (8.05) (6.42) 7.67 8.29 9.65 11.69 13.04 14.02 14.98 18.92 n/m
Capex (2.98) (3.98) (5.06) (5.25) (5.34) (5.96) (5.32) (5.40) (2.94) (4.44) +4.5%
Free cash flow (11.03) (10.40) 2.61 3.04 4.31 5.74 7.71 8.62 12.04 14.48 n/m
Book value 13.02 11.40 12.22 12.04 14.39 17.37 21.56 14.19 13.85 15.28 +1.8%
Shares, m 182 172 156 152 149 141 133 122 110 106 (5.8%)
Valuation, ×
Valuation, × P/E 44.15 61.58 15.70 97.57 13.20 8.52 18.64 9.25 33.46 30.90 33.3
P/S 0.30 0.23 0.18 0.19 0.31 0.25 0.44 0.44 0.74 0.90 0.4
P/B 2.41 2.59 2.35 2.84 4.29 3.47 5.31 7.29 14.59 19.97 6.5
EV/Sales 0.32 0.29 0.23 0.25 0.37 0.30 0.48 0.47 0.77 0.94 0.4
EV/FCF (3.05) (3.53) 14.30 14.83 16.97 12.33 16.24 13.00 17.42 22.07 12.1
Cash, $m
Cash, $m Operating cash flow (1,464) (1,105) 1,193 1,257 1,433 1,651 1,734 1,716 1,640 2,002 n/m
Capex (541) (686) (787) (796) (793) (841) (708) (661) (322) (470) (1.6%)
Free cash flow (2,006) (1,792) 406 461 640 810 1,026 1,055 1,318 1,532 n/m
Balance, $m
Balance, $m Working capital (244) 319 (187) 76 194 211 2,035 1,009 6 (153) (5.0%)
Net debt 416 1,236 958 1,284 1,311 1,097 1,071 679 453 1,141 +11.9%
Shareholders’ equity 2,368 1,963 1,901 1,825 2,137 2,452 2,867 1,737 1,517 1,617 (4.2%)
Returns, %
Returns, % ROA 1.21 0.75 2.29 0.39 4.48 5.48 4.18 7.55 3.66 4.53 +3.3 pt
ROIC 9.21 10.59 15.33 10.05 19.12 24.53 24.39 52.07 37.50 38.61 +29.4 pt
ROE 5.35 3.99 14.85 2.90 35.13 43.41 30.76 60.30 40.38 66.50 +61.2 pt
People
People Employees 170,000 199,000 200,000 240,000 238,000 250,000 236,000 138,000 135,000 140,000 (2.1%)
Revenue/emp, $m 0.11 0.11 0.13 0.11 0.12 0.13 0.15 0.21 0.22 0.26 +9.6%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Aug 2026 · latest quarter Aug 2026 · fundamentals updated 2 Nov 2026

Business profile

Updated

Jabil is a provider of engineering, supply-chain and manufacturing services. It works for companies that outsource some or all of the work needed to turn a product concept into a finished product: design, planning, sourcing, fabrication, assembly, testing, delivery and post-production support.

Its manufacturing model combines automated production lines with engineering and design-for-manufacturability work. Customer-facing business units are generally dedicated to a single customer, with their own production equipment, workers, buyers, planners and engineers. Cross-functional teams support those units at individual sites.

Where the money comes from and where it goes Fiscal 2026

Fiscal 2026: revenue by segment, and margins
Intelligent Infrastructure 17,872 49.71%
Regulated Industries 12,694 35.31%
Connected Living and Digital Commerce 5,388 14.99%
Gross margin 9.23%
Operating margin 4.74%
Pre-tax margin 3.92%

Revenue by segment since 2009

Jabil, Inc. vs peers in Electronic Components (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
TEL TE Connectivity Ltd. $59.3B 18.6× 19.1× +11.86% (above 0%: growing) +38.41% (above 0%: growing) +7.54% (above 0%: growing) 35.52% 20.58% Compare
FLEX Flex Ltd. $24.7B 24.3× 23.9× +24.79% (above 0%: growing) +34.62% (above 0%: growing) −14.43% (below 0%: shrinking) 9.56% 4.88% Compare
JBL Jabil, Inc. $24.3B 24.3× 18.0× +28.65% (above 0%: growing) +87.19% (above 0%: growing) +7.13% (above 0%: growing) 9.43% 5.67%
FN Fabrinet $10.5B 22.2× 18.7× +50.74% (above 0%: growing) +7.68% (above 0%: growing) −340.60% (below 0%: shrinking) 11.79% 9.90% Compare
LFUS Littelfuse, Inc. $8.9B 259× 23.3× +22.75% (above 0%: growing) +62.22% (above 0%: growing) +57.67% (above 0%: growing) 41.55% 20.00% Compare
SANM Sanmina Corporation $7.0B 23.0× 23.5× +69.67% (above 0%: growing) +69.53% (above 0%: growing) −85.58% (below 0%: shrinking) 10.49% 6.39% Compare
RAL Ralliant Corporation $7.0B — (loss-making) 31.4× +17.20% (above 0%: growing) +122.03% (above 0%: growing) −19.51% (below 0%: shrinking) 53.15% 18.95% Compare
TTMI TTM Technologies, Inc. $6.6B 24.7× 23.2× +59.93% (above 0%: growing) +56.86% (above 0%: growing) +75.69% (above 0%: growing) 24.24% 13.48% Compare
VICR Vicor Corporation $6.2B 34.8× 48.0× +78.51% (above 0%: growing) +117.46% (above 0%: growing) −1.05% (below 0%: shrinking) 68.33% 36.60% Compare
Median of peers $7.9B 24.3× 23.4× +37.77% +59.54% −7.74% 29.88% 16.22%

All 44 Electronic Components stocks →

From the latest earnings call

Updated

  • Chief Financial Officer Greg Hebard said margins would be lighter in the first half before capacity utilization, mix and SG&A leverage improved in the back half.
  • Hebard said net inventory days were 64, above the 55-to-60-day target range, citing commodity pricing and greater cloud data-center inventory weighting.

Analyst rating changes each firm’s latest, last six months

Firm Date Action Rating Target
Bank of America Oct 12, 2026 Reiterated Buy 475.00

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 97.24%
Held by the ten largest 51.33%
Holder Shares Stake Change
Vanguard 13.28m 12.68% +289.94k
BlackRock 10.13m 9.67% +452.72k
Texas Yale Capital Corp. 6.29m 6.00% −790.00
State Street 4.93m 4.70% −7.02k
Wellington Management 4.30m 4.10% −221.36k
UBS 3.75m 3.58% +1.40m
PRIMECAP Management 3.17m 3.02% −114.05k
Geode Capital Management 2.99m 2.85% +90.63k
JPMorgan Chase 2.72m 2.60% +930.12k
Fidelity (FMR) 2.24m 2.13% −208.54k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Jabil, Inc. (JBL) Latest News

30 Oct

22 Oct

15 Oct

Impact 3 · · MarketBeat

9 Oct

Impact 3 · · StockStory

4 Oct

Impact 4 · · Insider Monkey

JBL metrics, ten years each

stockrow.com/JBL · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com