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Provides contract electronics manufacturing and supply-chain services, building products for technology, industrial and healthcare customers.
Provides contract electronics manufacturing and supply-chain services, building products for technology, industrial and healthcare customers.
Builds products to customers' designs and is paid for the work and parts it supplies, passing component costs through, so revenue is large relative to profit and rises with customers' orders. Mix has been widening to include cloud and data-center hardware, healthcare and industrial work.
Moat: narrow (scale, cost advantage, customer qualification). Large-scale global manufacturing footprint and qualified processes give cost/quality edge versus smaller EMS players.
Headquarters: St. Petersburg, Florida, US · Founded: 1966 · Employees: 140,000
Size Jabil (JBL) is a United States Information Technology company (Industrial Machinery) with a market value of $24.6B, the 429th largest of 3,117 United States companies the cockpit tracks. Shares closed at $239.09 on 6 Nov 2026.
Performance Over six months the shares fell 32.7%, against -38.6% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 6 in its peer set.
Growth Revenue grew 20.6% over the last twelve months (peer median +9.4%); the operating margin is 5.1% (peer median 20.4%).
Valuation It trades at 13.5× forward earnings against a peer median of 23.2× (3rd cheapest of 6).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 23.7 points above its cost of capital (10.7% WACC).
Credit Jabil has 7 bonds outstanding ($3.40B), rated BBB- by the agencies and trading like BBB- at a weighted spread of 106 bp.
Short interest Short interest is 2.7% of the free float (15 Oct 2026).
Next results Next results expected around 10 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $36.0B | $36.0B | $29.8B | $28.9B | $34.7B |
| Revenue growth | — | +21% | +3% | -17% | — |
| Gross profit | $3.23B | $3.23B | $2.63B | $2.69B | $2.84B |
| EBITDA | $2.52B | $2.57B | $2.16B | $2.19B | $2.53B |
| Net income | $1.04B | $1.04B | $657M | $1.39B | $818M |
| Free cash flow | $1.37B | $1.37B | $1.17B | $932M | $704M |
| Capital expenditure | $628M | $628M | $468M | $784M | $1.03B |
| Total debt | $4.34B | $4.34B | $3.73B | $3.61B | $3.32B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Jabil JBL | $24.6B | -33% | +21% | 5% | 13.5× | 8.3% |
| Flex FLEX | $25.8B | -51% | +18% | 6% | 11.2× | 15.9% |
| Hon Hai Precision Industry 2317.TW | $95.6B | -3% | +25% | 4% | 10.5× | n/a |
| Celestica CLS.TO | $26.3B | -44% | +61% | 9% | 11.5× | 11.0% |
| Sanmina SANM | $7.22B | -46% | +59% | 5% | 10.7× | 6.8% |
| Plexus PLXS | $5.12B | -28% | +23% | 5% | 17.9× | n/a |
| Benchmark Electronics BHE | $2.16B | -29% | +13% | 4% | 17.7× | 13.8% |
| Fabrinet FN | $11.7B | -47% | +43% | 10% | 15.6× | n/a |
| Kimball Electronics KE | $462M | -26% | -4% | 4% | 12.1× | 4.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JBL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -20.1% | -37.6% | highest of 6 |
| 6-month return | -32.7% | -38.6% | 3rd highest of 6 |
| Distance from 52-week high | -44.3% | -57.0% | 2nd highest of 6 |
| Revenue growth (TTM) | +20.6% | +9.4% | 2nd highest of 6 |
| Operating margin | 5.1% | 20.4% | lowest of 6 |
| Forward P/E | 13.5× | 23.2× | 3rd cheapest of 6 |
| Growth the price implies (Req g, 7 yrs) | 8.3% | 25.4% | least demanding of 6 |
| Growth delivered (Del g) | +4.2% | +13.6% | lowest of 6 |
| Hurdle (Req g minus delivered) | +4.1 pp | +13.0 pp | 2nd least demanding of 6 |
| ROIC minus cost of capital | +23.7 pp | +10.7 pp | 2nd highest of 6 |
| EV / EBITDA | 10.8× | 17.2× | 2nd cheapest of 6 |
| Net debt / EBITDA | 1.0× | -0.3× | 3rd most indebted of 6 |
| Bond spread | 106 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jabil JBL | United States | $24.6B | -33% | +21% | 5% | 13.5× | 8.3% | +4.2% |
| Disco 6146.T | Japan | $28.1B | -45% | +22% | 44% | 23.2× | 25.4% | +19.0% |
| Entegris ENTG | United States | $19.6B | -14% | +9% | 19% | 23.7× | 26.3% | +11.4% |
| MKS MKSI | United States | $13.0B | -39% | +16% | 17% | 11.5× | 24.0% | +11.0% |
| HANMISemi 042700.KS | South Korea | $11.3B | -56% | -20% | 42% | 54.4× | 41.7% | +17.5% |
| Screen 7735.T | Japan | $9.20B | -24% | +3% | 20% | 12.4× | 17.3% | +13.6% |
Jabil has 7 bonds outstanding with $3.40B face value. The agencies rate it BBB-; its bonds trade like BBB-. Weighted yield 5.58%, a spread of 106 bp over government bonds.