JBL
Jabil Inc.

Jabil Inc.JBL

Technology · Electronic Components
308.98USD
+1.75%
Sep 23, 2026
JBL overview ready
Global provider enabling AI data-center power and thermal infrastructure systems
Global engineering, supply-chain, manufacturing, integration, and lifecycle-services provider for complex hardware; through its data-center capabilities and recent power/thermal additions, it can deliver and support rack-level AI infrastructure systems.
Strong narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Data Center Power and Thermal Systems — infrastructure supplier.
No clear price read
Longer-term context reads near trend floor, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to cyclical demand in technology and consumer electronics.
Market Sep 22Filing May 31Price action Sep 22Research Jul 29

Conviction Level

NarrativeHeat9.5ThemeHeat9.3PriceAction3.4Valuation3.6CompanyPosition7.3
Price
Loading price history…

Price Action

No clear price read
Longer-term context reads near trend floor, with a near-term setup of daily advance.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$32.4B
Avg Volume (60D)
1.1M
60 sessions
Revenue Growth YoY
+3.2%
FY2025 vs FY2024
Gross Margin
+9.2%
Trailing twelve months
Operating Margin
+4.3%
Trailing twelve months
Free Cash Flow Yield
+4.0%
Distance from 200DMA
+3.6%
Next Earnings
2026-09-30
P/E
37.6x
EV / EBITDA
16.1x
EV / Sales
1.0x
Market metrics as of Sep 22, 2026
Financial results for the period ended May 31, 2026
Filed balance-sheet data as of May 31, 2026

Fundamentals & Valuation

The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
Jabil Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Global engineering, supply-chain, manufacturing, integration, and lifecycle-services provider for complex hardware; through its data-center capabilities and recent power/thermal additions, it can deliver and support rack-level AI infrastructure systems.
Opportunity
Moderate opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical and liquid-cooling infrastructure.
Key risk
Exposure to cyclical demand in technology and consumer electronics.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of AI Data Center Power and Thermal Systems, with strong fit.
Jabil is a genuine, revenue-relevant beneficiary of AI data-center physical-infrastructure spending rather than a generic electronics-manufacturing adjacency.
Narrative HeatHot9.5 / 10
Theme HeatHot9.3 / 10
This reading is no longer current (last measured 2026-07-22). It is kept until the next scheduled measurement replaces it.

Business & Markets

Technology · Electronic Components
What they do

Jabil Inc. provides engineering, manufacturing, and supply chain solutions globally, operating across regulated industries, intelligent infrastructure, and connected living segments.

How it earns

The company generates revenue primarily through project-based manufacturing and engineering services contracts.

Products & services
Electronic hardware design
Embedded software design
Plastic and metal component design
Customers & end markets
Regulated industry manufacturers
Infrastructure technology companies
Consumer electronics and digital commerce firms
Market position

Jabil is a leading global contract manufacturer and supply chain solutions provider in electronic components.

Demand drivers
Medium cyclicality

Business is tied to demand cycles in technology and consumer electronics sectors, which can fluctuate with economic conditions.