JBL
Jabil Inc.

Jabil Inc.JBL

Technology · Electronic Components
239.09USD
+1.16%
Nov 09, 2026
JBL overview ready
Engineering and manufacturing partner for AI server and rack integration
Jabil is a large-scale engineering, manufacturing, supply-chain, and rack-level integration partner for cloud and AI data-center hardware.
Theme not measured
Electronics Manufacturing Services has no leadership state this session.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to technology capital spending cycles.
Market Nov 6Filing Aug 31Price action Nov 8Research Sep 28

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction5.4BusinessPerformance9.0BusinessQuality7.6Valuation7.8ThemeMomentum—Accelerating — Revenue growth has accelerated, rising from +12% to +29% year over year. Diluted EPS growth has strengthened to +89% year over year ($3.76), up from +28%. — Accelerating describes growth momentum measured in recent filed quarters. It is not proof that the acceleration will continue.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Electronics Manufacturing Services — Electronics Manufacturing Services has only one or two priced members — no leadership state
Its economic family, Technology Hardware & IT Services, reads Neutral (+1.7pp vs SPY) — the family’s reading, not this theme’s.
Price
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Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$24.6B
Avg Volume (60D)
1.4M
60 sessions
Revenue Growth YoY
+20.6%
FY2026 vs FY2025
Gross Margin
+9.2%
Trailing twelve months
Operating Margin
+4.7%
Trailing twelve months
Free Cash Flow Yield
+5.6%
Distance from 200DMA
-22.3%
Next Earnings
2026-12-16
P/E
23.6x
EV / EBITDA
11.0x
EV / Sales
0.7x
Market metrics as of Nov 6, 2026
Financial results for the period ended Aug 31, 2026
Filed balance-sheet data as of Aug 31, 2026

Business Performance

Accelerating

Revenue growth has accelerated, rising from +12% to +29% year over year. Diluted EPS growth has strengthened to +89% year over year ($3.76), up from +28%.

Latest reported: Q4 FY2026, ended Aug 31
Revenue growthAccelerating
+29%
$10.6B in Q4 FY2026 · YoY
YoY growth, last 4 quarters
  1. +19%
  2. +23%
  3. +12%
  4. +29%
Earnings growthAccelerating
+89%
Diluted EPS $3.76 vs $1.99 a year earlier · GAAP, from the earnings release
Diluted EPS YoY (GAAP), last 4 quarters
  1. +53%
  2. +96%
  3. +28%
  4. +89%
Operating marginExpanding
5.7%
+1.6 pp YoY · gross margin 9.4% (-0.1 pp)

Business Quality

7.6 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Jabil Inc. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Company Research

Thesis
Jabil is a large-scale engineering, manufacturing, supply-chain, and rack-level integration partner for cloud and AI data-center hardware.
Opportunity
Moderate opportunity
Hyperscaler and AI-cloud deployment spending on outsourced design, manufacturing, rack integration, testing, and deployment-ready assembly of AI servers, networking systems, power subsystems, and liquid-cooled infrastructure.
Key risk
Exposure to technology capital spending cycles.

Economic classification

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Business & Markets

Technology · Electronic Components
What they do

Jabil Inc. provides engineering, manufacturing, and supply chain solutions globally, operating through segments focused on regulated industries, intelligent infrastructure, and connected living and digital commerce.

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
Rack-level integration and assembly of AI servers and networking systems
Customers & end markets
Cloud and hyperscale data center operators
Technology manufacturers
Regulated industry clients
Market position

Jabil is a large-scale, diversified contract manufacturer and supply chain partner with significant capabilities in AI and data-center hardware integration.

Demand drivers
Medium cyclicality

Demand is influenced by technology investment cycles and capital spending in cloud infrastructure and regulated industries.

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