Jabil Zukünftiges Wachstum
Future Kriterienprüfungen 5/6
Jabil wird ein jährliches Gewinn- und Umsatzwachstum von 28.6% bzw. 16.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 29.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 81.4% betragen.
Wichtige Informationen
28.6%
Wachstumsrate der Gewinne
29.68%
EPS-Wachstumsrate
| Electronic Gewinnwachstum | 27.3% |
| Wachstumsrate der Einnahmen | 16.3% |
| Zukünftige Eigenkapitalrendite | 81.43% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 23 Jun 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Jun 26
JBL: AI Infrastructure And India Expansion Will Drive Balanced Long-Term Outlook
Analysts have lifted their price target for Jabil from about $287 to roughly $378, reflecting updated assumptions around higher revenue growth, a modestly stronger profit margin profile, and a slightly lower projected P/E multiple. What’s in the News for Jabil Jabil reported fiscal Q3 2026 results that exceeded Wall Street expectations, with earnings per share of US$3.16 and revenue of about US$8.8b.Analyseartikel • Jun 22
Analysts Just Shipped A Meaningful Upgrade To Their Jabil Inc. (NYSE:JBL) Estimates
Jabil Inc. ( NYSE:JBL ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...Analyseartikel • Jun 19
Jabil (JBL) Stock Could Be 18% Overvalued Even After Its Recent Run
Jabil (JBL) has drawn fresh investor attention after its recent share price move, with the stock last closing at $371.88. The company now carries a market capitalization of about $39.6b. See our latest analysis for Jabil. Recent trading has cooled slightly, with Jabil’s share price slipping over the past day and week. However, its 30 day share price return of 11.72% and 90 day share price return of 46.62%, alongside a 1 year total shareholder return of 81.94%, indicate momentum that has been...Seeking Alpha • Jun 17
Jabil's Amazing Run Can Continue... A Bit
Summary Jabil Inc. continues robust growth, with Q3 FY26 revenue up 11.8% to $8.75 billion, surpassing analyst expectations. AI infrastructure demand is driving a significant revenue outlook increase, offsetting weakness in connected living and auto segments. Profitability metrics are surging: adjusted EPS rose to $3.16, and EBITDA reached $679 million, with management raising full-year guidance. I maintain a soft Buy rating, but JBL’s valuation is approaching levels where a downgrade may be warranted if growth does not accelerate further. Read the full article on Seeking AlphaNeues Narrativ • Jun 10
AI Data Center And Liquid Cooling Exposure Will Eventually Pressure Margins And Earnings
Catalysts About Jabil Jabil is a manufacturing solutions provider focused on complex electronics, systems integration and related services across multiple end markets. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Jun 08
JBL: AI Infrastructure Hype Will Obscure Earnings Risk And Overvaluation
Analysts have reaffirmed their price target on Jabil at $316.33, citing steady assumptions around revenue growth, profit margins, and a future P/E of about 27.94 as the basis for leaving their valuation framework broadly unchanged. What's in the News Jabil is scheduled to report fiscal Q3 2026 earnings on June 17, with analyst expectations cited in recent coverage for EPS of US$3.08 and revenue of US$8.53b, supported by demand in AI related Intelligent Infrastructure solutions.Narrativ-Update • May 25
JBL: AI Data Center Alliances Will Mask Earnings Risk And Overvaluation
Analysts have raised their $ fair value estimate for Jabil from about $302.78 to roughly $316.33, reflecting updated assumptions around slightly higher revenue growth, a modestly different discount rate, a stable profit margin profile and a slightly higher future P/E multiple. What's in the News Jabil issued earnings guidance for the third quarter of fiscal 2026, projecting net revenue between US$8.1b and US$8.9b, U.S. GAAP operating income between US$398 million and US$458 million, and U.S. GAAP diluted EPS between US$2.36 and US$2.76 per share (company guidance).Narrativ-Update • Apr 22
JBL: AI Data Center Alliances Will Sustain Elevated Earnings Expectations
Analysts have modestly lifted their price target for Jabil to $302.78 from $293.11, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Sivers Semiconductors AB and Jabil agreed to collaborate on a 1.6T linear receive optical transceiver module that uses Sivers' Distributed Feedback lasers to support power efficient optical interconnects for next generation hyperscale AI data centers (Client Announcement).Narrativ-Update • Apr 08
JBL: Alliances And Buybacks Will Support A Steady Medium Term Outlook
Analysts kept their Jabil price target broadly steady, with only a very small shift implied by updated assumptions around the discount rate, revenue growth, profit margin and future P/E. This suggests their view of the stock’s long term value in dollar terms is essentially unchanged.Narrativ-Update • Mar 25
JBL: Alliances And Buybacks Will Shape A Balanced Medium Term Outlook
Analysts now estimate Jabil's fair value at $293.11, up from the previous $264.50. This reflects updated assumptions regarding the discount rate, revenue growth, profit margin and future P/E.Narrativ-Update • Mar 10
JBL: Manufacturing Tie-Up And Completed Buyback Will Support Balanced Medium Term Outlook
Analysts have kept their Jabil fair value estimate steady at $264.50, with only slight tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions guiding this updated price target view. What's in the News Jabil announced a minority investment and manufacturing collaboration with Eagle Harbor Technologies, combining Jabil's manufacturing capabilities with EHT Semi's RF and pulsed DC power systems for advanced semiconductor fabrication (Client Announcements).Narrativ-Update • Feb 24
JBL: Manufacturing Partnership And Buybacks Will Support Balanced Medium Term Outlook
Analysts have kept their Jabil fair value estimate steady at $264.50, with only marginal tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E, which they consider too small to justify a change in the price target. What's in the News Jabil announced a minority investment and manufacturing collaboration with Eagle Harbor Technologies, focusing on power delivery technologies for advanced semiconductor fabrication, including RF and pulsed DC systems for high aspect ratio etch and atomic layer processes (Key Developments).Narrativ-Update • Feb 09
JBL: Manufacturing Collaboration And Buybacks Will Support Balanced Medium Term Outlook
Analysts have kept their price target for Jabil broadly steady at around $264.50. This reflects small tweaks to assumptions for the discount rate, revenue growth, profit margin, and future P/E multiple, rather than a major change in conviction.Narrativ-Update • Jan 25
JBL: Manufacturing Partnerships And Buybacks Will Support Balanced Medium Term Outlook
Analysts have lifted their price target on Jabil from US$259.25 to US$264.50. They attribute this to small updates in their fair value work that reflect a slightly lower discount rate, marginally adjusted revenue growth assumptions, modestly higher profit margin expectations and a higher future P/E multiple.Analyseartikel • Jan 20
Some May Be Optimistic About Jabil's (NYSE:JBL) Earnings
Soft earnings didn't appear to concern Jabil Inc.'s ( NYSE:JBL ) shareholders over the last week. We think that the...Narrativ-Update • Jan 08
JBL: AI Cybersecurity And Server Expansion Will Support Medium Term Upside
Analysts have kept their price target on Jabil unchanged at US$259.25. This points to largely steady views on discount rate, revenue growth, profit margin, and future P/E assumptions.Narrativ-Update • Dec 19
JBL: AI Cybersecurity Partnership Will Drive Strong Medium Term Upside
Analysts have raised their price target on Jabil from 245.63 dollars to 259.25 dollars. This reflects slightly stronger expectations for revenue growth and profit margins, as well as a modestly lower discount rate, partially offset by a slightly lower future price to earnings multiple.Narrativ-Update • Dec 04
JBL: AI Cybersecurity And BESS Expansion Will Drive Strong 2025 Upside
Analysts have modestly reduced their price target on Jabil by approximately 1.75 dollars to about 245.63 dollars. This reflects slightly lower profit margin expectations that more than offset improved revenue growth assumptions and a marginally lower discount rate.Narrativ-Update • Nov 20
JBL: Expansion Into AI and Cybersecurity Will Drive 2025 Upside
Narrative Update on Jabil: Analyst Price Target Change Analysts have maintained their price target for Jabil at $247.38. This decision reflects negligible changes in key financial outlook metrics and overall business fundamentals.Narrativ-Update • Nov 05
JBL: Share Buybacks And AI Programs Will Drive Substantial Upside In 2025
Analysts have maintained Jabil's price target at $247.38, citing negligible changes in key assumptions and consistent financial forecasts. What's in the News Jabil completed a repurchase of 97,063 shares for $25.02 million and has now bought back 6,663,761 shares totaling $1,000 million under its buyback program announced in September 2024 (Key Developments).Narrativ-Update • Oct 22
Analysts Lift Jabil Price Target as Buybacks and AI Initiatives Drive Up Valuation Expectations
Analysts have modestly raised their price target for Jabil to $247.38, highlighting incremental adjustments to the company’s discount rate and future price-to-earnings expectations as supporting factors for this revised outlook. What's in the News Jabil completed the repurchase of 600,000 shares for $135 million under its buyback program announced on July 17, 2025 (Buyback Tranche Update).Narrativ-Update • Oct 08
US Manufacturing And India Expansion Will Unlock New Markets
Analysts have increased their price target for Jabil from $230.25 to $247.38. They cite incremental updates in their financial model and subtle shifts in key valuation metrics as reasons for the change.Narrativ-Update • Sep 23
US Manufacturing And India Expansion Will Unlock New Markets
Jabil’s modest increase in consensus price target reflects a slightly higher net profit margin, which has offset a small decline in revenue growth forecasts, resulting in a minimal upward fair value revision to $230.25. What's in the News Jabil Inc.Analyseartikel • Sep 13
At US$214, Is It Time To Put Jabil Inc. (NYSE:JBL) On Your Watch List?
Jabil Inc. ( NYSE:JBL ) received a lot of attention from a substantial price increase on the NYSE over the last few...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 8/31/2028 | 47,607 | 1,627 | 2,239 | 3,185 | 5 |
| 8/31/2027 | 42,508 | 1,434 | 1,764 | 2,569 | 8 |
| 8/31/2026 | 35,035 | 1,002 | 1,448 | 1,899 | 8 |
| 5/31/2026 | 33,590 | 862 | 1,306 | 1,857 | N/A |
| 2/28/2026 | 32,667 | 809 | 1,275 | 1,728 | N/A |
| 11/30/2025 | 31,113 | 703 | 1,185 | 1,651 | N/A |
| 8/31/2025 | 29,802 | 657 | 1,172 | 1,640 | N/A |
| 5/31/2025 | 28,514 | 577 | 1,164 | 1,587 | N/A |
| 2/28/2025 | 27,451 | 484 | 1,253 | 1,696 | N/A |
| 11/30/2024 | 27,490 | 1,294 | 987 | 1,580 | N/A |
| 8/31/2024 | 28,883 | 1,388 | 932 | 1,716 | N/A |
| 5/31/2024 | 30,377 | 1,405 | 1,037 | 1,867 | N/A |
| 2/29/2024 | 32,087 | 1,509 | 873 | 1,820 | N/A |
| 11/30/2023 | 33,454 | 789 | 1,012 | 2,016 | N/A |
| 8/31/2023 | 34,702 | 818 | 704 | 1,734 | N/A |
| 5/31/2023 | 35,274 | 978 | 777 | 1,954 | N/A |
| 2/28/2023 | 35,127 | 963 | 713 | 2,031 | N/A |
| 11/30/2022 | 34,546 | 978 | 445 | 1,863 | N/A |
| 8/31/2022 | 33,478 | 996 | 266 | 1,651 | N/A |
| 5/31/2022 | 31,857 | 856 | 158 | 1,507 | N/A |
| 2/28/2022 | 30,744 | 807 | 345 | 1,547 | N/A |
| 11/30/2021 | 30,019 | 737 | 235 | 1,322 | N/A |
| 8/31/2021 | 29,285 | 696 | 274 | 1,433 | N/A |
| 5/31/2021 | 29,176 | 589 | 145 | 1,357 | N/A |
| 2/28/2021 | 28,296 | 369 | 64 | 1,259 | N/A |
| 11/30/2020 | 27,593 | 214 | 195 | 1,301 | N/A |
| 8/31/2020 | 27,266 | 54 | 274 | 1,257 | N/A |
| 5/31/2020 | 26,540 | 39 | 786 | 1,651 | N/A |
| 2/29/2020 | 26,340 | 133 | N/A | 1,169 | N/A |
| 11/30/2019 | 26,282 | 204 | N/A | 1,306 | N/A |
| 8/31/2019 | 25,282 | 287 | N/A | 1,193 | N/A |
| 5/31/2019 | 24,481 | 177 | N/A | 384 | N/A |
| 2/28/2019 | 23,782 | 176 | N/A | -134 | N/A |
| 11/30/2018 | 23,016 | 146 | N/A | -547 | N/A |
| 8/31/2018 | 22,095 | 86 | N/A | -1,105 | N/A |
| 5/31/2018 | 21,347 | 189 | N/A | -653 | N/A |
| 2/28/2018 | 20,399 | 122 | N/A | 46 | N/A |
| 11/30/2017 | 19,544 | 105 | N/A | 455 | N/A |
| 8/31/2017 | 19,063 | 129 | N/A | -1,464 | N/A |
| 5/31/2017 | 18,471 | 121 | N/A | 961 | N/A |
| 2/28/2017 | 18,292 | 152 | N/A | 1,190 | N/A |
| 11/30/2016 | 18,250 | 210 | N/A | 923 | N/A |
| 8/31/2016 | 18,353 | 254 | N/A | 916 | N/A |
| 5/31/2016 | 18,603 | 306 | N/A | 846 | N/A |
| 2/29/2016 | 18,651 | 373 | N/A | 788 | N/A |
| 11/30/2015 | 18,557 | 352 | N/A | 1,197 | N/A |
| 8/31/2015 | 17,899 | 293 | N/A | 1,241 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: JBLDas prognostizierte Gewinnwachstum (28.6% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: JBLDie Erträge des Unternehmens (28.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (18.5% pro Jahr).
Hohe Wachstumserträge: JBLEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: JBLDie Einnahmen des Unternehmens (16.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (12.6% pro Jahr).
Hohe Wachstumseinnahmen: JBLDie Einnahmen des Unternehmens (16.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: JBLDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (81.4%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/29 12:48 |
| Aktienkurs zum Tagesende | 2026/06/26 00:00 |
| Gewinne | 2026/05/31 |
| Jährliche Einnahmen | 2025/08/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Jabil Inc. wird von 22 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |