Jabil Dirección
Dirección controles de criterios 2/4
El CEO de Jabil es Mike Dastoor , nombrado en May 2024, tiene una permanencia de 2.17 años. compensación anual total es $16.09M, compuesta por 7.3% salario y 92.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.24% de las acciones de la empresa, por valor de $82.72M. La antigüedad media del equipo directivo y de la junta directiva es de 2.5 años y 2.5 años, respectivamente.
Información clave
Mike Dastoor
Chief Executive Officer (CEO)
US$16.1m
Compensación total
| Porcentaje del salario del CEO | 7.31% |
| Permanencia del CEO | 2.2yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 2.5yrs |
| Promedio de permanencia en la Junta Directiva | 2.5yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 10
JBL: AI Infrastructure Demand Will Drive Earnings Upside And Repricing
Analysts have raised their price target on Jabil to about $441 from roughly $316, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change. What’s in the News for Jabil Jabil reported fiscal Q3 2026 earnings with earnings per share of about US$3.16 and revenue near US$8.8b, with management pointing to strong demand in its Intelligent Infrastructure segment and AI data center, cloud, and networking solutions as key contributors.
Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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 AlphaNueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| May 31 2026 | n/a | n/a | US$862m |
| Feb 28 2026 | n/a | n/a | US$809m |
| Nov 30 2025 | n/a | n/a | US$703m |
| Aug 31 2025 | US$16m | US$1m | US$657m |
| May 31 2025 | n/a | n/a | US$577m |
| Feb 28 2025 | n/a | n/a | US$484m |
| Nov 30 2024 | n/a | n/a | US$1b |
| Aug 31 2024 | US$5m | US$878k | US$1b |
| May 31 2024 | n/a | n/a | US$1b |
| Feb 29 2024 | n/a | n/a | US$2b |
| Nov 30 2023 | n/a | n/a | US$789m |
| Aug 31 2023 | US$5m | US$717k | US$818m |
| May 31 2023 | n/a | n/a | US$978m |
| Feb 28 2023 | n/a | n/a | US$963m |
| Nov 30 2022 | n/a | n/a | US$978m |
| Aug 31 2022 | US$4m | US$700k | US$996m |
| May 31 2022 | n/a | n/a | US$856m |
| Feb 28 2022 | n/a | n/a | US$807m |
| Nov 30 2021 | n/a | n/a | US$737m |
| Aug 31 2021 | US$5m | US$631k | US$696m |
| May 31 2021 | n/a | n/a | US$589m |
| Feb 28 2021 | n/a | n/a | US$369m |
| Nov 30 2020 | n/a | n/a | US$214m |
| Aug 31 2020 | US$3m | US$589k | US$54m |
| May 31 2020 | n/a | n/a | US$39m |
| Feb 29 2020 | n/a | n/a | US$133m |
| Nov 30 2019 | n/a | n/a | US$204m |
| Aug 31 2019 | US$3m | US$625k | US$287m |
Compensación vs. Mercado: La compensación total ($USD16.09M) de Mike está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.65M).
Compensación vs. Ingresos: La compensación de Mike ha aumentado más de un 20% en el último año.
CEO
Mike Dastoor (61 yo)
2.2yrs
Permanencia
US$16,092,334
Compensación
Mr. Michael Dastoor, also known as Mike, is Chief Executive Officer at Jabil Inc. since May 20, 2024 and serves as its Director since September 2024. He has been a Director at Columbus McKinnon Corporation...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 2.2yrs | US$16.09m | 0.24% $ 82.7m | |
| Chief Financial Officer | 2.2yrs | US$4.61m | 0.0084% $ 2.9m | |
| Executive VP & Chief Operations Officer | less than a year | US$3.83m | 0.0080% $ 2.7m | |
| Executive Vice President of Global Business Units | 12.5yrs | US$6.55m | 0.068% $ 23.3m | |
| CTO & SVP of Intelligent Infrastructure | no data | sin datos | sin datos | |
| Senior VP & Chief Information Officer | 5.8yrs | sin datos | 0.0058% $ 2.0m | |
| Senior Vice President of Investor Relations & Corporate Affairs | 2.1yrs | sin datos | 0.016% $ 5.3m | |
| Executive VP & General Counsel | 3.8yrs | sin datos | 0.032% $ 11.0m | |
| Senior VP & Chief Human Resources Officer | 2.8yrs | sin datos | 0.038% $ 13.0m | |
| Senior VP & Chief Supply Chain Officer | 7.5yrs | sin datos | 0.039% $ 13.4m | |
| Executive Vice President of Global Business Units | 2.2yrs | sin datos | 0.055% $ 18.8m | |
| Senior Vice President of Global Business Units of Healthcare | no data | sin datos | sin datos |
2.5yrs
Permanencia media
56yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de JBL se considera experimentado (2.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$16.09m | 0.24% $ 82.7m | |
| Independent Director | 10.5yrs | US$330.62k | 0.0056% $ 1.9m | |
| Independent Chairman | 30.5yrs | US$405.62k | 0.060% $ 20.4m | |
| Director | less than a year | sin datos | sin datos | |
| Independent Director | 10.5yrs | US$359.37k | 0.029% $ 10.1m | |
| Independent Director | 2.5yrs | US$333.03k | 0.0023% $ 774.0k | |
| Independent Director | 8.5yrs | US$374.37k | 0.0098% $ 3.3m | |
| Independent Director | 1.3yrs | US$204.39k | sin datos | |
| Director | less than a year | sin datos | sin datos |
2.5yrs
Permanencia media
61yo
Promedio de edad
Junta con experiencia: La junta directiva de JBL no se considera experimentada (2.5 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/15 00:34 |
| Precio de las acciones al final del día | 2026/07/15 00:00 |
| Beneficios | 2026/05/31 |
| Ingresos anuales | 2025/08/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Jabil Inc. está cubierta por 22 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |