Jabil (JBL) Aperçu de l'action
Jabil Inc. fournit des solutions d'ingénierie, de fabrication et de chaîne d'approvisionnement dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 3/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
JBL Community Fair Values
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Analyst Price Targets
Jabil Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$362.38 |
| Plus haut sur 52 semaines | US$384.70 |
| Plus bas sur 52 semaines | US$175.07 |
| Bêta | 1.29 |
| Variation sur 1 mois | 2.04% |
| Variation sur 3 mois | 41.85% |
| Variation sur 1 an | 103.54% |
| Variation sur 3 ans | 267.15% |
| Variation sur 5 ans | 539.68% |
| Évolution depuis l'introduction en bourse | 39,886.76% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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).Seeking Alpha • May 17
Jabil: Margin Expansion Is Just Beginning
Summary Jabil is rated Buy with a $450 price target, reflecting 32% upside driven by AI infrastructure demand and margin expansion. Margin expansion is the key value driver; operating margin is expected to rise from 5.7% in FY26 to 6%+ in FY27, boosting EPS compounding. JBL’s diversified portfolio, capacity expansion, and third hyperscaler win position it as a top beneficiary of the AI infrastructure build-out. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • 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.Mise à jour du récit • 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).Seeking Alpha • May 17
Jabil: Margin Expansion Is Just Beginning
Summary Jabil is rated Buy with a $450 price target, reflecting 32% upside driven by AI infrastructure demand and margin expansion. Margin expansion is the key value driver; operating margin is expected to rise from 5.7% in FY26 to 6%+ in FY27, boosting EPS compounding. JBL’s diversified portfolio, capacity expansion, and third hyperscaler win position it as a top beneficiary of the AI infrastructure build-out. Read the full article on Seeking AlphaMise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • Jul 13
Jabil Inc.'s (NYSE:JBL) 26% Jump Shows Its Popularity With Investors
Jabil Inc. ( NYSE:JBL ) shares have continued their recent momentum with a 26% gain in the last month alone. The last...Article d’analyse • Jul 07
There May Be Reason For Hope In Jabil's (NYSE:JBL) Disappointing Earnings
Jabil Inc.'s ( NYSE:JBL ) stock was strong despite it releasing a soft earnings report last week. However, we think the...Article d’analyse • Jun 17
Jabil (NYSE:JBL) Could Become A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Apr 22
Jabil: Riding The AI Wave, Reinforcing Healthcare, And Geared To Win The Tariff Game
Summary Jabil benefits from minimal tariff impact due to its B2B model, often passing costs to end-product companies. Its strong U.S. and Mexico manufacturing base positions Jabil to gain from reshoring trends. The company is expanding in AI-related photonics through a new India facility to capture rising demand. Acquisition in pharmaceuticals strengthens Jabil’s position in regulated healthcare manufacturing. Despite temporary revenue dips, Jabil shows rising free cash flow and trades at a compelling valuation. Read the full article on Seeking AlphaRendement pour les actionnaires
| JBL | US Electronic | US Marché | |
|---|---|---|---|
| 7D | -2.9% | -6.2% | -3.3% |
| 1Y | 103.5% | 91.7% | 22.3% |
Rendement vs Industrie: JBL a dépassé le secteur US Electronic qui a rapporté 91.7 % au cours de l'année écoulée.
Rendement vs marché: JBL a dépassé le marché US qui a rapporté 22.3 % au cours de l'année écoulée.
Volatilité des prix
| JBL volatility | |
|---|---|
| JBL Average Weekly Movement | 6.9% |
| Electronic Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: JBL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de JBL ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1966 | 135,000 | Mike Dastoor | www.jabil.com |
Jabil Inc. fournit des solutions d'ingénierie, de fabrication et de chaîne d'approvisionnement dans le monde entier. Elle opère dans trois segments : Industries réglementées, Infrastructure intelligente, et Vie connectée et commerce numérique. La société propose des services de conception de matériel électronique et de logiciels intégrés pour des applications analogiques, numériques, de radiofréquence, de puissance, de capteurs et de composants optiques ; elle crée, développe et relie des concepts et des spécifications qui optimisent la fonction, la valeur et l'apparence des produits pour les consommateurs et les partenaires de fabrication ; conception de composants, de boîtiers, de sous-ensembles et de systèmes en plastique et en métal, avec modélisation et analyse avancées d'assemblages électroniques, électromécaniques et optiques ; conception détaillée, applications environnementales, gestion thermique et de l'outillage ; développement de solutions pour la réalité virtuelle et/ou augmentée, la détection et la télémétrie par la lumière, la détection 3D, la projection et l'imagerie ; conception de circuits imprimés à l'aide d'outils de CAO ; et assemblages électriques et mécaniques.
Jabil Inc. Résumé des fondamentaux
| JBL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$38.40b |
| Bénéfices(TTM) | US$809.00m |
| Recettes(TTM) | US$32.67b |
47.3x
Ratio P/E1.2x
Ratio P/SLe site JBL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| JBL compte de résultat (TTM) | |
|---|---|
| Recettes | US$32.67b |
| Coût des recettes | US$29.72b |
| Marge brute | US$2.95b |
| Autres dépenses | US$2.14b |
| Les revenus | US$809.00m |
Derniers bénéfices déclarés
Feb 28, 2026
Prochaine date de publication des résultats
Jun 17, 2026
| Résultat par action (EPS) | 7.67 |
| Marge brute | 9.04% |
| Marge bénéficiaire nette | 2.48% |
| Ratio dettes/capitaux propres | 287.3% |
Quelles ont été les performances à long terme de JBL?
Voir les performances historiques et les comparaisonsDividendes
0.09%
Rendement actuel des dividendes4%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/09 11:30 |
| Cours de l'action en fin de journée | 2026/06/09 00:00 |
| Les revenus | 2026/02/28 |
| Revenus annuels | 2025/08/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Jabil Inc. est couverte par 22 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |