Jabil Inc.

NYSE:JBL Rapport sur les actions

Capitalisation boursière : US$35.1b

Jabil Croissance future

Future contrôle des critères 3/6

Jabil devrait augmenter ses bénéfices et son chiffre d'affaires de 19.5% et de 8.1% par an respectivement. Le BPA devrait croître de de 21.7% par an. Le rendement des capitaux propres devrait être 82.2% dans 3 ans.

Informations clés

19.5%

Taux de croissance des bénéfices

21.72%

Taux de croissance du BPA

Electronic croissance des bénéfices26.7%
Taux de croissance des recettes8.1%
Rendement futur des capitaux propres82.16%
Couverture par les analystes

Good

Dernière mise à jour27 Apr 2026

Mises à jour récentes de la croissance future

Recent updates

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 Alpha
Mise 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.
Nouveau récit • Mar 17

Jabil Inc. (JBL): The AI "Picks and Shovels" Play After the Market Reset

Jabil (JBL) experienced a major technical decoupling on March 18, 2026. Despite reporting a "Beat and Raise" quarter, the stock price slid 8.6% to close at $239.87 USD.
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...
Article d’analyse • May 22

Jabil Inc. (NYSE:JBL) Looks Just Right With A 27% Price Jump

Those holding Jabil Inc. ( NYSE:JBL ) shares would be relieved that the share price has rebounded 27% in the last...
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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:JBL - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
8/31/202839,8161,2972,0332,8324
8/31/202737,3611,1691,8152,5368
8/31/202634,2039581,4081,8588
2/28/202632,6678091,2751,728N/A
11/30/202531,1137031,1851,651N/A
8/31/202529,8026571,1721,640N/A
5/31/202528,5145771,1641,587N/A
2/28/202527,4514841,2531,696N/A
11/30/202427,4901,2949871,580N/A
8/31/202428,8831,3889321,716N/A
5/31/202430,3771,4051,0371,867N/A
2/29/202432,0871,5098731,820N/A
11/30/202333,4547891,0122,016N/A
8/31/202334,7028187041,734N/A
5/31/202335,2749787771,954N/A
2/28/202335,1279637132,031N/A
11/30/202234,5469784451,863N/A
8/31/202233,4789962661,651N/A
5/31/202231,8578561581,507N/A
2/28/202230,7448073451,547N/A
11/30/202130,0197372351,322N/A
8/31/202129,2856962741,433N/A
5/31/202129,1765891451,357N/A
2/28/202128,296369641,259N/A
11/30/202027,5932141951,301N/A
8/31/202027,266542741,257N/A
5/31/202026,540397861,651N/A
2/29/202026,3401332521,169N/A
11/30/201926,282204N/A1,306N/A
8/31/201925,282287N/A1,193N/A
5/31/201924,481177N/A384N/A
2/28/201923,782176N/A-134N/A
11/30/201823,016146N/A-547N/A
8/31/201822,09586N/A-1,105N/A
5/31/201821,347189N/A-653N/A
2/28/201820,399122N/A46N/A
11/30/201719,544105N/A455N/A
8/31/201719,063129N/A-1,464N/A
5/31/201718,471121N/A961N/A
2/28/201718,292152N/A1,190N/A
11/30/201618,250210N/A923N/A
8/31/201618,353254N/A916N/A
5/31/201618,603306N/A846N/A
2/29/201618,651373N/A788N/A
11/30/201518,557352N/A1,197N/A
8/31/201517,899293N/A1,241N/A
5/31/201517,275183N/A972N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de JBL ( 19.5% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de JBL ( 19.5% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de JBL devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de JBL ( 8.1% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de JBL ( 8.1% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de JBL devrait être très élevé dans 3 ans ( 82.2 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 13:44
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/02/28
Revenus annuels2025/08/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
James KelleherArgus Research Company
Luke JunkBaird
Dong WangBarclays