Jabil Inc.

Report azionario NYSE:JBL

Capitalizzazione di mercato: US$37.5b

Jabil Salute del bilancio

Criteri Salute finanziaria verificati 4/6

Jabil ha un patrimonio netto totale di $1.3B e un debito totale di $3.9B, che porta il suo rapporto debito/patrimonio netto a 287.3%. Le sue attività totali e le sue passività totali sono rispettivamente $20.6B e $19.3B. L'EBIT di Jabil è $1.6B rendendo il suo rapporto di copertura degli interessi 10.9. Ha liquidità e investimenti a breve termine pari a $1.8B.

Informazioni chiave

287.32%

Rapporto debito/patrimonio netto

US$3.88b

Debito

Indice di copertura degli interessi10.9x
ContantiUS$1.83b
Patrimonio nettoUS$1.35b
Totale passivitàUS$19.28b
Totale attivitàUS$20.63b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Aggiornamento dell'analisi 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).
Seeking Alpha Apr 15

Jabil: A Quiet Compounder Powering The AI Infrastructure Boom

Summary Jabil Inc. has transformed from a traditional EMS provider into a diversified, high-value player central to AI infrastructure and next-gen hardware. JBL delivered 23% YoY revenue growth to $8.3 billion in Q2 FY26, with Intelligent Infrastructure now nearly half of revenue and growing at 52%. AI-related revenue is projected to reach $13.1 billion in FY26, up 46%, with broad-based demand across the data center stack and new hyperscaler wins. At $306, JBL trades at a forward P/E of 24.8; a long-term bullish outlook is justified, but value-focused investors may prefer a 5%–10% pullback. Read the full article on Seeking Alpha
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Nuova analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $15.0B ) di JBL superano le sue passività a breve termine ( $14.8B ).

Passività a lungo termine: Le attività a breve termine di JBL ( $15.0B ) superano le sue passività a lungo termine ( $4.5B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 151.7% ) di JBL è considerato alto.

Riduzione del debito: Il rapporto debito/patrimonio netto di JBL è aumentato da 131.1% a 287.3% negli ultimi 5 anni.

Copertura del debito: Il debito di JBL è ben coperto dal flusso di cassa operativo ( 44.6% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di JBL sono ben coperti dall'EBIT ( 10.9 x copertura).


Bilancio


Scoprire le aziende sane

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 21:28
Prezzo dell'azione a fine giornata2026/05/11 00:00
Utili2026/02/28
Utili annuali2025/08/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Jabil Inc. è coperta da 22 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
James KelleherArgus Research Company
Luke JunkBaird
Dong WangBarclays