View ValuationJabil 将来の成長Future 基準チェック /46Jabil利益と収益がそれぞれ年間19.5%と8.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に82.2% 21.7%なると予測されています。主要情報19.5%収益成長率21.72%EPS成長率Electronic 収益成長18.8%収益成長率8.3%将来の株主資本利益率82.16%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • Mar 20Jabil Inc. Provides Earnings Guidance for the Third Quarter for Fiscal Year 2026Jabil Inc. provided earnings guidance for the Third Quarter for fiscal year 2026. For the quarter, the company expects net revenue of $8.1 billion to $8.9 billion; U.S. GAAP operating income of $398 million to $458 million; U.S. GAAP diluted earnings per share of $2.36 to $2.76 per diluted share .お知らせ • Mar 18Jabil Inc. Raises Earnings Guidance for Full Fiscal Year 2026Jabil Inc. raised earnings guidance for full fiscal year 2026 . The company raised its fiscal 2026 outlook for revenue and core EPS. For the year, the company expects net revenue of $34 billion.お知らせ • Dec 17Jabil Inc. Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the second quarter and full fiscal year 2026. For the quarter, the company expected net revenue of $7.5 billion to $8.0 billion; U.S. GAAP operating income of $312 million to $382 million; U.S. GAAP diluted earnings per share of $1.70 to $2.19 per diluted share . For the Fiscal Year 2026, the company expected Net revenue of $32.4 billion.お知らせ • Sep 25Jabil Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the first quarter and full fiscal year 2026. For the first quarter, the company expected net revenue of $7.7 billion to $8.3 billion; U.S. GAAP operating income of $263 million to $343 million; U.S. GAAP diluted earnings per share of $1.27 to $1.84 per diluted share. For the Fiscal Year 2026, the company expected Net revenue of $31.3 billion.お知らせ • Jun 18Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025. For the quarter, the company expects net revenue to be $7.1 billion to $7.8 billion. U.S. GAAP operating income to be $331 million to $411 million. U.S. GAAP diluted earnings per share to be $1.79 to $2.37 per diluted share. For the year, the company expects net revenue to be $29 billion.すべての更新を表示Recent updatesBoard Change • Apr 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Tom Edman was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Apr 29Executive VP & Chief Operations Officer recently sold €887k worth of stockOn the 20th of April, Andrew Priestley sold around 3k shares on-market at roughly €280 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Andrew has been a net seller over the last 12 months, reducing personal holdings by €5.8m.Declared Dividend • Apr 27Second quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 14th May 2026 Payment date: 2nd June 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 3%.お知らせ • Apr 24Jabil Inc. Declares Quarterly Dividend, Payable on June 2, 2026Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of May 15, 2026. The dividend is payable on June 2, 2026. Jabil has paid consecutive quarterly cash dividends on its common shares since May 15, 2006.Recent Insider Transactions • Apr 21Insider recently sold €1.4m worth of stockOn the 17th of April, Steven Borges sold around 5k shares on-market at roughly €269 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €66m more than they bought in the last 12 months.Recent Insider Transactions • Apr 12CEO & Director recently sold €2.3m worth of stockOn the 8th of April, Michael Dastoor sold around 9k shares on-market at roughly €245 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.8m. This was Michael's only on-market trade for the last 12 months.お知らせ • Mar 20Jabil Inc. Provides Earnings Guidance for the Third Quarter for Fiscal Year 2026Jabil Inc. provided earnings guidance for the Third Quarter for fiscal year 2026. For the quarter, the company expects net revenue of $8.1 billion to $8.9 billion; U.S. GAAP operating income of $398 million to $458 million; U.S. GAAP diluted earnings per share of $2.36 to $2.76 per diluted share .Reported Earnings • Mar 18Second quarter 2026 earnings released: EPS: US$2.10 (vs US$1.06 in 2Q 2025)Second quarter 2026 results: EPS: US$2.10 (up from US$1.06 in 2Q 2025). Revenue: US$8.28b (up 23% from 2Q 2025). Net income: US$223.0m (up 91% from 2Q 2025). Profit margin: 2.7% (up from 1.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electronic industry in Italy.お知らせ • Mar 18Jabil Inc. Raises Earnings Guidance for Full Fiscal Year 2026Jabil Inc. raised earnings guidance for full fiscal year 2026 . The company raised its fiscal 2026 outlook for revenue and core EPS. For the year, the company expects net revenue of $34 billion.お知らせ • Mar 05Jabil Inc. to Report Q2, 2026 Results on Mar 18, 2026Jabil Inc. announced that they will report Q2, 2026 results Pre-Market on Mar 18, 2026Upcoming Dividend • Feb 12Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 16 February 2026. Payment date: 03 March 2026. Payout ratio is a comfortable 4.9% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (1.5%).Declared Dividend • Jan 29First quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 16th February 2026 Payment date: 3rd March 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.お知らせ • Jan 28Jabil Inc. Approves Resignation of DirectorsThe Annual Meeting of Stockholders of Jabil Inc. (“Jabil” or the “Company”) was held on January 22, 2026. Mr. John Plant and Mr. N.V. “Tiger” Tyagarajan did not receive a majority of votes cast for their election to the board of directors (the “Board”). In accordance with the Company’s director resignation policy set forth in the Company’s Amended and Restated By-Laws (the “Resignation Policy”), on January 23, 2026, Mr. Plant and Mr. Tyagarajan offered their respective resignations from the Board, conditioned upon Board acceptance. In accordance with the Resignation Policy, the Nominating and Governance Committee (the “Committee”) of the Board will consider Mr. Plant’s and Mr. Tyagarajan’s resignations and recommend to the Board regarding whether to accept or reject their respective resignations.お知らせ • Jan 23+ 1 more updateJabil Declares Quarterly Dividend, Payable on March 3, 2026Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of February 17, 2026. The dividend is payable on March 3, 2026.Recent Insider Transactions • Jan 17Executive Chairman recently sold €4.8m worth of stockOn the 15th of January, Mark Mondello sold around 23k shares on-market at roughly €208 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.6m. Mark has been a net seller over the last 12 months, reducing personal holdings by €21m.Reported Earnings • Jan 11First quarter 2026 earnings released: EPS: US$1.36 (vs US$0.89 in 1Q 2025)First quarter 2026 results: EPS: US$1.36 (up from US$0.89 in 1Q 2025). Revenue: US$8.31b (up 19% from 1Q 2025). Net income: US$146.0m (up 46% from 1Q 2025). Profit margin: 1.8% (up from 1.4% in 1Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.Recent Insider Transactions • Dec 30Insider recently sold €2.0m worth of stockOn the 23rd of December, Steven Borges sold around 10k shares on-market at roughly €200 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.6m. Insiders have been net sellers, collectively disposing of €60m more than they bought in the last 12 months.Recent Insider Transactions • Dec 23Executive Chairman recently sold €9.6m worth of stockOn the 19th of December, Mark Mondello sold around 50k shares on-market at roughly €192 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mark has been a net seller over the last 12 months, reducing personal holdings by €17m.Reported Earnings • Dec 18First quarter 2026 earnings released: EPS: US$1.36 (vs US$0.89 in 1Q 2025)First quarter 2026 results: EPS: US$1.36 (up from US$0.89 in 1Q 2025). Revenue: US$8.31b (up 19% from 1Q 2025). Net income: US$146.0m (up 46% from 1Q 2025). Profit margin: 1.8% (up from 1.4% in 1Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.お知らせ • Dec 17Jabil Inc. Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the second quarter and full fiscal year 2026. For the quarter, the company expected net revenue of $7.5 billion to $8.0 billion; U.S. GAAP operating income of $312 million to $382 million; U.S. GAAP diluted earnings per share of $1.70 to $2.19 per diluted share . For the Fiscal Year 2026, the company expected Net revenue of $32.4 billion.New Risk • Dec 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (61% net debt to equity). Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin). Significant insider selling over the past 3 months (€11m sold).お知らせ • Dec 03Jabil Inc. to Report Q1, 2026 Results on Dec 17, 2025Jabil Inc. announced that they will report Q1, 2026 results Pre-Market on Dec 17, 2025お知らせ • Nov 05Jabil Inc. (NYSE:JBL) entered into definitive agreement to acquire Hanley Energy LLC for approximately $780 million.Jabil Inc. (NYSE:JBL) entered into definitive agreement to acquire Hanley Energy LLC for approximately $780 million on November 4, 2025. The purchase price includes $725 million consideration in cash plus contingent consideration up to $58 million, subject to achieving future revenue thresholds, in an all-cash transaction. The transaction is expected to close in the first quarter of calendar year 2026, subject to customary closing conditions and regulatory approvals.Recent Insider Transactions • Nov 04Senior VP & Chief Information Officer recently sold €1.7m worth of stockOn the 31st of October, May Yee Yap sold around 9k shares on-market at roughly €195 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.1m. Insiders have been net sellers, collectively disposing of €44m more than they bought in the last 12 months.Recent Insider Transactions • Oct 29Executive VP & General Counsel recently sold €1.2m worth of stockOn the 24th of October, Kristine Melachrino sold around 7k shares on-market at roughly €183 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.1m. Insiders have been net sellers, collectively disposing of €44m more than they bought in the last 12 months.お知らせ • Oct 22Jabil Inc., Annual General Meeting, Jan 22, 2026Jabil Inc., Annual General Meeting, Jan 22, 2026.Recent Insider Transactions • Oct 21Executive Chairman recently sold €7.1m worth of stockOn the 17th of October, Mark Mondello sold around 40k shares on-market at roughly €178 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Oct 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €173. The fair value is estimated to be €221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Reported Earnings • Oct 20Full year 2025 earnings released: EPS: US$6.00 (vs US$11.34 in FY 2024)Full year 2025 results: EPS: US$6.00 (down from US$11.34 in FY 2024). Revenue: US$29.8b (up 3.2% from FY 2024). Net income: US$657.0m (down 53% from FY 2024). Profit margin: 2.2% (down from 4.8% in FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.Buy Or Sell Opportunity • Oct 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to €177. The fair value is estimated to be €221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Oct 17+ 1 more updateJabil Inc. Declares Quarterly Dividend, Payable on December 2, 2025Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of the close of business on November 17, 2025. The dividend is payable on December 2, 2025.お知らせ • Oct 15Jabil Inc. and Axiado Corporation Unveils AI-Driven Cybersecurity Solutions in Collaboration with Jabil Inc. at OCP Global Summit 2025Axiado Corporation announced a collaboration with Jabil Inc. to develop AI-driven cybersecurity and Open Compute Project (OCP) Modular Hardware System (MHS) server solutions. Products for next-generation AI and cloud workloads will be displayed at the OCP Global Summit, October 13-16, 2025, in booths A1 (Axiado) and C12 (Jabil). At the OCP Global Summit, Jabil will showcase its AMD EPYC™? "Turin"based 2U platform server, integrated with Axiado's Secure Control Module (SCM3002) and powered by the Trusted Control/Compute Unit (TCU). Axiado and Jabil are working together to develop secure server solutions that build on each company's strengths in advanced server design and AI-driven security, respectively. This initiative highlights how the Jabil MHS modular server can accommodate and rapidly deploy Axiado's DC-SCM without a costly co-design. This integration offers data centers and hyperscalers a unified solution for zero-trust security, efficiency, and reliability. Axiado will feature a Jabil server, integrated with their SCM technology, in the Axiado booth. Availability: Axiado's TCUs as well as OCP DC-SCM 2.0 Compliant Axiado SCM3002 and Axiado SCM3003 secure control modules are available now for purchase.お知らせ • Oct 14Jabil Launches J-422G Servers for Scalable Ai and Data Center PerformanceJabil Inc. announced the launch of its new J-422G servers to meet the growing needs of artificial intelligence (AI) and data center customers. Jabil's J-422G server is designed specifically to power high workloads across AI, machine learning (ML), Large Language Models (LLMs), high performance computing (HPC), and fintech. The J-422G server processor's microarchitecture is optimized to meet diverse performance and efficiency requirements where workload optimized accelerators, cloud scale out, and mature support for the server ecosystem is critical. These servers are designed specifically to power high workload's across AI, machine learning (ML), Large Language Models (LL Ms), high performance computing (H PC), and fintech. These high-performance sixth-generation Intel®? Xeon®? 2U Dual Socket MHS Rackmount Servers support up to four 600W double-wide front GPUs. This solution aligns to the Open Compute Project (OCP)'s standards-based approach to server design for sustainability and scalability. General availability of the J-422G servers is expected to begin in November 2025. This product release builds on Jabil's recent announcement of a multi-year $500 million investment in a new site in Salisbury, North Carolina, to support cloud and AI data center infrastructure customers. The site is expected to be operational by mid-cal calendar year 2026. Jabil server platforms will be shown at the 2025 OCP Global Summit, Oct. 13-16, at the San Jose Convention Center in San Jose, California. In addition to the J422-G, the following products and more will be displayed at Jabil booth C12: J421A-G, which showcases an AmpereOne®? M reference design that is OCP-compliant based on Jabil S-DNO building blocks and purpose-built for AI inference at scale. J322OR, a 2U scalable all-flash storage design based on Open Rack v3 specs and engineered for hyperscale efficiency. Jabil's co-packaged optics (CPO) switch system is based on the Marvell Teralynx®? switch device for AI scale-up, integrated with Mikros Technologies' precision-engineered liquid cooling for optimal thermal performance. Additionally, Jabil thought leaders will host speaking sessions on topics around Jabil's early adopter position in the OCP working groups, including modular plug-and-play, edge-MHS, next generation co-packaged optics, and liquid-to-chip cooling at the 1 MW frontier from Mikros Technologies, a Jabil company.Buy Or Sell Opportunity • Sep 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €180. The fair value is estimated to be €231, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 66% in the next 2 years.お知らせ • Sep 25Jabil Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the first quarter and full fiscal year 2026. For the first quarter, the company expected net revenue of $7.7 billion to $8.3 billion; U.S. GAAP operating income of $263 million to $343 million; U.S. GAAP diluted earnings per share of $1.27 to $1.84 per diluted share. For the Fiscal Year 2026, the company expected Net revenue of $31.3 billion.Buy Or Sell Opportunity • Sep 15Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to €182. The fair value is estimated to be €229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.お知らせ • Sep 11Jabil Inc. to Report Q4, 2025 Results on Sep 25, 2025Jabil Inc. announced that they will report Q4, 2025 results Pre-Market on Sep 25, 2025Upcoming Dividend • Aug 07Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 03 September 2025. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.6%).Buy Or Sell Opportunity • Jul 24Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €185. The fair value is estimated to be €242, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.Recent Insider Transactions • Jul 23Independent Lead Director recently sold €2.6m worth of stockOn the 21st of July, Steven Raymund sold around 13k shares on-market at roughly €190 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €37m more than they bought in the last 12 months.お知らせ • Jul 18+ 1 more updateJabil Inc. (NYSE:JBL) announces an Equity Buyback for $1,000 million worth of its shares.Jabil Inc. (NYSE:JBL) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock.Buy Or Sell Opportunity • Jul 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €189. The fair value is estimated to be €236, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.Recent Insider Transactions • Jul 03Independent Lead Director recently sold €3.0m worth of stockOn the 27th of June, Steven Raymund sold around 16k shares on-market at roughly €185 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €33m more than they bought in the last 12 months.Recent Insider Transactions • Jun 22Insider recently sold €3.9m worth of stockOn the 18th of June, Steven Borges sold around 22k shares on-market at roughly €174 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €28m more than they bought in the last 12 months.お知らせ • Jun 18Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025. For the quarter, the company expects net revenue to be $7.1 billion to $7.8 billion. U.S. GAAP operating income to be $331 million to $411 million. U.S. GAAP diluted earnings per share to be $1.79 to $2.37 per diluted share. For the year, the company expects net revenue to be $29 billion.Reported Earnings • Jun 17Third quarter 2025 earnings released: EPS: US$2.06 (vs US$1.08 in 3Q 2024)Third quarter 2025 results: EPS: US$2.06 (up from US$1.08 in 3Q 2024). Revenue: US$7.83b (up 16% from 3Q 2024). Net income: US$222.0m (up 72% from 3Q 2024). Profit margin: 2.8% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Italy.Buy Or Sell Opportunity • Jun 11Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €154. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.お知らせ • Jun 04Jabil Inc. to Report Q3, 2025 Results on Jun 17, 2025Jabil Inc. announced that they will report Q3, 2025 results Pre-Market on Jun 17, 2025Buy Or Sell Opportunity • May 15Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at €138. The fair value is estimated to be €188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.業績と収益の成長予測BIT:1JBL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数8/31/202839,9791,2972,0332,83248/31/202737,4361,1691,8152,53688/31/202634,2169581,4081,85882/28/202632,6678091,2751,728N/A11/30/202531,1137031,1851,651N/A8/31/202529,8026571,1721,640N/A5/31/202528,5145771,1641,587N/A2/28/202527,4514841,2531,696N/A11/30/202427,4901,2949871,580N/A8/31/202428,8831,3889321,716N/A5/31/202430,3771,4051,0371,867N/A2/29/202432,0871,5098731,820N/A11/30/202333,4547891,0122,016N/A8/31/202334,7028187041,734N/A5/31/202335,2749787771,954N/A2/28/202335,1279637132,031N/A11/30/202234,5469784451,863N/A8/31/202233,4789962661,651N/A5/31/202231,8578561581,507N/A2/28/202230,7448073451,547N/A11/30/202130,0197372351,322N/A8/31/202129,2856962741,433N/A5/31/202129,1765891451,357N/A2/28/202128,296369641,259N/A11/30/202027,5932141951,301N/A8/31/202027,266542741,257N/A5/31/202026,540397861,651N/A2/29/202026,3401332521,169N/A11/30/201926,282204N/A1,306N/A8/31/201925,282287N/A1,193N/A5/31/201924,481177N/A384N/A2/28/201923,782176N/A-134N/A11/30/201823,016146N/A-547N/A8/31/201822,09586N/A-1,105N/A5/31/201821,347189N/A-653N/A2/28/201820,399122N/A46N/A11/30/201719,544105N/A455N/A8/31/201719,063129N/A-1,464N/A5/31/201718,471121N/A961N/A2/28/201718,292152N/A1,190N/A11/30/201618,250210N/A923N/A8/31/201618,353254N/A916N/A5/31/201618,603306N/A846N/A2/29/201618,651373N/A788N/A11/30/201518,557352N/A1,197N/A8/31/201517,899293N/A1,241N/A5/31/201517,275183N/A972N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1JBLの予測収益成長率 (年間19.5% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1JBLの収益 ( 19.5% ) はItalian市場 ( 11.1% ) よりも速いペースで成長すると予測されています。高成長収益: 1JBLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1JBLの収益 ( 8.3% ) Italian市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 1JBLの収益 ( 8.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1JBLの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 82.2 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:33終値2026/05/22 00:00収益2026/02/28年間収益2025/08/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jabil Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関James KelleherArgus Research CompanyLuke JunkBairdDong WangBarclays19 その他のアナリストを表示
お知らせ • Mar 20Jabil Inc. Provides Earnings Guidance for the Third Quarter for Fiscal Year 2026Jabil Inc. provided earnings guidance for the Third Quarter for fiscal year 2026. For the quarter, the company expects net revenue of $8.1 billion to $8.9 billion; U.S. GAAP operating income of $398 million to $458 million; U.S. GAAP diluted earnings per share of $2.36 to $2.76 per diluted share .
お知らせ • Mar 18Jabil Inc. Raises Earnings Guidance for Full Fiscal Year 2026Jabil Inc. raised earnings guidance for full fiscal year 2026 . The company raised its fiscal 2026 outlook for revenue and core EPS. For the year, the company expects net revenue of $34 billion.
お知らせ • Dec 17Jabil Inc. Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the second quarter and full fiscal year 2026. For the quarter, the company expected net revenue of $7.5 billion to $8.0 billion; U.S. GAAP operating income of $312 million to $382 million; U.S. GAAP diluted earnings per share of $1.70 to $2.19 per diluted share . For the Fiscal Year 2026, the company expected Net revenue of $32.4 billion.
お知らせ • Sep 25Jabil Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the first quarter and full fiscal year 2026. For the first quarter, the company expected net revenue of $7.7 billion to $8.3 billion; U.S. GAAP operating income of $263 million to $343 million; U.S. GAAP diluted earnings per share of $1.27 to $1.84 per diluted share. For the Fiscal Year 2026, the company expected Net revenue of $31.3 billion.
お知らせ • Jun 18Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025. For the quarter, the company expects net revenue to be $7.1 billion to $7.8 billion. U.S. GAAP operating income to be $331 million to $411 million. U.S. GAAP diluted earnings per share to be $1.79 to $2.37 per diluted share. For the year, the company expects net revenue to be $29 billion.
Board Change • Apr 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Tom Edman was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Apr 29Executive VP & Chief Operations Officer recently sold €887k worth of stockOn the 20th of April, Andrew Priestley sold around 3k shares on-market at roughly €280 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Andrew has been a net seller over the last 12 months, reducing personal holdings by €5.8m.
Declared Dividend • Apr 27Second quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 14th May 2026 Payment date: 2nd June 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 3%.
お知らせ • Apr 24Jabil Inc. Declares Quarterly Dividend, Payable on June 2, 2026Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of May 15, 2026. The dividend is payable on June 2, 2026. Jabil has paid consecutive quarterly cash dividends on its common shares since May 15, 2006.
Recent Insider Transactions • Apr 21Insider recently sold €1.4m worth of stockOn the 17th of April, Steven Borges sold around 5k shares on-market at roughly €269 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €66m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 12CEO & Director recently sold €2.3m worth of stockOn the 8th of April, Michael Dastoor sold around 9k shares on-market at roughly €245 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.8m. This was Michael's only on-market trade for the last 12 months.
お知らせ • Mar 20Jabil Inc. Provides Earnings Guidance for the Third Quarter for Fiscal Year 2026Jabil Inc. provided earnings guidance for the Third Quarter for fiscal year 2026. For the quarter, the company expects net revenue of $8.1 billion to $8.9 billion; U.S. GAAP operating income of $398 million to $458 million; U.S. GAAP diluted earnings per share of $2.36 to $2.76 per diluted share .
Reported Earnings • Mar 18Second quarter 2026 earnings released: EPS: US$2.10 (vs US$1.06 in 2Q 2025)Second quarter 2026 results: EPS: US$2.10 (up from US$1.06 in 2Q 2025). Revenue: US$8.28b (up 23% from 2Q 2025). Net income: US$223.0m (up 91% from 2Q 2025). Profit margin: 2.7% (up from 1.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electronic industry in Italy.
お知らせ • Mar 18Jabil Inc. Raises Earnings Guidance for Full Fiscal Year 2026Jabil Inc. raised earnings guidance for full fiscal year 2026 . The company raised its fiscal 2026 outlook for revenue and core EPS. For the year, the company expects net revenue of $34 billion.
お知らせ • Mar 05Jabil Inc. to Report Q2, 2026 Results on Mar 18, 2026Jabil Inc. announced that they will report Q2, 2026 results Pre-Market on Mar 18, 2026
Upcoming Dividend • Feb 12Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 16 February 2026. Payment date: 03 March 2026. Payout ratio is a comfortable 4.9% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (1.5%).
Declared Dividend • Jan 29First quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 16th February 2026 Payment date: 3rd March 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.
お知らせ • Jan 28Jabil Inc. Approves Resignation of DirectorsThe Annual Meeting of Stockholders of Jabil Inc. (“Jabil” or the “Company”) was held on January 22, 2026. Mr. John Plant and Mr. N.V. “Tiger” Tyagarajan did not receive a majority of votes cast for their election to the board of directors (the “Board”). In accordance with the Company’s director resignation policy set forth in the Company’s Amended and Restated By-Laws (the “Resignation Policy”), on January 23, 2026, Mr. Plant and Mr. Tyagarajan offered their respective resignations from the Board, conditioned upon Board acceptance. In accordance with the Resignation Policy, the Nominating and Governance Committee (the “Committee”) of the Board will consider Mr. Plant’s and Mr. Tyagarajan’s resignations and recommend to the Board regarding whether to accept or reject their respective resignations.
お知らせ • Jan 23+ 1 more updateJabil Declares Quarterly Dividend, Payable on March 3, 2026Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of February 17, 2026. The dividend is payable on March 3, 2026.
Recent Insider Transactions • Jan 17Executive Chairman recently sold €4.8m worth of stockOn the 15th of January, Mark Mondello sold around 23k shares on-market at roughly €208 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.6m. Mark has been a net seller over the last 12 months, reducing personal holdings by €21m.
Reported Earnings • Jan 11First quarter 2026 earnings released: EPS: US$1.36 (vs US$0.89 in 1Q 2025)First quarter 2026 results: EPS: US$1.36 (up from US$0.89 in 1Q 2025). Revenue: US$8.31b (up 19% from 1Q 2025). Net income: US$146.0m (up 46% from 1Q 2025). Profit margin: 1.8% (up from 1.4% in 1Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.
Recent Insider Transactions • Dec 30Insider recently sold €2.0m worth of stockOn the 23rd of December, Steven Borges sold around 10k shares on-market at roughly €200 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.6m. Insiders have been net sellers, collectively disposing of €60m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 23Executive Chairman recently sold €9.6m worth of stockOn the 19th of December, Mark Mondello sold around 50k shares on-market at roughly €192 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mark has been a net seller over the last 12 months, reducing personal holdings by €17m.
Reported Earnings • Dec 18First quarter 2026 earnings released: EPS: US$1.36 (vs US$0.89 in 1Q 2025)First quarter 2026 results: EPS: US$1.36 (up from US$0.89 in 1Q 2025). Revenue: US$8.31b (up 19% from 1Q 2025). Net income: US$146.0m (up 46% from 1Q 2025). Profit margin: 1.8% (up from 1.4% in 1Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.
お知らせ • Dec 17Jabil Inc. Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the second quarter and full fiscal year 2026. For the quarter, the company expected net revenue of $7.5 billion to $8.0 billion; U.S. GAAP operating income of $312 million to $382 million; U.S. GAAP diluted earnings per share of $1.70 to $2.19 per diluted share . For the Fiscal Year 2026, the company expected Net revenue of $32.4 billion.
New Risk • Dec 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (61% net debt to equity). Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin). Significant insider selling over the past 3 months (€11m sold).
お知らせ • Dec 03Jabil Inc. to Report Q1, 2026 Results on Dec 17, 2025Jabil Inc. announced that they will report Q1, 2026 results Pre-Market on Dec 17, 2025
お知らせ • Nov 05Jabil Inc. (NYSE:JBL) entered into definitive agreement to acquire Hanley Energy LLC for approximately $780 million.Jabil Inc. (NYSE:JBL) entered into definitive agreement to acquire Hanley Energy LLC for approximately $780 million on November 4, 2025. The purchase price includes $725 million consideration in cash plus contingent consideration up to $58 million, subject to achieving future revenue thresholds, in an all-cash transaction. The transaction is expected to close in the first quarter of calendar year 2026, subject to customary closing conditions and regulatory approvals.
Recent Insider Transactions • Nov 04Senior VP & Chief Information Officer recently sold €1.7m worth of stockOn the 31st of October, May Yee Yap sold around 9k shares on-market at roughly €195 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.1m. Insiders have been net sellers, collectively disposing of €44m more than they bought in the last 12 months.
Recent Insider Transactions • Oct 29Executive VP & General Counsel recently sold €1.2m worth of stockOn the 24th of October, Kristine Melachrino sold around 7k shares on-market at roughly €183 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.1m. Insiders have been net sellers, collectively disposing of €44m more than they bought in the last 12 months.
お知らせ • Oct 22Jabil Inc., Annual General Meeting, Jan 22, 2026Jabil Inc., Annual General Meeting, Jan 22, 2026.
Recent Insider Transactions • Oct 21Executive Chairman recently sold €7.1m worth of stockOn the 17th of October, Mark Mondello sold around 40k shares on-market at roughly €178 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Oct 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €173. The fair value is estimated to be €221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Oct 20Full year 2025 earnings released: EPS: US$6.00 (vs US$11.34 in FY 2024)Full year 2025 results: EPS: US$6.00 (down from US$11.34 in FY 2024). Revenue: US$29.8b (up 3.2% from FY 2024). Net income: US$657.0m (down 53% from FY 2024). Profit margin: 2.2% (down from 4.8% in FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.
Buy Or Sell Opportunity • Oct 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to €177. The fair value is estimated to be €221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Oct 17+ 1 more updateJabil Inc. Declares Quarterly Dividend, Payable on December 2, 2025Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of the close of business on November 17, 2025. The dividend is payable on December 2, 2025.
お知らせ • Oct 15Jabil Inc. and Axiado Corporation Unveils AI-Driven Cybersecurity Solutions in Collaboration with Jabil Inc. at OCP Global Summit 2025Axiado Corporation announced a collaboration with Jabil Inc. to develop AI-driven cybersecurity and Open Compute Project (OCP) Modular Hardware System (MHS) server solutions. Products for next-generation AI and cloud workloads will be displayed at the OCP Global Summit, October 13-16, 2025, in booths A1 (Axiado) and C12 (Jabil). At the OCP Global Summit, Jabil will showcase its AMD EPYC™? "Turin"based 2U platform server, integrated with Axiado's Secure Control Module (SCM3002) and powered by the Trusted Control/Compute Unit (TCU). Axiado and Jabil are working together to develop secure server solutions that build on each company's strengths in advanced server design and AI-driven security, respectively. This initiative highlights how the Jabil MHS modular server can accommodate and rapidly deploy Axiado's DC-SCM without a costly co-design. This integration offers data centers and hyperscalers a unified solution for zero-trust security, efficiency, and reliability. Axiado will feature a Jabil server, integrated with their SCM technology, in the Axiado booth. Availability: Axiado's TCUs as well as OCP DC-SCM 2.0 Compliant Axiado SCM3002 and Axiado SCM3003 secure control modules are available now for purchase.
お知らせ • Oct 14Jabil Launches J-422G Servers for Scalable Ai and Data Center PerformanceJabil Inc. announced the launch of its new J-422G servers to meet the growing needs of artificial intelligence (AI) and data center customers. Jabil's J-422G server is designed specifically to power high workloads across AI, machine learning (ML), Large Language Models (LLMs), high performance computing (HPC), and fintech. The J-422G server processor's microarchitecture is optimized to meet diverse performance and efficiency requirements where workload optimized accelerators, cloud scale out, and mature support for the server ecosystem is critical. These servers are designed specifically to power high workload's across AI, machine learning (ML), Large Language Models (LL Ms), high performance computing (H PC), and fintech. These high-performance sixth-generation Intel®? Xeon®? 2U Dual Socket MHS Rackmount Servers support up to four 600W double-wide front GPUs. This solution aligns to the Open Compute Project (OCP)'s standards-based approach to server design for sustainability and scalability. General availability of the J-422G servers is expected to begin in November 2025. This product release builds on Jabil's recent announcement of a multi-year $500 million investment in a new site in Salisbury, North Carolina, to support cloud and AI data center infrastructure customers. The site is expected to be operational by mid-cal calendar year 2026. Jabil server platforms will be shown at the 2025 OCP Global Summit, Oct. 13-16, at the San Jose Convention Center in San Jose, California. In addition to the J422-G, the following products and more will be displayed at Jabil booth C12: J421A-G, which showcases an AmpereOne®? M reference design that is OCP-compliant based on Jabil S-DNO building blocks and purpose-built for AI inference at scale. J322OR, a 2U scalable all-flash storage design based on Open Rack v3 specs and engineered for hyperscale efficiency. Jabil's co-packaged optics (CPO) switch system is based on the Marvell Teralynx®? switch device for AI scale-up, integrated with Mikros Technologies' precision-engineered liquid cooling for optimal thermal performance. Additionally, Jabil thought leaders will host speaking sessions on topics around Jabil's early adopter position in the OCP working groups, including modular plug-and-play, edge-MHS, next generation co-packaged optics, and liquid-to-chip cooling at the 1 MW frontier from Mikros Technologies, a Jabil company.
Buy Or Sell Opportunity • Sep 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €180. The fair value is estimated to be €231, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 66% in the next 2 years.
お知らせ • Sep 25Jabil Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Jabil Inc. provided earnings guidance for the first quarter and full fiscal year 2026. For the first quarter, the company expected net revenue of $7.7 billion to $8.3 billion; U.S. GAAP operating income of $263 million to $343 million; U.S. GAAP diluted earnings per share of $1.27 to $1.84 per diluted share. For the Fiscal Year 2026, the company expected Net revenue of $31.3 billion.
Buy Or Sell Opportunity • Sep 15Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to €182. The fair value is estimated to be €229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
お知らせ • Sep 11Jabil Inc. to Report Q4, 2025 Results on Sep 25, 2025Jabil Inc. announced that they will report Q4, 2025 results Pre-Market on Sep 25, 2025
Upcoming Dividend • Aug 07Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 03 September 2025. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.6%).
Buy Or Sell Opportunity • Jul 24Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €185. The fair value is estimated to be €242, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
Recent Insider Transactions • Jul 23Independent Lead Director recently sold €2.6m worth of stockOn the 21st of July, Steven Raymund sold around 13k shares on-market at roughly €190 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €37m more than they bought in the last 12 months.
お知らせ • Jul 18+ 1 more updateJabil Inc. (NYSE:JBL) announces an Equity Buyback for $1,000 million worth of its shares.Jabil Inc. (NYSE:JBL) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock.
Buy Or Sell Opportunity • Jul 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €189. The fair value is estimated to be €236, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
Recent Insider Transactions • Jul 03Independent Lead Director recently sold €3.0m worth of stockOn the 27th of June, Steven Raymund sold around 16k shares on-market at roughly €185 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €33m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 22Insider recently sold €3.9m worth of stockOn the 18th of June, Steven Borges sold around 22k shares on-market at roughly €174 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €28m more than they bought in the last 12 months.
お知らせ • Jun 18Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025Jabil Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 and Fiscal Year 2025. For the quarter, the company expects net revenue to be $7.1 billion to $7.8 billion. U.S. GAAP operating income to be $331 million to $411 million. U.S. GAAP diluted earnings per share to be $1.79 to $2.37 per diluted share. For the year, the company expects net revenue to be $29 billion.
Reported Earnings • Jun 17Third quarter 2025 earnings released: EPS: US$2.06 (vs US$1.08 in 3Q 2024)Third quarter 2025 results: EPS: US$2.06 (up from US$1.08 in 3Q 2024). Revenue: US$7.83b (up 16% from 3Q 2024). Net income: US$222.0m (up 72% from 3Q 2024). Profit margin: 2.8% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Italy.
Buy Or Sell Opportunity • Jun 11Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €154. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.
お知らせ • Jun 04Jabil Inc. to Report Q3, 2025 Results on Jun 17, 2025Jabil Inc. announced that they will report Q3, 2025 results Pre-Market on Jun 17, 2025
Buy Or Sell Opportunity • May 15Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at €138. The fair value is estimated to be €188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.