Jabil（JBL）株式概要
Jabil Inc.は、エンジニアリング、製造、サプライチェーンソリューションを世界中に提供しています。 詳細
JBL Community Fair Values
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Analyst Price Targets
Jabil Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$311.37 |
| 52週高値 | US$428.93 |
| 52週安値 | US$189.60 |
| ベータ | 1.29 |
| 1ヶ月の変化 | -7.50% |
| 3ヶ月変化 | -17.38% |
| 1年変化 | 44.34% |
| 3年間の変化 | 189.89% |
| 5年間の変化 | 395.65% |
| IPOからの変化 | 34,258.07% |
最新ニュース
ナラティブ更新 • Sep 08
JBL: AI Manufacturing Expansion Will Drive Future Earnings Upside
Analysts have slightly reduced their fair value estimate for Jabil to about $430 from about $441 as they incorporate updated assumptions for revenue growth, profit margins and future P/E expectations into their price targets. What’s in the News for Jabil The U.S. Food and Drug Administration issued a detailed warning letter to Jabil’s Pharmaceutics International Inc.Seeking Alpha • Aug 11
Jabil: The AI Infrastructure Bottleneck Is Moving Into Its Factory Network
Summary Jabil is evolving into a full-stack data center infrastructure partner, expanding beyond traditional manufacturing to power, cooling, and rack-level integration. JBL’s AI-related revenue is projected to reach $13.6B in FY26, with the potential to exceed $20B in FY27, driving significant operating leverage and EPS growth. Management targets FY27 revenue above $40B and core operating margins above 6%, supporting a fair value estimate of $408 per share and a 'Buy' rating. Risks include hyperscale demand fluctuations, operational ramp-up inefficiencies, customer concentration, and a valuation that now requires continued earnings growth. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Sep 08
JBL: AI Manufacturing Expansion Will Drive Future Earnings Upside
Analysts have slightly reduced their fair value estimate for Jabil to about $430 from about $441 as they incorporate updated assumptions for revenue growth, profit margins and future P/E expectations into their price targets. What’s in the News for Jabil The U.S. Food and Drug Administration issued a detailed warning letter to Jabil’s Pharmaceutics International Inc.Seeking Alpha • Aug 11
Jabil: The AI Infrastructure Bottleneck Is Moving Into Its Factory Network
Summary Jabil is evolving into a full-stack data center infrastructure partner, expanding beyond traditional manufacturing to power, cooling, and rack-level integration. JBL’s AI-related revenue is projected to reach $13.6B in FY26, with the potential to exceed $20B in FY27, driving significant operating leverage and EPS growth. Management targets FY27 revenue above $40B and core operating margins above 6%, supporting a fair value estimate of $408 per share and a 'Buy' rating. Risks include hyperscale demand fluctuations, operational ramp-up inefficiencies, customer concentration, and a valuation that now requires continued earnings growth. Read the full article on Seeking Alphaナラティブ更新 • Jul 10
JBL: AI Infrastructure Demand Will Drive Earnings Upside And Repricing
Analysts have raised their price target on Jabil to about $441 from roughly $316, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change. What’s in the News for Jabil Jabil reported fiscal Q3 2026 earnings with earnings per share of about US$3.16 and revenue near US$8.8b, with management pointing to strong demand in its Intelligent Infrastructure segment and AI data center, cloud, and networking solutions as key contributors.
ナラティブ更新 • Jun 26
JBL: AI Infrastructure And India Expansion Will Drive Balanced Long-Term Outlook
Analysts have lifted their price target for Jabil from about $287 to roughly $378, reflecting updated assumptions around higher revenue growth, a modestly stronger profit margin profile, and a slightly lower projected P/E multiple. What’s in the News for Jabil Jabil reported fiscal Q3 2026 results that exceeded Wall Street expectations, with earnings per share of US$3.16 and revenue of about US$8.8b.分析記事 • Jun 22
Analysts Just Shipped A Meaningful Upgrade To Their Jabil Inc. (NYSE:JBL) Estimates
Jabil Inc. ( NYSE:JBL ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...分析記事 • Jun 19
Jabil (JBL) Stock Could Be 18% Overvalued Even After Its Recent Run
Jabil (JBL) has drawn fresh investor attention after its recent share price move, with the stock last closing at $371.88. The company now carries a market capitalization of about $39.6b. See our latest analysis for Jabil. Recent trading has cooled slightly, with Jabil’s share price slipping over the past day and week. However, its 30 day share price return of 11.72% and 90 day share price return of 46.62%, alongside a 1 year total shareholder return of 81.94%, indicate momentum that has been...新しいナラティブ • Jun 10
AI Data Center And Liquid Cooling Exposure Will Eventually Pressure Margins And Earnings
Catalysts About Jabil Jabil is a manufacturing solutions provider focused on complex electronics, systems integration and related services across multiple end markets. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.株主還元
| JBL | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 4.0% | 4.9% | -0.2% |
| 1Y | 44.3% | 47.7% | 14.8% |
業界別リターン: JBL過去 1 年間で47.7 % の収益を上げたUS Electronic業界を下回りました。
リターン対市場: JBL過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| JBL volatility | |
|---|---|
| JBL Average Weekly Movement | 7.1% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: JBL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: JBLの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1966 | 135,000 | Mike Dastoor | www.jabil.com |
Jabil Inc.は、世界中でエンジニアリング、製造、サプライチェーンのソリューションを提供しています。同社の事業は、「規制産業」、「インテリジェント・インフラストラクチャ」、「コネクテッド・リビングおよびデジタル・コマース」の3つのセグメントで構成されています。 同社は、アナログ、デジタル、無線周波数（RF）、電源、センサー、光学部品などのアプリケーション向けに、電子ハードウェアおよび組み込みソフトウェアの設計サービスを提供しています。また、消費者および製造パートナー双方にとって、製品の機能、価値、外観を最適化するコンセプトや仕様を考案、開発、統合しています。 プラスチックおよび金属部品、筐体、サブアセンブリ、システムの設計に加え、電子、電気機械、光学アセンブリの高度なモデリングおよび解析、詳細設計、環境対応、熱管理、金型管理を行います。 仮想現実（VR）および／または拡張現実（AR）、光検出・測距（LiDAR）、3Dセンシング、投影、およびイメージング向けのソリューションを開発しています。また、CADツールを用いたPCBA設計、ならびに電気・機械アセンブリを提供しています。 また、同社はクラウドデータセンター向けサーバープラットフォーム、医療・コンシューマー向けヘルスケア機器、自動車用アセンブリ、デジタルコマースエコシステム、ならびにデジタルビルおよびユーティリティ向けのスマート制御・セキュリティソリューションも提供しています。さらに、システム組立、試験、直受注対応、および受注生産（CTO）サービスも提供しています。 5G、ワイヤレスおよびクラウド、デジタルプリントおよび小売、産業用および半導体製造、ネットワークおよびストレージ、自動車および輸送、コネクテッドデバイス、ヘルスケアおよびパッケージング、モビリティ業界にサービスを提供しています。Jabil Inc.は、以前はJabil Circuit, Inc.として知られていましたが、2017年6月にJabil Inc.に社名を変更しました。 同社は1966年に設立され、フロリダ州セントピーターズバーグに本社を置いている。
Jabil Inc. 基礎のまとめ
| JBL 基礎統計学 | |
|---|---|
| 時価総額 | US$32.73b |
| 収益（TTM） | US$862.00m |
| 売上高(TTM) | US$33.59b |
37.9x
PER（株価収益率1.0x
P/SレシオJBL は割高か？
公正価値と評価分析を参照収益と収入
| JBL 損益計算書（TTM） | |
|---|---|
| 収益 | US$33.59b |
| 売上原価 | US$30.49b |
| 売上総利益 | US$3.10b |
| その他の費用 | US$2.24b |
| 収益 | US$862.00m |
直近の収益報告
May 31, 2026
次回決算日
Sep 30, 2026
| 一株当たり利益（EPS） | 8.23 |
| グロス・マージン | 9.23% |
| 純利益率 | 2.57% |
| 有利子負債／自己資本比率 | 254.6% |
JBL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.1%
現在の配当利回り4%
配当性向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 | 2026/09/09 06:42 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/05/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |