Jabil Inc.

NYSE:JBL 株式レポート

時価総額：US$37.5b

Jabil 将来の成長

Future 基準チェック /36

Jabil利益と収益がそれぞれ年間19.5%と8.1%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24.6%
収益成長率8.1%
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20 Apr 2026

今後の成長に関する最新情報

Recent updates

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).
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
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.
新しいナラティブ • 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.
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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NYSE:JBL - 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
8/31/202839,8161,2972,0332,8324
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

アナリストによる今後の成長予測

収入対貯蓄率: JBLの予測収益成長率 (年間19.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: JBLの収益 ( 19.5% ) はUS市場 ( 16.7% ) 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: JBL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: JBLの収益 ( 8.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: JBLの収益 ( 8.1% ) 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: JBL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

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 18:27
終値2026/05/11 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

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