Jabil Inc.

NYSE:JBL 株式レポート

時価総額：US$33.7b

Jabil バランスシートの健全性

財務の健全性 基準チェック /36

Jabilの総株主資本は$1.3B 、総負債は$3.4Bで、負債比率は254.6%となります。総資産と総負債はそれぞれ$23.8Bと$22.5Bです。 Jabilの EBIT は$1.7Bで、利息カバレッジ比率10.4です。現金および短期投資は$1.4Bです。

主要情報

254.56%

負債資本比率

US$3.38b

負債

インタレスト・カバレッジ・レシオ10.4x
現金US$1.36b
エクイティUS$1.33b
負債合計US$22.49b
総資産US$23.82b

財務の健全性に関する最新情報

更新なし

Recent updates

Seeking Alpha • Jul 22

Jabil: AI Infrastructure Play Is Becoming More Than Just A Cycle

Summary Jabil is rated a buy with an FY 2027 price target of $363, implying 15% upside driven by AI infrastructure growth. JBL's Q3 2026 results showed 12% YoY revenue growth, led by a 21% surge in intelligent infrastructure and expanding operating margins. Execution on hyperscaler AI contracts and sustained margin expansion are critical for further re-rating and share appreciation into FY 2027. Risks include reduced portfolio diversification as intelligent infrastructure may exceed 50% of revenue, increasing vulnerability to AI spending cycles. 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.
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...

財務状況分析

短期負債: JBLの 短期資産 ( $18.2B ) は 短期負債 ( $18.5B ) をカバーしていません。

長期負債: JBLの短期資産 ( $18.2B ) が 長期負債 ( $4.0B ) を上回っています。

デット・ツー・エクイティの歴史と分析

負債レベル: JBLの 純負債対資本比率 ( 152.1% ) は 高い と見なされます。

負債の削減: JBLの負債対資本比率は、過去 5 年間で138.1%から254.6%に増加しました。

債務返済能力: JBLの負債は 営業キャッシュフロー によって 十分にカバー されています ( 55% )。

インタレストカバレッジ: JBLの負債に対する 利息支払い は EBIT ( 10.4 x coverage) によって 十分にカバーされています。

貸借対照表

健全な企業の発掘

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2026/07/24 16:49
終値2026/07/24 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
  • 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

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。

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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 Company
Luke JunkBaird
Dong WangBarclays