Jabil (JBL) 주식 개요
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Analyst Price Targets
Jabil Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$302.80 |
| 52주 최고가 | US$428.93 |
| 52주 최저가 | US$189.60 |
| 베타 | 1.29 |
| 1개월 변동 | -15.09% |
| 3개월 변동 | -21.31% |
| 1년 변동 | 41.31% |
| 3년 변동 | 178.62% |
| 5년 변동 | 381.02% |
| IPO 이후 변동 | 33,312.41% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.주주 수익률
| JBL | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | -1.0% | 1.4% | -2.2% |
| 1Y | 41.3% | 44.3% | 13.1% |
수익률 대 산업: JBL은 지난 1년 동안 44.3%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: JBL은 지난 1년 동안 13.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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 | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: JBL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: JBL의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1966 | 135,000 | Mike Dastoor | www.jabil.com |
Jabil Inc.는 전 세계에 엔지니어링, 제조 및 공급망 솔루션을 제공합니다. 이 회사는 규제 산업, 지능형 인프라, 커넥티드 라이프 및 디지털 커머스 등 세 가지 사업 부문에서 사업을 운영하고 있습니다. 이 회사는 아날로그, 디지털, 무선 주파수(RF), 전력, 센서 및 광학 부품 응용 분야를 위한 전자 하드웨어 및 임베디드 소프트웨어 설계 서비스를 제공하며, 소비자와 제조 파트너 모두를 위해 제품의 기능, 가치 및 외관을 최적화하는 개념과 사양을 구상, 개발 및 연계합니다.
Jabil Inc. 기초 지표 요약
| JBL 기초 통계 | |
|---|---|
| 시가총액 | US$32.63b |
| 순이익 (TTM) | US$862.00m |
| 매출 (TTM) | US$33.59b |
36.8x
주가수익비율(P/E)0.9x
주가매출비율(P/S)JBL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| JBL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$33.59b |
| 매출원가 | US$30.49b |
| 총이익 | US$3.10b |
| 기타 비용 | US$2.24b |
| 순이익 | US$862.00m |
최근 보고된 실적
May 31, 2026
다음 실적 발표일
Sep 30, 2026
| 주당순이익(EPS) | 8.23 |
| 총이익률 | 9.23% |
| 순이익률 | 2.57% |
| 부채/자본 비율 | 254.6% |
JBL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.1%
현재 배당 수익률4%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 13:10 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/05/31 |
| 연간 수익 | 2025/08/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Jabil Inc.는 22명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |