Jabil (JBL) Aandelenoverzicht
Jabil Inc. levert wereldwijd oplossingen op het gebied van engineering, productie en supply chain. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
JBL Community Fair Values
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Analyst Price Targets
Jabil Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$302.80 |
| 52 Week Hoogtepunt | US$428.93 |
| 52 Week Laag | US$189.60 |
| Bèta | 1.29 |
| 1 maand verandering | -15.09% |
| 3 maanden verandering | -21.31% |
| 1 Jaar Verandering | 41.31% |
| 3 jaar verandering | 178.62% |
| 5 jaar verandering | 381.02% |
| Verandering sinds IPO | 33,312.41% |
Recent nieuws en updates
Narratiefupdate • 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
Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Rendement voor aandeelhouders
| JBL | US Electronic | US Markt | |
|---|---|---|---|
| 7D | -1.0% | 1.4% | -2.2% |
| 1Y | 41.3% | 44.3% | 13.1% |
Rendement versus industrie: JBL presteerde slechter dan de US Electronic -sector, die het afgelopen jaar een rendement van 44.3 % opleverde.
Rendement versus markt: JBL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 13.1 %.
Prijsvolatiliteit
| 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% |
Stabiele aandelenkoers: JBL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van JBL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1966 | 135,000 | Mike Dastoor | www.jabil.com |
Jabil Inc. levert wereldwijd oplossingen op het gebied van engineering, productie en toeleveringsketens. Het bedrijf is actief in drie segmenten: gereguleerde sectoren, intelligente infrastructuur, en connected living en digitale handel. Het bedrijf biedt elektronische hardware en ontwerpdiensten voor embedded software voor toepassingen op het gebied van analoge, digitale, radiofrequentie-, vermogens-, sensor- en optische componenten; creëert, ontwikkelt en koppelt concepten en specificaties die de functie, waarde en het uiterlijk van producten optimaliseren voor zowel consumenten als productiepartners; ontwerp van kunststof- en metalen componenten, behuizingen, subassemblages en systemen, met geavanceerde modellering en analyse van elektronische, elektromechanische en optische assemblages; detailontwerp, milieutoepassingen, thermisch beheer en gereedschapsbeheer; ontwikkeling van oplossingen voor virtuele en/of augmented reality, lichtdetectie en -afstandsmeting, 3D-sensortechnologie, projectie en beeldvorming; levering van PCBA-ontwerp met CAD-tools; en elektrische en mechanische assemblages.
Jabil Inc. Samenvatting
| JBL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$32.63b |
| Inkomsten(TTM) | US$862.00m |
| Inkomsten(TTM) | US$33.59b |
36.8x
Koers/Winstverhouding0.9x
P/S-verhoudingIs JBL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| JBL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$33.59b |
| Kosten van inkomsten | US$30.49b |
| Brutowinst | US$3.10b |
| Overige uitgaven | US$2.24b |
| Inkomsten | US$862.00m |
Laatst gerapporteerde inkomsten
May 31, 2026
Volgende inkomensdatum
Sep 30, 2026
| Winst per aandeel (EPS) | 8.23 |
| Brutomarge | 9.23% |
| Nettowinstmarge | 2.57% |
| Schuld/Eigen Vermogen Verhouding | 254.6% |
Hoe presteerde JBL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.1%
Huidig dividendrendement4%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/10 13:16 |
| Aandelenkoers aan het einde van de dag | 2026/09/10 00:00 |
| Inkomsten | 2026/05/31 |
| Jaarlijkse inkomsten | 2025/08/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Jabil Inc. wordt gevolgd door 22 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |