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Jabil Inc.NYSE:JBL Voorraadrapport

Marktkapitalisatie US$39.8b
Prijs aandeel
US$384.82
US$316.33
21.7% overgewaardeerd intrinsieke korting
1Y118.8%
7D8.9%
1D
Portefeuillewaarde
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Jabil Inc.

NYSE:JBL Voorraadrapport

Marktkapitalisatie: US$39.8b

Jabil (JBL) Aandelenoverzicht

Jabil Inc. levert wereldwijd oplossingen op het gebied van engineering, productie en supply chain. Meer informatie

JBL Community Fair Values

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Jabil Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Jabil
Historische aandelenkoersen
Huidige aandelenkoersUS$384.82
52 Week HoogtepuntUS$386.64
52 Week LaagUS$175.08
Bèta1.29
1 maand verandering8.27%
3 maanden verandering53.53%
1 Jaar Verandering118.85%
3 jaar verandering265.24%
5 jaar verandering591.38%
Verandering sinds IPO42,362.90%

Recent nieuws en updates

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).

Recent updates

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).
Seeking Alpha May 17

Jabil: Margin Expansion Is Just Beginning

Summary Jabil is rated Buy with a $450 price target, reflecting 32% upside driven by AI infrastructure demand and margin expansion. Margin expansion is the key value driver; operating margin is expected to rise from 5.7% in FY26 to 6%+ in FY27, boosting EPS compounding. JBL’s diversified portfolio, capacity expansion, and third hyperscaler win position it as a top beneficiary of the AI infrastructure build-out. Read the full article on Seeking Alpha
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.
Analyseartikel 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Rendement voor aandeelhouders

JBLUS ElectronicUS Markt
7D8.9%-4.2%-2.4%
1Y118.8%89.4%21.5%

Rendement versus industrie: JBL overtrof de US Electronic industrie, die het afgelopen jaar een rendement 89.4 % opleverde.

Rendement versus markt: JBL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 21.5 %.

Prijsvolatiliteit

Is JBL's price volatile compared to industry and market?
JBL volatility
JBL Average Weekly Movement7.2%
Electronic Industry Average Movement9.0%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

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

OpgerichtWerknemersCEOWebsite
1966135,000Mike Dastoorwww.jabil.com

Jabil Inc. levert wereldwijd oplossingen op het gebied van engineering, productie en supply chain. Het is actief in drie segmenten: Gereguleerde Industrieën, Intelligente Infrastructuur en Aangesloten Leven en Digitale Handel. Het bedrijf biedt elektronische hardware en embedded software ontwerpservices voor analoge, digitale, radiofrequente, stroom-, sensor- en optische componententoepassingen; creëert, ontwikkelt en verbindt concepten en specificaties die de functie, waarde en het uiterlijk van producten optimaliseren voor zowel consumenten als productiepartners; het ontwerpen van plastic en metalen componenten, behuizingen, subassemblages en systemen, met geavanceerde modellering en analyse van elektronische, elektromechanische en optische assemblages; detailontwerp, milieutoepassingen, thermisch en toolingbeheer; het ontwikkelen van oplossingen voor virtuele en/of augmented reality, lichtdetectie en -bereik, 3D-detectie, projectie en beeldvorming; het leveren van PCBA-ontwerp met CAD-tools; en elektrische en mechanische assemblages.

Jabil Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Jabil zich tot de beurswaarde?
JBL fundamentele statistieken
MarktkapitalisatieUS$39.76b
Inkomsten(TTM)US$809.00m
Inkomsten(TTM)US$32.67b
50.2x
Koers/Winstverhouding
1.2x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
JBL resultatenrekening (TTM)
InkomstenUS$32.67b
Kosten van inkomstenUS$29.72b
BrutowinstUS$2.95b
Overige uitgavenUS$2.14b
InkomstenUS$809.00m

Laatst gerapporteerde inkomsten

Feb 28, 2026

Volgende inkomensdatum

Jun 17, 2026

Winst per aandeel (EPS)7.67
Brutomarge9.04%
Nettowinstmarge2.48%
Schuld/Eigen Vermogen Verhouding287.3%

Hoe presteerde JBL op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

0.08%
Huidig dividendrendement
4%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/12 23:45
Aandelenkoers aan het einde van de dag2026/06/12 00:00
Inkomsten2026/02/28
Jaarlijkse inkomsten2025/08/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse 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.

AnalistInstelling
James KelleherArgus Research Company
Luke JunkBaird
Dong WangBarclays