Jabil Inc.

NYSE:JBL Stok Raporu

Piyasa değeri: US$37.8b

Jabil Gelecekteki Büyüme

Future kriter kontrolleri 5/6

Jabil kazanç ve gelirin sırasıyla yıllık 28.6% ve 16.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 29.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 81.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

28.6%

Kazanç büyüme oranı

29.68%

EPS büyüme oranı

Electronic kazanç büyümesi27.3%
Gelir büyüme oranı16.3%
Gelecekteki özkaynak getirisi81.43%
Analist kapsamı

Good

Son güncelleme23 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Seeking Alpha • Jun 17

Jabil's Amazing Run Can Continue... A Bit

Summary Jabil Inc. continues robust growth, with Q3 FY26 revenue up 11.8% to $8.75 billion, surpassing analyst expectations. AI infrastructure demand is driving a significant revenue outlook increase, offsetting weakness in connected living and auto segments. Profitability metrics are surging: adjusted EPS rose to $3.16, and EBITDA reached $679 million, with management raising full-year guidance. I maintain a soft Buy rating, but JBL’s valuation is approaching levels where a downgrade may be warranted if growth does not accelerate further. Read the full article on Seeking Alpha
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:JBL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
8/31/202847,6071,6272,2393,1855
8/31/202742,5081,4341,7642,5698
8/31/202635,0351,0021,4481,8998
5/31/202633,5908621,3061,857N/A
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
2/29/202026,340133N/A1,169N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: JBL 'nin tahmini kazanç büyümesi (yıllık 28.6% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: JBL şirketinin kazançlarının (yıllık 28.6% ) US pazarından (yıllık 18.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: JBL şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: JBL şirketinin gelirinin (yıllık 16.3% ) US pazarından (yıllık 12.6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: JBL şirketinin gelirinin (yıllık 16.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: JBL 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 81.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/29 12:48
Gün Sonu Hisse Fiyatı2026/06/26 00:00
Kazançlar2026/05/31
Yıllık Kazançlar2025/08/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Jabil Inc. 22 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James KelleherArgus Research Company
Luke JunkBaird
Dong WangBarclays