Jabil Inc (JBL)
Sous-évaluéFondamental
61
Prix
$295.77
Capitalisation boursière
$33.42B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide. It operates in three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The company offers electronic hardware, and embedded software design services for analog, digital, radio frequency, power, sensor, and optical component applications; creates, develops, and connects concepts and specifications that optimize the function, value, and appearance of products for both consumers and manufacturing partners; design of plastic and metal components, enclosures, sub-assemblies, and systems, with advanced modeling and analysis of electronic, electro-mechanical, and optical assemblies; detail design, environmental applications, thermal and tooling management; develop solutions for virtual and/or augmented reality, light detection and ranging, 3D sensing, projection, and imaging; delivering PCBA design with CAD tools; and electrical and mechanical assemblies. The company also offers cloud data center server platforms; medical and consumer health devices; automotive assemblies; a digital commerce ecosystem; and smart controls and security for digital building and utilities. In addition, the company offers systems assembly, test, direct-order fulfillment, and configure-to-order services. It serves 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility industries. Jabil Inc. was formerly known as Jabil Circuit, Inc. and changed its name to Jabil Inc. in June 2017. The company was founded in 1966 and is based in Saint Petersburg, Florida.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19 septembre 2026 with claude-haiku-4-5 — shared with all users
Flex is the other global-scale contract manufacturer bidding for the same high-volume electronics programs from cloud, healthcare, automotive and industrial OEMs that Jabil serves.
Celestica competes directly for hyperscaler and networking hardware manufacturing contracts, the data-centre business Jabil has made a growth priority.
Sanmina bids for the same complex, highly regulated build work — medical devices, defence and communications infrastructure — where Jabil sells certified manufacturing capacity.
Plexus competes for lower-volume, high-complexity manufacturing in healthcare, aerospace/defence and industrial markets that Jabil also targets with its regulated-industries business.
Foxconn is the world's largest contract manufacturer and competes with Jabil for the biggest consumer-electronics and AI server assembly programs.
Benchmark chases the same engineering-plus-manufacturing contracts in medical, aerospace, defence and semiconductor capital equipment, and names Jabil as a competitor in its own annual report.
Bilan & Liquidités
Chiffre d'affaires
$33.59B
12 derniers mois (au 31/05/2026)
Résultat net
$862M
12 derniers mois (au 31/05/2026)
Flux de trésorerie libre
$1.17B
Capitaux propres totaux
$1.51B
Passif total
$17.03B
Ratio de liquidité général
0.98
Couverture des intérêts
-
Dette/EBITDA
2.10
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$475.14
Prix actuel
$295.77
Marge de sécurité
+37.8%
Fourchette de juste valeur
$319.85 - $630.43
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
35.99
ROE
43.4%
Ratio P/B
22.72
P/FCF
23.02
Marge brute
9.2%
ROIC
21.4%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
21.4%
WACC
10.5%
ROIC − WACC
+10.9 pp
Le ROIC dépasse le coût du capital — l'entreprise crée de la valeur pour les actionnaires.
Critères d'analyse fondamentale
Réussi (16)
- EPS shows upward trend
- Price CAGR 29.67%
- ROIC 21.4%
- P/FCF 23.02
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 62.4%
- Analyst Consensus 82% Buy
- Earnings Surprise avg 5.8%
- PEG Ratio 0.50
- Earnings Quality (OCF/NI) 2.15
- Share Dilution -10.7%
- Net Margin Trend 2.6% vs 2.0%
Échoué (9)
- Gross Margin 9.2%
- P/B Ratio 22.72
- Debt/Equity ratio
- Operating Margin 4.3%
- CapEx intensity
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y 1.8%
- Piotroski F-Score 4/9
Indisponible (2)
- Dividend Payout NaN%
- Interest Coverage
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Michael Dastoor | CEO & Director | 60 |
| Mr. Gregory B. Hebard | Chief Financial Officer | 56 |
| Mr. Andrew D. Priestley | Executive VP & Chief Operations Officer | 53 |
| Mr. Steven D. Borges | Executive Vice President of Global Business Units | 57 |
| Ed Bailey | CTO & SVP of Intelligent Infrastructure | - |
| Ms. May Yee Yap | Senior VP & Chief Information Officer | 55 |
| Mr. Adam E. Berry | Senior Vice President of Investor Relations & Corporate Affairs | 47 |
| Ms. Kristine Melachrino | Executive VP & General Counsel | 47 |
| Mr. Gary K. Schick | Senior VP & Chief Human Resources Officer | 55 |
| Mr. Francis G. McKay | Senior VP & Chief Supply Chain Officer | 55 |
Risque d'audit
9
Risque du conseil
10
Risque de rémunération
4
Risque droits des actionnaires
5
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2025-10-17
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-06-30
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-09-30
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for JBL, sourced from Markets Gazette.
- 6/17/2026NEUTRALJabil Reports Q3 2026 Results: Full Earnings Call Transcript
Jabil Inc. has released its Q3 2026 earnings call transcript, providing detailed insights into the company's financial performance and strategic outlook. While the transcript itself is informational, it does not contain immediate performance figures or forward-looking statements that would suggest a specific market reaction. Investors are advised to review the transcript for a comprehensive understanding of Jabil's operational status, management commentary on market conditions, and any disclosed guidance that may impact future stock performance.
- 6/15/2026POSITIVETop Wall Street Forecasters Revamp Jabil Expectations Ahead Of Q3 Earnings
Jabil Inc. is set to release its third-quarter earnings on June 17, with Wall Street analysts forecasting an Earnings Per Share (EPS) of $3.10 and revenue of $8.61 billion. This positive outlook is underscored by a recent 2.1% stock price increase on Friday. Analyst ratings from firms like Goldman Sachs, which upgraded the stock to 'Buy', further reinforce a bullish sentiment. Investors will be closely watching the earnings report for confirmation of these expectations and any forward-looking guidance that could impact future performance.
- 6/12/2026NEUTRALHere's How Much $1000 Invested In Jabil 15 Years Ago Would Be Worth Today
An investment of $1000 in Jabil Inc. 15 years ago would have yielded a significant return by today's valuation. While the exact current value is not provided, the article implies substantial growth over the past decade and a half. This historical performance data suggests Jabil Inc. has been a strong performer for long-term investors, potentially indicating robust business operations, strategic execution, and market positioning that have contributed to its stock appreciation over an extended period.
- 3/18/2026POSITIVEJabil Hikes 2026 Forecast As 'Secret' AI Business Takes Center Stage
Jabil Inc. has significantly raised its 2026 forecast, projecting revenue to reach $34 billion, a substantial increase driven by its burgeoning artificial intelligence business. This upward revision surpasses previous expectations and highlights the growing importance of AI solutions within the company's portfolio. The news suggests Jabil is well-positioned to capitalize on the AI boom, potentially leading to increased market share and profitability. Investors are likely to view this development positively, anticipating stronger financial performance and potential stock appreciation.
- 2/26/2026POSITIVEJabil Inc. (JBL) Stock Is Trending Overnight – What Is Going On?
Jabil Inc. (JBL) shares experienced a slight uptick to $278 in after-hours trading, a move attributed to the inauguration of its "Cloud Corner" at Q2 Stadium. This development suggests a potential strategic expansion or strengthening of the company's presence in the high-growth cloud computing sector. For investors, the launch of new initiatives or expansion into promising market segments can signal future growth prospects and a commitment to innovation, potentially justifying positive sentiment towards the stock. While not a macroeconomic event, this internal dynamic appears to have been promptly recognized by the market, indicating favorable company-specific news.
via Markets Gazette