Jabil Inc. (JBL) AI Stock Analysis

Jabil Inc. is a global provider of manufacturing services and solutions operating through its Electronics Manufacturing Services and Diversified Manufacturing Services segments. Under Electronics Manufacturing Services, the company offers electronic circuit design, firmware development, rapid prototyping, and PCBA enclosure production. It provides three-dimensional mechanical design, industrial design, mechanism development, tooling management, and CAD services. Jabil also delivers product validation, regulatory compliance testing, systems assembly, test, fulfillment, and configure-to-order services for sectors including 5G, cloud, automotive, and healthcare.

Jabil delivered a 5-year revenue CAGR of 4.2% from FY2021 to FY2026. Annual revenue expanded from $33.48B in FY2022 to $34.70B in FY2023, before declining 16.8% to $28.88B in FY2024. Revenue rebounded to $29.80B in FY2025 and grew 20.6% to reach $35.95B in FY2026. Over the same period, net income rose from $996.0M in FY2022 to $1.04B in FY2026, with annual EPS advancing from $7.66 to $12.87. Gross margin stood at 9.2% and operating margin was 4.7% in FY2026. For the latest quarter ended August 31, 2026, revenue increased 28.6% year over year, and earnings grew 89.0%.

As of August 31, 2026, Jabil held $1.74B in cash and short-term investments against $4.02B in total debt, resulting in net debt of $2.28B. Shareholders' equity stood at $1.61B, and the current ratio was 0.99. In FY2026, the company generated $2.00B in operating cash flow and $1.37B in free cash flow. Capital expenditures totaled $628.0M for the year. Cash returned to shareholders included $1.06B in share buybacks and $35.0M in dividends paid, contributing to a -28.2% reduction in share count over 5 years.

At a last close of $278.25 on October 16, 2026, Jabil carries a market cap of $29.16B and an enterprise value of $34.89B. The stock trades at a trailing P/E of 28.5x and a forward P/E of 19.3x, both below the median of its S&P 500 Technology peers at 31.5x and 20.9x, respectively. Its price-to-sales of 0.8x and EV-to-EBITDA of 17.2x also sit beneath peer medians of 6.3x and 19.9x. Over the past year, Jabil returned 32.8%, outperforming the 16.8% return for the S&P 500, while its 5-year return of 352.9% exceeded the index return of 83.0%.

Jabil pays a quarterly dividend with an annual forward payout of $0.32 per share, representing a dividend yield of 0.11%. The company maintains a payout ratio of 2.5% and has paid dividends for 21 consecutive years. Its 5-year annualized dividend growth rate is 0.0%, and the last ex-dividend date was August 14, 2026.

Wall Street coverage consists of 7 Strong Buy, 2 Buy, and 1 Hold ratings. The mean price target of $425.00 indicates a 52.7% premium over the last close of $278.25. For the fiscal year ending August 31, 2027, consensus estimates forecast revenue of $44.78B and EPS of $17.69, reflecting 35.1% EPS growth. Across 9 analysts, FY2028 revenue is projected at $52.07B with EPS of $22.17. The company beat EPS estimates in each of the last 4 quarters.

This page is an AI-written research summary of Jabil Inc. (JBL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: JBL income statement, JBL balance sheet, JBL key metrics, JBL analyst forecast, JBL chart. See the JBL stock overview for the latest quote and news.