Jabil Inc. (JBL) Stock

Jabil Inc. (JBL) is a Technology stock trading at $316.66 (as of 2026-08-20), with a market capitalization of $33.18B and a trailing P/E of 38.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Jabil Inc. is a global manufacturing services provider operating in two segments: Electronics Manufacturing Services and Diversified Manufacturing Services. It supports electronics and product development through design and production, including work on PCBA and electro-mechanical assemblies, and also provides validation, tooling/equipment-related services, and related engineering support for customers across industries.

Understand Jabil Inc.: how it makes money

Jabil provides manufacturing services and solutions, including electronics design, production, and product management, sold to customers worldwide, and it earns revenue by delivering those manufacturing and design services.

Jabil’s profit engine is turning customer manufacturing demand into low-margin manufacturing output, so small efficiency differences matter, and that shows up in working-capital control (its inventory days metrics).

Revenue by segment (latest quarter)
Intelligent Infra$4.2B
Diversified Mfg$3.5B

Business quality (Solid): The dataset states Jabil has two segments (Electronics Manufacturing Services and Diversified Manufacturing Services), but the provided segment revenue figures align more cleanly with Intelligent Infrastructure and Diversified Manufacturing Services (4.2B and 3.5B). Total segment values shown (7.7B) do not exactly match the 8.3B revenue figure, so treat the segment split here as an approximation based on the provided inputs.

Valuation: At 50× earnings, JBL trades in line with the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Breadth across manufacturing-related revenue streams: Revenue is shown across Intelligent Infrastructure (4.2B) and Diversified Manufacturing Services (3.5B), reflecting diversified customer activity within manufacturing services.
  • Working-capital discipline is measurable: Inventory days (net of customer deposits) are 68 days, giving a trackable indicator of how effectively inventory is managed relative to customer deposits.

Bear case

  • Thin margins: The latest period shows gross margin of 9.0% and operating margin of 4.5%, which leaves less room for cost pressure.
  • Inventory reporting can look different depending on customer deposits: Inventory days (reported) are 84 days versus 68 days net of customer deposits, suggesting deposit accounting can materially affect the apparent inventory level.
Valuation — source: SEC EDGAR (first-party)
Price$316.66
Market Cap$33.18B
P/E Ratio38.5
EV / EBITDA16.5
Price / Book25.01
Price / Sales0.99
FCF Yield3.9%
DCF Value (model)$181.98
DCF Upside vs Price-42.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$29.80B
Net Margin2.2%
Revenue Growth (YoY)11.8%
EPS Growth (YoY)27.3%
FCF Growth (YoY)9.7%
Financial Health — source: SEC EDGAR
Altman Z-Score3.49 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E38.5
Sector P/E (Technology)33.9
Industry P/E (Electronic Equipment)39.4
vs Sector13.5%
vs Industry-2.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.99B)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorTechnology
IndustryElectronic Equipment
CEOMichael Dastoor
Employees138,000
CountryUS
IPO Date1993-05-03

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JBL earnings history · JBL institutional & insider holders · JBL KPIs & operating metrics · JBL financials · JBL investor presentations & press releases · JBL SEC filings · JBL peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.