Jabil (JBL)

Information Technology · $25.2B market cap · SEC CIK 0000898293

Next reports on Dec 10, 2026, with analysts expecting $4.09 in earnings per share.

52-week range $189.60 to $428.93. 42% below its 52-week high and 32% above its low.

The case for JBL

• Revenue up 20.6% on the year.
• Earnings per share up 64.0%.
• Price/sales of 0.7× is lower than 97% of Information Technology companies.

The case against

• Net margin of 2.9% leaves very little room for error.
• Current liabilities exceed current assets (ratio 0.99).
• The price trend is weak (36/100): +18.2% over a year, −25.0% over three months, 42% below its 52-week high.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Information Technology companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Equity is a sliver of assets, so return on assets stands in for return on equity, and price-to-book and debt-to-equity are left out.
• Each factor except momentum is half fixed thresholds, half rank among the 73 Information Technology companies.

The financials

The financials, five years deep

Pulled from Jabil's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What Jabil says it does

The Company Jabil is one of the leading providers of engineering, supply chain, and manufacturing solutions. We deliver comprehensive design, production, and product management services to companies across a diverse range of industries and end markets. Our capabilities span the entire product lifecycle—from innovation, design, and planning to fabrication, assembly, delivery, and post-production—enabling seamless management of resources and materials across global supply chains. Through these integrated services, we help our customers reduce manufacturing costs, enhance supply chain efficiency, minimize inventory risk, lower transportation expenses, and accelerate product fulfillment. We serve our customers primarily through dedicated business units that combine highly automated, continuous flow manufacturing with advanced electronic design and design for manufacturability. Each business unit team serves as a single point of contact…

Risk factors JBL lists in its 10-K

• Because we depend on a limited number of customers, a reduction in sales to any one of those customers has and could again cause a significant decline in our revenue
• Customer relationships with emerging companies present more risks than with established companies
• Introducing new business models or programs requiring implementation of new competencies, such as new process technologies and our development of new products or services, has and could affect our operations and financial results
• We compete with numerous other diversified manufacturing service providers, electronic manufacturing services, design providers, and others
• Our business has and could be adversely affected by any delays, or increased costs, resulting from common carrier or transportation issues
• We may not be able to maintain our engineering, technological, and manufacturing expertise
• We depend on attracting and retaining officers, managers, and skilled personnel
• We derive a substantial majority of our revenues from our international operations, which are subject to a number of different risks and often require more management time and expense than our domestic operations
• We face risks arising from the restructuring of our operations
• Disruptions to our information systems, including security breaches, losses of data or outages, and other security issues, have and could in the future adversely affect our operations
• If we manufacture products containing design or manufacturing defects, demand for our services may decline, our reputation may be damaged, and we may be subject to liability claims
• Compliance or the failure to comply with current and future environmental, health and safety, product stewardship, and producer responsibility laws or regulations could cause us significant expense
• Our operations result in exposure to intellectual property claims
• The success of certain aspects of our business depends in part on our ability to obtain, protect, and leverage intellectual property rights
• Exposure to financially troubled customers or suppliers may adversely affect our financial results
• When financial markets experience significant turmoil, the financial arrangements we may need to enter into, refinance or repay and our customers may be adversely affected
• We are subject to the risk of increased taxes
• Our credit rating may be downgraded
• Our amount of debt could significantly increase in the future
• An adverse change in the interest rates for our borrowings has and could adversely affect our financial condition
• We are subject to risks of currency fluctuations and related hedging operations
• An impairment in the value of our assets would reduce the value of our assets and reduce our net income in the year in which the write-off occurs
• Changes in financial accounting standards or policies have affected, and in the future may affect, our reported financial condition or results of operations
• We are subject to risks associated with natural disasters, climate change, and global events
• Expectations relating to environmental, social, and governance considerations expose the Company to potential liabilities, increased costs, reputational harm, and other adverse effects on the Company’s business

Filings

Other Information Technology companies