Jabil očekává, že tržby z AI dosáhnou ve fiskálním roce 2026 zhruba 13,6 miliardy USD, oproti 9 miliardám USD v roce 2025. Růst podporuje rozšiřování kapacit v Severní Karolíně, Memphisu a Indii.
Key Takeaways Jabil's AI-related revenues are expected to reach $13.6 billion in FY2026, up from $9 billion in FY2025.Manufacturing capacity additions in North Carolina, Memphis and India support rising AI-related demand.Jabil faces risks from supply chain issues, customer concentration and growing competition. Jabil, Inc. (JBL - Free Report) has gained 36.2% year to date compared with the Electronic Manufacturing Services industry’s growth of 23.6%. It has outperformed the Zacks Computer & Technology sector and the S&P 500’s growth during this period.
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Among its competitors, the company has underperformed Flex Ltd. (FLEX - Free Report) but outperformed Celestica, Inc. (CLS - Free Report) . Celestica has increased 5.7%, while Flex has gained 81.2%.
JBL Rides Solid AI Traction, Diverse PortfolioAI is driving a structural transformation across the technology sector. This is not a short-term change. Companies across industries are accelerating AI adoption to streamline workflows, improve productivity and strengthen their competitive positioning. This surge in AI deployment is prompting hyperscalers like Amazon, Microsoft and Google to significantly ramp up investments in data-center capacity. Jabil’s strongest growth opportunity is its expanding exposure to AI infrastructure. The company expects AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion in fiscal 2025.
The company has developed capabilities spanning compute, storage, networking, optics, power, cooling and system integration. This is allowing customers to source more components from a single partner, reducing complexity for them. The company’s AI-related revenue base is expanding through steady customer additions. Jabil is expanding manufacturing capacity in locations including North Carolina, Memphis and India to support a surge in this AI-related demand.
The company’s growth is not only reliant on AI infrastructure investments. It is also benefiting from the increase in equipment spending needed to support evolution in semiconductor technology. Healthcare remains another major growth vertical. Jabil sees opportunities across areas such as drug delivery, medical devices, continuous glucose monitors, chronic disease management and pharma-related capabilities. The company is also witnessing improving conditions within renewable and energy infrastructure. Increasing power requirements associated with AI and data centers, and a shift in demand from residential toward commercial projects are driving demand in this vertical.
The company’s Connected Living and Digital Commerce operations are also witnessing improved customer additions. Growing opportunities in automation, robotics, retail and warehouse technology are a positive factor.
Supply Chain Issues, Competition and Volatility are ConcernsOne of Jabil’s key challenges is ensuring adequate availability of critical components to support the rapid surge in demand. Management highlighted component availability as one of the factors that could influence the company’s fiscal 2027 performance. Jabil’s heavy reliance on a limited number of suppliers makes it vulnerable to supply chain disruptions.
Despite its diversified end-market exposure, Jabil remains dependent on a relatively limited number of customers. Changes in the spending plans, production requirements or financial condition of major customers could materially affect revenues. The risk is more prevalent because Jabil faces strong competition in the industry from other players such as Celestica and Flex.
Demand volatility in certain verticals such as automotive continues to impede top-line growth to some extent. The cyclical nature of the semiconductor market can also impact revenue growth.
Estimate Revision TrendEarnings estimates for Jabil for 2026 and 2027 have remained unchanged over the past 60 days.
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Key Valuation Metric of JBLFrom a valuation standpoint, JBL appears to be relatively premium than the industry but below its mean. Going by the price/earnings ratio, the company’s shares currently trade at 18.64 forward earnings, higher than 18.5 for the industry and above its mean of 21.64.
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End NoteJabil’s growth story is increasingly being shaped by the rapid expansion of AI infrastructure spending. Its ability to provide integrated solutions, hyperscaler customer wins, and manufacturing capacity additions, along with a diverse portfolio, gives the company multiple avenues to generate revenue. However, Jabil's strong AI-driven growth does not come without risk. The company must manage component availability, customer concentration, growing competition and the timing of large-scale production ramps to ensure constant revenue generation in upcoming quarters. With a Zacks Rank #3 (Hold), Jabil appears to be navigating a balanced growth path, suggesting that investors may want to exercise caution before making investment decisions. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Jabil (JBL) v poslední obchodní den vzrostl o 1,26 % na 305,26 USD, zatímco S&P 500 klesl o 0,33 %. Před zveřejněním výsledků se čeká EPS 4,05 USD a tržby 9,61 mld. USD.
Jabil (JBL - Free Report) closed the most recent trading day at $305.26, moving +1.26% from the previous trading session. This change outpaced the S&P 500's 0.33% loss on the day. Meanwhile, the Dow lost 0.7%, and the Nasdaq, a tech-heavy index, lost 0.12%.
The electronics manufacturer's stock has dropped by 4.32% in the past month, falling short of the Computer and Technology sector's gain of 7.52% and the S&P 500's gain of 3.87%.
The upcoming earnings release of Jabil will be of great interest to investors. The company is expected to report EPS of $4.05, up 23.1% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $9.61 billion, indicating a 16.51% upward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $12.74 per share and a revenue of $34.97 billion, signifying shifts of +30.67% and +17.33%, respectively, from the last year.
Investors might also notice recent changes to analyst estimates for Jabil. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Jabil holds a Zacks Rank of #3 (Hold).
With respect to valuation, Jabil is currently being traded at a Forward P/E ratio of 23.66. For comparison, its industry has an average Forward P/E of 25.02, which means Jabil is trading at a discount to the group.
One should further note that JBL currently holds a PEG ratio of 0.83. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Electronics - Manufacturing Services industry held an average PEG ratio of 0.72.
The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 7, positioning it in the top 3% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Jabil v poslední seanci klesl o 8,45 % na 338,62 USD, což je výrazně víc než pokles S&P 500 o 0,69 %. Analytici čekají zisk 4,05 USD na akcii a tržby 9,61 miliardy USD.
In the latest trading session, Jabil (JBL - Free Report) closed at $338.62, marking a -8.45% move from the previous day. This change lagged the S&P 500's daily loss of 0.69%. Elsewhere, the Dow saw a downswing of 0.22%, while the tech-heavy Nasdaq depreciated by 1.33%.
Shares of the electronics manufacturer have appreciated by 20.92% over the course of the past month, outperforming the Computer and Technology sector's gain of 5.97%, and the S&P 500's gain of 3.96%.
Investors will be eagerly watching for the performance of Jabil in its upcoming earnings disclosure. In that report, analysts expect Jabil to post earnings of $4.05 per share. This would mark year-over-year growth of 23.1%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $9.61 billion, up 16.51% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $12.74 per share and revenue of $34.97 billion, which would represent changes of +30.67% and +17.33%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Jabil. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Jabil is holding a Zacks Rank of #3 (Hold) right now.
In the context of valuation, Jabil is at present trading with a Forward P/E ratio of 29.03. Its industry sports an average Forward P/E of 30.27, so one might conclude that Jabil is trading at a discount comparatively.
We can also see that JBL currently has a PEG ratio of 1.02. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Electronics - Manufacturing Services was holding an average PEG ratio of 0.85 at yesterday's closing price.
The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 7, finds itself in the top 3% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Jabil čeká ve fiskálním roce 2026 tržby z AI kolem 13,6 miliardy USD, proti 9 miliardám v předchozím roce. Růst táhne expanze kapacit a třetí hyperscale zákazník.
Key Takeaways Jabil expects AI-related revenues to reach $13.6 billion in fiscal 2026, up from $9 billion.Capacity expansion and a third hyperscale customer are supporting Jabil's AI growth momentum.Jabil is exploring an India alliance with Adani to build a multi-gigawatt AI manufacturing platform. Jabil, Inc. (JBL - Free Report) is benefiting from solid momentum in the AI infrastructure market. The company has developed a comprehensive portfolio spanning computing, storage, networking, optics, power and cooling. Such an end-to-end product offering allows it to compete across several layers of the AI data-center buildout. Such broad exposure is translating into significant revenue growth. Jabil is expecting AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion a year earlier.
To support the extended demand, Jabil is expanding manufacturing capacity across the United States, Mexico and India. Simultaneously, it is strengthening relationships with hyperscalers. The company won its third hyperscale customer in the third quarter. The AI data-center buildout is also increasing demand for high-speed networking equipment. Growing demand for InfiniBand and Ethernet, along with switchgear and silicon photonics, is a growth driver for the company.
Expansion in the emerging market of India could be a long-term driver for the company. Jabil and Adani Enterprise are exploring a strategic alliance focused on building a multi-gigawatt AI data-center infrastructure manufacturing platform. The collaboration, if realized, could manufacture AI racks, liquid-cooled racks, servers, storage systems and networking equipment. If materialized, they could become a major revenue earner for Jabil.
However, it is to be noted that supply chain and execution risks remain. The rapid expansion of AI infrastructure is putting pressure on the supply of certain components such as high-bandwidth memory and high-density interconnect PCBs. Lead time has increased for certain components.
How Are Competitors Faring?Jabil faces competition from Flex LTD. (FLEX - Free Report) and Celestica, Inc. (CLS - Free Report) in this domain. Flex continues to deepen its exposure to AI infrastructure through CPI (Cloud and Power Infrastructure), combining compute integration, cooling and power capabilities. In first-quarter fiscal 2027, CPI revenues rose 35% to $2.2 billion, led by Power as Cloud & Cooling programs continued to ramp. Flex is developing high-density power solutions and cooling technologies for next-generation AI systems.
Celestica is also benefiting from strong AI infrastructure demand, particularly in hyperscale computing and high-speed networking. The company is ramping 800G networking programs and steadily preparing for broader 1.6T deployments. Celestica’s Connectivity & Cloud Solutions revenues increased 84% year over year to $3.81 billion. Segment margin improved to 8.7% from 8.3%, reflecting favorable operating leverage and stronger execution as demand from hyperscale data center customers remained robust.
JBL’s Price Performance, Valuation and EstimatesJabil has gained 68.4% in the past year compared with the industry’s growth of 73.8%.
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Going by the price/earnings ratio, the company’s shares currently trade at 22.09 forward earnings, higher than 21.91 for the industry.
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Earnings estimates for Jabil's fiscal 2026 have increased 3.07% to $12.74 over the past 60 days, while those for 2027 have also increased 12.93% to $16.59.
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Jabil currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the latest trading session, Jabil (JBL - Free Report) closed at $366.16, marking a +2.68% move from the previous day. This change outpaced the S&P 500's 0.26% gain on the day. Elsewhere, the Dow saw a downswing of 0.04%, while the tech-heavy Nasdaq appreciated by 0.54%.
The electronics manufacturer's shares have seen an increase of 9.12% over the last month, surpassing the Computer and Technology sector's loss of 0.41% and the S&P 500's gain of 2.13%.
The upcoming earnings release of Jabil will be of great interest to investors. It is anticipated that the company will report an EPS of $4.05, marking a 23.1% rise compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $9.61 billion, indicating a 16.51% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $12.74 per share and revenue of $34.97 billion, which would represent changes of +30.67% and +17.33%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Jabil. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Jabil is currently sporting a Zacks Rank of #2 (Buy).
Investors should also note Jabil's current valuation metrics, including its Forward P/E ratio of 27.99. This valuation marks a discount compared to its industry average Forward P/E of 28.36.
Meanwhile, JBL's PEG ratio is currently 0.98. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. JBL's industry had an average PEG ratio of 0.8 as of yesterday's close.
The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 7, which puts it in the top 3% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
UBS zvýšila hodnocení Jabil na koupit a čeká, že AI, zdravotnictví a automatizace podpoří víceletý růst. Akcie v úterý odpoledne přidaly asi 5 %. UBS stanovila cílovou cenu na 430 USD, což znamená zhruba 22% potenciál růstu.
Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets.
UBS set a $430 price target, implying roughly 22% upside from the stock's current level. The firm lowered the valuation multiple underpinning its target to about 22 times earnings from 25 times, reflecting what it described as a broad-based de-rating across the AI infrastructure system.
UBS expects Jabil's AI-related revenue to grow at least about 50% in fiscal 2027 to roughly $20.3 billion. The firm said recent checks point to capacity expansion in markets including Memphis and North Carolina, while product road maps at key customers such as Amazon and Meta could support faster growth than previously expected. UBS also pointed to Amazon Web Services' chip business as a potential driver.
The firm expects Jabil's healthcare business to benefit as capacity comes online at its Croatia facility, which has been repurposed for healthcare customers. UBS expects the shift toward higher-margin products, including GLP-1 drugs, along with increased volume to accelerate revenue growth and support operating margin expansion in fiscal 2028.
UBS also highlighted Jabil's shift away from businesses that did not meet its growth, margin and return on investment thresholds and toward faster-growing markets such as robotics and automation. The firm's analysis noted that Jabil's Digital Commerce business, while representing about $2.7 billion of fiscal 2026 revenue, or 8% of total revenue, has an operating margin of at least 7%, above Jabil's overall margin of 5.8%.
UBS expects these factors to help push Jabil's operating margin above 6% in fiscal 2027.
The firm raised its Jabil fiscal 2027 and fiscal 2028 earnings-per-share estimates to $16.78 and $20.24, respectively, from $15.89 and $18.34, citing stronger checks around cloud and data center infrastructure demand.
UBS said its earnings estimates are only modestly above consensus but expects a "beat-and-raise" cadence next year to support a roughly 22-times price-to-earnings multiple. The firm expects its EPS growth forecast to exceed market expectations by about 150 basis points.
UBS's $430 price target remains unchanged despite the higher earnings estimates because of the lower target multiple. The firm based the target on a roughly 22-times multiple applied to a 50/50 weighting of its calendar 2027 and calendar 2028 EPS estimates.
Jabil při posledním uzavření stoupl o 1,79 % na 344,67 USD a za poslední měsíc přidal 4,12 %. Trh čeká výsledky s EPS 4,05 USD a tržbami 9,61 mld. USD.
In the latest close session, Jabil (JBL - Free Report) was up +1.79% at $344.67. The stock exceeded the S&P 500, which registered a loss of 0.18% for the day. On the other hand, the Dow registered a loss of 0.85%, and the technology-centric Nasdaq decreased by 0.06%.
Shares of the electronics manufacturer have appreciated by 4.12% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.48%, and the S&P 500's gain of 3.33%.
The investment community will be closely monitoring the performance of Jabil in its forthcoming earnings report. The company is expected to report EPS of $4.05, up 23.1% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $9.61 billion, showing a 16.51% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates project earnings of $12.74 per share and a revenue of $34.97 billion, demonstrating changes of +30.67% and +17.33%, respectively, from the preceding year.
It is also important to note the recent changes to analyst estimates for Jabil. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Jabil presently features a Zacks Rank of #1 (Strong Buy).
Valuation is also important, so investors should note that Jabil has a Forward P/E ratio of 26.58 right now. For comparison, its industry has an average Forward P/E of 29.44, which means Jabil is trading at a discount to the group.
One should further note that JBL currently holds a PEG ratio of 0.93. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Electronics - Manufacturing Services industry stood at 0.77 at the close of the market yesterday.
The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 1, which puts it in the top 1% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Jabil ve 3. fiskálním čtvrtletí překonal odhady díky silné poptávce po AI infrastruktuře; tržby ve 3. fiskálním čtvrtletí činily 8,75 miliardy USD a firma zvýšila výhled na fiskální rok 2026.
A month has gone by since the last earnings report for Jabil (JBL - Free Report) . Shares have lost about 17.4% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Jabil due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.
JBL Q3 Earnings Beat Estimates on AI Infrastructure StrengthJabil third-quarter fiscal 2026 results surpassed expectations, driven by robust AI infrastructure demand and broad-based growth across its portfolio. Core earnings of $3.16 per share increased 23.9% year over year and topped the Zacks Consensus Estimate of $3.12 by 1.28%.
Net revenues rose 11.8% to $8.75 billion and exceeded the consensus mark of $8.63 billion by 1.39%. Intelligent Infrastructure remained the key growth engine, with segment revenues climbing 21% year over year.
Earnings and Revenue Top ExpectationsJabil reported third-quarter fiscal 2026 net revenues of $8.75 billion, up from $7.83 billion in the year-ago quarter. Revenues benefited from strong demand across multiple end markets, particularly AI-related cloud and data center infrastructure programs.
Core operating income increased to $504 million from $420 million a year ago. Core diluted earnings per share rose to $3.16 from $2.55, reflecting solid operating execution and margin expansion. On a GAAP basis, diluted earnings per share improved to $2.59 from $2.03.
Intelligent Infrastructure Leads GrowthThe Intelligent Infrastructure segment remained Jabil’s largest business, contributing 48% of total revenue during the quarter. Segment revenue increased 21% year over year to approximately $4.2 billion, supported by strong demand in capital equipment, cloud and data center infrastructure, as well as networking and communications.
Management noted that networking and communications revenue increased more than 50%, aided by a strong networking ramp in India. Segment core operating margin expanded 80 basis points year over year to 6.1%, highlighting favorable mix and execution.
Other Segments Deliver Steady ResultsRegulated Industries generated revenues of roughly $3.2 billion, representing 36% of total company sales. Revenues increased 4% year over year, driven primarily by stronger-than-expected automotive and transportation demand. Core operating margin improved 10 basis points to 5.6%.
Connected Living and Digital Commerce accounted for 16% of revenue. Sales rose 5% year over year to approximately $1.4 billion as consumer-related demand performed better than management’s cautious expectations. The segment delivered a core operating margin of 4.9%.
Margins and Cash Flow ImproveJabil’s profitability strengthened during the quarter. Core operating margin expanded to 5.8% from 5.4% in the prior-year period, supported by a favorable business mix and disciplined execution across operations. GAAP operating income increased to $445 million from $403 million a year earlier.
Cash generation also remained healthy. Net cash provided by operating activities totaled $535 million, while adjusted free cash flow reached $359 million after capital expenditures of $176 million. During the quarter, the company repurchased approximately $291 million of shares under its existing authorization.
AI Momentum Drives Outlook HigherManagement highlighted continued strength in AI infrastructure programs as a major growth catalyst. Jabil now expects AI-related revenue of approximately $13.6 billion in fiscal 2026, up from its prior forecast of $13.1 billion and significantly above the $9 billion generated in fiscal 2025. The company also secured a third hyperscale customer during the quarter, further strengthening its long-term growth prospects.
According to management, growth is being supported by capabilities across compute, storage, networking, optics, power, cooling and rack-level integration, while maintaining an asset-light operating model.
Fiscal 2026 Guidance RaisedEncouraged by strong third-quarter execution and healthy demand trends, Jabil raised its fiscal 2026 outlook. The company now expects fiscal 2026 revenues of approximately $35 billion, core operating margin of about 5.8%, core diluted earnings per share of roughly $12.70 and adjusted free cash flow exceeding $1.4 billion.
For the fourth quarter of fiscal 2026, management projects revenues between $9.2 billion and $10 billion and core diluted earnings per share of $3.80-$4.20. The outlook reflects continued momentum in Intelligent Infrastructure, particularly AI-related programs, as well as improving trends in automotive and other end markets.
How Have Estimates Been Moving Since Then?It turns out, estimates review have trended upward during the past month.
The consensus estimate has shifted 9.34% due to these changes.
VGM ScoresAt this time, Jabil has a average Growth Score of C, a score with the same score on the momentum front. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the top 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Jabil has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Jabil otevřel v Penangu nový inteligentní logistický hub, který má díky AI a automatizaci zlepšit řízení zásob, dohledatelnost a odolnost dodavatelského řetězce.
AI-enabled facility leverages automation, connected systems, and real-time insights to strengthen supply chain resilience
PENANG, Malaysia--(BUSINESS WIRE)--Jabil Inc. (NYSE: JBL), a global leader in engineering, supply chain, and manufacturing solutions, has opened its next-generation logistics hub in Penang.
Jabil’s new Intelligent Logistics Hub (or the Hub) spans around 417,000 square feet and is located in the Valdor Industrial Park in Sungai Jawi, Penang. The digitalised facility is set to boost the company’s back-end operations and support customers’ rapidly growing product complexity and capacity demands using AI-enabled capabilities to streamline inventory management, enhance traceability and tracking, deploy autonomous robots, and more.
“Supply chain volatility, rising logistics and operating costs, and the need for greater visibility into inventory are a few challenges faced in today’s advanced manufacturing and electronics supply chains. Coupled with the growth we see in the region, the new facility is a timely investment to enhance our automation capability and help Jabil grow to meet our customers’ future needs,” said HH Yeo, Jabil’s Senior Vice President of Operations.
"The Jabil Intelligent Logistics Hub demonstrates how Malaysian innovation and engineering capabilities can deliver world-class industrial infrastructure that meets the evolving needs of global supply chains. This project reflects our commitment to enabling smarter, more resilient, and future-ready industrial ecosystems that support Malaysia's economic growth and competitiveness," said Dato' Hj Abd Rahim bin Hj Jaafar, Executive Chairman of PTT Synergy Group Berhad, which delivered the facility through its subsidiary PROTT Sdn. Bhd. (PROTT).
Leveraging Penang’s strategic location, the new logistics hub will support end-to-end material flow, with capabilities including kitting, inventory management, automated storage and retrieval systems (ASRS), sequencing, packing, cross-docking, traceability, and just-in-time (JIT) delivery to production lines.
Jabil opened its first Penang location in 1995. Across its eight Malaysian facilities, the company today employs more than 14,000 people and serves a wide range of industries, from automotive and transportation; cloud and data centre infrastructure; defence and aerospace; healthcare; and semiconductor capital equipment.
Jabil has been recognised as Best Employer and Employer of Choice in the Malaysia- International HR (MIHRM) Award in 2024; Responsible Business Alliance Validated Assessment Program (RBA VAP) Gold Certificate (Penang); received the CSR Malaysia Award 2025; Excellence in Corporate Social Responsibility (CSR) Award; ESG Commitment Award by the Association of Malaysian Medical Industries (AMMI); and is a longstanding recipient of MY AmCham Cares Excellence Awards.
To learn about and apply for open positions at Jabil’s facilities in Malaysia, visit jabil.com/careers.
About Jabil
At Jabil (NYSE: JBL), we are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, supply chain, and manufacturing solutions. With 60 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise to deliver both scalable and customised solutions. Our commitment extends beyond business success as we strive to build sustainable processes that minimise environmental impact and foster vibrant and diverse communities around the globe. Discover more at www.jabil.com.
Additional Information:
The Jabil Intelligent Logistics Hub Facility Highlights
Scale: The facility accommodates approximately 52,300 pallet positions and incorporates a fully Automated Storage and Retrieval System (ASRS), climate-controlled environments, and intelligent warehouse technologies to ensure the secure handling of high-value and sensitive materials, including semiconductors and advanced electronic components. The facility also features high-bay stacker cranes, autonomous robotics and digital twin capabilities.
Security: Designed and constructed in accordance with FM Global standards, the facility provides a highly resilient and secure operating environment.
Real-time visibility and traceability: At the core of the operation is an integrated Digital Twin platform powered by Artificial Intelligence (“AI”) and Internet of Things (“IoT”) technologies. The data-driven system delivers real-time operational visibility, preventive maintenance capabilities, energy optimisation, and end-to-end inventory traceability, enhancing operational efficiency while supporting long-term reliability and sustainability objectives.
Safety: Supported by an integrated fleet of approximately 160 autonomous mobile robots (AMRs), forklift mobile robots (FMRs), sky transfer units (STUs), robotic arms, and automated scanning systems, the facility enables seamless material movement and inventory management from inbound receipt to outbound fulfilment.
Sustainability considerations have been embedded throughout the facility's design and operations. A rooftop solar photovoltaic system is scheduled for installation in September 2026, supporting the facility's target to achieve GreenRE Bronze certification and contributing to lower-carbon industrial operations.
The facility was delivered by PTT Synergy Group Berhad (Bursa: PTT) through its wholly owned subsidiary, PROTT Sdn. Bhd., (PROTT) which served as the total complete intelligent intralogistics solutions provider, integrating smart warehouse technologies, automation, and digital twin capabilities.
Jabil těží z růstu v AI: jeho optické transceiverové moduly využívají Intel silicon photonics pro rychlejší přenos dat. Odhady zisku pro fiskální rok 2026 vzrostly o 14,9 % na 12,74 USD na akcii a pro fiskální rok 2027 o 25,1 % na 16,59 USD na akcii.
Key Takeaways Jabil has climbed 78.4% in a year, though it trails Flex and Celestica's stronger industry gains.Jabil's optical transceiver modules use Intel silicon photonics to support faster AI data transmission.Jabil's fiscal 2026 and 2027 earnings estimates rose, signaling bullish growth sentiment. Jabil, Inc. (JBL - Free Report) has soared 78.4% over the past year compared with the industry’s growth of 104.2%. It has underperformed peers like Flex Ltd. (FLEX - Free Report) and Celestica Inc. (CLS - Free Report) over this period. While Celestica has gained 145%, Flex surged 234.3%.
One-Year JBL Stock Price Performance
Image Source: Zacks Investment Research
JBL Rides on AI StrengthJabil's extensive manufacturing footprint and expertise position it as an ideal partner in the burgeoning AI/ML ecosystem. The company's commitment to providing unparalleled value to customers underscores its strategic importance in the optical module space. The company’s photonics-based optical transceiver modules are designed to fuel the AI/ML revolution, promise unparalleled performance and scalability, thanks to the collaborative efforts of industry giants.
The breakthrough technology leverages Intel Corporation's (INTC - Free Report) cutting-edge silicon photonics platform, renowned for its manufacturing efficiency and reliability. The collaboration sets a new standard for speed, efficiency and reliability in data transmission. Intel's volume-proven silicon photonics platform, with on-chip laser sources fabricated, tested and burned-in at wafer scale, ensures unparalleled reliability and simplicity in module integration. With a focus on reliability, scalability and performance, its optical transceiver modules are poised to drive significant advancements in data-intensive applications with considerable improvement in the bandwidth capacity of data center racks without requiring modifications to existing infrastructure.
Diversified Bouquet Lends SupportWith a presence across 100 locations in 30 countries, Jabil is likely to gain from secular growth drivers with strong margins and cash flow dynamics. Moreover, its unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply chain insights and global product management expertise have put it in good stead. Its extensive global footprint is further strengthened by a centralized procurement process, which, coupled with a single Enterprise Resource Planning system, aids customers with end-to-end supply chain visibility.
Jabil’s focus on end-market and product diversification is a key catalyst. The company’s target that “no product or product family should be greater than 5% operating income or cash flows in any fiscal year” is commendable. The diversification increases the reliability of the company’s earnings and revenues, thereby driving long-term returns for investors.
The company is likely to gain from the rapid adoption of 5G wireless and cloud computing in the long run. It is benefiting from solid demand in key end markets, diligent execution of operational plans and skillful management of supply chain dynamics. A large-scale portfolio of business sectors offers Jabil a high degree of resilience during macroeconomic and geopolitical disruptions.
Image Source: Zacks Investment Research
Estimate Revision TrendThe Zacks Consensus Estimate for Jabil’s fiscal 2026 earnings has surged 14.9% to $12.74 per share over the past year, while the same for fiscal 2027 has increased 25.1% to $16.59. The positive estimate revision depicts bullish sentiments about the stock’s growth potential.
Image Source: Zacks Investment Research
End NoteJabil is bullish on its long-term prospects. The company is well-positioned to capitalize on growth opportunities in areas such as AI data center hardware, power and energy infrastructure, software-defined electric and hybrid vehicles, and healthcare. Strong margins and robust free cash flow are likely to enable continued investment in profitable growth and capital returns to shareholders.
The uptrend in estimate revisions further portrays positive sentiments about the stock’s growth potential. JBL has a long-term earnings growth expectation of 28.5% and delivered a trailing four-quarter average earnings surprise of 5.9%. It has a VGM Score of A. Jabil carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
With a solid Zacks Rank and healthy fundamentals, Jabil appears primed for further price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock now.
Jabil zvýšil výhled tržeb souvisejících s AI pro fiskální rok 2026 na zhruba 13,6 miliardy USD díky silné poptávce po AI infrastruktuře. Zároveň přidal třetího hyperscale zákazníka.
Key Takeaways Jabil raised fiscal 2026 AI-related revenue outlook to about $13.6 billion on strong AI demand.JBL added a third hyperscale customer, expanding its AI infrastructure manufacturing opportunities.Jabil is expanding capacity, automation and connected factories to support growing AI production. Artificial intelligence is reshaping global manufacturing as cloud providers and technology companies invest heavily in next-generation computing infrastructure. Jabil, Inc. (JBL - Free Report) is positioning itself to capitalize on that trend by expanding its manufacturing capabilities, strengthening customer relationships and increasing automation across its global operations. While AI infrastructure has become the company’s fastest-growing business, its diversified manufacturing platform provides additional opportunities to benefit from several long-term industrial trends.
How JBL Is Scaling AI ManufacturingAI infrastructure has become Jabil’s largest growth driver, supported by rising demand from hyperscale customers and cloud service providers. The company has steadily expanded its capabilities across the AI hardware ecosystem, including compute, storage, networking, optics, power, cooling and rack integration.
Management recently raised its fiscal 2026 AI-related revenue outlook to approximately $13.6 billion, reflecting continued strength in cloud and data center infrastructure programs. Jabil also added a third hyperscale customer during the latest quarter, further expanding its addressable market and reinforcing its position as a strategic manufacturing partner for next-generation AI deployments.
The company’s exposure extends beyond servers alone, providing manufacturing support for networking equipment, capital equipment and warehouse automation systems that increasingly rely on AI-enabled technologies.
Jabil Builds Capacity for Future DemandMeeting growing AI demand requires significant manufacturing scale. Jabil continues expanding production capacity in North Carolina, Memphis, India and other strategic locations while maintaining its asset-light business model.
The company is investing in connected factories, automation technologies and operational improvements designed to increase productivity and support customer production ramps. At the same time, disciplined capital spending and efficient working capital management are helping improve returns while supporting long-term manufacturing flexibility.
These investments should allow Jabil to scale production efficiently as customer demand continues increasing across AI infrastructure and other higher-growth markets.
Why JBL Is Expanding Global PartnershipsJabil’s expanding relationships with hyperscale customers represent an important competitive advantage. Management noted that the company recently secured a third hyperscale customer and expects the relationship to broaden over time by leveraging expertise across multiple AI infrastructure technologies.
Beyond hyperscale deployments, Jabil continues supporting customers developing advanced networking, cloud infrastructure and automation solutions. These long-term collaborations deepen customer relationships while creating additional opportunities to expand manufacturing programs as new technologies move into commercial production.
Peers such as Celestica, Inc. (CLS - Free Report) and Flex, Ltd. (FLEX - Free Report) are also investing to capture AI infrastructure demand, underscoring the industry’s growing focus on advanced manufacturing capabilities for data center and networking applications.
Jabil Balances Growth With Execution RisksAlthough the long-term opportunity remains attractive, investors should continue monitoring execution risks. Customer concentration remains an important consideration, while geopolitical uncertainty and global trade dynamics could affect manufacturing operations and supply chains.
Demand also remains uneven across some end markets. Management continues to exercise caution regarding automotive demand despite recent improvement, and Connected Living continues to reflect a mixed consumer environment. Competitive pressures within the electronic manufacturing services industry and the possibility of customers bringing production in-house also remain ongoing challenges.
How JBL Technical Signals Complement the TrendJabil currently carries a Zacks Rank #2 (Buy), supported by a Momentum Score of A, Growth Score of B and VGM Score of A. Those indicators align with the company’s favorable earnings momentum and expanding participation in several long-term manufacturing trends, particularly AI infrastructure. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
At the same time, the stock’s Value Score of C reminds investors that valuation remains an important consideration following its strong share price appreciation. While AI-related demand continues creating meaningful growth opportunities, sustained execution and disciplined capital allocation will remain essential to supporting the company’s long-term investment case.
Jabil ve fiskálním 3. čtvrtletí zvýšil tržby téměř o 12 % na 8,8 miliardy USD a upravený zisk na akcii vzrostl na 3,16 USD. Firma zároveň zvedla výhled tržeb na 35 miliard USD.
Jabil NYSE: JBL is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil’s position as a manufacturing specialist for mega tech companies. It designs, builds, and manages complex hardware manufacturing supply chains across industries, providing infrastructure, engineering, and logistics. The thesis is strengthened by catalysts such as AI, U.S. expansion, client utility, and the AI virtuous cycle.
Jabil Today
$382.10 +9.11 (+2.44%)
As of 11:42 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$189.60▼
$428.93Dividend Yield0.08%
P/E Ratio47.74
Price Target$453.67
The AI boom drives demand for servers, photonics, and liquid-cooling systems today, and for products from infrastructure to IoT-connected devices long into the future.
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Client utility is evident in its services and footprint, which includes more than 100 facilities in over 25 countries, enabling highly localized and resilient supply chain solutions.
Finally, there is the AI virtuous cycle. A virtuous cycle is when the output of new technology leads to improvements throughout the system and technological advancement.
As it stands, Jabil is implementing AI and automation throughout its operations, increasing efficiency and capabilities and advancing technology.
Jabil Sends Signal: Outperformance in Q1 and Robust GuidanceJabil had a solid fiscal Q3, with revenue growing nearly 12% to $8.8 billion, topping consensus estimates of $8.61 billion.
Growth was underpinned by datacenter and AI strength, which management says improved meaningfully, as well as by improvements in other previously underperforming segments, such as Automotive and Connected Living.
Margin news was also bullish. The company widened gross and net margins despite input cost pressures and increased R&D. Net margin rose to 3.1% and adjusted earnings per share (EPS) came in at $3.16, up 24% from last year and 6 cents better than expected. Free cash flow was also solid, up abour 22% year-to-date (YTD) and sufficient to support aggressive share repurchases.
The best news in the fiscal Q3 release was the guifdance, which indicated that strength would persist into the subsequent fiscal year. Executives set aggressive targets for fiscal Q4, well above the consensus, and lifted their forecast for the year. As it stands, revenue is forecast at $35 billion, up more than 15% year-over-year and 200 bps above MarketBeat’s reported consensus, with execs “feeling good” about the setup for next year.
Jabil’s Capital Return Keeps Institutions and Analysts InterestedJabil’s free cash flow is a significant factor as it enables aggressive share buybacks. The company targets using 80% of free cash flow for buybacks, which has amounted to over $800 million so far during its fiscal year, The trailing 12-month (TTM) activity reduced the count by 2.55% on average for the quarter and 3.85% for the YTD period, providing significant leverage for investors.
The only downside is that aggressive buyback activity is reflected on the balance sheet, revealing diminished cash and reduced equity at Q3’s end. The offset, however, is that investments, contract assets, and receivables all increased, indicating Q3’s cash reduction is no problem for shareholders.
Jabil’s analyst trends reveal a triple-strength sentiment tailwind is in place, including increased coverage, firming sentiment with an 82% Buy-side bias, and an uptrend in price targets. While consensus lags the market as of mid-June 2026, it is up more than 100% on a TTM basis, with recent targets pushing the high end. It stands at around $430, implying a more than 15% upside.
Institutional activity is likewise bullish. They own more than 90% of the stock and have been accumulating shares. The TTM balance is approximately $ 1.50 to $1 and may strengthen as the fiscal year-end approaches.
Jabil Pulls Back: Buy the Dip?Jabil’s stock price action surged ahead of the release, indicating an optimistic market anticipating strength. The caveat is that JBL’s price action peaked and may continue to pull back in June. Expected strength amounts to a sell-the-news event, and it will be several more weeks until Jabil’s leading clients begin reporting.
The likely outcome is that subsequent reports from Jabil and its clientele will affirm the robust outlook and trigger a trend-following signal in this market. Support targets include $370 and $355, either of which may trigger the signal.
Jabil’s biggest risk this year is its valuation. Trading at over 30x, JBL is at historically high levels, pricing in solid growth. This leaves the company open to executional risk as production ramps up and to stock price volatility. Any delays, missteps, or changes to fundamental outlook will be reflected in the stock's price. Additionally, a sluggish recovery in legacy markets may offset AI strengths.
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