Latest revenue
$8.28B
as of 2026-02-28
Latest net income
$223.0M
as of 2026-02-28
Net margin
2.7%
as of 2026-02-28
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $38.44B
- Enterprise value
- $40.49B
- P/E (trailing)
- 58.5×
- Forward P/E
- —
- P/B
- 28.60×
- Dividend yield
- 0.1%
- 52-wk high
- $372.37
- 52-wk low
- $164.69
- Beta
- —
- Shares out
- 105.5M
5-year trend
What this company does
Jabil is a global contract manufacturer that designs, builds, and assembles electronic products and components for brands across healthcare, automotive, cloud, and consumer markets. It earns revenue almost entirely from manufacturing services, charging customers cost-plus fees on hardware production, with quarterly sales of $8.3 billion. Revenue jumped 23% year-over-year and operating income rose 53%, reflecting a sharp ramp in AI-related cloud and data center infrastructure work alongside an $848 million acquisition push.
Generated from JBL's filing dated 2025-10-17
Key risks
- Leverage rising: long-term debt jumped to $3.38B from $2.39B in six months to fund $848M in acquisitions, while equity fell to $1.35B.
- Receivables factoring dependence: $8.5B sold in H1 FY26 (vs $3.7B prior year), incurring $37M pre-tax losses; $682M outstanding off-balance-sheet exposure.
- Aggressive buybacks eroding equity: $600M treasury repurchases in six months drove stockholders' equity down to $1.34B against $20.6B in total assets.
Generated from JBL's filing dated 2025-10-17
Profitability
Gross margin
8.9%
4.2%Operating margin
4.0%
43.1%Net margin
2.2%
54.1%Return on equity
43.4%
45.7%Return on assets
3.5%
55.7%Leverage
Debt / equity
11.26×
25.2%Long-term debt / equity
1.58×
4.9%Debt / assets
91.8%
2.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-28 | $8.28B | +23.1% | $223.0M | +90.6% | 2.7% |
Q4 2025 2025-11-30 | $8.30B | +18.7% | $146.0M | +46.0% | 1.8% |
Q3 2025 2025-08-31 | $8.25B | +18.5% | $218.0M | +58.0% | 2.6% |
Q2 2025 2025-05-31 | $7.83B | +15.7% | $222.0M | +72.1% | 2.8% |
Q1 2025 2025-02-28 | $6.73B | -0.6% | $117.0M | -87.4% | 1.7% |
Q4 2024 2024-11-30 | $6.99B | -16.6% | $100.0M | -48.5% | 1.4% |
Q3 2024 2024-08-31 | $6.96B | — | $138.0M | — | 2.0% |
Q2 2024 2024-05-31 | $6.76B | -20.2% | $129.0M | -44.6% | 1.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Printed Circuit Boards · SIC 3672
Your notes
Keep private notes on JBL — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$150.7M
Net activity
−$150.7M
Distinct insiders
15
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns JBL
Institutional value
$15.12B
Total shares held
59.2M
Distinct holders
691
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.7M | $2.57B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $1.78B | — | New |
| 3 | Texas Yale Capital Corp. | 6.3M | $1.67B | — | New |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4M | $1.42B | — | New |
| 5 | PRIMECAP MANAGEMENT CO/CA/ | 3.3M | $871.6M | — | New |
| 6 | Invesco Ltd. | 1.7M | $449.4M | — | New |
| 7 | UBS Group AG | 1.7M | $448.1M | — | New |
| 8 | JPMORGAN CHASE & CO | 1.8M | $443.0M | — | New |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $348.9M | — | New |
| 10 | Robeco Institutional Asset Management B.V. | 1.2M | $315.4M | — | New |
| 11 | Boston Partners | 1.1M | $283.3M | — | New |
| 12 | Nuveen, LLC | 994.6K | $264.2M | — | New |
| 13 | Bank of New York Mellon Corp | 771.4K | $204.9M | — | New |
| 14 | DEUTSCHE BANK AG\ | 674.0K | $179.0M | — | New |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 663.0K | $176.1M | — | New |
| 16 | VANGUARD FIDUCIARY TRUST CO | 599.3K | $159.2M | — | New |
| 17 | Legal & General Group Plc | 386.9K | $102.8M | — | New |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 366.8K | $97.4M | — | New |
| 19 | WESTFIELD CAPITAL MANAGEMENT CO LP | 349.2K | $92.8M | — | New |
| 20 | JANE STREET GROUP, LLC | 314.0K | $83.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Revenue jumped 23% YoY to $8.3B but inventories rose to $4.97B and AR to $4.39B—how much of this growth is genuine demand versus channel build?
- 2
You spent $848M on acquisitions adding $388M goodwill and $375M intangibles; what's the revenue and margin contribution, and when does it become accretive?
- 3
Long-term debt rose nearly $1B to $3.38B while equity sits at just $1.35B after $600M buybacks—why prioritize repurchases over deleveraging here?
Refreshed when JBL files a new report · last from 2025-10-17