Zacks Investment Research·1d ago
Jabil (JBL) is an Incredible Growth Stock: 3 Reasons WhyJabil (JBL) possesses solid growth attributes, which could help it handily outperform the market.
Jabil's revenue inflected from a -20.2% decline in 2024Q3 to +28.6% growth in 2026Q4, with the four-quarter run-rate tracking above $10.6B, suggesting the Mobility divestiture and DMS mix pivot are translating into sustained top-line momentum and a forward P/E...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue inflected from a -20.2% decline in 2024Q3 to +28.6% growth in 2026Q4, yet gross margin remained within an 8.6%–9.5% band across the period, ending at 9.4% in 2026Q4, with the 6.8% operating margin appearing largely attributable to SG&A compression from $344.0M to $209.0M rather than structural pricing power.
Jabil has a consistent history of paying quarterly dividends since 2006, with a recent declaration of $0.08 per share, reinforcing shareholder returns.
Jabil's partnership with Sivers Semiconductors on low-energy AI data center optical modules positions it to capitalize on growing AI infrastructure demand.
The strategic minority investment in Eagle Harbour Technologies enhances Jabil's advanced semiconductor fabrication capabilities, scaling SEMI-compliant power solutions.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 30, 2026 | $4.40+8.1% vs $4.07 | $10.6B+9.3% vs $9.7B |
Q3 2026 Jun 17, 2026 | $3.16+1.9% vs $3.10 | $8.8B+1.7% vs $8.6B |
Q2 2026 Mar 18, 2026 | $2.69+7.2% vs $2.51 | $8.3B+6.5% vs $7.8B |
Q4 2025 Dec 17, 2025 | $2.85+5.6% vs $2.70 | $8.3B+3.4% vs $8.0B |
Jabil (JBL) possesses solid growth attributes, which could help it handily outperform the market.
Jabil targets 24% revenue growth in fiscal 2027 as accelerating AI demand, added capacity and broader customer relationships support expansion.
Tepid market response or not, Jabil's NYSE: JBL recent double-beat earnings report was a buy signal, reinforcing the thesis that has driven shares thus far and strengthening the forward outlook.
Jabil Inc. (JBL) Q4 2026 Earnings Call Transcript
Benchmark JBL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Jabil Inc. (JBL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $304.41 | $32.12B | 51.42 | 3.18% | 2.2% | 40.38% | 0.11% | |
| $116.61 | $42.72B | 50.05 | 8.14% | 3.32% | 18.71% | — | |
| $387.32 | $44.53B | 53.13 | 30.71% | 7.16% | 50.69% | — | |
| $87.39 | $3.14B | 128.51 | 0.11% | 1.89% | 4.81% | — | |
| $229.04 | $12.28B | 51.35 | 7.4% | 2.41% | 11.66% | — | |
| $273.13 | $7.31B | 43.63 | 1.82% | 4.03% | 12.46% | — |
Jabil Inc. (JBL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Jabil Inc. (JBL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 30, 2026·SEC
Jun 17, 2026·SEC
Apr 22, 2026·SEC
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Jabil Inc. (JBL) stock FAQ — growth, dividends, profitability & financials explained
Jabil Inc. (JBL) reported $35.95B in revenue for fiscal year 2025. This represents a 4065% increase from $863.3M in 1996.
Jabil Inc. (JBL) grew revenue by 3.2% over the past year. Growth has been modest.
Yes, Jabil Inc. (JBL) is profitable, generating $1.04B in net income for fiscal year 2025 (2.2% net margin).
Yes, Jabil Inc. (JBL) pays a dividend with a yield of 0.11%. This makes it attractive for income-focused investors.
Jabil Inc. (JBL) has a return on equity (ROE) of 40.4%. This is excellent, indicating efficient use of shareholder capital.
Jabil Inc. (JBL) generated $1.72B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
