Despite a 30.7% stock price slump, JBL's AI-driven growth opportunities, diversified operations and rising earnings estimates bolster its long-term outlook.
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 of 23.50 against PEG of 0.67.
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 11/7/2026, 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 |
Despite a 30.7% stock price slump, JBL's AI-driven growth opportunities, diversified operations and rising earnings estimates bolster its long-term outlook.
Jabil (JBL) reached $258.56 at the closing of the latest trading day, reflecting a -4.84% change compared to its last close.
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Jabil (JBL) reported earnings 30 days ago. What's next for the stock?
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 |
|---|---|---|---|---|---|---|---|
| $239.09 | $25.22B | 40.39 | 3.18% | 2.2% | 40.38% | 0.14% | |
| $69.78 | $25.56B | 29.95 | 8.14% | 3.35% | 19.23% | — | |
| $206.68 | $23.76B | 28.35 | 30.71% | 6.84% | 38.45% | — | |
| $60.40 | $2.17B | 88.82 | 0.11% | 1.9% | 5.05% | 1.11% | |
| $134.68 | $7.22B | 30.20 | 7.4% | 2.41% | 11.66% | — | |
| $192.17 | $5.14B | 30.70 | 1.82% | 4.08% | 13.34% | — |
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 over the trailing twelve months. Revenue was $29.80B in fiscal year 2025. That is 3352% more than the $863.3M of fiscal year 1996.
Jabil Inc. (JBL) grew revenue by 3.2% in fiscal year 2025, compared with the prior fiscal year.
Yes. Jabil Inc. (JBL) earned $1.04B in net income over the trailing twelve months (a 2.9% net margin).
Yes. Jabil Inc. (JBL) pays a dividend that yields 0.14% at the current price, a small yield.
Jabil Inc. (JBL) had a return on equity (ROE) of 40.4% in fiscal year 2025. That is well above the market's typical 10-15%.
Jabil Inc. (JBL) generated $1.72B in free cash flow over the trailing twelve months.