JBL · Jabil Inc
$306.28
+7.12 (+2.38%)
At close · Oct 9
Return incl. dividend (before tax)
Market Cap
$32.09B
Shares
104.79M
Volume · Oct 9
1.28M
Avg daily vol (3M)
1.17M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$306.28
Open$303.00
Day$298.00–307.31
52W close$192.49–385.63
Avg vol 30d1.4M
Short int2.8M · 2.7% float · 1.6d
Short vol44%
Last earningsSep 30, 2026
DataJan 2020–Oct 2026
Filing10-Q · Jun 30
Up next
Next earnings call
Dec 30, 2026
Est · unconfirmed
· in 11 wks
filed Jun 30, 2026
call held Sep 30, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$33.59B
Trailing 12 months
Net income (TTM)
$862.00M
Trailing 12 months
Revenue growth YoY
+11.8%
Year over year
Operating margin
4.3%
Trailing 12 months
P / E (TTM)
37.5
Trailing earnings · reciprocal yield 2.7%
FCF yield
4.1%
TTM · current market cap
Return on invested capital
31.8%
Trailing 12 months
Net cash
−$2.02B
Latest balance sheet
Dividend yield
0.1%
Trailing 12 months
Shares change YoY
-2.6%
Year over year · fewer shares
Price change (1Y)
+44.9%
Trailing year
Short interest
2.7%
Latest settlement · 1.6 days to cover
AI Brief
Q4 FY26 earnings call · Sep 30, 2026
Q4 FY26
TL;DR. Jabil delivered a Q4 and fiscal 2026 beat with AI infrastructure driving 29% Q4 revenue growth and 34% core EPS growth, and guided to a sharply stronger fiscal 2027 of approximately $44.5 billion in revenue (up 24%), 6.1% core operating margin, and $17.55 in core diluted EPS, with continued heavy capacity expansion and AI demand acceleration.
Bullish
- + Fiscal 2027 revenue guided up 24% to approximately $44.5 billion with core EPS up 34%
- + AI-related revenue expected to grow 54% to approximately $22.1 billion in fiscal 2027
- + Core operating margin guided to expand 30 bps to 6.1% on volume leverage and improving mix
Bearish
- − Q1 fiscal 2027 IDR revenue guided down about 10% year-over-year
- − Supply chain faces structural memory constraint as memory is reallocated to AI and hyperscale demand
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Weak
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 14.8 · calm
Equity put/call 0.56
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+1%
above
Price vs 50-day avg
−3%
below
RSI (14)
49
neutral
MACD trend
Positive
52-week position
59%
mid-range
Volume (OBV)
Bullish div.
accumulating
Momentum
relative strength
1-month return
−4%
trailing
6-month return
−7%
trailing
YTD return
+34%
this year
Relative strength
−17%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $317 › 200d $304 — 50d above 200d
Institutional flow
Distributing
38 of 1,129 funds reported for Sep 30 · net -22.1K sh shares · +4 new
Insider flow
Distributing
Net -$170.0K over 90 days · 50% sells
Short interest
Falling
2.67% of float · ▼ -2.1% MoM · 1.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,129 holders — near 3-yr high, broad support
Squeeze score
52
elevated · 0–100
Fundamentals
Revenue growth
+14%
Y/Y
Gross margin
10%
contracting
EPS growth
−47%
Y/Y
Free cash flow
$1.2B
Valuation
P/E 38.4
below peers
Buyback
$109.0M
remaining
Balance sheet
$894.5M
net debt
Quant / Vol
risk profile
Volatility
47%
annualized · 1-yr
Max drawdown
−26%
past year
ATR
4.2%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Sep 30, 2026
Q1
Total company revenue
$10.6B – $11.4B
prior qtr $8.75B
midpoint +25.7% QoQ
GAP operating income
$481M – $541M
Core operating income
$592M – $652M
GAP diluted earnings per share
$2.78 – $3.18
prior qtr $2.59
midpoint +15.1% QoQ
Core diluted earnings per share
$3.80 – $4.20
Net interest expense
$95M
full year
Net interest expense
$390M – $400M
Fiscal 27
Capital equipment revenue growth
Initiated
40%
fiscal 27
Intelligent infrastructure revenue growth
Initiated
43%
Networking and communications growth
Initiated
15%
CapEx as a percent of revenue
Initiated
1.5% – 2%
Healthcare segment growth
Initiated
5% – 7%
Free cash flow
Initiated
$1.6B
fiscal 2027
Automotive and transport revenue
Initiated
$5B
Healthcare and packaging revenue
Initiated
$5.6B
Renewable and energy infrastructure revenue
Initiated
$3B
Regulated industries revenue
Initiated
$13.6B
AI-related revenue
Initiated
$22.1B
Capital equipment revenue
Initiated
$4.2B
Cloud and data center infrastructure revenue
Initiated
$17.5B
Intelligent infrastructure segment revenue
Initiated
$25.6B
Networking and communications revenue
Initiated
$3.9B
Digital commerce and robotics revenue
Initiated
$3B
Core operating margin
Initiated
6.1%
Core delivered earnings per share
Initiated
$17.55
Adjusted free cash flow generation
Initiated
$1.6B
long term
Net capex (as % of revenue)
1.5% – 2%
fiscal 27 over fiscal 26
Overall revenue growth
24%
Prior guidance
period ended
· from the Earnings Call filed Jun 17, 2026
Core diluted earnings per share
· fourth quarter
$3.80 – $4.20
Revenue
· fiscal 2026
$35B
Net interest expense
· fourth quarter
$80M
Core operating margin
· fiscal 2026
5.8%
Core EPS
· fiscal 2026
$12.70
Connected living revenue
· fiscal 2026
$2.7B
AI-related revenue
· fiscal 2026
$13.6B
Automotive revenue
· fiscal 2026
$4.4B
Digital commerce revenue
· fiscal 2026
$2.7B
Guided vs delivered
· last 8 settled
Net revenue
fourth quarter of fiscal year 2024
guided $6.3B – $6.9B
$6.96B
Beat +5.5%
Net revenue
third quarter of fiscal year 2024
guided $6.2B – $6.8B
$6.77B
In line
Net revenue
Second Quarter of Fiscal Year 2024
guided $7B – $7.6B
$6.77B
Miss −7.3%
U.S. GAAP diluted earnings per share
Second Quarter of Fiscal Year 2024
guided $0.77 – $1.37
$7.31
Beat +583.2%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+1%
Bullish
Price vs 50-day avg
−3%
Neutral
RSI (14)
49
Neutral
MACD trend
Positive
Bullish
52-week position
59%
Neutral
Volume (OBV)
Bullish div.
Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $317 › 200d $304 — 50d above 200d
Institutional flow
Distributing
38 of 1,129 funds reported for Sep 30 · net -22.1K sh shares · +4 new
Insider flow
Distributing
Net -$170.0K over 90 days · 50% sells
Short interest
Falling
2.67% of float · ▼ -2.1% MoM · 1.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,129 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $192
Now $306 · 59%
Range high $386
vs 200-day avg +1%
vs 50-day avg -3%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted free cash flow (Non-GAAP) non-GAAP | $1.53B | Fiscal Year Ended August 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities (U.S. GAAP) $2B
-$628M Acquisition of property, plant and equipment ("PP&E")
+$158M Proceeds and advances from sale of PP&E
= Adjusted free cash flow (Non-GAAP) $1.53B
|
|||
| Core diluted earnings per share (Non-GAAP) non-GAAP | $13.09 | Fiscal Year 2026 | — |
| Core earnings (Non-GAAP) non-GAAP | $1.4B | Fiscal Year Ended August 31, 2026 | — |
|
|
|||
| Core operating income (Non-GAAP) non-GAAP | $2.1B | Fiscal Year 2026 | — |
|
|
|||
| Core operating margin (Non-GAAP) non-GAAP | 5.8% | Fiscal Year Ended August 31, 2026 | — |
| Diluted core earnings per share (Non-GAAP) non-GAAP | $13.09 | Fiscal Year Ended August 31, 2026 | — |
|
|
|||
| Days in accounts payable | 135 | three months ended May 31, 2026 filing | — |
| Days in accounts receivable | 56 | three months ended May 31, 2026 filing | — |
| Days in inventory | 84 | three months ended May 31, 2026 filing | — |
| Inventory turns (annualized) | 4 | three months ended May 31, 2026 filing | — |
| Sales cycle | 5 | three months ended May 31, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JBL
this stock
Jabil Inc
|
$32.09B | +34.3% | +14.4% | 38.4 | 2.7% |
|
APH
Amphenol Corp /De/
|
$430.26B | — | +51.7% | 87.5 | 0.6% |
|
GLW
Corning Inc /Ny
|
$134.96B | +78.9% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$98.13B | +125.8% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.20B | -4.1% | +8.9% | 21.4 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JBL | +0.6% | -3.7% | -7.3% | +6.8% | +34.3% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -0.6% | -5.6% | -17.1% | +4.7% | +20.2% |
Capital returns
Latest dividend
$0.08
/ share · ex Aug 14, 2026
Paid (TTM)
$0.32
/ share · 4 payouts
Dividend yield (TTM, derived)
0.10%
Buyback programs
· 2 active
· as of May 31, 2026
Authorized (total)
$1.20B
Spent (derived)
$1.09B
Remaining
$109.00M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
898293
CUSIP
466313103
13F (30d)
56 filings
44 filers
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