Tearsheet

Jabil (JBL)


Market Price (9/18/2025): $214.0 | Market Cap: $23.1 Bil
Sector: Information Technology | Industry: Electronic Manufacturing Services

Jabil (JBL)


Market Price (9/18/2025): $214.0
Market Cap: $23.1 Bil
Sector: Information Technology
Industry: Electronic Manufacturing Services

Investment Highlights

0 Attractive yield
FCF Yield is 5.0%
  Stock price has recently run up significantly
12M Rtn12 month market price return is 100%
1 Low stock price volatility
Vol 12M is 38%
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.1%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.1%
0 Attractive yield
FCF Yield is 5.0%
1 Low stock price volatility
Vol 12M is 38%
2 Stock price has recently run up significantly
12M Rtn12 month market price return is 100%
3 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.1%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.1%

Market Valuation

 9/18/252024202320222021
Share Price CYE$214.00$143.71$126.90$67.70$69.47
Market Cap CYE ($ Bil)23.116.216.49.110.0
Total Debt ($ Bil)3.33.33.23.43.3
Total Cash ($ Bil)1.52.21.81.51.6
Enterprise Value ($ Bil)24.919.519.612.513.3
Valuation Ratios     
P/S TTM0.80.60.50.30.4
P/EBIT TTM22.79.211.57.09.8
P/E TTM40.112.720.79.715.0
Sector Ratios     
P/S TTM (Sector)3.23.12.82.55.0
P/EBIT TTM (Sector)3.9-0.0-0.1-0.51.7
P/E TTM (Sector)-0.4-0.3-0.4-0.50.0
 9/18/2520242023
Share Price CYE$214.00$143.71$126.90
Market Cap CYE ($ Bil)23.116.216.4
Total Debt ($ Bil)3.33.33.2
Total Cash ($ Bil)1.52.21.8
Enterprise Value ($ Bil)24.919.519.6
Valuation Ratios   
P/S TTM0.80.60.5
P/EBIT TTM22.79.211.5
P/E TTM40.112.720.7
Sector Ratios   
P/S TTM (Sector)3.23.12.8
P/EBIT TTM (Sector)3.9-0.0-0.1
P/E TTM (Sector)-0.4-0.3-0.4

Business Description

Jabil Inc. provides manufacturing services and solutions worldwide. The company operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. Show more

Price Returns Compared

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 202020212022202320242025Total [1]
Returns
JBL Return4%66%-3%87%13%49%433%
Peers Return12%33%-11%23%51%30%224%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: SMTC, PLXS, TEL, JBL, FN. See JBL Returns vs. Peers.
[3] 2025 data is for the year up to 9/17/2025 (YTD)

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Financials

JBLSMTCPLXSTELFNMedian
NameJabil Semtech Plexus TE Conne.Fabrinet  
Mkt Price213.6462.22138.26213.83358.21213.64
Mkt Cap23.15.43.763.312.812.8
Rev LTM28,5149964,02516,5813,4194,025
Op Inc LTM1,3311122083,200326326
FCF LTM1,1641242512,882207251
FCF 3Y Avg993-101482,661241241
CFO LTM1,5871353373,760328337
CFO 3Y Avg1,803122403,424318318

Growth & Margins

JBLSMTCPLXSTELFNMedian
NameJabil Semtech Plexus TE Conne.Fabrinet  
Rev Chg LTM-6.1%22.2%2.3%4.9%18.6%4.9%
Rev Chg 3Y Avg-3.1%8.2%5.2%1.8%14.8%5.2%
Rev Chg Q15.7%19.6%6.0%13.9%20.8%15.7%
QoQ Delta Rev Chg LTM3.9%4.4%1.5%3.5%4.8%3.9%
Op Mgn LTM4.7%11.2%5.2%19.3%9.5%9.5%
Op Mgn 3Y Avg4.7%-1.1%5.1%18.2%9.6%5.1%
QoQ Delta Op Mgn LTM0.1%1.4%0.1%0.2%0.0%0.1%
CFO/Rev LTM5.6%13.6%8.4%22.7%9.6%9.6%
CFO/Rev 3Y Avg5.8%0.5%6.0%21.1%10.7%6.0%
FCF/Rev LTM4.1%12.4%6.2%17.4%6.0%6.2%
FCF/Rev 3Y Avg3.2%-2.1%3.7%16.4%8.1%3.7%

Valuation

JBLSMTCPLXSTELFNMedian
NameJabil Semtech Plexus TE Conne.Fabrinet  
Mkt Cap23.15.43.763.312.812.8
P/S0.85.40.93.83.73.7
P/EBIT22.698.818.820.936.122.6
P/E40.0226.323.043.538.540.0
P/CFO14.539.911.116.839.016.8
Total Yield2.5%0.4%4.3%3.5%2.6%2.6%
Dividend Yield0.0%0.0%0.0%1.2%0.0%0.0%
FCF Yield 3Y Avg6.1%-2.0%4.5%-3.1%3.8%
D/E0.10.10.00.10.00.1
Net D/E0.10.1-0.00.1-0.10.1

Returns

JBLSMTCPLXSTELFNMedian
NameJabil Semtech Plexus TE Conne.Fabrinet  
1M Rtn-0.9%23.4%5.4%5.0%9.5%5.4%
3M Rtn4.4%48.5%5.7%31.0%34.9%31.0%
6M Rtn53.3%49.5%8.6%45.9%59.5%49.5%
12M Rtn100.4%46.5%8.2%-55.1%50.8%
3Y Rtn269.0%96.6%53.7%-263.2%179.9%
1M Excs Rtn-3.3%21.1%3.0%2.6%7.2%3.0%
3M Excs Rtn-1.8%44.3%-4.7%20.8%28.1%20.8%
6M Excs Rtn40.1%43.4%-5.9%29.2%43.2%40.1%
12M Excs Rtn84.8%32.1%-7.8%-38.4%35.3%
3Y Excs Rtn190.0%18.2%-13.2%-181.9%100.0%

Financials

Price Behavior

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity4,248,110
Short Interest: % Change Since 815202515.8%
Average Daily Volume1,455,927
Days-to-Cover Short Interest2.92
Basic Shares Quantity108,000,000
Short % of Basic Shares3.9%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
6/17/20258.9%17.2%23.9%
3/20/20253.1%3.1%-3.2%
12/18/20247.3%10.3%25.1%
9/26/202411.7%4.9%10.2%
6/20/2024-11.4%-11.1%-12.4%
3/15/2024-16.5%-12.4%-10.0%
12/14/202313.1%6.6%4.0%
9/28/202318.8%23.8%15.9%
...
SUMMARY STATS   
# Positive181818
# Negative666
Median Positive6.1%5.2%10.1%
Median Negative-8.0%-10.6%-6.6%
Max Positive18.8%23.8%25.1%
Max Negative-16.5%-15.0%-12.4%

SEC Filings

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Report DateFiling DateFiling
5312025630202510-Q 5/31/2025
2282025408202510-Q 2/28/2025
11302024110202510-Q 11/30/2024
83120241028202410-K 8/31/2024
5312024709202410-Q 5/31/2024
2292024405202410-Q 2/29/2024
11302023109202410-Q 11/30/2023
83120231020202310-K 8/31/2023
5312023630202310-Q 5/31/2023
2282023405202310-Q 2/28/2023
11302022106202310-Q 11/30/2022
83120221025202210-K 8/31/2022
5312022701202210-Q 5/31/2022
2282022401202210-Q 2/28/2022
11302021107202210-Q 11/30/2021
83120211022202110-K 8/31/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Schick Gary K.SVP, CHRO8052025Sell218.58102,1867,491,174Form
1MONDELLO MARK TExecutive Chairman8052025Sell217.23836181,604312,670,869Form
2McCoy Frederic E.EVP, Operations7252025Sell223.554,5001,005,98027,765,705Form
3Priestley AndrewEVP, Global Business Units7252025Sell225.003,702832,96510,087,609Form
4RAYMUND STEVEN A 7222025Sell223.1113,4322,996,81419,275,812Form