JBL · NYSE
Electronic Components · United States
Snapshot 2026-11-11 · Latest financial period 2026-08-31 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-12-16 (provider estimate; issuer confirmation unavailable here).
Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide. It operates in three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The company offers electronic hardware, and embedded software design services for analog, digital, radio frequency, power, sensor, and optical component applications; creates, develops, and connects concepts and specifications that optimize the function, value, and appearance of products for both consumers and manufacturing partners; design of plastic and metal components, enclosures, sub-assemblies, and systems, with advanced modeling and analysis of electronic, electro-mechanical, and optical assemblies; detail design, environmental applications, thermal and tooling management; develop solutions for virtual and/or augmented reality, light detection and ranging, 3D sensing, projection, and imaging; delivering PCBA design with CAD tools; and electrical and mechanical assemblies. The company also offers cloud data center server platforms; medical and consumer health devices; automotive assemblies; a digital commerce ecosystem; and smart controls and security for digital building and utilities. In addition, the company offers systems assembly, test, direct-order fulfillment, and configure-to-order services. It serves automotive and transportation, building infrastructure, consumer, data center, defense and aerospace, digital commerce and robotics, energy, healthcare, public safety and surveillance, semiconductor capital equipment, telecommunications, photonics industries. Jabil Inc. was formerly known as Jabil Circuit, Inc. and changed its name to Jabil Inc. in June 2017. The company was founded in 1966 and is based in Saint Petersburg, Florida.
Company websiteQ4 FY2026
Published 2026-09-30
Q4 FY2026 REPORT HIGHLIGHTS
Jabil guides core EPS growth of34% but adjusted cash growth of4%; working-capital funding, economic costs and valuation decide how much the stronger sales outlook is worth.
Revenue rose28.6% to$10.616B and core EPS rose33.7% to$4.40.
Operating assets used$7.846B while grouped liabilities supplied$7.984B.
Adjusted free cash flow of$1.532B includes$158M of PP&E proceeds and advances; gross-capex FCF was$1.374B.
Core EPS guidance grows34.1%, but adjusted FCF guidance grows4.4%.
Three routes cluster around$300; the pre-print close was$318.84 and dated Street targets remain higher.
Comparable businesses
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
No suitable peers with fresh, comparable size data are available. We have not substituted unrelated companies.
| Metric | JBLJabil Inc.Snapshot 2026-11-11Financial period: 2026-08-31 |
|---|---|
| Market capMarket value, converted to USD | US$26.66B |
| Forward P/EProvider forward earnings estimate | 11.68x |
| EV / EBITDAEnterprise value / trailing EBITDA | 11.27x |
| Revenue growthLatest quarter vs prior-year quarter | 28.6% |
| Operating marginLatest reported quarter | 5.1% |
| Free cash flow yieldTrailing cash flow / market cap | 4.8% |
| Net debt / EBITDANet debt / trailing EBITDA | 1.03x |
| Debt / equityTotal debt / positive book equity | 2.68x |
| Trailing P/ETrailing twelve-month earnings | 26.55x |
| Price / bookPrice / positive book equity per share | 16.77x |
| EV / salesEnterprise value / trailing revenue | 0.79x |
| Earnings growthLatest quarter vs prior-year quarter | 88.8% |
| Gross marginTrailing twelve months | 9.2% |
| Net marginTrailing twelve months | 2.9% |
| Return on equityProvider trailing return; positive equity only | 66.4% |
| Free cash flow marginTrailing free cash flow / revenue | 3.6% |
| Dividend yieldIndicated annual dividend / price | 0.1% |
| Earnings payoutProvider trailing dividend payout | 3.3% |
| Current ratioCurrent assets / current liabilities | 0.99x |
| BetaProvider historical market sensitivity | 1.34 |
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
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Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Price history loads separately.
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-11-11. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
FREE RESEARCH PACKET · Q4 FY2026
Jabil guides core EPS growth of34% but adjusted cash growth of4%; working-capital funding, economic costs and valuation decide how much the stronger sales outlook is worth.
Research published September30, 2026 · Download original report
Read Research PacketPresentation · 2026-09-30 · YouTube
Presentation · 2026-06-17 · YouTube
Short takes Q3 FY2026
JBL $13B — AI ENGINE, FULL VALUATION #Shorts
Watch Short on YouTube
Verify material figures against company filings. Market data and AI-assisted analysis may contain errors.
