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Stocks/Information Technology/Electronic Manufacturing Services

JabilJBL

Electronic Manufacturing Services · St. Petersburg, Florida · In the S&P 500
Cheaper than peers
$272.72−5.23%After hours: $273.44 (+0.26%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 22.7% over 1 year
Jabil over 1 yearDaily close, $, to 30 Oct 2026
$200$300Nov2026MarMayJulSep$272.72$200$300NovMarJul$272.72
Source: Nasdaq daily closes
Market value$28.08B
Price to earnings27.9x
Forward P/E15.4x
Dividend yield0.12%
Year to date+19.6%
One year+22.7%
Next earningsNot scheduled
SectorInformation Technology
52-week range (closes)
$192.49$385.63

Quality and valuation

How Jabil compares with other information technology stocks. A description, not a recommendation.

Jabil and 6 electronic manufacturing services peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: cheaper than most

A weaker business than most information technology companies, priced below most of them.

Jabil trades at 15.4 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +20.6% vs +20.6%
  • Keeps less of each sale (gross margin): 9.2% vs 61.5%
  • Less profitable (operating margin): 4.7% vs 17.0%
  • Turns less of its sales into cash: 3.8% vs 21.7%
JBL trades at 15.4x forward earnings, below the sector medianForward p/e, Electronic Manufacturing Services peers
MU5.0xJBL15.4xNVDA16.9xAVGO18.8xTSM19.8xMSFT26.5xAAPL37.4xAMD44.8xSector median 22.2xMU5.0xJBL15.4xNVDA16.9xAVGO18.8xTSM19.8xMSFT26.5xAAPL37.4xAMD44.8xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 27.9x earnings, JBL is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x40xAverage 34.4x2025202627.9x20x40xAverage 34.4x2025202627.9x
Source: Nasdaq prices; SEC filings

Financials

From Jabil's SEC filings, through the quarter ending 31 Aug 2026. Hover or tap a bar for its value.

Revenue grew 28.6% from a year earlierQuarterly revenue, $bn, latest Q4 ’26
$0bn$5bn$10bnQ1 ’25Q3 ’25Q1 ’26$10.6bnQ4 ’26$0bn$5bn$10bnQ1 ’25Q3 ’25Q1 ’26$10.6bnQ4 ’26
Source: SEC filings
Growth sped up to +28.6% last quarterRevenue growth, year on year, %
0%20%Q1 ’25Q3 ’25Q1 ’2628.6%Q4 ’260%20%Q1 ’25Q3 ’25Q1 ’2628.6%Q4 ’26
Source: SEC filings
Operating margin was 5.7% last quarterOperating income as a share of revenue, %
0%2%4%Q1 ’25Q3 ’25Q1 ’265.7%Q4 ’260%2%4%Q1 ’25Q3 ’25Q1 ’265.7%Q4 ’26
Source: SEC filings
Free cash flow was $1.4 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$200m$400mQ1 ’25Q3 ’25Q1 ’26$487mQ4 ’26$0m$200m$400mQ1 ’25Q3 ’25Q1 ’26$487mQ4 ’26
Source: SEC filings
Last 12 monthsJBLSector median
Revenue growth+20.6%+20.6%
Gross margin9.2%61.5%
Operating margin4.7%17.0%
Free cash flow margin3.8%21.7%
Price to earnings27.9x33.1x

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