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Earnings transcript
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JBL
Jabil Inc.
$362.38
-1.57
(-0.43%)
| Exchange: | NYSE |
| Market Cap: | 38.232B |
| Shares Outstanding: | 93.636M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Hardware, Equipment & Parts | |||||
| CEO: | Michael Dastoor | |||||
| Full Time Employees: | 138000 | |||||
| Address: |
| |||||
| Website: | https://www.jabil.com |
Jabil Inc. is a global provider of manufacturing services and comprehensive solutions. The company organizes its operations into two main divisions: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). Its offerings span the entire lifecycle of electronic products, from initial design and production to ongoing product management. Jabil provides a range of electronic design services, including the creation of application-specific integrated circuits (ASIC), firmware development, and rapid prototyping capabilities. They also engineer custom plastic and metal enclosures, integrating essential electromechanical components such as printed circuit board assemblies (PCBAs). Furthermore, Jabil excels in advanced three-dimensional mechanical design, performing detailed analysis of electronic, electromechanical, and optical assemblies. This is complemented by various industrial design services, mechanism development, and tooling management. The company extends its expertise to computer-aided design (CAD) for PCBA layouts, alongside crucial validation and verification services for these designs. Consulting services are also available, assisting clients with generating bills of materials (BOM), approved vendor lists (AVL), and configuring assembly equipment tailored for different PCBA projects. Beyond design, Jabil conducts extensive product and process validation, encompassing rigorous product system, safety, regulatory compliance, and reliability tests. They also specialize in developing customized manufacturing test solutions. Post-production services include systems assembly, final testing, direct-order fulfillment, and configure-to-order (CTO) capabilities. Jabil serves a broad spectrum of industries, including 5G, wireless and cloud infrastructure, digital printing and retail, industrial and semiconductor capital equipment, networking and data storage, automotive and transportation, connected devices, healthcare and packaging, and the mobility sector. The company, originally incorporated as Jabil Circuit, Inc., adopted its current name, Jabil Inc., in June 2017. Founded in 1966, Jabil Inc. maintains its corporate headquarters in Saint Petersburg, Florida.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 34,702,000 | 28,883,000 | 29,802,000 |
| Gross Profit | 2,867,000 | 2,676,000 | 2,646,000 |
| EBITDA | 2,392,000 | 2,620,000 | 1,810,000 |
| Operating Income | 1,537,000 | 2,013,000 | 1,182,000 |
| Net Income | 818,000 | 1,388,000 | 657,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 19,424,000 | 17,351,000 | 18,543,000 |
| Total Liabilities | 16,557,000 | 15,614,000 | 17,026,000 |
| Total Stockholders Equity | 2,866,000 | 1,737,000 | 1,513,000 |
| Total Debt | 3,248,000 | 3,257,000 | 3,366,000 |
| Cash and Cash Equivalents | 1,804,000 | 2,201,000 | 1,933,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,734,000 | 1,716,000 | 1,640,000 |
| Capital Expenditure | -1,030,000 | -784,000 | 0 |
| Free Cash Flow | 704,000 | 932,000 | 1,640,000 |
| Net Income | 818,000 | 1,388,000 | 657,000 |
| Net Change in Cash | 326,000 | 397,000 | -268,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 39,978,933.796 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 39,978,998.892 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 39,978,966.344 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 2,648,790.916 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 2,648,795.229 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 2,648,793.072 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,840,324.521 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,961,028.082 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,900,676.302 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,506,841.788 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,506,844.242 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,506,843.015 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 16.990 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 17.680 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 16.590 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 4 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: Jabil reported $6.7 billion in revenue for Q2 FY 2025, reflecting robust top-line growth as highlighted in the earnings call transcript. This performance underscores the company’s ability to maintain significant market share within the electronics manufacturing services industry.
- Diversified Portfolio: The earnings call summary emphasizes Jabil’s diversified portfolio as a key driver of growth, enabling the company to mitigate risks across various market segments and maintain stability in a dynamic environment.
- Positive Operating Cash Flow: Based on cash flow statement data, Jabil demonstrates consistent net cash provided by operating activities, indicating strong operational efficiency and the ability to fund ongoing business needs without excessive reliance on external financing.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates JBL intrinsic value between $87.65 – $110.33 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about JBL valuation
Is Jabil Inc. (JBL) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Jabil Inc. (JBL) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is JBL a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether JBL trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is JBL’s P/E ratio?
You can see JBL’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for JBL?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is JBL a good long-term investment?
Whether JBL fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
JBL
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Daily snapshot
-0.43
Trading Metrics:
| Open: | 373.73 | Previous Close: | 363.95 | |
| Day Low: | 341.47 | Day High: | 376.58 | |
| Year Low: | 175.07 | Year High: | 384.7 | |
| Price Avg 50: | 331.8 | Price Avg 200: | 254.09 | |
| Volume: | 1.193M | Average Volume: | 1.231M |
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Login — it's freeJBL full analysis
Welcome to MARKETSNAP’s SWOT analysis for Jabil! If you’re a long-term investor looking to dig into a company that’s been making waves in the electronics manufacturing space, you’ve come to the right place. Today, we’re breaking down Jabil, a key player in the tech and manufacturing world, to see what’s working, what’s not, and where the opportunities lie for your portfolio. Let’s dive in with an overview, some recent updates, and then get into the meat of our SWOT analysis…
