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Earnings transcript
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JBL
Jabil Inc.
$312.4
1.49
(0.48%)
| Exchange: | NYSE |
| Market Cap: | 32.735B |
| Shares Outstanding: | 93.636M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Hardware, Equipment & Parts | |||||
| CEO: | Michael Dastoor | |||||
| Full Time Employees: | 135000 | |||||
| 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
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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 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 45,878,999.997 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 49,773,934.546 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 48,388,297.537 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 3,039,697.833 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 3,297,755.421 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 3,205,950.504 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 2,090,512.705 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 2,440,072.836 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 2,106,453.309 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,729,220.563 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,876,024.131 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,823,798.232 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 20.430 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 22 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 18.850 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research 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)
- Reported strong Q2 FY 2025 results with $6.7 billion in revenue, demonstrating operational scale and execution.
- Diversified portfolio across segments supports revenue stability and positions the company to capture growth in multiple end markets.
- Emphasis on free cash flow generation and balance sheet management evident from cash flow statement structure and retained earnings position.
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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.
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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
0.48
Trading Metrics:
| Open: | 314.88 | Previous Close: | 310.91 | |
| Day Low: | 306.2 | Day High: | 315.94 | |
| Year Low: | 189.6 | Year High: | 428.93 | |
| Price Avg 50: | 336.82 | Price Avg 200: | 289.47 | |
| Volume: | 314054 | Average Volume: | 1.254M |
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Login — it's freeJBL full analysis
Hey everyone, welcome back to the channel where we break down stocks with real data and straight talk. Today we're diving deep into Jabil, ticker JBL, a major player in electronics manufacturing that's riding the AI wave hard. Jabil has been delivering impressive results lately, with its focus on high-growth areas like AI infrastructure helping it stand out in a competitive field. The stock has shown strong momentum over the past year, but questions around valuation are starting to surface…
