NYSE · JBL
Jabil Inc.
Technology · Hardware, Equipment & Parts
$272.72▼ 5.23% ($15.05)at close
Pre-market$278.61▲ 2.16%4:01 AM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 9.7% revenue growth a year for 10 years. Our scenarios assume 5.2–8.9%.
That's 5.4× its past 4-year pace.
Value per share
Base case
$223.37
Price used $272.72 is 22% above this
USD · TTM ending Aug 31, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $36B. The price needs $91.1B by 2036. Base case: $71.8B. At its recent pace: $43B. Bear to Bull: $59.4B to $84.6B.
Revenue today $36B. The price needs $91.1B by 2036. Base case: $71.8B. At its recent pace: $43B. Bear to Bull: $59.4B to $84.6B.
Revenue in 2036
today $36B
+$19.4Bmore than the Base case · 1.3×
Value per share · Base case
$223.37
Price $272.72
22% above this
- 10-yr revenue CAGR
- 7.2%
- Ending operating margin
- 5.0%
- Discount rate
- 10.0%
USD · TTM ending Aug 31, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 23.14% over the last year. Revenue grew 20.64% in FY2026 versus FY2025. Operating margin moved from 3.97% to 4.74% (FY2026 versus FY2025). Free cash flow grew 17.24% in FY2026 versus FY2025.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (60th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 4.74% — continued expansion would be needed to justify the premium. Revenue growth of 20.64% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
Jabil Inc. is a global provider of manufacturing services and comprehensive solutions.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
14
Buy
9
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Dec 16, 2026
Q1 FY27 · EPS est $4.10 · Revenue est $11.0B
Same quarter, year over year
FY26 Full year +33.9%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q4 combined $13.10 vs $9.78 · all 4 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
—
FY26
FY25
FY24
Fiscal year totals
- FY26
- $13.10
- +33.9%
- FY25
- $9.78
- +15.5%
- FY24
- $8.47
- —
Q4 FY26
Reported Sep 30, 2026 · Latest
HoverTap a cell to inspect
Actual
$4.40
Estimate
$4.07
Year over year
+33.7%
Vs prior quarter
+39.2%
Institutional Sentiment
Jabil Inc. · JBL
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.