Jabil Inc. (JBL)

In the past six months, Jabil's stock has been impacted by strong financial performance, exceeding revenue and earnings expectations. Jabil has raised its full-year revenue guidance to $32.4 billion for FY2026, a $1.1 billion increase from previous estimates. Jabil's stock price has shown significant growth, increasing by 58.13% between January 6, 2025, and January 2, 2026. Jabil announced the acquisition of Hanley Energy Group in January 2026. In January 2026, there was unusually large options trading activity, with investors buying a significantly higher volume of put options on the company. Analyst ratings have also been positive.

Recent trends indicate strong demand in certain segments, particularly in Jabil's Intelligent Infrastructure segment, driven by AI-related demand in data centers and networking. AI-related revenue surged 80% year-over-year in FY2025 and is guided to grow 34.4% in FY2026. Jabil trimmed its revenue outlook for Q1 FY2024 due to a softening in demand from short-term inventory corrections across certain end markets. The company's diversification has helped shield it from major weakness in some segments, with automotive and healthcare being bright spots.

Jabil Inc. is a global manufacturing services company providing electronics design, production, and product management services across diverse industries. Headquartered in St. Petersburg, Florida, Jabil operates in the Information Technology sector, specifically in the Electronic Manufacturing Services (EMS) industry. The company operates through two segments: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). Jabil focuses on high-growth, AI-driven sectors, including data centers, cloud, 5G, and networking, and has expanded its capabilities in areas like silicon photonics and data center power systems.

Jabil has a significant global presence, operating in over 25 countries with more than 100 strategically located manufacturing sites worldwide. Its network spans the Americas (over 40 sites), Europe and the Middle East (over 25 sites), and Asia (over 20 strategic locations). This global presence allows Jabil to offer flexibility, scalability, and localized support to its diverse customer base.

Jabil's brand reputation has been positively influenced by its strategic focus and strong performance in high-growth areas. The company is recognized as a trusted partner for over 400 brands, providing technologically advanced manufacturing solutions. Significant events that have positively affected Jabil's reputation include the acquisition of Intel's Silicon Photonics business in November 2023 and the recent acquisition of Hanley Energy in January 2026. The company's consistent earnings beats and increased guidance also contribute to a strong brand image.

Jabil Inc. is primarily held by institutional investors, who collectively manage a significant portion of the company's outstanding shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Texas Yale Capital Corp., State Street Corp, and Wellington Management Group LLP. Individual investors and company insiders also hold stakes, including William D. Morean and Audrey M. Petersen. As of April 2025, insiders collectively held approximately 1.77% of the company's shares.