Jabil Inc. (JBL)

Jabil's stock has shown strong performance, increasing by 97.63% over the last year as of July 21, 2025. In June 2025, Jabil announced a multi-year $500 million investment to expand its U.S. manufacturing capabilities for cloud and AI data center infrastructure and posted its third-quarter fiscal 2025 results, expecting healthy demand in cloud and data center infrastructure, capital equipment, and digital commerce markets to drive revenue. Jabil also formed a strategic collaboration with AVL Software and Functions GmbH to combine expertise in product design, software, simulation, and testing, focusing on next-generation vehicle technology and expanded its photonics product portfolio with new transceivers designed for AI/machine learning workloads, high-performance computing, and cloud infrastructure. In July 2025, Jabil's stock was up 6.7% since its last earnings report, with analysts giving it a "Strong Buy" consensus rating, and there was news of a strategic collaboration between Endeavour and Jabil to deliver AI infrastructure for cloud and hyperscale customers. Discussions around potential tariffs on US trading partners by President Trump caused stocks to slip, but Jabil's stock had doubled over the last year.

Demand seasonality for Jabil's products and services is influenced by customer product demand cycles and the timing of expenditures in anticipation of increased sales. Historically, the first fiscal quarter has been associated with channel fill during seasonal product launches, making it the highest revenue quarter for Jabil. Jabil utilizes demand planning and statistical forecasting to align its plans with seasonality and product life cycle trends, and its diverse industry exposure helps reduce its dependence on any single market. Component supply shortages and other geopolitical considerations can complicate demand forecasting and supply chain planning.

Jabil Inc. is a multinational manufacturing company providing diversified manufacturing services and solutions, focusing on the design, engineering, and manufacturing of electronic circuit board assemblies and systems, along with supply chain services for original equipment manufacturers. Jabil operates within the Electronics Manufacturing Services (EMS) industry, serving industries such as Aerospace and Defense, Automotive and Transportation, Capital Equipment, Cloud and Data Center Infrastructure, Consumer Electronics, Digital Home, Healthcare and Medical, Industrial, Networking and Telecommunications, Packaging, Printing, Storage, Wearable Technologies, and Warehouse Automation and Robotics.

Jabil has a significant global presence with operations in over 25 countries and more than 100 locations across Asia-Pacific, Europe, the Middle East, and the Americas, including China, Mexico, Hungary, and the United States. The company is headquartered in St. Petersburg, Florida, USA, and plans to expand its footprint in the Southeast US to support cloud and AI data center customers, with 30 sites across the United States as of June 2025.

Jabil has a strong brand reputation, recognized for its engineering, supply chain, and manufacturing solutions, emphasizing its commitment to sustainable practices, minimizing environmental impact, and fostering diverse communities. Jabil was named to Fortune's "World's Most Admired Companies" list in 2017, moving up to #6 in the industry. In the past year, Jabil has continued to support employee development through initiatives like providing access to LinkedIn Learning and made and surpassed a commitment to give back one million volunteer hours to local communities in 2022 and 2023, adjusting its commitment to 500,000 volunteer hours after the divestiture of its Mobility business in 2024. Events affecting Jabil's reputation include the divestiture of the Mobility business, supply chain challenges, and global events and the economic environment.

Jabil Inc. has a diverse ownership structure, including institutional, individual, and retail investors. Institutional owners hold approximately 63.68% of the company's stock, with major shareholders including Vanguard Group Inc., BlackRock, Inc., and Wellington Management Group Llp. William D. Morean is the largest individual Jabil shareholder, owning 31.76 million shares, representing 29.59% of the company. Insiders own approximately 2.18% of the company's stock.