Stock events for Jabil, Inc. (JBL)
Over the past six months, Jabil's stock increased by 82.25% from October 1, 2024, to September 30, 2025, and showed a 71.01% increase over the last year as of October 5, 2025. Following its fiscal 2025 fourth-quarter results, Jabil's stock dropped despite stronger-than-expected results and guidance due to weaknesses in certain areas. In June 2025, Jabil delivered a strong Q3 with revenue up 16% year-over-year, driven by the Intelligent Infrastructure segment, leading to raised FY25 revenue guidance. In November 2023, Jabil trimmed its revenue outlook for the first quarter of fiscal 2024 due to softening demand and inventory corrections, while noting momentum in its industrial business and the integration of AI and ML capabilities. Jabil also declared a quarterly dividend, which was paid on September 3, 2025.
Demand Seasonality affecting Jabil, Inc.’s stock price
Jabil experiences varying demand trends across its portfolio, with tremendous demand for many products driven by the AI infrastructure build-out, leading to a surge in hyperscaler demand. Jabil's AI revenue jumped 80% in the previous fiscal year to $9 billion, and the company expects a 25% spike in AI revenue for the current fiscal year. Conversely, in late 2023, Jabil experienced softening demand due to short-term inventory corrections, leading to a trimmed revenue outlook. As of June 2025, non-AI segments were reported as flat or declining, creating headwinds for overall growth.
Overview of Jabil, Inc.’s business
Jabil, Inc., headquartered in St. Petersburg, Florida, is a global manufacturing services company operating in the Information Technology sector and Electronic Manufacturing Services industry. It provides electronics design, production, and product management services across various industries. Jabil operates through segments like Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS), focusing on IT, supply chain design, automation, material sciences, healthcare, and packaging solutions. Starting in fiscal year 2025, Jabil reorganized its reporting into three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living & Digital Commerce, manufacturing products such as medical devices, automotive components, and data centers.
JBL’s Geographic footprint
Jabil has a significant global presence with approximately 100 facilities in 30 countries across four continents. In Q2 2024, its geographic revenue included $2.9 billion from the Americas, $1.7 billion from Europe, and $3.1 billion from Asia. The company's network includes over 40 sites in the Americas, more than 20 strategic locations in Asia, and over 25 sites throughout Europe and the Middle East.
JBL Corporate Image Assessment
Jabil's brand reputation appears generally positive, with Jim Cramer praising Jabil as a consistently brilliant manufacturer and noting tremendous demand. The company is also recognized as a top growth stock. However, there have been observations of significant insider selling, which could signal a lack of confidence. Analysts generally have a Moderate Buy consensus rating for Jabil, with an average price target suggesting a potential upside.
Ownership
Jabil Inc. has a diverse ownership structure, with approximately 55.24% of the company’s stock owned by institutional investors, 2.11% by insiders, and 33.21% by public companies and individual investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. The largest individual shareholder is William D. Morean, who owns 31.76 million shares, representing 29.59% of the company.
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$200.59