Jabil Inc. (JBL)

Over the past six months, Jabil's stock has experienced several notable events, including a 46.8% year-to-date increase as of October 28, 2025. On June 17, 2025, Jabil announced a planned multi-year investment of approximately $500 million to expand its U.S. manufacturing footprint. Jabil reported its fiscal fourth-quarter 2025 earnings on September 25, 2025, delivering net revenue of $8.3 billion and core diluted EPS of $3.29, but the stock fell 6.8% due to the outlook falling short of investor expectations. Analyst ratings and price targets have also seen adjustments, including a downgrade from Zacks Research and an increased price objective from Bank of America. The company also announced a $1 billion share buyback program and declared quarterly dividends of $0.08 per share in March, June, and September 2025.

While specific detailed information on Jabil's demand seasonality is not extensively documented, the Electronic Manufacturing Services (EMS) industry can experience seasonal fluctuations. Jabil's Q1 fiscal year 2026 guidance also indicated "continued softness in the renewable energy and EV markets" and "continued softness in consumer centric products," suggesting that demand can be influenced by market-specific trends and potentially seasonal patterns within certain segments. Jabil's diversified portfolio across various industries aims to provide resiliency against dependence on any single market.

Jabil, Inc. is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products, operating within the Information Technology sector, specifically in the Electronic Manufacturing Services and Electrical Products industries. The company's business is structured around two main segments: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). The EMS segment focuses on core electronics, while the DMS segment provides engineering solutions with an emphasis on material sciences, technologies, healthcare, and packaging. Jabil's major products and services encompass electronic circuit board assemblies and systems, supply chain services, injection molding, rapid prototyping, metal fabrication, thermal solutions, and printed circuit board assembly, serving diverse sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, packaging, cloud, defense, industrial, and networking. Jabil is also significantly involved in the AI data center infrastructure market.

Jabil operates an extensive global network of over 100 facilities across more than 30 countries, employing over 140,000 dedicated individuals. The company serves customers across North America, Europe, Asia Pacific, Latin America, and Africa. In the second quarter of fiscal year 2024, Jabil's revenue distribution by geography included the Americas, Europe, and Asia. The company maintains 30 sites within the United States.

Jabil maintains a strong brand reputation, evidenced by its recognition on the Fortune 2024 World's Most Admired Companies™ list. The company is considered a "trusted partner for the world's leading brands" and analysts generally hold a positive sentiment. Jabil rejoined the S&P 500 index in December 2023. The company has faced some reputation-related events, such as layoffs of 120 workers in Vancouver, Washington, in March 2024.

Jabil, Inc. has significant institutional ownership, with percentages reported around 93.39%, 98.21%, and 96.8%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and others. Major individual owners (insiders) include William D. Morean and Audrey M. Petersen. Retail investors hold approximately 34.20% of Jabil's stock.