Jabil Inc. (JBL)

Jabil's stock price has seen a notable increase of 83.08% between June 20, 2024, and June 18, 2025. Key events impacting Jabil's stock and business in the past six months include Q2 Fiscal Year 2025 Earnings, where Jabil reported revenue of $6.728 billion, a modest decline year-over-year, attributed to market softness and lower demand in key end markets. Jabil's AI-related revenue is projected to reach $7.5 billion in FY25, representing a 40% year-over-year growth, driven by strong demand in cloud data center infrastructure and semiconductor capital equipment testing. The sale of its mobility business in China to BYD in August 2023 has impacted year-over-year revenue comparisons and shifted the seasonality of Jabil's business. Jabil announced a multi-year $500 million investment in U.S. manufacturing for cloud and AI data center infrastructure. Jabil expanded its strategic collaboration with Arch Systems to implement AI-guided action systems across its global factory operations, aiming to enhance efficiency and accelerate factory modernization, and also made an investment in Arch. Jabil released its Q3 FY25 financials, with anticipated earnings around $2.30 per share and revenues around $7 billion, reflecting a 4% year-over-year growth. CEO Michael Dastoor sold 18,234 shares of JBL common stock as part of a pre-planned trading arrangement established in January 2025. Jabil entered a memorandum of understanding with AVL to combine expertise in product design, software, simulation, and testing for automotive and transportation customers. Jabil sold its Engineered Materials assets to Lumas Polymers. Jabil announced layoffs of 120 workers in Vancouver, Washington.

Jabil's demand seasonality is influenced by the various industries it serves. Production levels for Jabil's consumer and automotive industry sectors are subject to seasonal influences, with potentially greater net revenue during its first fiscal quarter due to high demand for consumer products during the holiday selling season. The Connected Living sector typically observes a sequential decline in revenue following the holiday period. The divestiture of Jabil's Mobility business in August 2023 has altered the company's overall seasonality, as this business typically generated a significant portion of its income during Q1. Jabil's inventory days typically increase in Q2, reflecting normal seasonality in its business. While there can be softness in demand and inventory corrections across certain end markets, Jabil is also experiencing strong demand in areas like AI-related cloud, data center infrastructure, and capital equipment markets, which can offset some seasonal fluctuations. Demand for renewable energy is also expected to continue to drive aggressive development of innovative energy storage systems.

Jabil Inc. is an American multinational manufacturing company that provides comprehensive electronic design, production, and product management services, along with supply chain solutions, primarily to original equipment manufacturers (OEMs). Headquartered in St. Petersburg, Florida, Jabil operates within the Electronics Manufacturing Services (EMS) industry, which falls under the broader Technology sector. Jabil's business is segmented into two main areas: Electronics Manufacturing Services (EMS), which focuses on core electronics, leveraging IT, supply chain design, and engineering, and Diversified Manufacturing Services (DMS), which emphasizes engineering solutions, material sciences, and technologies, particularly in healthcare. Jabil serves a wide array of industries, including Aerospace and Defense, Automotive, Capital Equipment, Cloud and Data Centers, Consumer Products, Healthcare, Industrial and Energy, Networking and Telecommunications, Packaging, Printing, and Retail Technology. Jabil's major products and services encompass Design and Engineering services, Manufacturing services, and Supply Chain Management. Specific product areas include advanced driver-assistance systems (ADAS), vehicle electrification components, connectivity and infotainment hardware, and solutions for software-defined vehicles. They also offer various packaging solutions like hybrid fiber packaging and flexible packaging.

Jabil has a significant global presence, operating in over 100 locations across 30 countries, including Asia-Pacific, Europe, the Middle East, and the Americas. The company has expanded its presence through acquisitions in countries such as China, Mexico, India, Spain, the Netherlands, and Russia. Notable manufacturing facilities are located in China, Mexico, Hungary, and the United States. Jabil has recently announced intentions to further expand its footprint in India due to demand for AI-related hardware.

Jabil maintains a strong brand reputation as a global manufacturing solutions provider, known for its design, engineering, and supply chain management services. The company is recognized for its innovation and ability to deliver scalable and customized solutions across diverse industries. Jabil was also recognized on the Fortune 2024 World's Most Admired Companies™ list. Jabil released its fiscal year 2024 Sustainability Progress Report, highlighting significant reductions in greenhouse gas emissions, which positively contributes to its brand image. The acquisition of Intel's Silicon Photonics business in November 2023 and the planned multi-year $500 million investment in U.S. manufacturing for cloud and AI data center infrastructure demonstrate Jabil's forward-looking approach and commitment to emerging technologies, enhancing its reputation as an innovator. The expanded collaboration with Arch Systems to integrate AI-guided actions across its global manufacturing operations further solidifies Jabil's reputation for leveraging advanced technology to improve efficiency. The announcement of layoffs in Vancouver, Washington, in March 2024, could have a minor negative impact on reputation, though such actions are sometimes necessary for business adjustments.

Jabil Inc. is primarily owned by institutional shareholders, who hold 94.85% of the stock, while Jabil insiders own 59.84%. Retail investors hold 0.00%. As of March 31, 2025, Jabil has 1540 institutional owners. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Wellington Management Group Llp, Texas Yale Capital Corp., State Street Corp, VWELX - VANGUARD WELLINGTON FUND Investor Shares, Fmr Llc, Primecap Management Co/ca/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and VFINX - Vanguard 500 Index Fund Investor Shares. William D. Morean is the largest individual shareholder, owning 31.76 million shares, representing 29.59% of the company. Audrey M. Petersen is another significant individual owner, holding 22.25 million shares, or 20.73%.