Jabil Inc
XMUN:JBL
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Jabil Inc
XMUN:JBL
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Jabil Inc
Jabil makes other companies’ products for them. It designs, engineers, assembles, and tests electronics and other hardware for customers that need a manufacturing partner rather than their own factory network. Its work shows up in things like consumer devices, healthcare equipment, industrial systems, automotive parts, and cloud and network hardware. The company mainly sells manufacturing services, not finished products under its own brand. Customers pay Jabil to build products, manage parts and suppliers, and sometimes help move a design from concept to mass production. That makes Jabil an important middle step in the supply chain: it turns customer designs and components into finished goods that are ready to ship. Jabil’s business model is different because it sits behind the scenes for many industries at once. Instead of depending on one branded product line, it earns money by doing contract manufacturing, design support, and supply-chain services for large corporate customers. This gives it a role as a flexible production partner for companies that want scale, engineering help, and global manufacturing reach without owning all the factories themselves.
Jabil makes other companies’ products for them. It designs, engineers, assembles, and tests electronics and other hardware for customers that need a manufacturing partner rather than their own factory network. Its work shows up in things like consumer devices, healthcare equipment, industrial systems, automotive parts, and cloud and network hardware.
The company mainly sells manufacturing services, not finished products under its own brand. Customers pay Jabil to build products, manage parts and suppliers, and sometimes help move a design from concept to mass production. That makes Jabil an important middle step in the supply chain: it turns customer designs and components into finished goods that are ready to ship.
Jabil’s business model is different because it sits behind the scenes for many industries at once. Instead of depending on one branded product line, it earns money by doing contract manufacturing, design support, and supply-chain services for large corporate customers. This gives it a role as a flexible production partner for companies that want scale, engineering help, and global manufacturing reach without owning all the factories themselves.
Strong finish: Fiscal Q4 revenue was approximately $10.6 billion, up 29% year-over-year, and core diluted EPS was $4.40, up 34%; both exceeded the high end of guidance.
Growth outlook: Jabil expects fiscal 2027 revenue of approximately $44.5 billion, up about 24%, with growth across AI infrastructure and several other end markets.
AI momentum: Intelligent Infrastructure revenue is expected to rise about 43% in fiscal 2027, with AI-related revenue expected to reach approximately $22.1 billion, up 54%.
Profit and cash: Fiscal 2027 guidance calls for a 6.1% core operating margin, core diluted EPS of $17.55, and approximately $1.6 billion in adjusted free cash flow.
Execution and supply: Management expects to add about 4 million square feet of capacity, but said new factory ramps may weigh on first-half margins; memory and other constrained components remain supply risks.
Broader portfolio: Automotive, defense and aerospace, healthcare, energy infrastructure, and warehouse and retail automation are also expected to contribute, while Connected Living revenue is forecast to decline.
Capital returns: Jabil repurchased approximately $1.1 billion of shares in fiscal 2026 and remains committed to returning 80% or more of adjusted free cash flow to shareholders over time.