Jabil (JBL)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$310.57+1.52%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
Research Workspace
Put JBL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Core diluted EPS reaches $12.70 in fiscal 2026: FY26 EPS guidance $12.70 vs $12.70 target.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskJBL's growth in AI infrastructure has to keep compounding to justify the price. Revenue guidance for fiscal 2026 was raised, and the latest earnings beat supports this claim. JBL trades at 26× P/E versus a 33× peer median, indicating it looks expensive on this basis. The primary risk is a potential credibility hit if JBL cuts guidance after raising it recently. Peer multiples imply a price about 9% below where it trades. The thesis is on watch due to pressure on the core diluted EPS target.
Trailing returns as of 2026-09-04. JBL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering JBL (as of Sep 2026).
Based on 8 Wall Street analysts offering 12-month price targets for JBL in the last 4 months.
Continue this research
Compare JBL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| JBL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Manufacturing Services — fair value, gap to price, and forward P/E.
Compare the value case
Put JBL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
AI infrastructure bottleneck may hinder operational efficiencies.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $310.57
The last 12 months of price, then the range of analyst 12-month targets from today’s $310.57.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue guidance for fiscal 2026
Upgrade reflects confidence in AI growth potential.
Advances: Achieve adjusted free cash flow of $1.4+ billion in fiscal 2026
AI logistics hub supports capital allocation narrative.
Advances: Increase revenue guidance for fiscal 2026
AI infrastructure play supports revenue growth narrative.
Advances: Return value to shareholders via share repurchases
Buyback supports shareholder value return objective.
Advances: Achieve adjusted free cash flow of $1.4+ billion in fiscal 2026
Investment in jobs supports cash flow generation.
Advances: Increase revenue guidance for fiscal 2026
AI-led growth suggests significant revenue potential.
Advances: Increase core diluted earnings per share guidance for fiscal 2026
Strong earnings driven by AI demand boosts guidance.