TORVANTA
Information Technology · S&P 500 · data as of 2026-10-05

JBL stock analysis: Jabil

Jabil (JBL) is an S&P 500 company in Electronic Manufacturing Services. It grades weakest on profitability.

The model's view of JBL · subscribers

Where JBL ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with JBL · updated 2026-10-05 · from prices and SEC filings

JBL price performance

JBL against the S&P 500, one year
+0%+50%JBL +40%S&P 500 +18%2025-09-292026-10-05
Year to date+32.1%S&P 500 +14.5% · ahead by 17.6 pts
1 year+49.1%S&P 500 +17.0% · ahead by 32.1 pts
3 years+134.6%S&P 500 +89.3% · ahead by 45.4 pts
5 years+400.4%S&P 500 +91.3% · ahead by 309.1 pts

Total returns with dividends reinvested.

JBL factor grades

Each grade compares JBL with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B-ValueP/E 37.6x (sector 36.5x)FCF yield 4.1% (sector 3.0%)
C+GrowthRevenue growth +18% (sector +18%)EPS growth +52% (sector +37%)
C-ProfitabilityOperating margin 4.3% (sector 23.7%)ROIC 31.8% (sector 20.3%)
CMomentum12-month change +49%From 52-wk high -22%

JBL in plain numbers

JBL key statistics

SectorInformation Technology
IndustryElectronic Manufacturing Services
IndexS&P 500
Market value$31.5B
Revenue growth (y/y)+18%
Free-cash-flow yield4.1%
Dividend yield0.1%
Next earnings (expected)2026-12-16
Valuation measures
Market value$31.5B
Enterprise value$33.6B
P/E (trailing)37.6x
Forward P/E (Torvanta estimate)30.8x
PEG (Torvanta estimate)1.38
Price / sales0.9x
Price / book23.8x
EV / revenue1.0x
EV / EBITDA15.7x
Financial highlights
Revenue, last 12 months$33.6B
Net income, last 12 months$862.0M
EPS, last 12 months (GAAP)$8.00
Gross margin9.2%
Operating margin4.3%
Net margin2.6%
Return on equity66.1%
Return on invested capital31.8%
Cash$1.4B
Total debt$3.4B
Debt / equity2.55x
Free cash flow, last 12 months$1.3B
Current ratio0.98x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

JBL earnings trends

Revenue vs earnings
$0$2.2B$4.4B$6.6B$8.8BAug 2024 Revenue: $7.0BNov 2024 Revenue: $7.0BFeb 2025 Revenue: $6.7BMay 2025 Revenue: $7.8BAug 2025 Revenue: $8.3BNov 2025 Revenue: $8.3BFeb 2026 Revenue: $8.3BMay 2026 Revenue: $8.8BAug 2024 Net income: $138.0MNov 2024 Net income: $100.0MFeb 2025 Net income: $117.0MMay 2025 Net income: $222.0MAug 2025 Net income: $218.0MNov 2025 Net income: $146.0MFeb 2026 Net income: $223.0MMay 2026 Net income: $275.0MAug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026Net margin: 2.0%Net margin: 1.4%Net margin: 1.7%Net margin: 2.8%Net margin: 2.6%Net margin: 1.8%Net margin: 2.7%Net margin: 3.1%0%2%3%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.7$1.3$1.9$2.6Aug 2024 EPS (GAAP, diluted): $1.3Nov 2024 EPS (GAAP, diluted): $0.9Feb 2025 EPS (GAAP, diluted): $1.1May 2025 EPS (GAAP, diluted): $2.0Aug 2025 EPS (GAAP, diluted): $2.0Nov 2025 EPS (GAAP, diluted): $1.4Feb 2026 EPS (GAAP, diluted): $2.1May 2026 EPS (GAAP, diluted): $2.6Aug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026■ EPS (GAAP, diluted) Change from a year earlier: Aug 2025 +51% · Nov 2025 +53% · Feb 2026 +96% · May 2026 +28%

From the company's 10-Q and 10-K filings with the SEC.

Jabil financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$29.3B$33.5B$34.7B$28.9B$29.8B
Net income$696.0M$1.0B$818.0M$1.4B$657.0M
EPS (GAAP)$4.59$6.89$6.01$11.15$5.95
Free cash flow$274.0M$266.0M$704.0M$932.0M$1.2B

JBL earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-06-17$2.59+28%+12%-0.8%
2026-03-18$2.08+96%+23%+2.8%
2025-12-17$1.35+53%+19%+2.5%
2025-09-25$1.98+51%+18%-4.3%
2025-06-17$2.03+92%+16%+14.1%
2025-03-20$1.06-86%-1%+4.4%

About Jabil

HeadquartersSt Petersburg, FL
Industry (SEC code)Printed Circuit Boards
Fiscal year endsAugust 31
Incorporated inDE
Listed onNYSE
FormerlyJABIL CIRCUIT INC

From the company's SEC registration record.

Companies similar to JBL

CompanyMarket valueP/ERevenue growthOperating margin12-month change
JBL Jabil$31.5B37.6x+18%4.3%+49%
ON ON Semiconductor$33.5B55.4x-3%10.8%+74%compare
TDY Teledyne$28.7B29.9x+8%19.4%+5%compare
HPQ HP Inc$28.4B12.1x+8%5.4%+24%compare
SMCI Super Micro Computer$28.4B13.3x+78%7.1%-17%
ROP Roper Technologies$35.9B15.1x+11%28.0%-27%
CTSH Cognizant$27.6B12.6x+7%15.8%-12%

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Frequently asked questions

Is JBL stock a buy?

Torvanta does not tell individuals what to buy. Its grades for JBL are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is JBL's P/E ratio?

JBL trades at about 37.6 times its last 12 months of GAAP earnings reported to the SEC, and about 30.8 times Torvanta's own estimate of the next 12 months.

When does JBL report earnings next?

Based on its filing history, Torvanta expects Jabil to report around 2026-12-16.

Does JBL pay a dividend?

Yes. Its dividend yield is about 0.1%.

How has JBL performed against the S&P 500?

Over the past year JBL returned +49.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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