Jabil Inc · Printed Circuit Boards

JBL

Low riskNext report: Around Dec 16 (est.)

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 29% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales growth speeding up

Watch out for

High debt: 2.09x equity

Money moves

Insiders sold $277K in the last 30 days
Institutions added 3.3% to their holdings in the quarter ending June 2026 (601 bought, 448 sold)
Held by Ray Dalio (Bridgewater), Cathie Wood (ARK Invest)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$275.87+0.7% that day

Company value: $28.4B; Share price times all shares
Price vs profit (P/E): 28.3x; You pay about $28 for each $1 of yearly profit
Price vs sales: 0.79x; Company value is 0.79 times a year of sales
Cash vs value: 6%; Cash as a share of company value
Debt vs value: 10%; Debt as a share of company value

From JBL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26 (worked out from yearly totals)

$10.6B+29% vs a year earlier

Nov '23Tap a barAug '26

Last 12 months: $36.0B, up 21% from the 12 months before. Over 5 years, sales grew about 1.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of JBL. Starting points are the company's recent numbers.

Sales growth+21% a yearRecently: +21% a yearProfit margin3%Last 12 months: 2.9%P/E at the end28xToday: 28.3x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$93.3B

Profit in 5 years$2.8B

Price these guesses point to$983.12+256% vs $275.87 todayAbout +29% a year, before dividends

What today's price needs: with a 3% margin and a 28x P/E, sales could shrink about 6.2% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.44.7%
MissDebt under half of equityNot relying on borrowed money.2.15x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.2%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.2B
PassShare count not growingNot diluting owners. Falling means buybacks.-19.3% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.8.9%

Revenue: $29.8B; +3.2% vs prior year
5-year growth: +1.8%/yr; revenue, per year
Total debt: $2.9B; 2.15x equity
Current ratio: 0.99x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 31, 2026

Reported Sep 30

Revenue: $10.6B; +28.6% YoY
EPS: $3.74; vs $1.98
Op. margin: 5.7%; +1.6 pts
Gross margin: 9.4%; -0.1 pts
Free cash flow: $487.0M
Share count: -3.6%; vs a year ago

Some values are worked out from year-to-date totals in the annual report.

Insider rating

Last 90 days

36Selling

1 insider sold $277K (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

92/ 100

This week: 13
Normal week: 1.2
vs normal: 11.1x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+3.3%

Institutions added 3.3% to their holdings. 601 bought, 448 sold.

Shares held by institutions102.1M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-6.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

2.1x · $3.4B debt

Shares outstandingLatest reported

103M

Why low risk

High debt: 2.09x equity

Earnings reports

Last 12

Next reportAround Dec 16 (est.)Estimated from the same quarter last year

Results filedSep 30
Results filedJun 17
Results filedMar 18
Results filedDec 17, 2025
Results filedSep 25, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$277K1 insider, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Gary K. SchickSVP, CHRO	Sell	1K	$277.16	$277K	37K	Oct 20Filing ↗
-2.6% of their holdings $274.20 to $280.43 across 6 trades Not a pre-planned sale Filed 2 days after