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JBJBL

Jabil Inc.

$JBL·$32B·Hardware, Equipment & Parts·Technology
$278.25-3.1%YTD+31.6%1Y+32.7%
Price updated 7h ago·X counts updated 5d ago
JBJBL
$JBLJabil Inc.
$278.25-3.10%107 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $JBL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

107X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $JBL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-10-02

Sentiment is bullish into Jabil's Wednesday pre-open print — Street expects ~$9.61B revenue and ~$4.05 EPS, and bulls are watching the FY27 AI guide plus any color on 1.6T LRO module ramp (the one Jabil is building with Sivers DFB lasers). Jefferies' 180M AI transceiver forecast for CY27 is the structural backdrop. The thread treats JBL as the cleanest AI-server-buildout read-through into Micron.

Read what X is saying about $JBL

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  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JBL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The AI-server EMS play with 1.6T optical ramp coming — Dec 16 earnings is the real catalyst.

Jabil is a large EMS provider now heavily indexed to AI-server manufacturing and the optical-interconnect ramp. The thesis stack is specific: the 1.6T LRO (linear retimer optics) module work with Sivers DFB lasers and the Jefferies 180M AI-transceiver forecast for CY27 are the two load-bearing inputs.

  • The P&L is accelerating as the AI mix shifts: last quarter revenue grew 23% YoY to $8.28B at a 4.7% operating margin and $2.09 EPS, with the most recent print beating Street estimates by 8% — mid-single-digit margin is normal for EMS, but the growth rate accelerating is where the re-rate case lives.
  • The forward driver is specific: the 1.6T optical ramp is the next-cycle AI-infrastructure wave that follows the current 800G build-out, and Jabil's position in that supply chain gives it a direct read-through to Micron memory volumes.

At 48% of its 52-week range with volume at 1.08x average into Dec 16 earnings, the setup is a textbook coil on improving fundamentals. A clean FY27 revenue guide with AI contribution broken out and 1.6T ramp detail is the trigger; sequential-flat EMS revenue or any 1.6T delay commentary is the first real risk.

Agrees with X sentimentThe bullish setup around 1.6T optics, AI-server buildout, and the Jefferies transceiver forecast is well-grounded. The 'cleanest AI-server read-through to Micron' framing is a specific supply-chain claim, worth more weight than general EMS-cycle commentary.

What to watch: Dec 16 Q1 earnings — FY27 AI revenue guide, Intelligent Infrastructure segment growth, 1.6T LRO module ramp cadence, and operating margin direction. FY27 AI breakout detail is the trigger; sequential-flat revenue is the invalidation.

On the calendar: 2026-12-16 — Q1 earnings

ai infraoptical cycle

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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides contract electronics manufacturing, design, and supply chain services for major OEMs across consumer, healthcare, and industrial markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $JBL.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $JBL

Neutral — Provides contract electronics manufacturing, design, and supply chain services for major OEMs across consumer, healthcare, and industrial markets.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
46.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
59.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 30, 2026$4.40$4.07+8.1%
Q1 2026Jun 17, 2026$3.16$3.10+1.9%
Q4 2025Mar 18, 2026$2.69$2.51+7.2%
Q3 2025Dec 17, 2025$2.85$2.70+5.6%
Next earningsWed, Dec 16·consensus EPS $4.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$8.3B+23.1%9.0%4.7%$2.09$506.0M
Q1 FY26$8.3B+18.7%8.9%3.4%$1.37$228.0M
Q4 FY25$8.3B+18.5%9.5%4.1%$2.03$419.0M
Q3 FY25$7.8B+15.7%8.7%5.1%$2.05$320.0M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.1B$35.0B – $35.1B$12.77$12.71 – $12.856
FY27$44.7B$42.9B – $46.0B$17.68$16.84 – $18.226
FY28$51.7B$51.2B – $52.4B$22.05$21.32 – $22.925
FY29$57.4B$55.3B – $60.0B$26.89$25.80 – $27.923

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJul 17N. V. TyagarajanDirector500 sh$150KSellJul 15Gary K. SchickSVP, CHRO1.0K sh$320KSellJul 6Matthew CrowleyEVP, Global Business Units94 sh$32KSellApr 30Gary K. SchickSVP, CHRO1.0K sh$340KSellApr 20Andrew PriestleyEVP, Chief Operations Officer3.2K sh$1.0M
+ 3 other (2 awards · 1 inkind) in window

See when $JBL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 2S-3ASR
AI summary

Jabil Inc. filed an automatic shelf registration statement (S-3ASR) enabling it to offer various securities from time to time. Specific dollar amounts and security types are not specified in the excerpt. Routine shelf filing maintaining capital markets optionality.

+ 7 other (2 earnings 8-Ks · 2 13Gs · 1 10-Q · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

4 Stocks With Robust Net Profit Margins to Enrich Your Portfoliozacks.com·19h agoPrediction: A $10,000 Investment in This Artificial Intelligence (AI) Hardware Stock Will At Least Double by 2030 (Hint: It’s Not Nvidia or Micron)fool.com·23h ago3 Best AI Stocks to Buy on This Pullback (SNDK, LITE, JBL)zacks.com·4d agoWhy Fast-paced Mover Jabil (JBL) Is a Great Choice for Value Investorszacks.com·4d agoAdani Enterprises, Jabil Sign MoU for 50:50 Data Center Hardware Joint Venturebusinesswire.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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