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JBJBL

Jabil Inc.

$JBL·$36B·Hardware, Equipment & Parts·Technology
$301.45-3.4%YTD+47.0%1Y+43.6%
Mentions · last 7 days
2026-08-21: 5 posts2026-08-22: 5 posts28+22%
Price updated 2d ago·X counts updated 8d ago
JBJBL
$JBLJabil Inc.
$301.45-3.45%28 posts+22%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JBL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Contract-electronics manufacturer riding the AI-infrastructure buildout — real revenue acceleration behind the multiple expansion.

Jabil is a contract manufacturer — the company that other companies pay to build their hardware — with a portfolio that increasingly skews to AI-data-center gear (high-end server racks, optical modules, cooling systems, power supplies). The stock is up nearly 50% year-to-date because the customer mix has shifted from 'consumer electronics' to 'hyperscaler capex'.

Why the move has legs:

  • Revenue growth is accelerating, not just holding: 23% year-on-year last quarter after 18-19% the prior two — Jabil is winning share of the AI-infrastructure bill of materials, and every 400G-to-1.6T optical-pluggable transition means more content per box.
  • The economics look thin but scale beautifully: gross margin is only 9% because contract-manufacturing is a low-take-rate business, but operating margin of 4-5% on $33B of revenue still throws off nearly $2B of free cash flow annually — the model works via velocity, not markup.
  • The valuation now assumes it keeps working: 46x trailing earnings and 20x EV-to-EBITDA on a business that has traded near 15x historically — the market has already priced two more years of AI-cycle growth into the multiple.

The Sept 24 print has to keep validating the AI-cycle beat pace (roughly $12.75 in FY26 EPS versus $8+ for FY25); another beat-and-raise extends the move, a guide-in-line print gives the crowd a reason to take the multiple back to 30x.

Agrees with X sentimentX's SIVE-photonics-customer-map framing is the correct read — Jabil is a confirmed supplier for 1.6T pluggables, so hyperscaler capex converts directly to Jabil revenue. The director-buy detail from the X chatter adds credibility to the near-term print thesis.

What to watch: Sept 24 fiscal-Q4 earnings — needs another double-digit revenue growth print plus a FY27 guide-up to justify the 46x multiple; a guide-in-line print or an AI-mix commentary miss compresses the P/E fast.

On the calendar: 2026-09-24 — Q4 fiscal-2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-08-30

The chatter is bullish but largely off-topic for Jabil itself — every post treats JBL as validation for Sivers Semiconductors ($SIVE) bulls in silicon photonics, citing Jabil's role as the "primary ramp" partner for 1.6T pluggables with beta builds in Q4 2026 and production orders expected in H1 2027. The mood is confident on the ecosystem story, thin on any read of Jabil's own fundamentals.

Read the AI verdict + X sentiment for $JBL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $JBL

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Jabil Inc.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+101.4%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
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%
Q2 2025Sep 25, 2025$3.29$2.92+12.7%
Next earningsThu, Sep 24·consensus EPS $4.06

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

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.0B$35.0B – $35.1B$12.76$12.72 – $12.826
FY27$42.5B$40.8B – $43.7B$16.72$16.07 – $17.136
FY28$47.6B$43.4B – $49.8B$20.11$19.68 – $20.545

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.1.0×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.47%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.-9.8%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.+3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 102.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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$1.0MSellApr 17Steven D BorgesEVP, Global Business Units5.1K sh$1.6MSellApr 16Yap May YeeSVP, Chief Information Officer1.6K sh$501KSellApr 13Rafael RennoSVP, Global Business Units1.0K sh$305KSellApr 10Andrew PriestleyEVP, Chief Operations Officer4.0K sh$1.2MSellApr 10Anousheh AnsariDirector2.0K sh$600K
1–10 of 18
+ 5 other (2 awards · 2 gifts · 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
Free, forever. No credit card.

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.

+ 9 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

Caisse de depot et placement du Quebec Takes $5.15 Million Position in Jabil, Inc. $JBLdefenseworld.net·1d agoJubilee shares rise 6% after selecting preferred purchaser for $35 million waste projectproactiveinvestors.co.uk·5d agoCallan Family Office LLC Buys New Shares in Jabil, Inc. $JBLdefenseworld.net·6d agoWhy Jabil (JBL) Dipped More Than Broader Market Todayzacks.com·6d agoJabil (JBL) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·12d 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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