JBL

JABIL INC

Technology • CIK: 0000898293

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Market Cap
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P/E (TTM)
—
Rev Growth (TTM)
—
Net Margin (TTM)
—
FCF Yield (TTM)
—
FCF Margin (TTM)
—

Filing Intelligence

6.0/10
10-Q filed Jan 9, 2026 • Q4 2026

Executive Summary

Revenue grew driven by the Intelligent Infrastructure segment, though the Connected Living segment experienced a decline.. Gross profit margin improved due to favorable product mix in the Regulated...

Key Concerns

  • ●Revenue grew driven by the Intelligent Infrastructure segment, though the Connected Living segment experienced a decline.
  • ●Significant share repurchases via Accelerated Share Repurchase (ASR) agreements, where final share delivery is based on volume-weighted...
  • ●The company has a large goodwill balance ($1,907M) with a significant accumulated impairment of $1,020M, indicating a history of...
View Full Quarterly Insights →

LATEST EARNINGS

•
Q2 FY2026
•
14 days ago
•View source
Revenue
$8.28B
+23.1%
Net Income
$222.00M
—
EPS
$2.08
+96.2%
Gross
9.0%↑ +0.4%
Operating
4.5%↑ +0.9%
Net
2.7%↑ +1.0%
  • •Second quarter results were ahead of expectations across revenue, core operating margin, and core EPS.
  • •Continued momentum in Intelligent Infrastructure, with robust demand in cloud, data center, networking, and communications.
  • •Encouraging improvement in Regulated Industries, with automotive and renewables performing better than anticipated.
  • •Raising fiscal 2026 outlook for revenue and core EPS.
View Full Earnings →

Cash Flow Health

Free Cash Flow2/8 positive
TTM$–
Q '26
$228M+6%
Q '25
$215M
FCF Margin
TTM–
Q '262.7%-11%
Sector: 9.1%
OCF Margin–
OCF/NI–
CapEx Coverage–
FCF Yield–
FCF Growth (2Y)–
Cash Conversion Cycle
–
View Insights from Latest Filing →View Full Cash Flow Statement →

Capital Allocation & Returns

Total Shareholder Yield
TTM–

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)–
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
–
P25MedianP75
(med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
–
Asset Turnover
–
Leverage (1+D/E)
3.15x
D/E: 2.15x
Asset & CapEx Efficiency
Asset-based ROIC formula
Full Analysis

QUARTERLY TRENDS

Last 2 quarters + TTM

MetricTTMQ 2026Q 2025
Revenue
N/A
$8.3B↑18.7%
$7.0B
Operating Income
N/A
$283.0M↑43.7%
$197.0M
Net Income
N/A
$146.0M↑46.0%
$100.0M
Operating Cash Flow
N/A
$323.0M↑3.5%
$312.0M
Free Cash Flow
N/A
$228.0M↑6.0%
$215.0M
Total Equity
N/A
Income StatementCash Flow StatementBalance Sheet

Valuation Analysis

Price-to-EarningsTTM
–
Valuation Lenses
Earnings
–
vs – sector
Cash Flow
–
EV/FCF vs –
Growth-Adj
–PEG
N/A
Quality-Adj
–P/E per %ROIC
ROIC: –
Shareholder Returns
Dividend
–
Buyback
–
Total Yield
–
Market Cap–
EV–
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
–/100
Unknown

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)
–
8Q:–
Return on Invested Capital (ROIC)
–
8Q:–
vs Sector:0.1%

Earnings Quality

Cash Conversion

–

OCF / Net Income

FCF Consistency

–

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin–

Capital Efficiency

Invested Capital Turnover–

Working Capital

Cash Conversion Cycle–

Growth Quality & Momentum

Growth Rates

Revenue Growth YoY
N/A
OpInc Growth YoY
N/A
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
—
Operating
—
Net
—
Margins Unknown
Earnings Quality Signals
SBC / Revenue
—
FCF vs Net Gap
—
FCF: — | Net: —

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Leveraged
Net Debt / EBITDA
–Net Debt: $1.31B
Interest Coverage
–
Balance sheet risk & solvency analysis

Research

All research