Jabil Circuit Inc.

Jabil Circuit Inc.

Jabil Circuit Inc. (JBL) is a global provider of electronics manufacturing services (EMS) and engineering solutions for sectors including healthcare, industrial, automotive, telecoms and consumer electronics. The company combines large-scale manufacturing, design capabilities and supply‑chain services to serve original equipment manufacturers (OEMs) and technology brands. Jabil’s diversified customer base and global footprint help spread operational risk, though its earnings remain cyclical and sensitive to end‑market demand, commodity costs and supply‑chain disruptions. With a market capitalisation around $21.49bn, investors often watch Jabil for indicators such as order flow, backlog, margin trends and capital allocation (dividends, buybacks and reinvestment). Key risks include customer concentration, rapid product‑cycle shifts and exposure to geopolitical or logistics issues. This summary is educational only and not personalised advice; prospective investors should review the company’s filings, check the latest results and consider their own objectives and risk tolerance before investing.

Why It's Moving

Jabil Circuit Inc.

Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades

Jabil's stock surged to a new 52-week high of $259.74 today, fueled by robust recent quarterly results and positive analyst sentiment. Investors are reacting to the company's earnings beat and reaffirmed fiscal 2026 guidance, signaling sustained demand in key sectors like AI and manufacturing.
Sentiment:
🐃Bullish
  • Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
  • Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
  • Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.

When is the next earnings date for Jabil Circuit Inc. (JBL)?

Jabil's next earnings date is estimated for March 19, 2026, covering the second quarter of fiscal year 2026. This follows the company's most recent first-quarter FY2026 report released on December 17, 2025. The date aligns with historical patterns, though not yet officially confirmed by the company.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Jabil Circuit's stock, expecting it to reach a higher price soon.

Average

Financial Health

Jabil Circuit is generating reasonable profits and cash flow, but its gross margin is relatively low.

Below Average

Dividend

Jabil Circuit's low dividend yield of 0.14% suggests limited returns for income-focused investors. If you invested $1000 you would be paid $1.40 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring JBL

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Apple Onshoring Investment Theme Overview

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Published: September 15, 2025

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Powering The iPhone: Apple's Supply Chain

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Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.

Published: August 3, 2025

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Powering The iPhone: Apple's Supply Chain Partners

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Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.

Published: August 1, 2025

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Apple's New Operations Era

Apple's New Operations Era

With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.

Published: July 9, 2025

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Supply Chain Chokepoints

Supply Chain Chokepoints

These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.

Published: June 17, 2025

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Why You’ll Want to Watch This Stock

📈

Scale and Diversification

Jabil’s broad manufacturing footprint and varied end markets can smooth cycles, though revenue and margins can still swing with demand.

🌍

Global Supply Chain Role

The company’s logistics and supplier relationships are core strengths — but they also create exposure to geopolitical and shipping risks.

Innovation and Services

Engineering and design services add value beyond assembly, supporting higher‑margin opportunities, though competition and fast product cycles remain challenges.

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