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 stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
Jabil shares climbed over 2% recently to around $219, outpacing broader market gains, with investors eyeing next week's Q1 FY2026 earnings report due December 17. Previews signal robust growth with expected EPS of $2.70—up 35% year-over-year—and revenue topping $8 billion, bolstered by AI data center and EV megatrends.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
Jabil shares climbed over 2% recently to around $219, outpacing broader market gains, with investors eyeing next week's Q1 FY2026 earnings report due December 17. Previews signal robust growth with expected EPS of $2.70—up 35% year-over-year—and revenue topping $8 billion, bolstered by AI data center and EV megatrends.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Jabil Circuit's stock with a target price of $246.14, indicating potential growth.
Financial Health
Jabil Circuit is performing well with strong revenue and cash flow, but profit margins are low.
Dividend
Jabil Circuit's dividend yield of 0.15% is quite low, indicating minimal returns from dividends. If you invested $1000 you would be paid $1.50 a year in dividends (based on the last 12 months).
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Explore BasketWhy 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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