Jabil (JBL)

Yesterday’s 10-Q filing from Jabil (JBL; $216.99; O/P), for its FQ3 ending May 31st, disclosed that the company signed a binding purchase agreement on June 2nd to acquire privately held Rebound Technologies, which is a…

We raise our target from $205 to $240 on the shares of Jabil (JBL; $196.20; O/P) as we increase our F2025/F2026E (Aug) from $8.95/$10.05 to $9.37/$10.75 after the company produced an especially healthy FQ3 (May)…

Jabil (JBL; $180.82; O/P) reported FQ3 (May) “core” non-GAAP EPS of $2.55, which handily beat our $2.27 and the Street’s $2.31 on sales of $7,828mm that were well above our $7,025mm and the Street’s $7,059mm….

We are raising our target from $180 to $205 and reiterate our Outperform on the shares of Jabil (JBL; $178.43) ahead of the company’s FQ3 (May) results and guidance, scheduled for Tuesday (6/17 before market). We…

Yesterday, we hosted an investor meeting for Jabil (JBL; $138.71; O/P) during the Optical Networking and Communications Conference (OFC) in San Francisco where we met with CFO Greg Hebard, Matt Crowley, EVP, Intelligent Infrastructure, as…

We reiterate our Outperform and $180 target on the shares of Jabil (JBL; $145.58; O/P) after the company produced a healthy “beat and raise” with its FQ2 (Feb) results that also seemed to fairly recognize…

Jabil (JBL; $139.48; O/P) reported FQ2 (Feb) “core” non-GAAP EPS of $1.94, which beat our $1.82 and the Street’s $1.83 on better-than-expected sales of $6,728mm (vs. our $6,425mm and the Street’s $6,408mm). Recall, JBL’s FQ2…

We expect FQ2 (Feb) results and guidance from Jabil (JBL; $133.35; O/P), scheduled for March 20th (before market), to at least support our full F2025E (Aug) and F2026E (Aug) EPS of $8.75 and $9.75 (vs….

This morning, Jabil (JBL; $141.53; O/P) announced plans to open a new manufacturing facility in Gujarat, India after signing a Memorandum of Understanding (MoU) with the Gujarat State Government of India in November. Importantly, this…

This morning, Jabil (JBL; $160.29; O/P) announced what we assume is a relatively small acquisition that we think can prove highly strategic for the company’s broadening outsourcing ambitions across healthcare markets (15-20% of sales). Specifically,…

We reiterate our Outperform on the shares of Jabil (JBL; $152.76) and bump up our price target from $175 to $180 after meeting with several of the company’s senior management team during the Consumer Electronics…

We bump up our F2025/F2026E (Aug) EPS for Jabil (JBL; $144.95; O/P) from $8.65/$9.60 to $8.75/$9.75 after the company produced a solid “beat and raise” on especially healthy free cash flows (FCF), which was led…

Jabil (JBL; $133.96; O/P) reported FQ1 (Nov) “core” non-GAAP EPS of $2.00, which beat our $1.87 and the Street’s $1.88 on sales of $6,994mm that were also ahead of our $6,600mm and the Street’s $6,608mm)….

We think Jabil’s (JBL; $132.75; O/P) FQ1 (Nov) results and outlook, scheduled for next Wednesday (12/18 before market), should comfortably support the company’s full F2025E sales, operating margin and EPS outlook of $27.0B (+2% YoY…

We reiterate our Outperform on the shares of Jabil (JBL; $131.12) and raise our target from $150 to $160 after hosting investor meetings last week for management in Boston and New York, including CEO Mike…