Jabil (JBL)

We reiterate our Outperform on the shares of Jabil (JBL; $226.99) after hosting an investor meeting for the company in Las Vegas during the Consumer Electronics Show (CES) where we met with CEO Mike Dastoor,…

We bump up our target from $255 to $265 on the shares of Jabil (JBL; $214.95; O/P) and raise our F2026/F2027E (Aug) EPS from $11.00/$12.40 to $11.55/$13.00, for 15%+ average growth, after its healthy FQ1…

Jabil (JBL; $212.56; O/P) reported FQ1 (Nov) “core” non-GAAP EPS of $2.85, which beat our $2.67 and the Street’s $2.70 with some healthy sales upside ($8,305mm vs. our $8,000mm and the Street’s $8,031mm). Recall, JBL’s…

We reiterate our Outperform on the shares of Jabil (JBL; $229.97) ahead of the company’s FQ1 (Nov) print and outlook, scheduled for next Wednesday (12/17 before market). We believe management set the bar reasonably for…

Earlier this week, Jabil (JBL; $201.25; O/P) announced it is expanding on its strategic partnership with Inno, which is a metal parts manufacturer, to manufacture battery energy storage system (BESS) enclosures from a new facility…

Last week, we hosted investor meetings in Boston for Jabil (JBL; $213.71; O/P), where we were joined by Greg Hebard, CFO as well as Matt Crowley, EVP, Intelligent Infrastructure Global Business Unit (46% of F2026E…

Last night, Jabil (JBL; $209.22; O/P) announced a definitive agreement to acquire Hanley Energy Group for $725mm plus a contingent consideration of up to $58mm in a transaction that adds a range of power system…

Earlier this week, we attended the Open Compute Project (OCP) Global Summit in San Jose, CA where we sat in on a presentation from Jabil’s (JBL; $208.40; O/P) Chief Sales Officer for its Intelligent Infrastructure…

The shares of Jabil (JBL; $210.20; O/P) traded down 7% today after the company reported a big FQ4 (Aug) beat with some healthy initial financial guidance for the new F2026E (Aug). Admittedly, the stock has…

Jabil (JBL; $225.28; O/P) reported FQ4 (Aug) “core” non-GAAP EPS of $3.29, which was well ahead of our $2.88 and the Street’s $2.92 on a big sales beat ($8,252mm vs. our $7,500mm and the Street’s…

We reiterate our Outperform and $255 target on the shares of Jabil (JBL; $213.64) ahead of its FQ4 (Aug) print and Eighth Annual Investor Briefing, scheduled for next Thursday (9/25 before market), which management has…

Last night, Jabil (JBL; $222.23; O/P) announced that its Board authorized another $1B of share repurchases, which compares to a current market cap of $24B and $25mm remaining as of the end of May on…

Yesterday (7/15), Jabil (JBL; $214.74; O/P) announced it is expanding on its existing relationship with Endeavour Energy, which develops and designs data center racks and related technologies for cloud service providers (CSPs). We note that…

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)…