Jabil (JBL)

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…

This morning, Jabil (JBL; $129.25; O/P) announced it signed a Memorandum of Understanding (MoU) with the Gujarat State Government of India, which follows on a separate MoU signed with the Tamil Nadu State of India,…

This morning, Jabil (JBL; $125.80; O/P) announced that it is expanding its white box server portfolio with the addition of two new high-performance servers that feature Advanced Micro Devices’ (AMD; $165.27; NR) fifth-generation EPYC and…

This morning, Jabil (JBL; $118.97; O/P) announced that the company acquired, for undisclosed terms, privately held Mikros Technologies, which engineers and manufactures liquid cooling solutions for a range of applications that includes not only now…

We reiterate our Outperform on the shares of Jabil (JBL; $126.65) after it provided a solid F2025E (Aug) outlook on the back of beating FQ4 (Aug) expectations, where the common threads were further free cash…