Jabil(NYSE) JBL

Jabil helps companies design and build electronic products. It makes parts for cars, medical tools, and cloud computers. The firm manages supply chains for these global brands.

Where the Money Comes From

• Intelligent Infrastructure: Hardware for artificial intelligence and cloud data centers; provided 48% of net revenue in the three months ended May 31, 2026.
• Regulated Industries: Specialized components for automotive and healthcare sectors; provided 36% of net revenue in the three months ended May 31, 2026.
• Connected Living and Digital Commerce: Automated warehouse systems and robotics; provided 16% of net revenue in the three months ended May 31, 2026.

Strategic Moves and Mergers

• Acquired Hanley Energy Group and Rebound Technologies Group Holdings Limited during fiscal year 2026.
• Purchased Pharmaceutics International, Inc to expand its regulated healthcare manufacturing business.
• Completed the 2025 Restructuring Plan to improve operational efficiencies and reduce manufacturing costs.

A Global Factory Network

Jabil operates global manufacturing sites in China, Malaysia, Mexico, and the United States. This presence allows customers to build products in optimal locations to reduce costs.

Checking the Books

• Net revenue was $8.75 billion in the three months ended May 31, 2026, up 11.8% year-over-year.
• Operating income reached $445 million during the three months ended May 31, 2026.
• Adjusted free cash flow, a non-GAAP measure, was $991 million for the nine months ended May 31, 2026.
• International operations contributed 75.8% of net revenue in the three months ended May 31, 2026.
• Market capitalization was $39.4 billion with a price-to-earnings ratio of 34.5 as of Q3 2026.

The Big Picture

Jabil has evolved into a diversified partner for sectors like artificial intelligence and healthcare. Its global scale helps it manage complex manufacturing for large brands.