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Jabil Inc.
JBL · NYSEElectronic Manufacturing Services
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Raw inputssand · metals · powerEquipmentthe machinesFoundrybuilds the chipChip designblueprints + softwareSystemsinto AI serversAI demandwho paysCMPElectronic componentsSMTAutomation & SMT linesTSMTSMCNVNVIDIAAVGOBroadcomJBLJabil Inc.FXCFoxconnCLSCelesticaFLEXFlex16%Largest customerCAPCapital-equipment makersMEDHealthcare OEMsAICloud & AI customersAUTOAutomotive OEMs
Company details
Market cap
$32B
P/E ratio
41×
Div yield
0.1%
EPS (TTM)
$5.92
Profit margin
2.2%
Rev. growth
+3%
Revenue
$30B
Free cash flow
$1.3B
In plain English
Jabil is one of the world's largest contract manufacturers — it designs and builds other companies' hardware, from AI servers and networking gear to medical devices and car electronics, across ~100 sites in 30 countries. It rarely owns the product or the brand; it earns a thin margin on huge volume, which is why a surge in AI data-center demand has re-rated the stock even though net margins are only ~2%.
In simple terms
What Jabil Inc. really sells
Jabil is one of the world's largest contract manufacturers — it designs and builds other companies' hardware, from AI servers and networking gear to medical devices and car electronics, across ~100 sites in 30 countries. It rarely owns the product or the brand; it earns a thin margin on huge volume, which is why a surge in AI data-center demand has re-rated the stock even though net margins are only ~2%.
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Risk read
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Why this rating?