Company Dossier · Information Technology
Jabil
- S&P 500
- Russell 1000
What Jabil is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to May 31, 2026: $33.6 billion, up 18% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to May 31, 2026: $1.31 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to May 31, 2026: $0.55 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to August 31, 2025: $1.00 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 30, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.85 of 1.Palanor Discourse
- Latest annual report (filed October 17, 2025): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.2 million on the open market.SEC Form 4
- 1,124 institutional managers reported a position at June 30, 2026 (+143 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 36 (25 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 6, of which 3 read positive and 0 negative.Palanor headline tone
Risk events (12 months): 1 — latest OSHA inspection, Jul 13, 2026 →
Company Posture
How Company Posture is measured →What Jabil is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending77th pct
- Debt raised—
- Buybacks vs capex69th pct
- Hiring filings83rd pct
- Deals and private raises48th pct
- Patent publications67th pct
Confident ↔ Hedging
Confident
- Call sentiment71st pct
- Call confidence60th pct
- Guidance changes56th pct
- Risk factors added80th pct
- Insider open-market trades96th pct
- + Insider open-market trades
- + Call sentiment
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver13th pct
- Stress filings49th pct
Credit
How these are built →Jabil's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.4B
- Due within a year $0.5B
- Longer term $2.9B
- Default point $1.9B (short + ½ long)
Finance leases included · May 31, 2026 filing
Bonds priced, last 12 months
$1.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jan 14, 2026 | $500M | 4.200% | 2029 (3y) | +67bp | 4.226% |
| Jan 14, 2026 | $500M | 4.750% | 2033 (7y) | +97bp | 4.886% |
From the pricing term sheets Jabil filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Jabil: guidance raised minus lowered
Guidance Ledger statements by quarter
Jabil: earnings call sentiment
Palanor Discourse score per call, −1 to +1
Hiring and ownership
In the news
Headlines that name Jabil, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralJabil: The Market Is Still Underestimating Its AI Earnings Potential (NYSE:JBL)
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralJabil (JBL) Shares Drop 10% Despite Beating Q4 Earnings and Raising Fiscal 2027 Guidance
gurufocus.com · via Marketaux · Sep 30, 2026
- PositiveJabil (JBL) Reports Strong Q4 and Fiscal 2026 Growth, Eyes AI-Driven Expansion
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralQ4 2026 Jabil Inc. Earnings Call Transcript
gurufocus.com · via Marketaux · Sep 30, 2026
- PositiveJabil (JBL) Tops Q4 Estimates but Shares Dip Despite Strong AI Infrastructure Demand
gurufocus.com · via Marketaux · Sep 30, 2026
- PositiveJabil (JBL) Reports Strong Q4 and Raises FY27 Guidance, Shares Rise 3%
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 18, 2026LobbyingLobbying report (BALLARD PARTNERS)third_quarter 2026 · $0.0 million
- Oct 6, 2026Patent
- Oct 6, 2026Patent
- Sep 22, 2026PatentPatent granted: STORAGE DEVICE BRACKETUS 12744061
- Sep 15, 2026Patent
- Jul 15, 2026LobbyingLobbying report (BALLARD PARTNERS)second_quarter 2026
- Jul 14, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)second_quarter 2026
- Jul 13, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)second_quarter 2026
- Jul 13, 2026Risk event
- Apr 16, 2026LobbyingLobbying report (BALLARD PARTNERS)first_quarter 2026 · $0.1 million
- Apr 15, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)first_quarter 2026
- Jan 28, 20268-KDirector or officer changeItem 5.02
- Jan 27, 20268-KShareholder vote resultsItem 5.07
- Jan 23, 20268-KMaterial agreement signedItem 1.01
- Jan 19, 2026LobbyingLobbying report (WOODBERRY ASSOCIATES)fourth_quarter 2025
- Jan 14, 2026LobbyingLobbying report (BALLARD PARTNERS)fourth_quarter 2025 · $0.1 million
- Oct 21, 20258-KDirector or officer changeItem 5.02
- Oct 17, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Aug 11, 2025Risk event
- Jul 2, 2025Risk event
- Jun 24, 20258-KMaterial agreement signedItem 1.01
- Jun 24, 20258-KMaterial agreement terminatedItem 1.02
- Jun 20, 20258-KExit or restructuring costsItem 2.05
- Apr 22, 20258-KDirector or officer changeItem 5.02
- Jan 28, 20258-KShareholder vote resultsItem 5.07
- Oct 28, 202410-KAnnual report (10-K)1 risk factors added, 3 removed
- Oct 20, 202310-KAnnual report (10-K)2 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Flex Ltd. FLEX | $29.3B | $0.8B | Jun 26, 2026 |
| TE Connectivity TEL | $19.3B | $3.3B | Jun 26, 2026 |
| IPG Photonics IPGP | $1.1B | $0.0B | Jun 30, 2026 |
| Arrow Electronics ARW | $35.9B | $0.8B | Jul 4, 2026 |
| Applied Materials AMAT | $30.8B | $5.6B | Jul 26, 2026 |
| Amphenol APH | $29.0B | $4.7B | Jun 30, 2026 |
| Supermicro SMCI | $39.1B | −$7.0B | Jun 30, 2026 |
| Avnet AVT | $27.6B | −$0.3B | Jun 27, 2026 |