JBL
JABIL INCEvidence as of 2026-09-03Overview · JABIL INC
Jabil Inc. provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plasti…
Management team
- Mr. Gregory B. Hebard · Chief Financial OfficerFind on LinkedIn
- Mr. Michael Dastoor · CEO & DirectorFind on LinkedIn
- Mr. Matthew Crowley · Executive Vice President of Global Business UnitsFind on LinkedIn
- Mr. Andrew D. Priestley · Executive Vice President of Global Business UnitsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving claims show sequential top‑line and profit improvement across the three most recent fiscal quarters: revenue was $ 8,305,000,000 in fiscal Q1 2026 (ended 2025-01-02), $ 8,282,000,000 in fiscal Q2 2026 (ended 2026-04-01), and $ 8,751,000,000 in fiscal Q3 2026 (ended 2026-06-24). Gross profit rose from $ 742,000,000 in fiscal Q1 2026 to $ 746,000,000 in fiscal Q2 2026 and $ 828,000,000 in fiscal Q3 2026, while operating income increased from $ 283,000,000 to $ 374,000,000 and $ 445,000,000 across the same sequence.
Net income and diluted EPS also moved higher each quarter: net income of $ 146,000,000 and EPS $ 1.35 in fiscal Q1 2026, $ 223,000,000 and $ 2.08 in fiscal Q2 2026, and $ 275,000,000 and $ 2.59 in fiscal Q3 2026. Shares outstanding fell over the sample and a $ 300,000,000 repurchase in fiscal Q1 2026 is recorded; cash, debt and equity point‑in‑time balances show rising long‑term debt (to $ 3,378,000,000 as of 2026-05-31) and a cash balance that rose to $ 1,830,000,000 as of 2026-02-28 then declined to $ 1,360,000,000 as of 2026-05-31.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue (three-month quarters) was $8,305,000,000 in fiscal Q1 2026 (2025-09-01 to 2025-11-30), $8,282,000,000 in fiscal Q2 2026 (2025-12-01 to 2026-02-28), and $8,751,000,000 in fiscal Q3 2026 (2026-03-01 to 2026-05-31).
XBRL companyfacts · 0001628280-26-001450Gross profit (three-month quarters) rose from $742,000,000 in fiscal Q1 2026 to $746,000,000 in fiscal Q2 2026 and to $828,000,000 in fiscal Q3 2026.
XBRL companyfacts · 0001628280-26-001450Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, JABIL INC is listed as a holding in the ETF with symbol IVV at a weight of 0.06% of that fund.
ETF constituents · market dataThe ETF membership record is timestamped 2026-09-02T13:45:47.228469+00:00 in the provided data.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple recent SEC-filing summaries report new or increased institutional stakes in Jabil in the second quarter, with one summary noting Hennessy Advisors grew its position by 312.2% reported 30 August 2026.
News · thelincolnianonline.com · 2026-08-30Several additional SEC-filing summaries published the same week report other institutional purchases or new positions in Jabil during the second quarter (examples include purchases by Rakuten Investment Management, Livforsakringsbolaget Skandia Omsesidigt, North Star Asset Management, and Empowered Funds).
News · thelincolnianonline.com · 2026-08-30Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports an implied free-cash-flow growth rate of 0.4285 (42.85%) that todays price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow (P/FCF, trailing twelve months) is 70.08 based on FCF TTM of $455,000,000 and the market price.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The recent quarterly fundamentals jointly indicate consistent operational improvement: sequential increases in revenue, gross profit, operating income, net income, and diluted EPS across the three most recent quarters (fundamentals-0 through fundamentals-3). The company is also reducing share count and actively repurchasing stock (fundamentals-4 and fundamentals-5), which magnifies per-share earnings and aligns with the EPS improvement. Institutional buying and multiple SEC filing summaries reporting new or increased positions (news-0 and news-1), together with a street analyst consensus showing multiple buy-rated actions, provide demand-side support for a favorable interpretation of the fundamentals. While some valuation metrics look rich on trailing free-cash-flow and P/E (valuation-0, valuation-1, valuation-3, valuation-4) and leverage rose over the sample (fundamentals-6), the improving operating profitability and shrinking share base strengthen the case that recent price levels reflect improving company performance rather than solely market-wide effects.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
21 surviving claims rest on 10 distinct sources; the heaviest analyst carries 43% of them, and 98% of what the desk raised survived the debate.
The read rests on a moderate set of sources but a small number of analysts/voices carry a large share of the surviving claims; that analyst concentration reduces how independently supported the narrative is. The very high survival rate from the desk debate implies little internal pushback — useful for signal clarity but raising the risk that weak or corroborated items were not fully challenged, so treat the bundle as informative but somewhat fragile.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.4 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on JBL Gold
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Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.