How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well.
Another factor that can influence investors is FOMO, or the fear of missing out, especially with tech giants and popular consumer-facing stocks.
What if you'd invested in Jabil (JBL) ten years ago? It may not have been easy to hold on to JBL for all that time, but if you did, how much would your investment be worth today?
Jabil's Business In-Depth
With that in mind, let's take a look at Jabil's main business drivers.
Headquartered in St. Petersburg, FL, Jabil, Inc. is one of the largest global suppliers of electronic manufacturing services. The company offers electronics design, production, product management and after-market services to customers in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, storage and telecommunications industries.
The company reported revenues of $28.9 billion in fiscal 2024.
Jabil has reorganized its internal structure, and beginning fiscal 2025, the company is set to report its quarterly numbers under three reporting segments: Regulated Industries, Intelligent Infrastructure, Connected Living & Digital Commerce.
Regulated Industries (42.6% of fiscal 2024 net sales): The segment primarily focuses on developing high-quality manufacturing products for automotive & transportation, renewables & energy infrastructure, and healthcare end markets.
Intelligent Infrastructure (31.8%): The segment’s portfolio includes products related to capital equipment, networking & communications, and cloud & data center infrastructure end markets.
Connected Living & Digital Commerce (25.6%): The segment offerings include various consumer-facing products under the connected living end market and retail & warehouse automation products in the digital commerce end market.
The company’s largest customers are Apple, Cisco, Hewlett-Packard Company, Keysight Technologies, LM Ericsson, NetApp, Nokia Networks, SolarEdge Technologies, Valeo S.A. and Zebra Technologies.
Jabil faces significant competition from the likes of Benchmark Electronics, Celestica, Flex, Hon-Hai Precision Industry, Plexus and Sanmina.
Bottom Line
Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in Jabil a decade ago, you're probably feeling pretty good about your investment today.
According to our calculations, a $1000 investment made in July 2015 would be worth $11,542.08, or a gain of 1,054.21%, as of July 30, 2025, and this return excludes dividends but includes price increases.
The S&P 500 rose 202.14% and the price of gold increased 193.71% over the same time frame in comparison.
Going forward, analysts are expecting more upside for JBL.
Jabil's focus on end-market and product diversification is a key catalyst. The company's top-line is expected to benefit from strength in AI data center infrastructure, capital equipment and warehouse automation markets. JBL is set to invest $500 million over the next several years to expand its manufacturing capabilities for the AI data center vertical. This will significantly boost Jabil's position in the AI hardware supply chain. Management's focus on improving working capital management and integration of sophisticated AI and ML capabilities to enhance the efficiency of its internal processes is a major tailwind. However, it is exposed to significant customer-concentration risk. Fierce competition in the electronic manufacturing services industry is weighing on margins. We are reiterating our Outperform recommendation.
The stock is up 6.59% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 3 higher, for fiscal 2025. The consensus estimate has moved up as well.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Jabil, Inc. (JBL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
