JBLJabil

$310.86

Is the business good?

How good a business is JBL?

Jabil earns 34% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

34%

Return on invested capital · cost of capital 9.0% · 25 points above what the capital costs: growth creates value

Operating margin
4.3%

Operating margin · Electronic Components median 9.6% · 12 months to Q3 2026

Cash conversion
1.51×

Cash conversion · 2.02× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−2.6%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY20201.8%
FY20213.6%
FY20224.2%
FY20234.4%
FY20247.0%
FY20254.0%
Details
Gross margin12 months to Q3 2026
9.2%
Operating margin12 months to Q3 2026
4.3%
Net margin12 months to Q3 2026
2.6%
Free cash flow margin
3.9%
R&D as % of revenue
0.08%
Revenue, trailing twelve months
$33.6B
Free cash flow, trailing twelve months
$1.31B
Net income, trailing twelve months
$862M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
34%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.