CluenexJabil JBL
Jabil scores weak on business quality (4.3 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Jabil does
Jabil builds electronic hardware and components for major technology brands, generating revenue through high-volume contract manufacturing and supply chain services. AI infrastructure demand is now driving its latest quarterly results, pushing management to scale specialized manufacturing capacity.
- What it does best
Jabil excels at high-scale electronics manufacturing, producing hardware efficiently with a gross margin of 9.2% that edges out Flex at 9.5%. This massive global footprint and complex factory automation create high switching costs for enterprise clients.
- The main risk
AI infrastructure demand powers current results, but heavy reliance on concentrated tech customers exposes revenue to sudden capital spending shifts if data center buildouts slow.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin rests at 5.0% and free cash flow reached $1.3B, leaving thin overall margins that scale slowly.
Scale and deep manufacturer relationships lock in major tech enterprises, backed by an ROE in the top quartile at 62%.
Revenue growth crawls at 3.2%, sitting in the bottom quartile of its sector and fading from past peak levels.
Total debt sits at $3.3 billion against $1.9 billion in cash, while interest coverage of 10.4x keeps debt servicing manageable.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $150K on the open market.
Our sealed record on JBL
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Jabil scores weak on the Cluenex quality check (4.3 of 10), measured against its own industry. Profitability is weak, moat strong, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 insider bought $150K on the open market.
Dec 15, 2026.
See JBL today
- Today's verdict on JBL, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Jabil (JBL)”, https://cluenex.com/stocks/jbl/, data as of Oct 10, 2026.