Jabil Circuit (JBL)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $30.6B, Jabil Circuit's free cash flow of $1.2B (fiscal 2025) would need to grow about 8% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 6 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Jabil Circuit's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from JBL's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Jabil Circuit's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $29.3B | $33.5B | $34.7B | $28.9B | $29.8B |
| Net income | $696M | $996M | $818M | $1.4B | $657M |
| Free cash flow | $274M | $266M | $704M | $932M | $1.2B |
| EPS (diluted) | $4.58 | $6.90 | $6.02 | $11.17 | $5.92 |
| Operating margin | 3.6% | 4.2% | 4.4% | 7.0% | 4.0% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own JBL
From each investor's latest 13F filing (what a 13F shows). 5 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | $1.2B | 0.72% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $354M | 0.12% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $88M | 0.20% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $996,080 | 0.01% | Q2 2026 |
| Lee Ainslie Maverick Capital |
New position | $755,541 | 0.01% | Q2 2026 |
Insider buying
Open-market purchases by Jabil Circuit's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Jan 23, 2026 | Ro Khanna |
0 | $243.51 | — |
| Jan 23, 2026 | Ro Khanna |
0 | $243.51 | — |
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In the full deep dive
Questions
What growth does Jabil Circuit's stock price imply?
At a market value of $30.6B, Jabil Circuit would need its free cash flow to grow about 8% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 6 years its free cash flow grew 36% a year.
Are Jabil Circuit insiders buying the stock?
2 open-market insider purchases of JBL in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Jabil Circuit?
5 of the superinvestors Investingly tracks hold JBL in their latest 13F, including PRIMECAP Management, Cliff Asness, Joel Greenblatt.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.