---
title: "JBL Jabil"
canonical: "https://supercyclehq.com/stock/jabil"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "JBL"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Jabil (JBL)

Jabil is one of the largest electronics manufacturing services companies in the world.

## AI Exposure Score

**72/100, Core.** Jabil's Intelligent Infrastructure segment builds AI servers, racks, networking hardware, and photonics for hyperscalers, and it is the fastest growing part of the company. The thesis depends on that segment continuing to outgrow a diversified base that still spans healthcare, automotive, and consumer manufacturing.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $266.35 |
| Change 1d | -2.34% |
| Change 7d | -3.38% |
| Change 30d | -12.50% |
| Change 1y | +21.04% |
| 52-week high | $385.55 |
| 52-week low | $192.34 |
| Market cap | $27.4B |
| P/E | 27.32 |
| EPS | $9.75 |
| Next earnings | 2026-12-16 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Technology |
| Headquarters | St. Petersburg, FL |
| CEO | Michael Dastoor |
| Employees | 140,000 |
| Website | https://www.jabil.com |
| Buildout layers | [EMS & Manufacturing](https://supercyclehq.com/category/ems-manufacturing), [Networking & Optics](https://supercyclehq.com/category/networking) |

## What the company does

Jabil is one of the largest electronics manufacturing services companies in the world. It builds products for hundreds of brands across healthcare, automotive, consumer, and cloud markets, earning revenue on high volume manufacturing programs run from a global factory network. Customers outsource production to Jabil rather than owning factories themselves.

Its AI exposure is concentrated in the Intelligent Infrastructure segment, which manufactures AI servers, server racks, networking switches, and photonics components for hyperscale and cloud customers. Management has made this segment the company's headline growth story, and it now anchors Jabil's pitch to investors.

Founded in 1966 as a circuit board maker in Detroit, Jabil is now headquartered in St. Petersburg, Florida, employs about 135,000 people, and trades on the NYSE.

## Role in the AI buildout

Jabil sits in the EMS & Manufacturing layer and the Networking layer. It is one of the manufacturers hyperscalers hire to turn chips into finished infrastructure: assembled AI servers, integrated racks, switches, and the photonics that link them. It competes with Celestica and other electronics manufacturers for this work. Because manufacturing scale and speed decide who wins these contracts, Jabil's global factory footprint is its main advantage, and its AI fortunes rise and fall with hyperscaler build schedules.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $33.7M | 0.14% | increased | 2026-06-30 |
| [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $94,443 | 0.00% | trimmed | 2026-06-30 |

## FAQ

### What does Jabil Inc. do?

Jabil is a global electronics manufacturing services company. Brands across healthcare, automotive, consumer, cloud, and networking markets hire it to build their products at scale from a worldwide network of factories, rather than running their own manufacturing operations.

### How is Jabil Inc. exposed to AI?

Supercycle rates Jabil Core with an AI Exposure Score of 72 out of 100. Its Intelligent Infrastructure segment manufactures AI servers, racks, networking gear, and photonics for hyperscale customers and is the fastest growing part of the company.

### What is Jabil's Intelligent Infrastructure segment?

It is the division that builds data center and networking hardware: AI server assembly, rack integration, switches, and optical components. It serves hyperscale cloud providers and networking equipment brands, and it anchors Jabil's AI growth story.

### Is JBL a pure play AI stock?

No. Jabil lands in the Core tier because AI infrastructure drives its growth, but the majority of its manufacturing base is diversified across healthcare, automotive, consumer, and other markets that have little to do with AI.

### Who leads Jabil?

Michael Dastoor became CEO of Jabil in 2024 after serving as its chief financial officer, and has steered the portfolio further toward data center infrastructure. The company is headquartered in St. Petersburg, Florida and employs about 135,000 people worldwide.

---

Source: https://supercyclehq.com/stock/jabil. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.