Saint Petersburg, Florida-based Jabil Inc. (JBL) provides manufacturing services and solutions. With a market cap of $18 billion, the company offers digital prototyping, printed electronics, device integration, circuit designing, and volume board assembly services. 

Shares of this leading manufacturing and supply chain management provider have outperformed the broader market over the past year. JBL has gained 38.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 11.9%. In 2025, JBL’s stock rose 16.4%, surpassing the SPX’s 1% rise on a YTD basis. 

Zooming in further, JBL’s outperformance is also apparent compared to the iShares U.S. Technology ETF (IYW). The exchange-traded fund has gained about 13.9% over the past year. Moreover, JBL’s double-digit gains on a YTD basis outshine the ETF’s marginal dip over the same time frame.

JBL's strong performance is fueled by continued growth in capital equipment, cloud, data center infrastructure, and digital commerce markets. The company's focus on diversification and efficient financial management has led to high free cash flow. Additionally, JBL's use of generative AI technology is increasing the efficiency of its automated inspection machines, driving demand in the automation industry, boosting investor confidence.

On Mar. 20, JBL shares closed up more than 3% after reporting its Q2 results. Its adjusted EPS of $1.94 exceeded Wall Street expectations of $1.81. The company’s revenue stood at $6.7 billion. The company expects full-year adjusted EPS to be $8.95, and revenue is expected to be $27.9 billion.

For the current fiscal year, ending in August, analysts expect JBL’s EPS to decline 3.5% to $8.19 on a diluted basis. The company’s earnings surprise history is impressive. It beat the consensus estimate in each of the last four quarters.

Among the eight analysts covering JBL stock, the consensus is a “Strong Buy.” That’s based on six “Strong Buy” ratings, and two “Holds.”

The configuration is consistent over the past three months.

On Apr. 17, JPMorgan Chase & Co. (JPM) analyst Samik Chatterjee kept an “Overweight” rating on JBL and lowered the price target to $154.

The mean price target of $170 represents a 1.5% premium to JBL’s current price levels. The Street-high price target of $184 suggests an upside potential of 9.8%.