JBL at a glance
Jabil (JBL, SEC CIK 898293) filed its latest 10-K annual report on October 17, 2025, a 10-Q quarterly report on June 30, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as August 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 31, 2025 (FY2025), Jabil (JBL) reported revenue of $29.8 billion (up 3.2% from FY2024) and net income of $657.0 million. Diluted EPS was $5.92.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Jabil (JBL) shares worth $18.0 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Tyagarajan N. V. on July 17, 2026 of 500 shares at $299.63 per share.
- In the last 90 days, JBL insiders reported 1 open-market purchase ($150K) and 9 open-market sales ($320K) on Form 4, a net sale of $170K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $29.8B
- +3.2% vs prior year
- Insiders · 90 days
- 1 buy · 9 sells
- Net −$170K
- 13F holders
- 43 funds
- $18.0B · +5 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 31, 2025
Risk Factors
- Cybersecurity risk oversight by new CISO effective September 1, 2025, with 20+ years in federal, healthcare, and global manufacturing security programs
- Potential operational disruption due to transition in cybersecurity leadership impacting protection of critical infrastructure and sensitive data
- Board Cybersecurity Committee meets quarterly to assess and manage cybersecurity risks, including compliance with data protection laws and intellectual property safeguarding
- No specific regulatory, geopolitical, competitive, or financial risks detailed in this section
Management Discussion & Analysis
- No revenue, profitability, segment, cash flow, or capital allocation data disclosed in MD&A
- No discussion of forward-looking guidance or emerging risks provided
- Controls and procedures deemed effective by CEO and CFO as of August 31, 2025
- No material changes in internal control over financial reporting identified for fiscal quarter ending August 31, 2025
- Rule 10b5-1 trading plans initiated or modified by CEO (54,381 shares) and CFO (8,944 shares) during quarter
Business Overview
- Core business: Electronic manufacturing services and solutions provider specializing in diverse industries
- No new product lines or segments distinctly introduced or highlighted in FY2025 filing
- Strategic emphasis on managing complex multinational tax positions with refined internal controls and judgments
- Notable metric: Increase in goodwill to $841M (vs $661M prior year) signaling acquisitions or intangible asset growth
- Most unusual fact: Issuance of a warrant to purchase common stock to Amazon.com, Inc. on December 27, 2024
AI summary of the JBL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Management Discussion & Analysis
- Revenue $8.751B, up 11.8% YoY from $7.828B
- Gross margin 9.5% vs 8.7% YoY, driven by Intelligent Infrastructure product mix
- Best segment Intelligent Infrastructure, revenue up 21%; worst Connected Living, revenue down 8%
- Cash and equivalents approximately $1.4B; operating cash flow $1.269B for nine months
- Debt issuance $1.0B, including $500M 4.200% and $500M 4.750% Senior Notes
Risk Factors
- Risk-factors section not provided; changes from the most recent 10-K cannot be assessed
- Share-repurchase authorization: $109 million remaining under the $1.0 billion program as of May 31, 2026
- Equity dilution exposure: Amazon warrant for up to 1,158,539 ordinary shares outstanding
- Debt maturity exposure: 1.700% senior notes due 2026 listed among outstanding instruments
- Insider trading-plan compliance: up to 4,000 shares subject to Gary Schick’s Rule 10b5-1 arrangement
AI summary of the JBL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q4 and full fiscal-year results ended August 31, 2026 announced September 30, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Fiscal 2026 revenue $36.0B, up 21%, with core operating margin 5.8% versus 5.4%
- Fiscal 2026 core EPS $13.09 versus $9.75, while adjusted free cash flow reached $1.532B
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results covered quarter ended May 31, 2026
- Press release issued June 17, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 revenue $8.8B, GAAP EPS $2.59, and core EPS $3.16, exceeding expectations across key metrics
- AI infrastructure demand drove a higher full-year AI revenue outlook, with Automotive and Connected Living also improving
Item 8.01: Other Events
- Shareholders rejected majority support for directors John Plant and Tiger Tyagarajan at the 2026 annual meeting
- Board rejected both conditional resignations after evaluating attendance, qualifications, contributions, and shareholder interests
AI summaries of JBL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JBL
Don't miss the next JBL filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Renno Rafael | F | Jul 18, 2026 | 272 | $301.01 |
| Tyagarajan N. V. | Buy | Jul 17, 2026 | 500 | $299.63 |
| Schick Gary K. | Sell | Jul 15, 2026 | 76 | $325.81 |
| Schick Gary K. | Sell | Jul 15, 2026 | 209 | $317.88 |
| Schick Gary K. | Sell | Jul 15, 2026 | 66 | $322.06 |
| Schick Gary K. | Sell | Jul 15, 2026 | 76 | $327.51 |
| Schick Gary K. | Sell | Jul 15, 2026 | 2 | $330.00 |
| Schick Gary K. | Sell | Jul 15, 2026 | 89 | $316.45 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $28.9B | $29.8B |
| Gross Profit | - | $2.7B | $2.6B |
| Operating Income | - | $2.0B | $1.2B |
| Net Income | - | $1.4B | $657.0M |
| Gross Margin | - | 9.3% | 8.9% |
| Op. Margin | - | 7.0% | 4.0% |
| Net Margin | - | 4.8% | 2.2% |
| Balance Sheet | |||
| Total Assets | $19.4B | $17.4B | $18.5B |
| Equity | $2.9B | $1.7B | $1.5B |
| ROE | - | 79.9% | 43.4% |
| Per Share | |||
| EPS | - | $11.17 | $5.92 |
| Cash Flow | |||
| Operating CF | - | $1.7B | $1.6B |
| CapEx | - | $784.0M | $468.0M |
Source: XBRL data in Jabil (JBL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JBL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $17.96B |
| Q1 2026 | 38 | $11.91B |
| Q4 2025 | 36 | $10.40B |
| Q3 2025 | 38 | $10.36B |
| Q2 2025 | 36 | $10.41B |
| Q1 2025 | 32 | $5.34B |
| Q4 2024 | 27 | $5.13B |
| Q3 2024 | 24 | $2.29B |
- JPMorgan Chase & Co+930.1K (+52%)
- AQR Capital Management+647.0K (+228%)
- BlackRock+452.7K (+5%)
- BNY Mellon+295.1K (+38%)
- Morgan Stanley+226.7K (+12%)
- Citadel Advisors LLC−507.8K (-92%)
- Invesco Ltd−310.1K (-18%)
- FMR LLC (Fidelity)−208.5K (-9%)
- Dimensional Fund Advisors−103.7K (-8%)
- Two Sigma Investments−94.9K (-61%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 274 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JBL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 10-Q | Jun 30, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Apr 21, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Apr 9, 2026 | - | - | - |
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JBL SEC filings: frequently asked questions
Are JBL insiders buying or selling?
In the last 90 days, Jabil (JBL) officers, directors and 10% owners reported 1 open-market purchase worth $149,815 by 1 insider and 9 open-market sales worth $319,857 by 1 insider on Form 4, a net sale of $170,042. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JBL stock?
As of June 30, 2026, the largest Jabil (JBL) holders among the 13F filers tracked by SignalX were BlackRock ($3.9 billion), Vanguard Capital Management LLC ($2.7 billion), Vanguard Portfolio Management LLC ($2.1 billion), State Street Corp ($1.9 billion), JPMorgan Chase & Co ($1.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JBL's revenue in fiscal year 2025?
For the fiscal year ended August 31, 2025 (FY2025), Jabil (JBL) reported revenue of $29.8 billion (up 3.2% from FY2024) and net income of $657.0 million. Diluted EPS was $5.92. The figures come from the XBRL data in the 10-K.
What are the main risks in JBL's latest 10-K?
In the 10-K filed October 17, 2025, Jabil (JBL) flagged: Cybersecurity risk oversight by new CISO effective September 1, 2025, with 20+ years in federal, healthcare, and global manufacturing security programs. Potential operational disruption due to transition in cybersecurity leadership impacting protection of critical infrastructure and sensitive data. (AI summary of the Risk Factors section.)
What did JBL report in its latest 8-K?
Jabil (JBL) filed an 8-K on September 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q4 and full fiscal-year results ended August 31, 2026 announced September 30, 2026.
What are the latest JBL SEC filings?
Jabil (JBL) filed its latest 10-K annual report on October 17, 2025, a 10-Q quarterly report on June 30, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on August 5, 2026.
What is JBL's SEC CIK number?
Jabil (JBL)'s SEC Central Index Key (CIK) is 898293. EDGAR lists every JBL filing under that number.
Ask anything about JBL
The research agent reads JBL's filings, financials, insider trades and 13F holders, then answers with sources.