2026oct
JBL Oct 2026 · Hold
Jabil Inc. While secular AI data center cluster deployments drove FY2026 revenue up 20.6% YoY to $35.95B with expanding operating cash flow of $2.00B, high customer concentration (top 5 customers generating 36% of sales) and cyclical hardware digestion risks warrant awaiting a wider margin of safety.Latest published research · analyzed 2026-10-05 · current · sources aging