Jabil

What Jabil does

Jabil, Inc. is a global electronics manufacturing services (EMS) provider founded in 1966 and headquartered in St. Petersburg, Florida, trading on the NYSE under ticker JBL. The company delivers end-to-end product solutions spanning design engineering, supply chain management, high-volume manufacturing, and post-production services for enterprise customers across cloud/data center, automotive, healthcare, defense, telecommunications, energy, and consumer markets. Jabil serves 400+ customers with a workforce of 140,000+ people operating from 100+ manufacturing sites across 25+ countries, totaling 35M+ square feet of production capacity and a 9,000+ engineering headcount. Differentiated capabilities include $30B in annual purchasing power across 38,000+ suppliers, AI-powered manufacturing tooling co-developed with AWS and Siemens Mendix, photonics and flexible electronics production, and emerging capabilities in TFLN photonics and 1.6T optical transceivers.

Jabil's business model is direct enterprise B2B sales through global account management and field sales teams, with quote-based pricing under multi-year contracts. Revenue is generated across three primary streams: core EMS manufacturing (hardware sales), design and engineering services (professional services), and supply chain management services (managed services). FY2025 revenue was $29.8B with FY2026 guidance raised to $35B, driven materially by AI infrastructure demand, with AI-related revenue projected at $13.6B (39% of total, +51% YoY). Recent strategic actions include a joint venture with Adani Group for AI/data center manufacturing in India, the $725M acquisition of Hanley Energy Group for data center power solutions, expansion of India capacity from 500K to 1.2M sq ft, a Siemens co-located Virginia switchgear facility, and strategic investment in HyperLight's TFLN photonics platform alongside MediaTek and Foxconn. The company is repositioning around hyperscale AI infrastructure while maintaining its diversified EMS portfolio across regulated and industrial end markets.

The company's competitive position rests on procurement scale, global manufacturing footprint, and capital intensity that smaller EMS competitors cannot easily replicate. Strategic risks include concentration in hyperscaler customers, AI capex cyclicality, tariff and export control exposure (mitigated in part by founding membership in the Global Electronics Policy Council), and margin expansion execution against a 5.8% core operating margin path toward 6%+.

Name

Jabil

Legal name

Jabil, Inc.

Website

https://jabil.com

Company type

Public

Founded year

1966

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Jabil is a global electronics manufacturing services provider delivering end-to-end design, engineering, supply chain, and high-volume manufacturing across 100+ sites in 25+ countries for 400+ enterprise customers in cloud, automotive, healthcare, defense, and industrial markets.

Ownership category

akta.pro rank

Headquarters

HQ city

St. Petersburg

HQ country

United States

HQ region

North America

Offices19 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Supply Chain, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Electronics Manufacturing Services (EMS): Core revenue from providing end-to-end electronics manufacturing including design, supply chain management, manufacturing, and post-production services. Revenue is project and volume-based with long-term customer relationships.
2. Design & Engineering Services: 9,000+ engineers partner with customers from prototype to final production, engaging early in product development to ensure designs are functional and manufacturable.
3. Supply Chain Management Services: Backed by $30 billion annual purchasing spend and global supplier network, providing procurement and supply chain optimization services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Jabil is a product solutions company providing end-to-end electronics manufacturing services (EMS), including design engineering, supply chain management, manufacturing, and post-production services. The company serves 400+ enterprise customers across automotive, healthcare, defense, data centers, telecommunications, cloud infrastructure, and consumer electronics markets. Operations span 100+ sites in 25+ countries with 35M+ square feet of manufacturing space and 9,000+ engineers.

Product overview

Jabil is an engineering, supply chain, and manufacturing solutions provider offering a broad portfolio organized around its core EMS (electronics manufacturing services) business and several specialized divisions and capabilities. The core platform consists of integrated Design & Engineering, Supply Chain Management, Manufacturing, and Post-Production services delivered across 100+ sites in 25+ countries. This core is supplemented by Badger Technologies (a retail robotics division offering AI-powered autonomous store robots for inventory visibility), the Procurement & Supply Chain Services (PSCS) division providing market intelligence and procurement services externally, Photonics capabilities for optical interconnects and TFLN chiplet platforms serving AI data centres, and Flexible Electronics enabling printed and hybrid electronics on flexible substrates. The Jabil Business Connect portal serves as the customer-facing collaboration platform tying these services together.

Differentiator

Problem solved

Functional benefit

Products and services

• Jabil Core Manufacturing & Engineering Services Jabil's primary offering: integrated engineering, supply chain management, and manufacturing services that enable global brands to design, build, and scale products. Jabil's 9,000+ engineers partner with customers from prototype to final production across 100+ sites in 25+ countries, leveraging $30 billion in annual purchasing spend and a network of 38,000+ suppliers. Services span Automotive & Transportation, Cloud & Data Center, Healthcare, Defense & Aerospace, Telecommunications, Energy, and Consumer industries.
• Badger Technologies Retail Robotics A product division of Jabil Inc. specializing in autonomous AI-powered retail robotics for inventory visibility and operational execution. Badger Technologies serves grocery, home improvement, and specialty retail sectors across North America, deploying autonomous robots for shelf monitoring and inventory management.
• Procurement & Supply Chain Services (PSCS) A Jabil division providing market intelligence, procurement services, and supply chain services to external customers. Offerings include market intelligence dashboards, procurement services, and supply chain services delivered via a dedicated portal at pscs.jabil.com. Backed by $30B annual purchasing spend and 38,000+ supplier network.
• Jabil Business Connect A web-based customer collaboration portal enabling Jabil customers and team members to share documents, manage content, collaborate with teams, and track project delivery. Features include document library, blog, wiki, and calendar tools for globally dispersed teams.

Quantifiable outcome

• Manufacturing overhead reduced by 25% through AI-powered Debug Tool Assistant
• +6 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature4 records

Partnerships

Eleven partnerships are on record, tiered core, strategic and minor.

• Badger TechnologiescoreChannel Partner/ Reseller/ Distributor · 25 June 2026Badger Technologies is a product division of Jabil Inc. developing AI-powered retail robotics for inventory visibility and operational execution. Leadership expanded with new CEO John Gehre and formation of Strategic Advisory Board with executives from Walmart, Rite Aid, NielsenIQ.
• HyperLightstrategicTechnology or Integration · 19 June 2026$80 million Series C investment participation in HyperLight, a company developing thin-film lithium niobate (TFLN) photonics chips for AI data centers. Jabil participated as strategic investor alongside MediaTek (led round), Foxconn, UMC Capital, EDBI, Qatar Investment Authority, and others. Partnership expands manufacturing capacity for optical interconnects targeting 200G and 400G-per-lane solutions.
• Global Electronics Policy Council (GEPC)strategicStrategic or Co-development Partner · 17 June 2026Founding member of new industry policy council alongside AT&S, Flex, Plexus, TSMC, and TTM Technologies. Thomas Cetta, Senior VP at Jabil, appointed as GEPC chairperson. Council addresses tariff volatility, export controls, and domestic investment mandates.
• TD SYNNEXminorChannel Partner/ Reseller/ Distributor · 17 June 2026IT distribution relationship. TD SYNNEX distributes Jabil's products and solutions as part of its broad technology distribution portfolio. Jabil is one of many vendors in TD SYNNEX's ecosystem.
• Adani EnterprisescoreStrategic or Co-development Partner · 15 June 2026Strategic alliance to establish vertically integrated AI and data center infrastructure manufacturing platform in India. Partnership combines Jabil's engineering and manufacturing expertise with Adani's infrastructure, green energy assets, and logistics network. Targets multi-GW capacity for high-density AI racks, servers, storage, and networking systems for global hyperscalers. Addresses projected $3 trillion global AI infrastructure market over seven years.
• KinaxisstrategicTechnology or Integration · 4 June 2026Supply chain planning and orchestration partnership using Kinaxis Maestro platform. Jabil won Kinaxis Innovation Award 2026 for excellence in supply chain innovation. Partnership enables real-time supply chain visibility and optimization across Jabil's global operations.
• Siemens MendixstrategicTechnology or Integration · 4 June 2026Joint development of AI-powered Debug Tool Assistant using Amazon Bedrock and Siemens Mendix platform. Solution reduced manufacturing overhead by 25%, decreased scrap and rework by 15%, improved resolution speed by 20%, and boosted decision-making expertise by 10%.
• Amazon Web Services (AWS)strategicTechnology or Integration · 4 June 2026Technology partnership for AI manufacturing tools using Amazon Bedrock. AWS provides cloud infrastructure for Jabil's AI-powered Debug Tool Assistant that consolidates troubleshooting information and delivers context-aware guidance to manufacturing technicians.
• SiemenscoreStrategic or Co-development Partner · 28 May 2026Partnership to open new manufacturing facility at Crosspointe Logistics Center in Prince George County, Virginia. Jabil will operate the facility producing medium-voltage switchgear and integrated power delivery solutions for data center, utility, and industrial customers. $30 million investment funding approximately 300,000 square feet of manufacturing space with 350+ jobs. Production expected to begin fall 2026.
• Sivers SemiconductorsstrategicTechnology or Integration · 14 May 2026Partnership to develop 1.6T optical transceiver for AI data centers. Collaboration leverages Sivers' co-packaged optics (CPO) technology with Jabil's manufacturing capabilities for next-generation optical interconnects.
• Hanley Energy GroupcoreStrategic or Co-development Partner · 5 November 2025Acquisition of Hanley Energy Group for approximately $725 million (€631 million). Provider of energy management and critical power solutions for data centers. Projected annual revenue of $350-$400 million. Expected to close in early 2026. Expands Jabil's power solutions portfolio for AI data center industry.

Scale indicators18 records

Recent moves10 records

Expansion highlights9 records

Direct peers

• Flex Ltd: Flex (formerly Flextronics) is one of the largest global EMS competitors, offering end-to-end design, manufacturing, and supply chain services across multiple verticals including data center, automotive, and healthcare. Closest direct competitor to Jabil by scale, customer mix, and service portfolio.
• Hon Hai Precision (Foxconn): Foxconn is the world's largest EMS provider and a major server/AI infrastructure manufacturer serving hyperscalers and consumer electronics OEMs. Competes with Jabil in AI rack assembly, consumer electronics, and hyperscaler relationships, with significantly larger scale.
• Quanta Computer: Quanta is a leading Taiwanese ODM/EMS specializing in server manufacturing for hyperscalers and AI infrastructure. Directly competes with Jabil in cloud server racks and AI infrastructure, and is among the largest suppliers of hyperscale servers globally.
• Wistron: Wistron is a Taiwanese ODM/EMS with strong positions in servers, notebooks, and enterprise hardware. Competes with Jabil in server and storage manufacturing for hyperscalers and enterprise customers.
• Pegatron: Pegatron is a Taiwanese EMS/ODM focused on consumer electronics, computing, and increasingly server/AI infrastructure. Competes with Jabil across consumer and computing verticals, with growing overlap in AI hardware.
• Sanmina: Sanmina is a US-headquartered EMS provider serving communications, computing, healthcare, and defense end markets. Closest US-based peer to Jabil, with comparable vertical mix and similar mid-tier scale.
• Celestica: Celestica is a Canadian EMS provider with strong positions in communications, enterprise, and hyperscale data center infrastructure. Directly competes with Jabil in cloud and AI server manufacturing.
• Benchmark Electronics: Benchmark Electronics is a mid-sized US EMS provider serving aerospace, defense, medical, and industrial markets. Competes with Jabil particularly in regulated verticals and complex high-mix manufacturing.
• Plexus Corp: Plexus is a US-headquartered EMS focused on regulated, complex products in healthcare/life sciences, industrial, and aerospace/defense. Co-founder of the GEPC alongside Jabil and a direct competitor in mid-to-high complexity manufacturing.
• Fabrinet: Fabrinet is a specialty EMS provider for optical components, complex industrial, and automotive markets. Competes with Jabil in photonics and optical communications manufacturing, including AI data center optical interconnect applications.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/jabilvideos
• LinkedInlinkedin.com/company/jabil
• Xx.com/Jabil
• Facebookfacebook.com/Jabil

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries10 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A16 records

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jabil