Can Jabil's Supply Chain Strength Sustain Its Growth Momentum?

Jabil Inc. reported Q3 fiscal 2026 revenues of $8.8 billion (up 12% YoY) with core margins at 5.8%, benefiting from its geographically diversified manufacturing presence across 25 countries. The company is expanding capacity in India, Memphis, Mexico, and North Carolina to address evolving demand and mitigate geopolitical and tariff-related supply chain risks. Jabil currently trades at a forward P/E of 18.65, below the industry average, and carries a Zacks Rank #3 (Hold) rating.