Company profiles · Reshoring, Industrials & Semis

Jabil (JBL): US–Canada Tariff Exposure, Government Contracts, and Risk

WINNERWATCH TIER
Price · Aug 28, 2026 close$301.45
Market cap$31.6B
52-wk range189.60–428.93

Why it’s on the map

OEMs rent Jabil's US floors for 'assembled in USA'; FY26 outlook $35B on AI.

Government money & contracts

None.

Customers & commercial

Hyperscalers, OEMs.

Catalysts

FQ4.

Risk

Mexico exposure.

Tariff durability

Fundamentals.

Source: https://stockanalysis.com/stocks/jbl/