Company profiles · Reshoring, Industrials & Semis

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

WINNERWATCH TIER
Last close · Oct 30$272.72 −9.5% since report
Report price · Aug 28, 2026 close$301.45
Market cap$31.6B
52-wk range189.60–428.93
Dividend · quarterly$0.32/yr 0.12% · next Dec 2

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.

Dividend · #45 of 47 payers by yield
0.12% yield
$0.32 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$0.08a share, 4× a year
Next payoutDec 2declared · $0.08 a share
Last ex-dateAug 14, 2026next ex-date Nov 16, 2026
Last paidSept 2, 2026$0.08 a share
Payout ratio3%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $272.723.67
Each payment$0.29
Per year · 4 payments$1.17
Recent payments
Ex-datePaidPer share
Aug 14, 2026Sept 2, 2026$0.08
May 15, 2026Jun 2, 2026$0.08
Feb 17, 2026Mar 3, 2026$0.08
Nov 17, 2025Dec 2, 2025$0.08

Yield = $0.08 × 4 ÷ the Oct 30 close of $272.72. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source