Question 1

What percentage of Jabil Inc's revenue comes from AI?

Accepted Answer

Jabil Inc derives approximately 17.89% of its revenue from AI-related products and services, representing $6.2B in annual AI revenue out of $34.7B total. This estimate has "Derived" confidence — calculated from reported segments primarily serving ai.

Question 2

What is Jabil Inc's AI Fair Value?

Accepted Answer

Jabil Inc's AI Fair Value is $5.1B, ranking it #50 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Jabil Inc's AI revenue changed recently?

Accepted Answer

Jabil Inc's AI revenue percentage increased from 18.0% to 20.0% (+2.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Jabil Inc compare to peers in AI Apps?

Accepted Answer

Jabil Inc's AI revenue percentage of 17.89% is above the AI Apps layer average of 9.2%. Among 5 ranked peers, 1 peer have a higher AI revenue percentage.

Question 5

Where does Jabil Inc sit in the AI supply chain?

Accepted Answer

Jabil Inc operates in the AI Applications & Verticals layer (Layer 9 of 9) of the AI supply chain. Companies deploying AI in specific industries — autonomous vehicles, healthcare, robotics, and more.

Question 6

How reliable is Jabil Inc's AI revenue estimate?

Accepted Answer

Jabil Inc's AI revenue data has a "Derived" confidence tier. Calculated from reported segments primarily serving AI. Source: SEC Filing Analysis.

Jabil Inc

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