Jabil management check
JBL · Information Technology · Electronic Manufacturing Services · CEO Michael Dastoor
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2021 grew to $612, against $182 for the peer group the company picked itself.
- Watch
Does pay follow performance?
Pay only loosely tracked returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.03 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
2.4% of net income$16.1m of reported pay in fiscal 2025, against $657.0m of net income.
- Good
Do they own the stock?
Insiders are buyingThe CEO holds 251,555 shares, directly or through trusts (unvested awards not counted): about 4.3 years of pay. 1 insider bought $150k on the open market in the last six months, with their own money, near the lows. Sales: $969k.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -9.7% a year over the last three fiscal years. Stock-based pay was 0.4% of revenue in the latest year.
- Flag
Is leadership stable?
3 CEOs in the pay tableCEOs in the pay table: Mr. Michael Dastoor, Mr. Kenneth Wilson, Mr. Mark Mondello. 8 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 100 | 33 | |
| Pay for performance | 51 | 87 | |
| CEO cost | 18 | 35 | |
| Skin in the game | 87 | 47 | |
| Dilution | 100 | 56 | |
| Stable leadership | 5 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Electronic Manufacturing Services, by management score. Jabil is 28th of 73 in its sector.
- 99TELTE Connectivity76
- 225VRSNVerisign66
- 228JBLJabil66
- 235MRVLMarvell Technology66
- 236QCOMQualcomm65
- 237CDWCDW Corporation65
Pay versus performance
From the proxy statement filed December 12, 2025. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Michael Dastoor, Mr. Kenneth Wilson, Mr. Mark Mondello | $16.1m | $33.3m | $5.8m | $612 | $182 | $657.0m |
| 2024 | — | $11.9m | $4.6m | $4.2m | $326 | $171 | $1.4bn |
| 2023 | — | $16.6m | $67.0m | $3.8m | $340 | $144 | $818.0m |
| 2022 | — | $16.4m | $10.6m | $4.4m | $179 | $130 | $996.0m |
| 2021 | — | $15.6m | $56.0m | $5.2m | $182 | $145 | $696.0m |
The board says pay is tied most to CANCOI. Its other key measures: Margin, Free Cash Flow, Core EPS, Relative TSR.
Insiders and the CEO's stake
Michael Dastoor (CEO) held 251,555 shares directly after their latest Form 4 on Oct 19, 2026, roughly $70.0m at that filing's price.
1 insider bought $150k on the open market in the last six months, with their own money, near the lows. Sales: $969k.
- BoughtN. V. TyagarajanDirector$150kJul 17, 2026
- SoldGary K. SchickSVP, CHRO$937kOct 20, 2026
- SoldMatthew CrowleyEVP, Global Business Units$32kJul 6, 2026
Leadership and governance on file
- Jan 28, 2026Leadership change8-K 5.02
- Oct 21, 2025Leadership change8-K 5.02
- Apr 22, 2025Leadership change8-K 5.02
- Sep 6, 2024Leadership change8-K 5.02
- May 31, 2024Leadership change8-K 5.02
- May 20, 2024Leadership change8-K 5.02
- Apr 18, 2024Leadership change8-K 5.02
- Nov 6, 2023Leadership change8-K 5.02
- Aug 25, 2023Leadership change8-K 5.02
- Aug 15, 2023Leadership change8-K 5.02
- Apr 26, 2023Leadership change8-K 5.02
- Dec 1, 2022Leadership change8-K 5.02
Latest shareholder vote results: Jan 27, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $5.3bn returned to owners in buybacks and dividends, 117% of net income, and $474.0m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $29.3bn | $33.5bn | $34.7bn | $28.9bn | $29.8bn |
| Net income | $696.0m | $996.0m | $818.0m | $1.4bn | $657.0m |
| Stock-based pay | $102.0m | $81.0m | $95.0m | $89.0m | $107.0m |
| Buybacks | $428.0m | $696.0m | $487.0m | $2.5bn | $1.0bn |
| Dividends | $50.0m | $48.0m | $45.0m | $42.0m | $36.0m |
| Diluted shares | 152m | 144m | 136m | 124m | 111m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.