Jabil Inc. (JBL)
Jabil provides contract electronics manufacturing and supply-chain services for a broad range of hardware makers.
Information Technology stock comparison
JBL vs KLAC: which business are you actually underwriting?
Compare Jabil Inc. with KLA Corporation using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Different SIC
- Shared themes
- 1
- Updated
- 2026-08-06
JBL vs KLAC: quick comparison
| Company fact | JBL | KLAC |
|---|---|---|
| Company | Jabil Inc. | KLA Corporation |
| Exchange | NYSE | NASDAQ |
| SEC industry | Printed Circuit Boards | Optical Instruments & Lenses |
| Fiscal year-end | August 31 | June 30 |
| Latest annual filing | 10-K · 2025-10-17 | 10-K · 2026-08-06 |
JBL vs KLAC: audited financials
JBL reported about 2.5× the revenue of KLAC in the latest audited fiscal year. On profitability, KLAC converted a larger share of revenue into net income (33.4% versus 2.2%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | JBL | KLAC |
|---|---|---|
| Revenue | $29.8B | $12.2B |
| Net income | $657M | $4.1B |
| Operating cash flow | $1.6B | $4.1B |
| Diluted EPS | $5.92 | $3.04 |
| Net margin | 2.2% | 33.4% |
JBL: FY ending 2025-08-31 · KLAC: FY ending 2025-06-30. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
JBL and KLAC have different SEC industry classifications, but both map to the maintained Tariffs & trade research theme inside the Information Technology sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
KLA Corporation (KLAC)
KLA makes the process-control and inspection systems chipmakers rely on to detect defects during semiconductor manufacturing.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. JBL is classified by the SEC as Printed Circuit Boards, while KLAC is classified as Optical Instruments & Lenses. The different industry codes are a warning against treating sector membership as proof of identical economics.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study JBL when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study KLAC when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
Tariffs & trade
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.JBL's fiscal year ends August 31, while KLAC's ends June 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 0matched transaction rows for JBLand 10 for KLAC. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
JBL primary filings
KLAC primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
JBL vs KLAC FAQs
Are JBL and KLAC direct competitors?
Jabil Inc. and KLA Corporation sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, JBL or KLAC?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this JBL vs KLAC comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Jabil Inc. and KLA Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
JBL vs KLAC shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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