HIGHOutside partySupplier
components only available from a single source
“10-K Item 1A: 'Some of the products we manufacture require one or more components that are only available from a single source.'”
JBL · Concentration risk · 10-K extracted
Jabil (JBL) concentration risks
Updated
The most significant concentration Jabil discloses is components only available from a single source, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Jabil’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH2
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inGeographic
revenues from international operations
“10-K Item 1A: 'We derive a substantial majority of our revenues from our international operations'”
MEDIUMOutside partyCustomer
37%
five largest customers
“10-K Item 1: 'our five largest customers accounted for approximately 37% of our net revenue'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-25Jabil's concentration profile spans supply, geography and customers. The filing says some of the products it manufactures require components available from only a single source, a high-share dependency and the most idiosyncratic of the exposures: a single supplier problem can halt production regardless of end demand. It also derives a substantial majority of its revenues from international operations, a high-share, structural exposure that reflects the global footprint of the business and brings currency, trade and geopolitical sensitivity rather than counterparty risk. On the customer side, the five largest customers accounted for approximately 37% of net revenue. This is a medium-share dependency; the loss or reduced orders from one of these accounts would be felt in volumes, though the base is not dominated by a single name. Netting these out, the international weighting is a standing feature that sets macro sensitivity, while the single-source components and the top-customer base are the two places where a specific event could move results. The supplier exposure is unquantified in the filing, so its financial weight cannot be sized from the source.
For the engine’s reasoning on JBL’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Electronic Components
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| APH | Amphenol Corporation | 2 | 1 | 1 | 4 |
| BELFB | Bel Fuse Inc. | 2 | 1 | 0 | 3 |
| JBL● | Jabil Inc. | 2 | 1 | 0 | 3 |
| BHE | Benchmark Electronics, Inc. | 2 | 0 | 0 | 2 |
| ALNT | Allient Inc. | 1 | 1 | 0 | 2 |
| BELFA | Bel Fuse Inc. | 0 | 2 | 0 | 2 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.