HIGHOutside partySupplier
single-source components
“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 single-source components, 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.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Jabil’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM2
LOW1
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).
MEDIUMOutside partyCustomer
36%
five largest customers
“10-K Item 1: 'our five largest customers accounted for approximately 36% of our net revenue'”
MEDIUMBuilt-inGeographic
China
“10-K Item 1A: 'a significant portion of our manufacturing, design, support and storage operations are conducted in our facilities in China'”
LOWOutside partyCustomer
16%
Customer A
“10-K Item 1: 'Customer A (1)| | 16 | %'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile spans three dimensions — supply chain, customer revenue, and geography — with the supply-chain dependency carrying the highest disclosed size. The filing notes that some products require one or more components available only from a single source, a high-share dependency by disclosed size; single-sourced components create the most idiosyncratic risk because a disruption at any such supplier has no ready substitute. On the customer side, the five largest customers accounted for approximately 36% of net revenue, a moderate share by disclosed size, reflecting a reasonably diversified commercial base without a single dominant buyer. A separate pipe-table disclosure identifies Customer A with a percentage figure, but because that figure appears inside a pipe-delimited table fragment it is treated qualitatively: Customer A represents the largest single disclosed customer relationship but its weight as a low-share item is modest within the broader revenue base. The China geographic exposure adds a structural layer: a significant portion of manufacturing, design, support, and storage operations are conducted in facilities in China, a moderate-share concentration by disclosed size. This reflects the company's global manufacturing footprint rather than a dependency on any single buyer, and its risk channels are trade policy, tariffs, and operational disruption rather than commercial loss. The combination of single-source supply risk and China manufacturing exposure gives the profile a heavier operational character than the customer revenue numbers alone would suggest.
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 |
|---|---|---|---|---|---|
| CLS | Celestica, Inc. | 2 | 2 | 0 | 4 |
| APH | Amphenol Corporation | 2 | 1 | 1 | 4 |
| BELFB | Bel Fuse Inc. | 2 | 1 | 0 | 3 |
| BHE | Benchmark Electronics, Inc. | 2 | 0 | 0 | 2 |
| JBL● | Jabil Inc. | 1 | 2 | 1 | 4 |
| 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.