Jabil (NYSE:JBL) Announces Earnings Results

Jabil (NYSE:JBL) released its quarterly earnings data on Wednesday. The technology company reported $4.40 earnings per share for the quarter, topping analysts’ consensus estimates of $4.05 by $0.35, FiscalAI reports. The company had revenue of $10.62 billion for the quarter, compared to analyst estimates of $9.69 billion. Jabil had a return on equity of 89.50% and a net margin of 2.90%.The firm’s revenue for the quarter was up 28.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.29 earnings per share. Jabil updated its Q1 2027 guidance to 3.800-4.200 EPS and its FY 2027 guidance to 17.550-17.550 EPS.

Here are the key takeaways from Jabil’s conference call:

• Jabil expects fiscal 2027 revenue of approximately $44.5 billion, up 24% year over year, with core EPS of $17.55, up about 34%, and core operating margin expanding 30 basis points to 6.1%.
• Intelligent Infrastructure remains the primary growth engine, with expected revenue of $25.6 billion, up 43%, including $22.1 billion of AI-related revenue, up 54%; growth is supported by cloud infrastructure, networking, liquid cooling, power, and semiconductor equipment.
• Management emphasized broadening diversification beyond AI, including expected growth in defense and aerospace, automotive, healthcare, renewable and energy infrastructure, and warehouse and retail automation. Digital Commerce and Robotics is forecast to grow 11%, although this will be offset by a projected 15% decline in Connected Living.
• The company plans to maintain its asset-light model, with net capital expenditures targeted at 1.5%–2% of revenue and approximately $1.6 billion of fiscal 2027 free cash flow. Jabil also reiterated its commitment to return at least 80% of adjusted free cash flow to shareholders, supported by a new $1.5 billion repurchase authorization.
• Execution and supply-chain risks remain significant as Jabil ramps roughly 4 million square feet of new capacity. Management cited constrained memory availability, higher working-capital needs, and front-loaded ramp costs, with margins expected to be lower in the first half before improving as utilization and yields rise.

Jabil Stock Performance

Shares of JBL opened at $304.55 on Monday. The company has a debt-to-equity ratio of 1.78, a current ratio of 0.99 and a quick ratio of 0.65. The company has a market capitalization of $31.91 billion, a PE ratio of 31.14, a price-to-earnings-growth ratio of 0.96 and a beta of 1.30. The company’s fifty day moving average price is $316.89 and its 200 day moving average price is $326.31. Jabil has a one year low of $189.60 and a one year high of $428.93.

Jabil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Friday, August 14th were paid a $0.08 dividend. The ex-dividend date was Friday, August 14th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil’s dividend payout ratio (DPR) is presently 3.27%.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Results beat expectations: Jabil reported quarterly adjusted EPS of $4.40 versus the $4.05 consensus, while revenue rose 28.6% year over year to $10.62 billion, well above estimates of $9.69 billion. Jabil Inc. Reports Earnings Results
• Positive Sentiment: AI is driving growth: Management and analysts highlighted accelerating demand for AI infrastructure, expanded manufacturing capacity and broader customer relationships as key drivers of fiscal 2027 growth. Jabil is targeting approximately 24% revenue growth and $44.5 billion in fiscal 2027 sales. JBL Q4 Earnings Call Highlights AI-Led Fiscal 2027 Growth
• Positive Sentiment: Analyst support remains strong: JPMorgan raised its price target to $430 and maintained an Overweight rating, while Argus reaffirmed Buy with a $475 target. These targets indicate analysts see substantial upside if Jabil delivers on its AI-led expansion. Jabil’s Double-Beat and Raise
• Positive Sentiment: Commentary continues to characterize Jabil as a long-term growth stock, citing its earnings-beat record, AI exposure, asset-light model and potential margin expansion. Why Jabil Is a Top Growth Stock
• Neutral Sentiment: Jabil’s fiscal first-quarter 2027 EPS outlook of $3.80–$4.20 and full-year EPS guidance of $17.55 provide a framework for continued growth, but investors are focused on whether actual results can exceed those targets.
• Negative Sentiment: Guidance disappointed some investors: Despite the earnings beat and positive annual outlook, Jabil’s fiscal 2027 forecast failed to impress the market, triggering an initial selloff. The reaction reflects high expectations already embedded in the stock’s valuation. Jabil Retreats Amid Fiscal 2027 Outlook

Analysts Set New Price Targets

A number of research firms recently issued reports on JBL. Bank of America restated a “buy” rating and set a $470.00 price target on shares of Jabil in a research note on Thursday, June 18th. Barclays cut their price target on shares of Jabil from $426.00 to $378.00 and set an “overweight” rating for the company in a report on Thursday. Zacks Research downgraded Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 17th. Weiss Ratings cut Jabil from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, September 16th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Jabil from $425.00 to $430.00 and gave the company an “overweight” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $434.22.

About Jabil

Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.