Jabil (NYSE:JBL) Issues Earnings Results

Jabil (NYSE:JBL) posted its quarterly earnings data on Wednesday. The technology company reported $3.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.10 by $0.06, FiscalAI reports. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The business had revenue of $8.75 billion for the quarter, compared to the consensus estimate of $8.61 billion. During the same period last year, the firm posted $2.55 earnings per share. The company’s revenue was up 11.8% compared to the same quarter last year. Jabil updated its FY 2026 guidance to 12.700-12.700 EPS and its Q4 2026 guidance to 3.800-4.200 EPS.

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

• Jabil delivered a strong Q3 with revenue of $8.8 billion, up 12% year over year and above expectations, while core EPS rose 24% to $3.16 and free cash flow came in better than anticipated.
• Intelligent Infrastructure remained the main growth driver, with AI-related revenue now expected to reach $13.6 billion in fiscal 2026, up $500 million from the prior outlook and about 50% higher year over year.
• Management said it won a third hyperscaler customer and expects AI-related growth in FY2027 to be similar in percentage terms to FY2026, while noting the business remains asset-light with CapEx still targeted at 1.5%–2% of sales.
• Jabil raised its full-year FY2026 outlook to about $35 billion in revenue, core EPS of roughly $12.70, core operating margin of 5.8%, and adjusted free cash flow of more than $1.4 billion.
• Management sounded constructive on several non-AI end markets, including better-than-expected performance in automotive, renewables, healthcare, and connected living, but cautioned that some FY2027 trends are still being shaped by component availability, mix, and ramp timing.

Jabil Stock Performance

NYSE JBL opened at $371.04 on Friday. The stock’s fifty day moving average is $347.91 and its two-hundred day moving average is $281.84. The firm has a market capitalization of $39.14 billion, a P/E ratio of 46.32, a price-to-earnings-growth ratio of 1.76 and a beta of 1.28. The company has a debt-to-equity ratio of 2.17, a quick ratio of 0.68 and a current ratio of 0.98. Jabil has a fifty-two week low of $189.60 and a fifty-two week high of $428.93.

Jabil Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 2nd. Investors of record on Friday, May 15th were given a dividend of $0.08 per share. The ex-dividend date was Friday, May 15th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil’s dividend payout ratio (DPR) is presently 4.30%.

Analyst Ratings Changes

Several research firms recently weighed in on JBL. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 18th. Stifel Nicolaus set a $460.00 price objective on Jabil and gave the stock a “buy” rating in a report on Thursday. UBS Group boosted their price objective on Jabil from $380.00 to $430.00 and gave the stock a “neutral” rating in a research note on Thursday. Barclays increased their target price on Jabil from $304.00 to $426.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Argus set a $475.00 price target on Jabil in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $453.67.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fiscal third-quarter results ahead of expectations, with revenue of about $8.8 billion and adjusted EPS of $3.16, driven by strong AI infrastructure and data-center demand. The company also raised its full-year outlook, which supports the view that growth momentum is continuing. Jabil Posts Third Quarter Results
• Positive Sentiment: Analysts turned more constructive after the report, with JPMorgan and Raymond James both raising their price targets to $450 and maintaining bullish ratings, suggesting Wall Street sees further upside if AI-related demand stays strong. Analyst Price Target Updates
• Positive Sentiment: Jabil said it is expanding manufacturing capacity in India by opening a new Pune factory, increasing its footprint in the country as it scales production to meet demand and diversify its supply chain. Jabil Expands Manufacturing Capacity in India
• Neutral Sentiment: Recent commentary and earnings-call coverage highlighted Jabil’s AI supercycle positioning, margin improvement path, and segment diversification, reinforcing the growth narrative but offering little new hard data beyond the earnings release. Jabil Just Gave Investors a Stronger Reason to Buy the Dip
• Negative Sentiment: Some headlines noted that shares slipped after the earnings surge, suggesting investors are locking in profits despite the strong operational results. Jabil Tops Forecasts on AI Demand and Strong Guidance, but Shares Slip

Insiders Place Their Bets

In other Jabil news, SVP Gary K. Schick sold 1,000 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $340.00, for a total value of $340,000.00. Following the transaction, the senior vice president directly owned 39,843 shares in the company, valued at $13,546,620. The trade was a 2.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Anousheh Ansari sold 2,000 shares of the stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $300.00, for a total transaction of $600,000.00. Following the completion of the sale, the director directly owned 31,800 shares of the company’s stock, valued at approximately $9,540,000. This trade represents a 5.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 37,981 shares of company stock worth $11,360,740. 1.35% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Greenline Wealth Management LLC acquired a new stake in Jabil during the fourth quarter worth $28,000. Virtus Advisers LLC purchased a new stake in Jabil in the fourth quarter valued at $32,000. Wilkerson Advisory Group LLC acquired a new position in shares of Jabil in the 4th quarter valued at $34,000. DV Equities LLC purchased a new position in shares of Jabil during the 4th quarter worth $34,000. Finally, Banque Cantonale Vaudoise purchased a new position in shares of Jabil during the 3rd quarter worth $43,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.

About Jabil

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.