Jabil (NYSE:JBL) Posts Quarterly Earnings Results, Beats Expectations By $0.35 EPS

Jabil (NYSE:JBL) issued its earnings results on Wednesday. The technology company reported $4.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.05 by $0.35, reports. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The company had revenue of $10.62 billion during the quarter, compared to analyst estimates of $9.69 billion. During the same quarter last year, the business posted $3.29 EPS. The company’s revenue for the quarter was up 28.6% on a year-over-year basis. 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 Price Performance

Shares of NYSE JBL traded down $33.61 during midday trading on Wednesday, reaching $285.23. 3,019,579 shares of the company were exchanged, compared to its average volume of 1,212,203. The company has a quick ratio of 0.66, a current ratio of 0.98 and a debt-to-equity ratio of 2.17. Jabil has a one year low of $189.60 and a one year high of $428.93. The stock has a market cap of $29.89 billion, a P/E ratio of 35.74, a PEG ratio of 0.71 and a beta of 1.29. The stock’s 50-day moving average price is $318.09 and its 200-day moving average price is $325.39.

Jabil Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were given 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 currently 4.00%.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fiscal Q4 adjusted earnings of $4.40 per share, above the roughly $4.05-$4.06 analyst consensus, while revenue of $10.62 billion exceeded expectations of about $9.69 billion. Earnings increased from $3.29 per share a year earlier, and revenue grew 28.6%. Jabil Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Management forecast fiscal 2027 earnings per share of $17.55 and revenue of $44.5 billion, ahead of consensus estimates of $16.58 and $42.6 billion, respectively. First-quarter fiscal 2027 guidance also topped expectations, with EPS of $3.80-$4.20 and revenue of $10.6-$11.4 billion. Jabil Forecasts Full-Year Results Above Estimates
• Positive Sentiment: AI infrastructure and data-center demand remain major growth drivers. Jabil said fiscal 2026 revenue increased 21%, core operating margin expanded by 40 basis points and adjusted free cash flow exceeded $1.5 billion. Jabil Posts Fourth Quarter and Fiscal Year 2026 Results
• Neutral Sentiment: Analysts’ average price target implies approximately 35% potential upside, and upward earnings revisions support the bullish case. However, price-target metrics are not guarantees and may lag changes in valuation or expectations. Wall Street Analysts Predict Upside in Jabil
• Negative Sentiment: Despite the earnings beat and optimistic guidance, Jabil’s stock has declined, likely reflecting profit-taking after a reported 448% run, a roughly 36 P/E multiple and a “sell-the-news” reaction. The decline suggests investors had already priced in substantial AI-driven growth and now expect continued execution.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on JBL shares. Argus set a $475.00 target price on shares of Jabil in a research note on Thursday, June 18th. The Goldman Sachs Group dropped their price objective on shares of Jabil from $482.00 to $375.00 and set a “buy” rating for the company in a research report on Tuesday, September 8th. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 17th. Robert W. Baird boosted their price target on shares of Jabil from $355.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, June 18th. Finally, Bank of America restated a “buy” rating and set a $470.00 price objective on shares of Jabil in a report on Thursday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Jabil has an average rating of “Buy” and a consensus target price of $441.78.

Insider Transactions at Jabil

In other Jabil news, EVP Matthew Crowley sold 94 shares of the stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $345.00, for a total value of $32,430.00. Following the completion of the transaction, the executive vice president directly owned 57,536 shares in the company, valued at approximately $19,849,920. This trade represents a 0.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.35% of the stock is currently owned by insiders.

Jabil Company Profile

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.