Jabil (NYSE:JBL) Issues Q4 2026 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.800-4.200 for the period, compared to the consensus EPS estimate of 3.690. The company issued revenue guidance of $9.2 billion-$10.0 billion, compared to the consensus revenue estimate of $9.0 billion. Jabil also updated its FY 2026 guidance to 12.700-12.700 EPS.

Jabil Price Performance

Shares of NYSE:JBL opened at $376.40 on Wednesday. The business’s fifty day moving average price is $343.79 and its two-hundred day moving average price is $279.53. The stock has a market cap of $39.71 billion, a PE ratio of 50.52, a price-to-earnings-growth ratio of 1.81 and a beta of 1.28. The company has a debt-to-equity ratio of 2.50, a quick ratio of 0.68 and a current ratio of 1.01. Jabil has a one year low of $185.00 and a one year high of $398.89.

Jabil (NYSE:JBL) last announced its earnings results on Wednesday, June 17th. The technology company reported $3.16 EPS for the quarter, beating analysts’ consensus estimates of $3.12 by $0.04. The firm had revenue of $8.75 billion for the quarter, compared to analysts’ expectations of $8.61 billion. Jabil had a return on equity of 80.96% and a net margin of 2.48%.Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. On average, analysts forecast that Jabil will post 11.37 EPS for the current fiscal year.

Jabil Dividend Announcement

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

Analysts Set New Price Targets

JBL has been the topic of a number of analyst reports. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, May 18th. Raymond James Financial reiterated a “strong-buy” rating and set a $425.00 target price on shares of Jabil in a report on Wednesday, June 10th. JPMorgan Chase & Co. increased their target price on Jabil from $270.00 to $300.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. Bank of America increased their target price on Jabil from $295.00 to $354.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, UBS Group raised their price objective on Jabil from $273.00 to $380.00 and gave the stock a “neutral” rating in a report on Tuesday, June 9th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $357.25.

Insider Buying and Selling at Jabil

In other news, SVP May Yee Yap sold 1,634 shares of the firm’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $306.74, for a total transaction of $501,213.16. Following the sale, the senior vice president owned 23,787 shares in the company, valued at $7,296,424.38. This trade represents a 6.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Gary K. Schick sold 1,000 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $340.00, for a total value of $340,000.00. Following the sale, the senior vice president owned 39,843 shares in the company, valued at $13,546,620. This trade represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 37,981 shares of company stock valued at $11,360,740. 1.35% of the stock is currently owned by insiders.

More Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil announced a strategic alliance with Adani Enterprises to build an integrated AI and data center infrastructure manufacturing platform in India, giving investors a potential new growth driver tied to rising AI spending. Apple supplier Jabil, Adani partner to build AI data center infra platform in India
• Positive Sentiment: Several articles highlighted Jabil’s strong momentum profile and recent 52-week high, suggesting traders see continued upside ahead of earnings if current business trends hold. Jabil, Inc. (JBL) Hit a 52 Week High, Can the Run Continue?
• Positive Sentiment: Analyst-style previews said Jabil has a strong earnings surprise track record and may be positioned to beat estimates again in the next report, which is supporting sentiment before results. Will Jabil (JBL) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Multiple “buy ahead of earnings” and “how should you play the stock” articles reflect heightened investor attention, but they mostly reiterate expectations rather than reveal a new catalyst. Is Jabil (JBL) a ‘Buy’ Ahead of Its Upcoming Earnings Announcement?
• Neutral Sentiment: Coverage ahead of Q2/Q3 earnings says Jabil enters the report with AI infrastructure, photonics partnerships, and healthcare strength, but also notes some signals could temper expectations. Jabil’s Q3 Earnings Coming Up: How Should You Play the Stock?

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in JBL. Amundi boosted its holdings in Jabil by 55.3% in the third quarter. Amundi now owns 704,246 shares of the technology company’s stock valued at $142,399,000 after acquiring an additional 250,626 shares during the last quarter. Alyeska Investment Group L.P. boosted its holdings in Jabil by 920.0% in the fourth quarter. Alyeska Investment Group L.P. now owns 259,921 shares of the technology company’s stock valued at $59,267,000 after acquiring an additional 234,438 shares during the last quarter. Verbena Value LP acquired a new position in Jabil in the fourth quarter valued at $36,027,000. Balyasny Asset Management L.P. purchased a new position in Jabil in the fourth quarter valued at about $32,507,000. Finally, Man Group plc raised its position in Jabil by 319.1% in the third quarter. Man Group plc now owns 175,736 shares of the technology company’s stock valued at $38,165,000 after purchasing an additional 133,804 shares during the period. Institutional investors and hedge funds own 93.39% of the company’s stock.

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.