Jabil (NYSE:JBL) Releases Quarterly Earnings Results, Beats Estimates By $0.35 EPS

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

NYSE JBL traded down $32.63 on Wednesday, reaching $286.21. The company’s stock had a trading volume of 2,885,895 shares, compared to its average volume of 1,211,343. Jabil has a twelve month low of $189.60 and a twelve month high of $428.93. The company has a debt-to-equity ratio of 2.17, a quick ratio of 0.66 and a current ratio of 0.98. The stock has a market cap of $29.99 billion, a PE ratio of 35.70, a PEG ratio of 0.71 and a beta of 1.29. The firm’s 50 day moving average is $318.09 and its two-hundred day moving average is $325.39.

Jabil Announces Dividend

The firm also recently declared 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 annualized dividend and a yield of 0.1%. Jabil’s payout ratio is 4.00%.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fiscal fourth-quarter revenue of $10.62 billion, well above the $9.69 billion analyst consensus, while earnings exceeded expectations at approximately $4.17-$4.40 per share versus estimates near $4.05-$4.06. Revenue increased 28.6% year over year, and full-year fiscal 2026 revenue grew 21%. Jabil quarterly earnings report
• Positive Sentiment: Management forecast fiscal 2027 EPS of $17.55 and revenue of $44.5 billion, above consensus estimates of $16.58 and $42.6 billion, respectively. First-quarter fiscal 2027 guidance also exceeded expectations, with EPS guidance of $3.80-$4.20 and revenue guidance of $10.6-$11.4 billion. Jabil forecasts full-year results above estimates
• Positive Sentiment: Demand from AI data centers is a key growth driver. Jabil also highlighted more than $1.5 billion in adjusted free cash flow and a 40-basis-point expansion in core operating margin during fiscal 2026. Jabil fiscal 2026 results
• Neutral Sentiment: Analysts’ average price target implies roughly 35% potential upside, and positive earnings-estimate revisions and strong momentum could support the stock. However, the article cautions that consensus price targets are an imperfect indicator. Jabil analyst price targets
• Negative Sentiment: The immediate decline suggests a “sell-the-news” reaction: investors may have expected an even stronger outlook after Jabil’s roughly 448% prior run. With the stock trading at a relatively elevated earnings multiple, strong results may not have been sufficient to trigger additional buying. Jabil posts strong earnings but stock falls

Insider Activity

In related news, EVP Matthew Crowley sold 94 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the sale, 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 sale was disclosed in a filing with the SEC, which is available at the SEC website. 1.35% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on JBL. Robert W. Baird lifted their target price on Jabil from $355.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, June 18th. Raymond James Financial lifted their price objective on shares of Jabil from $425.00 to $450.00 and gave the stock a “strong-buy” rating in a report on Thursday, June 18th. Weiss Ratings lowered shares of Jabil from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, September 16th. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 17th. Finally, Stifel Nicolaus set a $460.00 price target on shares of Jabil and gave the company a “buy” rating in a report on Thursday, June 18th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $441.78.

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.