Jabil (NYSE:JBL) Updates Q4 2026 Earnings Guidance

Jabil (NYSE:JBL) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 3.800-4.200 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

A number of research firms recently weighed in on JBL. Zacks Research lowered Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 18th. Raymond James Financial reiterated a “strong-buy” rating and issued a $425.00 price target on shares of Jabil in a research report on Wednesday, June 10th. UBS Group increased their price target on Jabil from $273.00 to $380.00 and gave the company a “neutral” rating in a research report on Tuesday, June 9th. Barclays increased their price target on Jabil from $283.00 to $304.00 and gave the company an “overweight” rating in a research report on Wednesday, March 18th. Finally, Wall Street Zen downgraded Jabil from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 11th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $357.25.

Jabil Stock Performance

JBL opened at $376.40 on Wednesday. The company 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 stock has a 50-day moving average of $343.79 and a 200-day moving average of $279.53. Jabil has a 52-week low of $185.00 and a 52-week high of $398.89. 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 (NYSE:JBL) last posted its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping the consensus estimate of $3.12 by $0.04. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The business had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.61 billion. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. As a group, equities research analysts forecast that Jabil will post 11.37 earnings per share for the current fiscal year.

Jabil Dividend Announcement

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

Insider Activity

In related news, CEO Michael Dastoor sold 9,467 shares of the business’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $286.64, for a total transaction of $2,713,620.88. Following the transaction, the chief executive officer directly owned 253,099 shares in the company, valued at $72,548,297.36. The trade was a 3.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Steven D. Borges sold 7,000 shares of the business’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $290.00, for a total value of $2,030,000.00. Following the transaction, the executive vice president owned 76,524 shares in the company, valued at $22,191,960. This represents a 8.38% decrease in their ownership of the stock. 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 valued at $11,360,740. Corporate insiders own 1.35% of the company’s stock.

Jabil News Summary

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

Institutional investors have recently modified their holdings of the company. Greenline Wealth Management LLC bought a new position in shares of Jabil in the fourth quarter valued at approximately $28,000. Virtus Advisers LLC bought a new position in shares of Jabil in the fourth quarter valued at approximately $32,000. Wilkerson Advisory Group LLC bought a new position in shares of Jabil in the fourth quarter valued at approximately $34,000. DV Equities LLC bought a new position in shares of Jabil in the fourth quarter valued at approximately $34,000. Finally, Banque Cantonale Vaudoise bought a new position in shares of Jabil in the third quarter valued at approximately $43,000. Institutional investors own 93.39% of the company’s stock.

Jabil Company Profile

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.