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

Jabil (NYSE:JBL) posted its earnings results on Wednesday. The technology company reported $4.40 EPS for the quarter, topping the consensus estimate of $4.05 by $0.35, FiscalAI reports. Jabil had a net margin of 2.90% and a return on equity of 89.50%. The firm had revenue of $10.62 billion for the quarter, compared to the consensus estimate of $9.69 billion. During the same period in the prior year, the business posted $3.29 earnings per share. The business’s quarterly revenue 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 Trading Up 1.6%

JBL opened at $304.55 on Friday. The firm’s fifty day moving average is $316.89 and its two-hundred day moving average is $325.84. The firm has a market cap of $31.91 billion, a PE ratio of 31.14, a price-to-earnings-growth ratio of 0.67 and a beta of 1.30. 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 1.78, a quick ratio of 0.66 and a current ratio of 0.99.

Jabil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued 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 dividend payout ratio (DPR) is 3.27%.

Insider Transactions at Jabil

In related news, EVP Matthew Crowley sold 94 shares of the stock in a transaction that occurred on Monday, July 6th. The stock was 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 of the company’s stock, valued at approximately $19,849,920. This represents a 0.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.35% of the company’s stock.

Wall Street Analyst Weigh In

JBL has been the subject of a number of research reports. Raymond James Financial raised their price target on shares of Jabil from $425.00 to $450.00 and gave the company a “strong-buy” rating in a report on Thursday, June 18th. Argus reiterated a “buy” rating and issued a $475.00 price objective on shares of Jabil in a research report on Thursday. Robert W. Baird boosted 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. UBS Group raised Jabil from a “neutral” rating to a “buy” rating and set a $430.00 price target on the stock in a research note on Tuesday, August 11th. Finally, The Goldman Sachs Group decreased their price target on Jabil from $482.00 to $375.00 and set a “buy” rating on the stock in a report on Tuesday, September 8th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $434.22.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Results beat expectations: Jabil reported quarterly adjusted EPS of $4.40 versus the $4.05 consensus, while revenue rose 28.6% year over year to $10.62 billion, well above estimates of $9.69 billion. Jabil Inc. Reports Earnings Results
• Positive Sentiment: AI is driving growth: Management and analysts highlighted accelerating demand for AI infrastructure, expanded manufacturing capacity and broader customer relationships as key drivers of fiscal 2027 growth. Jabil is targeting approximately 24% revenue growth and $44.5 billion in fiscal 2027 sales. JBL Q4 Earnings Call Highlights AI-Led Fiscal 2027 Growth
• Positive Sentiment: Analyst support remains strong: JPMorgan raised its price target to $430 and maintained an Overweight rating, while Argus reaffirmed Buy with a $475 target. These targets indicate analysts see substantial upside if Jabil delivers on its AI-led expansion. Jabil’s Double-Beat and Raise
• Positive Sentiment: Commentary continues to characterize Jabil as a long-term growth stock, citing its earnings-beat record, AI exposure, asset-light model and potential margin expansion. Why Jabil Is a Top Growth Stock
• Neutral Sentiment: Jabil’s fiscal first-quarter 2027 EPS outlook of $3.80–$4.20 and full-year EPS guidance of $17.55 provide a framework for continued growth, but investors are focused on whether actual results can exceed those targets.
• Negative Sentiment: Guidance disappointed some investors: Despite the earnings beat and positive annual outlook, Jabil’s fiscal 2027 forecast failed to impress the market, triggering an initial selloff. The reaction reflects high expectations already embedded in the stock’s valuation. Jabil Retreats Amid Fiscal 2027 Outlook

About Jabil

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.