JBL

A month has gone by since the last earnings report for Jabil (JBL). Shares have lost about 17.4% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Jabil due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Jabil third-quarter fiscal 2026 results surpassed expectations, driven by robust AI infrastructure demand and broad-based growth across its portfolio. Core earnings of $3.16 per share increased 23.9% year over year and topped the Zacks Consensus Estimate of $3.12 by 1.28%.Net revenues rose 11.8% to $8.75 billion and exceeded the consensus mark of $8.63 billion by 1.39%. Intelligent Infrastructure remained the key growth engine, with segment revenues climbing 21% year over year. Jabil reported third-quarter fiscal 2026 net revenues of $8.75 billion, up from $7.83 billion in the year-ago quarter. Revenues benefited from strong demand across multiple end markets, particularly AI-related cloud and data center infrastructure programs.Core operating income increased to $504 million from $420 million a year ago. Core diluted earnings per share rose to $3.16 from $2.55, reflecting solid operating execution and margin expansion. On a GAAP basis, diluted earnings per share improved to $2.59 from $2.03. The Intelligent Infrastructure segment remained Jabil’s largest business, contributing 48% of total revenue during the quarter. Segment revenue increased 21% year over year to approximately $4.2 billion, supported by strong demand in capital equipment, cloud and data center infrastructure, as well as networking and communications.Management noted that networking and communications revenue increased more than 50%, aided by a strong networking ramp in India. Segment core operating margin expanded 80 basis points year over year to 6.1%, highlighting favorable mix and execution. Regulated Industries generated revenues of roughly $3.2 billion, representing 36% of total company sales. Revenues increased 4% year over year, driven primarily by stronger-than-expected automotive and transportation demand. Core operating margin improved 10 basis points to 5.6%.Connected Living and Digital Commerce accounted for...

ST. PETERSBURG, Fla., July 16, 2026--(BUSINESS WIRE)--Jabil Inc. (NYSE: JBL) today announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock to shareholders of record as of August 14, 2026. The dividend is payable on September 2, 2026. Jabil has paid consecutive quarterly cash dividends on its common shares since May 15, 2006. About Jabil: At Jabil (NYSE: JBL), we are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, supply chain, and manufacturing solutions. With 60 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise to deliver both scalable and customized solutions. Our commitment extends beyond business success as we strive to build sustainable processes that minimize environmental impact and foster vibrant and diverse communities around the globe. Discover more at www.jabil.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716426126/en/ Contacts Investor Contact Adam BerrySenior Vice President, Investor Relations and Corporate [email protected] Media Contact Timur AydinSenior Director, Enterprise Marketing and [email protected]

Investors often view consistent earnings growth as a sign of a company’s financial strength. However, an even stronger signal is earnings acceleration, which can be a key driver of stock price gains. Research suggests that many of the top-performing stocks exhibit accelerating earnings before their share prices begin a sustained upward movement. With that in mind, Jabil Inc. JBL, CECO Environmental Corp. CECO and Klarna Group plc KLAR are demonstrating strong earnings acceleration and are worth buying in the second half of 2026. Earnings acceleration refers to the incremental growth in a company’s earnings per share (EPS). Put simply, if a company’s quarter-over-quarter earnings growth rate increases over a given period, it can be called earnings acceleration. In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps identify stocks that haven’t yet caught investors’ attention and, once secured, will invariably lead to a rally in share price. This is because earnings acceleration considers both the direction and magnitude of growth rates. An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down. Look at stocks for which the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods’ growth rates. The projected EPS growth rate for the upcoming quarter is expected to exceed that of prior periods. EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1). EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2). EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over three quarters ag...

Jabil delivered a quarter that met Wall Street’s expectations, with management attributing broad-based revenue growth to robust performance across its key segments. CEO Mike Dastoor emphasized that demand for AI infrastructure remained especially strong, with Automotive & Transportation and Digital Commerce also outperforming initial assumptions. The company’s diversified approach was cited as central to weathering varying market cycles, while Intelligent Infrastructure growth was fueled by capital equipment and networking demand, including a significant ramp in India. CFO Greg Hebard highlighted operational discipline as a key factor supporting margin stability and strong free cash flow. Is now the time to buy JBL? Find out in our full research report (it’s free). Revenue: $8.75 billion vs analyst estimates of $8.55 billion (11.8% year-on-year growth, 2.3% beat) Adjusted EPS: $3.16 vs analyst estimates of $3.12 (1.3% beat) Revenue Guidance for Q3 CY2026 is $9.6 billion at the midpoint, above analyst estimates of $8.95 billion Management raised its full-year Adjusted EPS guidance to $12.70 at the midpoint, a 3.7% increase Operating Margin: 5.1%, in line with the same quarter last year Market Capitalization: $39.76 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ruplu Bhattacharya (Bank of America) asked how Jabil can sustain leadership in AI infrastructure as the revenue base expands. CEO Mike Dastoor cited end-to-end solutions and the onboarding of a third hyperscaler as key differentiators. Steven Fox (Fox Advisors) pushed for details on networking growth and future margin improvement. Dastoor described the ongoing ramp in India and anticipated margin gains as new capacity is fully utilized. Samik Chatterjee (JPMorgan) questioned if Intelligent Infrastructure’s upside was solely from new customers. Dastoor clarified growth is broad-based, not just from the third hyperscaler, and includes pent-up demand from prior quarters. Mark Delaney (Goldman Sachs) asked about supply chain risks for AI-related revenue. Dastoor acknowledged high demand for components but said key customers are well-positioned to secure al...

Artificial intelligence (AI) infrastructure spending is picking up faster than many expected. What was earlier seen at about $600 billion for 2026 has now been revised to around $750 billion, showing a 67% jump. That money is flowing straight into companies that build and support data centers, with demand rising across the board. Semiconductor revenue has already crossed $1 trillion in 2026, mostly driven by AI, while manufacturers tied to cloud and data centers are seeing steady growth. The electronics manufacturing services market is also expected to reach $853 billion by 2030, with AI leading that expansion. Dear Microsoft Stock Fans, Mark Your Calendars for June 30 Micron Technology Earnings: Bull Put Spread Trade Dear Walmart Stock Fans, Mark Your Calendars for June 22 Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! That trend is already showing up in Jabil (JBL). Shares of JBL stock jumped about 9% after the company reported fiscal third-quarter 2026 results. Jabil reported about $8.8 billion in revenue, beating expectations, and pointed to strong demand from its Intelligent Infrastructure segment. The firm also raised its outlook, now expecting AI-related revenue to reach $13.6 billion for the full year. With JBL stock up 79% over the past year and more growth expected into fiscal 2027, is this a lasting shift driven by AI demand? Or is it just a strong run that could cool off? Let’s take a closer look. Jabil helps big technology and industrial companies build and manage electronic products, which puts it right in the middle of fast-growing areas like cloud and AI infrastructure. The stock has been on a strong run this year, up 79% over the past 52 weeks and 62% so far this year. That rally has pushed the valuation higher, with its forward price-to-earnings (P/E) ratio of 32.7 times well above the sector average of around 23 times. Jabil does return some cash to shareholders, but it is minimal. The company pays a quarterly dividend of $0.08 with a yield of 0.09%, far below the tech sector average. Its forward payout ratio is just 3.07%, showing that most of its cash is being reinvested into the business. In Q3 2026, the company reported $8.8 billion in revenue, with GAAP operating income of $445 million and EPS of $2.59....

Jabil's (JBL) prelim fiscal 2027 artificial intelligence outlook, with the company expecting AI rela

Jabil, Inc. JBL third-quarter fiscal 2026 results surpassed expectations, driven by robust AI infrastructure demand and broad-based growth across its portfolio. Core earnings of $3.16 per share increased 23.9% year over year and topped the Zacks Consensus Estimate of $3.12 by 1.28%.Net revenues rose 11.8% to $8.75 billion and exceeded the consensus mark of $8.63 billion by 1.39%. Intelligent Infrastructure remained the key growth engine, with segment revenues climbing 21% year over year. Jabil reported third-quarter fiscal 2026 net revenues of $8.75 billion, up from $7.83 billion in the year-ago quarter. Revenues benefited from strong demand across multiple end markets, particularly AI-related cloud and data center infrastructure programs.Core operating income increased to $504 million from $420 million a year ago. Core diluted earnings per share rose to $3.16 from $2.55, reflecting solid operating execution and margin expansion. On a GAAP basis, diluted earnings per share improved to $2.59 from $2.03. Jabil, Inc. price-consensus-eps-surprise-chart | Jabil, Inc. Quote The Intelligent Infrastructure segment remained Jabil’s largest business, contributing 48% of total revenue during the quarter. Segment revenue increased 21% year over year to approximately $4.2 billion, supported by strong demand in capital equipment, cloud and data center infrastructure, as well as networking and communications.Management noted that networking and communications revenue increased more than 50%, aided by a strong networking ramp in India. Segment core operating margin expanded 80 basis points year over year to 6.1%, highlighting favorable mix and execution. Regulated Industries generated revenues of roughly $3.2 billion, representing 36% of total company sales. Revenues increased 4% year over year, driven primarily by stronger-than-expected automotive and transportation demand. Core operating margin improved 10 basis points to 5.6%.Connected Living and Digital Commerce accounted for 16% of revenue. Sales rose 5% year over year to approximately $1.4 billion as consumer-related demand performed better than management’s cautious expectations. The segment delivered a core operating margin of 4.9%. Jabil’s profitability strengthened during the quarter. Core operating margin expanded to 5.8% from 5.4% in the prior-year period, supported by a favorable business mix and disciplined ex...

Electronics manufacturing services provider Jabil (NYSE:JBL) reported Q2 CY2026 results exceeding the market’s revenue expectations , with sales up 11.8% year on year to $8.75 billion. On top of that, next quarter’s revenue guidance ($9.6 billion at the midpoint) was surprisingly good and 7.3% above what analysts were expecting. Its non-GAAP profit of $3.16 per share was 1.3% above analysts’ consensus estimates. Is now the time to buy JBL? Find out in our full research report (it’s free). Revenue: $8.75 billion vs analyst estimates of $8.55 billion (11.8% year-on-year growth, 2.3% beat) Adjusted EPS: $3.16 vs analyst estimates of $3.12 (1.3% beat) Revenue Guidance for Q3 CY2026 is $9.6 billion at the midpoint, above analyst estimates of $8.95 billion Management raised its full-year Adjusted EPS guidance to $12.70 at the midpoint, a 3.7% increase Operating Margin: 5.1%, in line with the same quarter last year Market Capitalization: $39.76 billion Jabil delivered a quarter that met Wall Street’s expectations, with management attributing broad-based revenue growth to robust performance across its key segments. CEO Mike Dastoor emphasized that demand for AI infrastructure remained especially strong, with Automotive & Transportation and Digital Commerce also outperforming initial assumptions. The company’s diversified approach was cited as central to weathering varying market cycles, while Intelligent Infrastructure growth was fueled by capital equipment and networking demand, including a significant ramp in India. CFO Greg Hebard highlighted operational discipline as a key factor supporting margin stability and strong free cash flow. Looking forward, Jabil’s improved guidance reflects continued momentum in AI-related projects and a disciplined approach to capacity expansion. Management’s outlook is anchored in sustained demand for data center infrastructure and the onboarding of a third hyperscale customer, which is expected to follow the expansion pattern seen with previous wins. Dastoor pointed to new manufacturing capacity coming online in North Carolina, Memphis, and India as critical enablers for anticipated growth, adding, “We expect AI-related revenue growth in 2027 to be similar in percentage terms to this year, even as the base grows.” The company also highlighted opportunities from its strategic alliance with Adani Enterprises, though management cautio...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance upside was broad-based, driven by robust AI infrastructure demand and better-than-expected stability in automotive and consumer-related end markets. The diversified model provided a natural hedge, allowing the company to leverage supply chain purchasing power and engineering synergies across multiple large end markets. Intelligent Infrastructure growth of 21% was fueled by double-digit gains in cloud and data center infrastructure, alongside a 50% surge in networking supported by India ramps. Management secured a third hyperscale customer, utilizing a land-and-expand strategy that begins with specific capabilities before broadening into end-to-end data center solutions. The business maintains an asset-light profile with CapEx at 1.5%-2% of revenue, avoiding product ownership and IP risks while expanding capacity based on visible demand. Automotive and Renewables showed signs of recovery, with the former benefiting from Chinese export demand and growth in powertrain-agnostic platforms. AI-related revenue is projected to grow at a percentage rate similar to fiscal 2026, despite the significantly larger revenue base of approximately $13.6 billion. Core operating margin is expected to move above 6% in fiscal 2027, driven by improved mix, operating leverage, and the integration of higher-margin acquisitions like Hanley. Capacity expansion is underway with a 10% incremental global footprint increase, including new or expanded facilities in North Carolina, Memphis, and India. A strategic alliance with Adani Enterprises aims to establish a multi-gigawatt AI data center manufacturing platform in India, targeting meaningful contributions by fiscal 2028. Guidance assumes continued supply chain tightness in high-bandwidth memory and high-density interconnect PCBs, though hyperscale customers are expected to secure priority allocation. Inventory days of 68 remained above the 55-60 day target due to the timing of customer shipments in Intelligent Infrastructure, with normalization expected in Q4. The Hanley acquisition is performing ahead of expectations, contributing double-digit margins and expanding capabilities in modular power distribution and data center services. Management remains cautious on the autom...

Jabil offered a better-than-expected outlook with its Q3 beat amid surging demand for AI infrastructure.

Jabil Inc (NYSE:JBL) shares moved higher after the electronics manufacturing services company reported fiscal third quarter financial results that exceeded Wall Street estimates and raised its full-year guidance. For the quarter, the electronics and manufacturing services company posted net revenue of $8.8 billion, outpacing analyst expectations of $8.55 billion. Jabil reported core diluted earnings per share of $3.16, beating the consensus estimate of $3.08 per share. The quarterly outperformance was driven primarily by sustained momentum in technology sectors alongside stabilization in segments that had previously faced headwinds. Jabil CEO Mike Dastoor noted that artificial intelligence infrastructure demand remains extremely strong, prompting a meaningful increase to the company's full-year AI-related revenue outlook. “AI infrastructure demand remains extremely strong, and our full-year AI-related revenue outlook is now meaningfully higher,” Dastoor said. “At the same time, we continued to see better-than-expected performance in areas of the portfolio that had previously been under pressure, particularly in Automotive and Connected Living.” Citing this robust demand and broad portfolio improvement, Jabil raised its full-year guidance for fiscal year 2026. The company now expects net revenue of $35 billion, a non-GAAP core operating margin of 5.8%, and core diluted earnings per share of $12.70. Adjusted free cash flow for the full year is now projected to exceed $1.4 billion. For the upcoming fourth quarter of fiscal 2026, Jabil issued guidance projecting net revenue between $9.2 billion and $10.0 billion. Core diluted earnings per share for the fourth quarter are estimated to fall within the range of $3.80 to $4.20, while GAAP diluted earnings are expected between $3.24 and $3.64 per share. Management indicated that the current momentum provides a favorable baseline as the company looks ahead toward the setup for fiscal year 2027. Shares of Jabil added 2% at about $382 on Wednesday afternoon, paring gains of as much as 14% earlier in the session.

Raises Fiscal 2026 Outlook ST. PETERSBURG, Fla., June 17, 2026--(BUSINESS WIRE)--Today, Jabil Inc. (NYSE: JBL), reported preliminary, unaudited financial results for its third quarter of fiscal year 2026. Third Quarter of Fiscal Year 2026 Highlights: Net revenue: $8.8 billion U.S. GAAP operating income: $445 million U.S. GAAP diluted earnings per share: $2.59 Core operating income (Non-GAAP): $504 million Core diluted earnings per share (Non-GAAP): $3.16 "Jabil delivered a very strong third quarter, with results ahead of our expectations across revenue, core operating margin, core EPS, and free cash flow," said CEO Mike Dastoor. "AI infrastructure demand remains extremely strong, and our full-year AI-related revenue outlook is now meaningfully higher. At the same time, we continued to see better-than-expected performance in areas of the portfolio that had previously been under pressure, particularly in Automotive and Connected Living." "Our diversified model continues to work, allowing us to support strong growth while also driving higher margins and strong free cash flow," Dastoor added. "We are raising our fiscal 2026 outlook for revenue, core operating margins, core EPS and free cash flow, and we feel very good about the setup for fiscal 2027. We remain focused on profitable growth, capital efficiency, and delivering long-term value for our shareholders." Fourth Quarter of Fiscal Year 2026 Outlook: Fiscal Year 2026 Outlook: (Definitions: "U.S. GAAP" means U.S. generally accepted accounting principles. Jabil defines core operating income as U.S. GAAP operating income less amortization of intangibles, stock-based compensation expense and related charges, restructuring, severance and related charges, distressed customer charges, loss on disposal of subsidiaries, settlement of receivables and related charges, impairment of notes receivable and related charges, goodwill impairment charges, business interruption and impairment charges, net, (gain) loss from the divestiture of businesses, acquisition and divestiture related charges, plus other components of net periodic benefit cost. Jabil defines core earnings as core operating income, less loss on debt extinguishment, loss (gain) on securities, other components of net periodic benefit cost, income (loss) from discontinued operations, gain (loss) on sale of discontinued operations and certain other expenses, ne...