Jabil (NYSE:JBL) Releases Q2 2026 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.270-2.670 for the period, compared to the consensus earnings per share estimate of 2.340. The company issued revenue guidance of $7.5 billion-$8.0 billion, compared to the consensus revenue estimate of $7.5 billion. Jabil also updated its FY 2026 guidance to 11.550-11.550 EPS.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on JBL shares. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research report on Tuesday, October 14th. Wall Street Zen raised shares of Jabil from a “buy” rating to a “strong-buy” rating in a research report on Friday, October 3rd. UBS Group set a $241.00 target price on Jabil in a report on Sunday, September 28th. Finally, Raymond James Financial set a $260.00 target price on Jabil in a research report on Thursday, September 25th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $249.43.

Jabil Price Performance

NYSE:JBL opened at $212.59 on Wednesday. The business’s 50-day simple moving average is $210.68 and its two-hundred day simple moving average is $211.01. Jabil has a 52 week low of $108.66 and a 52 week high of $237.14. The stock has a market cap of $22.71 billion, a PE ratio of 35.67, a P/E/G ratio of 1.57 and a beta of 1.26. The company has a quick ratio of 0.66, a current ratio of 1.00 and a debt-to-equity ratio of 1.57.

Jabil (NYSE:JBL) last released its earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.70 by $0.15. Jabil had a return on equity of 68.63% and a net margin of 2.20%.The firm had revenue of $8.31 billion during the quarter, compared to analysts’ expectations of $8.07 billion. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. As a group, analysts forecast that Jabil will post 8.05 EPS for the current fiscal year.

Jabil Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Stockholders of record on Monday, November 17th were issued a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Monday, November 17th. Jabil’s payout ratio is 5.37%.

Insider Activity

In other Jabil news, CFO Gregory B. Hebard sold 6,086 shares of the stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $213.54, for a total transaction of $1,299,604.44. Following the completion of the transaction, the chief financial officer owned 58,526 shares of the company’s stock, valued at $12,497,642.04. This represents a 9.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP May Yee Yap sold 8,858 shares of the firm’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $225.03, for a total value of $1,993,315.74. Following the transaction, the senior vice president owned 25,421 shares of the company’s stock, valued at approximately $5,720,487.63. The trade was a 25.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 131,762 shares of company stock valued at $28,129,921 in the last quarter. Company insiders own 1.73% of the company’s stock.

Hedge Funds Weigh In On Jabil

Several institutional investors have recently added to or reduced their stakes in JBL. Brown Brothers Harriman & Co. raised its position in shares of Jabil by 1.9% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,900 shares of the technology company’s stock valued at $630,000 after buying an additional 54 shares in the last quarter. Tower Research Capital LLC TRC increased its stake in Jabil by 2.8% during the third quarter. Tower Research Capital LLC TRC now owns 2,225 shares of the technology company’s stock worth $483,000 after acquiring an additional 60 shares during the last quarter. Evergreen Capital Management LLC raised its position in Jabil by 3.6% during the second quarter. Evergreen Capital Management LLC now owns 1,837 shares of the technology company’s stock valued at $401,000 after purchasing an additional 64 shares during the period. Wexford Capital LP lifted its stake in shares of Jabil by 38.2% in the 3rd quarter. Wexford Capital LP now owns 351 shares of the technology company’s stock valued at $76,000 after purchasing an additional 97 shares during the last quarter. Finally, Norinchukin Bank The boosted its holdings in shares of Jabil by 2.2% in the 3rd quarter. Norinchukin Bank The now owns 5,850 shares of the technology company’s stock worth $1,270,000 after purchasing an additional 125 shares during the period. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Jabil Company Profile

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).