Jabil (NYSE:JBL) Releases Earnings Results, Beats Estimates By $0.15 EPS

Jabil (NYSE:JBL) issued its quarterly earnings results on Wednesday. The technology company reported $2.85 earnings per share for the quarter, topping analysts’ consensus estimates of $2.70 by $0.15, FiscalAI reports. The firm had revenue of $8.31 billion during the quarter, compared to analysts’ expectations of $8.07 billion. Jabil had a net margin of 2.20% and a return on equity of 68.63%. Jabil’s quarterly revenue was up 18.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.00 EPS. Jabil updated its FY 2026 guidance to 11.550-11.550 EPS and its Q2 2026 guidance to 2.270-2.670 EPS.

Here are the key takeaways from Jabil’s conference call:

• Jabil reported a stronger-than-expected Q1 with $8.3B revenue, core operating income of $454M, and core EPS of $2.85, underscoring improved mix and execution.
• Intelligent Infrastructure drove upside — Jabil raised its AI-related revenue outlook to ~$12.1B (35% YoY) on stronger cloud/DCI, networking demand, ramp of a second hyperscaler in Mexico, and factory retrofits for liquid cooling.
• Management raised FY26 guidance to $32.4B revenue, ~5.7% core operating margin, and $11.55 core EPS, reflecting broad-based contribution from all three segments.
• Connected Living & Digital Commerce is expected to decline ~11% in FY26 due to planned program attrition and customer pruning, weighing on that segment’s revenue.
• Jabil plans to acquire Hanley Energy (expected close in January) to add ~ $200M of revenue and modular power/services capability, but the deal and a planned refinancing will increase near-term debt and interest expense.

Jabil Stock Up 1.7%

Shares of NYSE:JBL opened at $216.14 on Thursday. The company’s fifty day moving average is $210.87 and its 200-day moving average is $211.05. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.66 and a current ratio of 1.00. Jabil has a 52 week low of $108.66 and a 52 week high of $237.14. The company has a market capitalization of $23.09 billion, a PE ratio of 36.26, a P/E/G ratio of 1.51 and a beta of 1.26.

Jabil Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, November 17th. Jabil’s dividend payout ratio (DPR) is 5.37%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Jabil in a report on Thursday. Bank of America upped their target price on shares of Jabil from $255.00 to $262.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Barclays restated an “overweight” rating and set a $283.00 price objective on shares of Jabil in a research note on Thursday. UBS Group set a $241.00 price target on shares of Jabil in a research 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 research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $251.71.

Insider Buying and Selling

In other Jabil news, Chairman Mark T. Mondello sold 40,000 shares of the stock in a transaction on Friday, October 17th. The shares were sold at an average price of $207.77, for a total value of $8,310,800.00. Following the sale, the chairman directly owned 1,258,942 shares in the company, valued at approximately $261,570,379.34. This trade represents a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Matthew Crowley sold 3,877 shares of the business’s stock in a transaction on Tuesday, October 21st. The shares were sold at an average price of $202.59, for a total transaction of $785,441.43. Following the completion of the transaction, the executive vice president directly owned 58,736 shares of the company’s stock, valued at $11,899,326.24. This trade represents a 6.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 131,762 shares of company stock valued at $28,129,921. Insiders own 1.73% of the company’s stock.

Institutional Investors Weigh In On Jabil

Hedge funds and other institutional investors have recently bought and sold shares of the company. Amundi lifted its holdings in Jabil by 55.3% in the 3rd quarter. Amundi now owns 704,246 shares of the technology company’s stock worth $142,399,000 after buying an additional 250,626 shares during the period. Man Group plc raised its stake in shares of Jabil by 319.1% in the third quarter. Man Group plc now owns 175,736 shares of the technology company’s stock worth $38,165,000 after buying an additional 133,804 shares during the period. Marshall Wace LLP bought a new position in Jabil in the 3rd quarter worth $21,717,000. Raymond James Financial Inc. boosted its stake in Jabil by 31.7% in the 2nd quarter. Raymond James Financial Inc. now owns 392,868 shares of the technology company’s stock worth $85,685,000 after purchasing an additional 94,659 shares during the period. Finally, Sei Investments Co. grew its position in shares of Jabil by 64.1% during the second quarter. Sei Investments Co. now owns 208,851 shares of the technology company’s stock valued at $45,550,000 after purchasing an additional 81,569 shares in the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

About Jabil

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).