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Jabil (JBL)
NYSE:JBL
Earnings Data
Report Date
Dec 11, 2025Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.7Last Year’s EPS
2Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call showed strong performance in several areas, including revenue exceeding expectations, robust free cash flow, and growth in Intelligent Infrastructure and AI-related revenues. However, challenges remain in automotive and transportation, Connected Living & Digital Commerce, and underutilized capacity, indicating mixed results across different segments.Company Guidance
Strong Q4 Performance
Jabil delivered approximately $8.3 billion in revenue for Q4, exceeding the midpoint of guidance by $800 million. Core operating income for the quarter was $519 million, above the high end of the expected range.
Robust Free Cash Flow
Full year adjusted free cash flow was over $1.3 billion. Cash from operations in Q4 was $588 million and $1.64 billion for the year.
Intelligent Infrastructure Growth
Revenue for Intelligent Infrastructure was $3.7 billion in Q4, $400 million above expectations, driven by cloud and data center efficiency and favorable mix.
Share Repurchase Program
Since FY '13, Jabil reduced shares outstanding by 47%, contributing to total shareholder returns of $7.7 billion through dividends and buybacks.
AI Infrastructure Expansion
AI-related revenue grew from approximately $5 billion in FY '24 to approximately $9 billion in FY '25. Expected to grow by 25% in FY '26.
JBL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JBL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Sep 25, 2025 | $225.28 | $210.20 | -6.69% |
Jun 17, 2025 | $180.75 | $196.82 | +8.89% |
Mar 20, 2025 | $139.36 | $143.71 | +3.12% |
Dec 18, 2024 | $133.78 | $143.50 | +7.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jabil (JBL) report earnings?
Jabil (JBL) is schdueled to report earning on Dec 11, 2025, Before Open (Confirmed).
What is Jabil (JBL) earnings time?
Jabil (JBL) earnings time is at Dec 11, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JBL EPS forecast?
JBL EPS forecast for the fiscal quarter 2026 (Q1) is 2.7.
