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2h ago

Jabil Tops Q4 Estimates, Lifts FY2026 Outlook as Shares Slide

Shares fell after the release, suggesting investor skepticism despite the upbeat outlook.

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Overview

  • Jabil reported fiscal Q4 adjusted earnings of $3.29 per share on revenue of $8.25 billion, exceeding Wall Street estimates cited by Zacks.
  • Guidance calls for Q1 FY2026 revenue of $7.7 billion to $8.3 billion and adjusted EPS of $2.47 to $2.87, with full-year targets of $31.3 billion revenue and $11.00 adjusted EPS.
  • CEO Mike Dastoor pointed to AI-driven demand in capital equipment, data centers and networking, noting that portfolio actions helped offset pressures in Automotive and Renewables.
  • Segment performance diverged, with Intelligent Infrastructure up 62% year over year, Regulated Industries up 3%, and Connected Living & Digital Commerce down 14%.
  • Despite the beat and raised outlook, the stock traded down about 8.5% intraday to roughly $206.