Overview

• Jabil reported Q4 revenue of about $8.25 billion with GAAP EPS of $1.99 and adjusted EPS of $3.29, surpassing analyst estimates.
• For fiscal 2025, the company posted $29.8 billion in revenue and GAAP net income of $657 million, or $5.92 per share.
• Guidance calls for Q1 FY26 revenue of $7.7 billion to $8.3 billion and adjusted EPS of $2.47 to $2.87, with FY26 targets of $31.3 billion in revenue and $11.00 adjusted EPS.
• Intelligent Infrastructure revenue grew roughly 62% year over year on AI-related demand, while Connected Living & Digital Commerce fell about 14% and management cited pressures in Automotive and Renewables.
• Jabil ended the quarter with $1.93 billion in cash and core EBITDA of $674 million, yet the stock traded down roughly 6% to 9% on Thursday.