Jabil (NYSE:JBL) Releases FY 2026 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 12.700-12.700 for the period, compared to the consensus estimate of 12.180. The company issued revenue guidance of $35.0 billion-$35.0 billion, compared to the consensus revenue estimate of $34.2 billion. Jabil also updated its Q4 2026 guidance to 3.800-4.200 EPS.

Jabil Stock Down 0.3%

NYSE:JBL opened at $374.51 on Thursday. The firm’s 50-day moving average price is $345.94 and its 200-day moving average price is $280.71. The company has a market capitalization of $39.51 billion, a PE ratio of 50.27, a P/E/G ratio of 1.76 and a beta of 1.28. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.68. Jabil has a 1-year low of $189.60 and a 1-year high of $428.93.

Jabil (NYSE:JBL) last announced its quarterly earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.06. The company had revenue of $8.75 billion for the quarter, compared to analysts’ expectations of $8.61 billion. Jabil had a net margin of 2.48% and a return on equity of 80.96%. Jabil’s revenue was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.55 EPS. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. On average, equities analysts predict that Jabil will post 11.37 EPS for the current fiscal year.

Jabil Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 2nd. Investors of record on Friday, May 15th were paid a $0.08 dividend. The ex-dividend date was Friday, May 15th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil’s payout ratio is presently 4.30%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Bank of America upped their price target on shares of Jabil from $295.00 to $354.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. The Goldman Sachs Group upped their price target on shares of Jabil from $336.00 to $384.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Raymond James Financial reiterated a “strong-buy” rating and issued a $425.00 price target on shares of Jabil in a research note on Wednesday, June 10th. Robert W. Baird upped their price target on shares of Jabil from $275.00 to $281.00 and gave the stock an “outperform” rating in a research note on Thursday, March 19th. Finally, Wall Street Zen cut shares of Jabil from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 11th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Jabil currently has an average rating of “Moderate Buy” and a consensus target price of $357.25.

Insider Transactions at Jabil

In other news, CEO Michael Dastoor sold 9,467 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $286.64, for a total value of $2,713,620.88. Following the transaction, the chief executive officer owned 253,099 shares in the company, valued at $72,548,297.36. This represents a 3.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Andrew Priestley sold 4,000 shares of the stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $301.00, for a total transaction of $1,204,000.00. Following the completion of the transaction, the executive vice president owned 60,267 shares in the company, valued at $18,140,367. This trade represents a 6.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 37,981 shares of company stock worth $11,360,740. 1.35% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil beat fiscal Q3 expectations, reporting $3.16 in adjusted EPS on $8.75 billion in revenue, both above estimates, with sales up 11.8% year over year. Jabil Posts Third Quarter Results
• Positive Sentiment: The company raised its FY2026 profit and revenue guidance, signaling management’s confidence in continued demand and stronger-than-expected execution. Jabil raises annual profit forecast amid strong data center demand
• Positive Sentiment: Management highlighted AI-driven data center demand, hyperscaler wins, and capacity expansion as key growth drivers, suggesting momentum could carry into fiscal 2027. Jabil Q3 Earnings Call Highlights AI Growth and Margin Path
• Positive Sentiment: Jabil also unveiled an India AI and data-center manufacturing partnership with Adani Group, which could expand its footprint in a fast-growing infrastructure market. Jabil Bets Big on India’s AI Infrastructure Push: Time to Buy?
• Neutral Sentiment: Several reports noted that the stock has been a big post-earnings mover and a strong momentum name, reflecting upbeat sentiment already built into shares. Why Jabil Stock Is One of the S&P 500’s Biggest Gainers
• Negative Sentiment: Despite the beat and raised outlook, some coverage said shares slipped after the release, likely because investors had already priced in a strong result and were taking profits. Jabil Tops Forecasts on AI Demand and Strong Guidance, but Shares Slip

Hedge Funds Weigh In On Jabil

Several institutional investors have recently made changes to their positions in JBL. Integrated Wealth Concepts LLC lifted its stake in shares of Jabil by 34.4% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock worth $382,000 after purchasing an additional 720 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Jabil by 70.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock worth $2,493,000 after acquiring an additional 7,602 shares during the period. Focus Partners Wealth raised its stake in Jabil by 20.0% during the 1st quarter. Focus Partners Wealth now owns 4,967 shares of the technology company’s stock worth $676,000 after acquiring an additional 829 shares during the period. Geneos Wealth Management Inc. raised its stake in Jabil by 50.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock worth $79,000 after acquiring an additional 194 shares during the period. Finally, Jump Financial LLC bought a new stake in Jabil during the 2nd quarter worth approximately $488,000. Institutional investors own 93.39% of the company’s stock.

About Jabil

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.