Jabil beats top-line and bottom-line estimates; initiates Q1 and FY26 outlook

Jabil reported strong Q4 financial results, achieving a Non-GAAP EPS of $3.29, which exceeded expectations by $0.34, and generating revenue of $8.25 billion, a year-over-year increase of 18.5%.

For Q1 of Fiscal Year 2026, Jabil projects net revenue between $7.7 billion and $8.3 billion, surpassing the consensus estimate, with expected U.S. GAAP operating income between $263 million and $343 million.

The company anticipates its core operating income (Non-GAAP) to range from $400 million to $460 million, with a projected core diluted EPS of $2.47 to $2.87, which also exceeds the consensus estimate of $2.40.

Press Release Analysis: Jabil Reports Strong Q4 Performance

Jabil (NYSE: JBL) has announced its financial results for the fourth quarter, showcasing strong performance metrics. The company reported a Non-GAAP Earnings Per Share (EPS) of $3.29, surpassing expectations by $0.34. Additionally, Jabil's revenue reached $8.25 billion, reflecting an impressive year-over-year growth of 18.5% and exceeding forecasts by $580 million.

Looking ahead, Jabil provided guidance for the first quarter of Fiscal Year 2026, projecting net revenue between $7.7 billion and $8.3 billion, which is above the consensus estimate of $7.50 billion. The anticipated U.S. GAAP operating income is expected to be in the range of $263 million to $343 million. The company also forecasted a diluted earnings per share (U.S. GAAP) between $1.27 and $1.84.

For its core operating income (Non-GAAP), Jabil expects figures between $400 million and $460 million. Core diluted EPS (Non-GAAP) is projected to fall between $2.47 and $2.87, compared to the consensus estimate of $2.40.

Overall, Jabil's quarter performance and optimistic outlook for the upcoming fiscal year position the company favorably in the market.