Jabil Inc. (NYSE:JBL) Earnings Preview: What to Expect

• Raymond James analyst sets a new price target for JBL at $260, indicating a potential 23.69% increase.
• JBL's stock experienced a decline despite reporting strong fourth-quarter results and providing positive guidance for the upcoming quarter.
• The company's strategic use of AI and robotics is expected to boost its AI-related sales by 25% next year.

Jabil Inc. (NYSE:JBL) is a global manufacturing services company that provides design, manufacturing, supply chain, and product management services. It operates in various sectors, including electronics, healthcare, and packaging. Jabil competes with companies like Flex Ltd. and Sanmina Corporation in the electronics manufacturing services industry.

On September 25, 2025, Melissa Fairbanks from Raymond James set a new price target for JBL at $260. At the time, JBL's stock price was $210.20, indicating a potential 23.69% increase. This optimistic outlook comes despite a recent stock drop, where JBL fell by 6.7% after initially dropping 9.7% on a Thursday.

The decline in JBL's stock price occurred even though the company reported strong fourth-quarter results for fiscal year 2025, surpassing Wall Street's expectations. Jabil also provided positive guidance for the upcoming quarter, exceeding market forecasts. The company's strategic use of artificial intelligence and robotics to enhance manufacturing efficiency was highlighted during the earnings call.

Jabil's AI-related sales are projected to increase by 25% next year, showcasing the company's commitment to innovation. Despite these positive developments, the stock's decline may be attributed to its prior strong performance, having surged 99.6% over the past year and trading at a high 43.7 times trailing earnings.

Currently, JBL's stock price is $210.20, reflecting a decrease of 6.69% or $15.08. The stock has traded between a low of $203.55 and a high of $213.22 today. Over the past year, JBL has reached a high of $237.14 and a low of $108.66. The company's market capitalization is approximately $22.56 billion, with a trading volume of 2,983,613 shares on the NYSE.

Jabil Inc. (NYSE:JBL) is a prominent player in the electronics manufacturing services industry. The company provides a wide range of services, including design, manufacturing, and supply chain solutions. Jabil operates in a competitive market, with key competitors like Flex Ltd. and Sanmina Corporation. Despite the competition, Jabil has consistently demonstrated strong financial performance.

On September 25, 2025, Jabil reported earnings per share (EPS) of $3.29, surpassing the estimated $2.92. This performance exceeded the Zacks Consensus Estimate of $2.95, marking an earnings surprise of +11.53%. This is a significant improvement from the $2.30 EPS reported in the same quarter last year, showcasing Jabil's growth trajectory.

Jabil's revenue for the quarter was $8.3 billion, exceeding the estimated $7.59 billion. This is a notable increase from the $6.96 billion in revenue recorded in the same period last year, highlighting Jabil's ability to consistently outperform revenue expectations.

The company's strong performance is driven by a surge in demand for data centers powered by artificial intelligence. Jabil's strategic focus on AI-driven markets has significantly boosted its financial performance. CEO Mike Dastoor emphasized that fiscal 2025 was marked by revenue growth, solid core margins, and robust free cash flow, reflecting Jabil's strategic portfolio actions.

Jabil's financial metrics provide further insight into its market position. With a price-to-earnings (P/E) ratio of approximately 40.19, the market values its earnings highly. The company's price-to-sales ratio of about 0.79 and enterprise value to sales ratio of around 0.86 indicate investor confidence. Jabil's debt-to-equity ratio of approximately 2.59 highlights its leverage level, while a current ratio of around 0.98 indicates its ability to cover short-term liabilities.

On June 18, 2025, UBS updated its rating for Jabil Inc. (NYSE:JBL) to a Neutral grade, maintaining a hold action. At the time, the stock price was $204.61. This update came after a report from Benzinga titled "Jabil Analysts Boost Their Forecasts After Upbeat Earnings." Jabil is a global manufacturing services company, providing electronics design, production, and product management services to companies in various industries.

Jabil's recent third-quarter results have been impressive, surpassing expectations. The company reported an adjusted earnings per share (EPS) of $2.55, exceeding the analyst consensus estimate of $2.31. Additionally, Jabil's quarterly sales reached $7.83 billion, outpacing the expected $7.06 billion. This strong performance is attributed to robust demand in AI and cloud infrastructure, as highlighted by the company's significant growth in the Intelligent Infrastructure segment.

Looking ahead, Jabil projects net revenues between $7.10 billion and $7.80 billion for the fourth quarter, compared to a consensus of $7.19 billion. The company also anticipates an adjusted EPS ranging from $2.64 to $3.04, against a consensus of $2.74. For fiscal 2025, Jabil forecasts revenues of $29 billion, surpassing the consensus of $28 billion. The company expects an adjusted EPS of $9.33, higher than the consensus of $8.97.

Jabil's stock has recently reached a new 52-week high, climbing to $203.9. Over the past month, the stock has surged by 17.5%, and since the beginning of the year, it has gained 36.8%. This performance significantly outpaces the 1.6% increase in the Zacks Computer and Technology sector and the 27.4% return in the Zacks Electronics - Manufacturing Services industry. The company's consistent record of positive earnings surprises has contributed to this strong stock performance.

Currently, JBL is trading at $204.66, experiencing a price increase of $7.77, which is a 3.95% rise. Today, the stock has fluctuated between a low of $198.21 and a high of $207.10, with the latter marking its highest price in the past year. Over the past year, the stock's lowest price was $95.85. JBL has a market capitalization of approximately $21.97 billion, and today's trading volume is 3,090,159 shares.

Shares of Jabil (NYSE:JBL) surged over 11% intra-day today following a robust third-quarter earnings report that topped expectations and came with an upbeat full-year forecast. The electronics manufacturing firm continues to gain traction in high-growth tech segments despite headwinds in some areas.

For the quarter, Jabil reported adjusted earnings of $2.55 per share, well above the $2.29 anticipated by analysts. Revenue reached $7.8 billion, exceeding the $7.03 billion consensus and improving from $7.4 billion in the same period last year.

The company credited its strong results to solid execution in sectors such as cloud computing, data center infrastructure, and capital equipment. However, it did flag weaker performance in electric vehicles, renewable energy, and 5G as areas of concern.

CEO Mike Dastoor highlighted the Intelligent Infrastructure division as a key growth driver, fueled by rising demand linked to artificial intelligence technologies.

Looking ahead, Jabil issued fourth-quarter guidance calling for adjusted earnings between $2.64 and $3.04 per share on revenue ranging from $7.1 billion to $7.8 billion. For fiscal 2025, the company raised its outlook, now targeting $9.33 in core EPS and $29 billion in annual revenue. It also expects to generate more than $1.2 billion in adjusted free cash flow, reinforcing confidence in its long-term strategy.

Jabil Inc. (NYSE:JBL) is a prominent player in the electronics manufacturing services industry. The company designs and manufactures electronic circuit board assemblies and systems. As a key player in the sector, Jabil competes with other major firms like Flex Ltd. and Benchmark Electronics.

The company is set to release its Q3 FY'25 financial results on June 17, 2025. Wall Street analysts estimate Jabil's earnings per share (EPS) to be $2.28. However, the company is expected to report an EPS of approximately $2.30, marking a significant 20% increase from the previous year. This growth reflects Jabil's strong performance and ability to enhance profitability.

Jabil's revenue is projected to reach around $7 billion, indicating a 4% year-over-year growth. This aligns closely with Wall Street's estimate of $7.03 billion. The company's ability to achieve consistent revenue growth highlights its competitive position in the market. Jabil's financial metrics provide further insight into its market valuation.

With a price-to-earnings (P/E) ratio of 40.7, the market values Jabil's earnings highly. The price-to-sales ratio of 0.70 and enterprise value to sales ratio of 0.76 suggest a reasonable valuation relative to sales. The company's financial health is also evident in its debt-to-equity ratio of 2.42, indicating a balanced approach to leveraging debt. Jabil's current ratio of 1.02 suggests it can cover short-term liabilities with its short-term assets, reflecting sound liquidity management.

Jabil Inc. (NYSE:JBL) is a prominent player in the electronics manufacturing services industry, specializing in providing design, manufacturing, and supply chain solutions across various sectors, including healthcare, automotive, and data center infrastructure. The company competes with other major firms in the industry, such as Flex Ltd. and Sanmina Corporation.

On March 20, 2025, Jabil reported earnings per share (EPS) of $1.06, which fell short of the estimated $1.81. However, the company exceeded revenue expectations, generating $6.73 billion compared to the estimated $6.40 billion. This revenue figure represents a 4.93% beat over the Zacks Consensus Estimate, as highlighted by the company's strong performance in the second quarter.

Jabil's revenue of $6.73 billion for the quarter ending February 2025 is slightly lower than the $6.77 billion reported in the same period last year. However, the company has consistently surpassed consensus revenue estimates in each of the last four quarters. This success is attributed to the surge in demand for data center infrastructure, which has significantly contributed to Jabil's improved financial projections.

Jabil's financial metrics provide further insight into its market position. The company has a price-to-earnings (P/E) ratio of approximately 33.59, indicating the market's valuation of its earnings. With a price-to-sales ratio of about 0.58 and an enterprise value to sales ratio of around 0.64, Jabil's valuation reflects its sales performance. Additionally, the company's debt-to-equity ratio of approximately 2.42 indicates its financial leverage, while a current ratio of about 1.02 suggests its ability to cover short-term liabilities with short-term assets.