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Jabil Q4 Earnings Surpass Estimates on Strong Revenue Growth
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Key Takeaways
Jabil's fiscal Q4 revenues rose to $8.3B, beating estimates and growing from $6.96B last year.
Intelligent Infrastructure sales jumped 62%, led by capital equipment and AI-driven demand.
For fiscal Q1 2026, Jabil expects revenues to be $7.7-$8.3B and EPS of $2.47-$2.87.
Jabil, Inc. (JBL - Free Report) reported strong fourth-quarter fiscal 2025 results, with both bottom and top lines surpassing the Zacks Consensus Estimate. The company reported a top-line expansion year over year, owing to healthy traction in the data center infrastructure, capital equipment, healthcare and retail automation end-markets.
JBL’s Net Income
Net income on a GAAP basis in the quarter was $218 million or $1.99 per share compared with $138 million or $1.18 in the prior-year quarter. The improvement is primarily driven by top-line growth.
Non-GAAP net income in the reported quarter was $360 million or $3.29 per share compared with $270 million or $2.3 in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate of $2.95.
For fiscal 2025, the GAAP net income was $657 million or $5.92 per share compared with $1.38 billion or $11.17 per share a year ago. Non-GAAP net income was $1.08 billion or $9.75 per share compared to $1.05 billion or $8.49 per share in fiscal 2024.
Net sales during the quarter increased to $8.3 billion from $6.96 billion reported in the year-ago quarter. The top line beat the consensus estimate of $7.66 billion. Solid demand in the Intelligent Infrastructure segment boosted the top line.
In the fiscal fourth quarter, the Regulated Industries segment contributed 38% to revenues. The 3% year-over-year growth is driven by healthy traction in the healthcare & packaging end market.
The Intelligent Infrastructure contributed 45% of total revenues, up 62% year over year. The healthy demand in the Capital Equipment, AI-related Cloud and Data Center Infrastructure verticals supported the net sales.
About 17% of the total revenues came from the Connected Living & Digital Commerce segment. The 14% year-over-year decline is due to soft demand for consumer-driven products. Strong growth in the digital commerce market partially reversed this trend.
JBL’s Other Details
Gross profit was $783 million compared with $663 million in the year-ago quarter. Non-GAAP operating income aggregated $337 million, up from $318 million in the year-ago period. Non-GAAP operating margin was 6.3% up from the year-ago quarter’s figure of 5.8%.
JBL’s Cash Flow & Liquidity
In fiscal 2025, Jabil generated $1.64 billion of net cash from operating activities compared to $1.71 billion a year ago. As of Aug. 31, 2025, the company had $1.93 billion in cash and cash equivalents, with $2.38 billion of notes payable and long-term debt. Free cash flow stands at $1.31 billion compared to $1.05 billion in 2024.
JBL’s Guidance
For the first quarter of fiscal 2026, revenues are expected to be in the range of $7.7-$8.3 billion. Non-GAAP operating income is projected in the $400-$460 million range. Management estimates non-GAAP earnings per share within the band of $2.47-$2.87.
Management expects AI data center infrastructure, healthcare and advanced warehouse and retail automation to be the major growth drivers in 2026. For fiscal 2026, revenues are now projected at $31.3 billion. Non-GAAP earnings per share are expected to be $11.00. The company is expected to generate more than $1.3 billion in adjusted free cash flow.
Its excellent global business model, which is flexible and adaptable to evolving changes in markets, helps it to beat challenges and maximize growth. The company’s effective management of its strong global network of more than 100 distributors and master resellers improved its UI’s visibility for future demand and inventory management techniques.
Workday Inc. (WDAY - Free Report) currently sports a Zacks Rank #1. It delivered an earnings surprise of 7.36% in the last reported quarter.
WDAY is a leading provider of enterprise-level software solutions for financial management and human resource domains. The company’s cloud-based platform combines finance and HR in a single system that makes the process easier for organizations to provide analytical insights and decision support.
CommScope Holding Company, Inc. (COMM - Free Report) currently sports a Zacks #1. It delivered an earnings surprise of 83.33% in the last reported quarter.
CommScope’s comprehensive, differentiated portfolio allows it to hold a dominant position in the communication infrastructure industry. With operators moving toward converged or multi-use network structures, combining voice, video and data communications into a single network, CommScope is dedicated to developing solutions designed to support wireline and wireless network convergence, which will be essential for the success of 5G technology.
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Jabil Q4 Earnings Surpass Estimates on Strong Revenue Growth
Key Takeaways
Jabil, Inc. (JBL - Free Report) reported strong fourth-quarter fiscal 2025 results, with both bottom and top lines surpassing the Zacks Consensus Estimate. The company reported a top-line expansion year over year, owing to healthy traction in the data center infrastructure, capital equipment, healthcare and retail automation end-markets.
JBL’s Net Income
Net income on a GAAP basis in the quarter was $218 million or $1.99 per share compared with $138 million or $1.18 in the prior-year quarter. The improvement is primarily driven by top-line growth.
Non-GAAP net income in the reported quarter was $360 million or $3.29 per share compared with $270 million or $2.3 in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate of $2.95.
For fiscal 2025, the GAAP net income was $657 million or $5.92 per share compared with $1.38 billion or $11.17 per share a year ago. Non-GAAP net income was $1.08 billion or $9.75 per share compared to $1.05 billion or $8.49 per share in fiscal 2024.
Jabil, Inc. Price, Consensus and EPS Surprise
Jabil, Inc. price-consensus-eps-surprise-chart | Jabil, Inc. Quote
JBL’s Revenues
Net sales during the quarter increased to $8.3 billion from $6.96 billion reported in the year-ago quarter. The top line beat the consensus estimate of $7.66 billion. Solid demand in the Intelligent Infrastructure segment boosted the top line.
In the fiscal fourth quarter, the Regulated Industries segment contributed 38% to revenues. The 3% year-over-year growth is driven by healthy traction in the healthcare & packaging end market.
The Intelligent Infrastructure contributed 45% of total revenues, up 62% year over year. The healthy demand in the Capital Equipment, AI-related Cloud and Data Center Infrastructure verticals supported the net sales.
About 17% of the total revenues came from the Connected Living & Digital Commerce segment. The 14% year-over-year decline is due to soft demand for consumer-driven products. Strong growth in the digital commerce market partially reversed this trend.
JBL’s Other Details
Gross profit was $783 million compared with $663 million in the year-ago quarter. Non-GAAP operating income aggregated $337 million, up from $318 million in the year-ago period. Non-GAAP operating margin was 6.3% up from the year-ago quarter’s figure of 5.8%.
JBL’s Cash Flow & Liquidity
In fiscal 2025, Jabil generated $1.64 billion of net cash from operating activities compared to $1.71 billion a year ago. As of Aug. 31, 2025, the company had $1.93 billion in cash and cash equivalents, with $2.38 billion of notes payable and long-term debt. Free cash flow stands at $1.31 billion compared to $1.05 billion in 2024.
JBL’s Guidance
For the first quarter of fiscal 2026, revenues are expected to be in the range of $7.7-$8.3 billion. Non-GAAP operating income is projected in the $400-$460 million range. Management estimates non-GAAP earnings per share within the band of $2.47-$2.87.
Management expects AI data center infrastructure, healthcare and advanced warehouse and retail automation to be the major growth drivers in 2026. For fiscal 2026, revenues are now projected at $31.3 billion. Non-GAAP earnings per share are expected to be $11.00. The company is expected to generate more than $1.3 billion in adjusted free cash flow.
JBL’s Zacks Rank
JBL currently carries a Zacks Rank #4 (Sell).
Stocks to Consider
Ubiquiti Inc. (UI - Free Report) currently sports a Zacks Rank #1 (Strong Buy). It offers a comprehensive portfolio of networking products and solutions for service providers and enterprises. You can see the complete list of today’s Zacks #1 Rank stocks here.
Its excellent global business model, which is flexible and adaptable to evolving changes in markets, helps it to beat challenges and maximize growth. The company’s effective management of its strong global network of more than 100 distributors and master resellers improved its UI’s visibility for future demand and inventory management techniques.
Workday Inc. (WDAY - Free Report) currently sports a Zacks Rank #1. It delivered an earnings surprise of 7.36% in the last reported quarter.
WDAY is a leading provider of enterprise-level software solutions for financial management and human resource domains. The company’s cloud-based platform combines finance and HR in a single system that makes the process easier for organizations to provide analytical insights and decision support.
CommScope Holding Company, Inc. (COMM - Free Report) currently sports a Zacks #1. It delivered an earnings surprise of 83.33% in the last reported quarter.
CommScope’s comprehensive, differentiated portfolio allows it to hold a dominant position in the communication infrastructure industry. With operators moving toward converged or multi-use network structures, combining voice, video and data communications into a single network, CommScope is dedicated to developing solutions designed to support wireline and wireless network convergence, which will be essential for the success of 5G technology.