Jabil (NYSE:JBL) Issues FY 2026 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 12.700-12.700 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

JBL has been the subject of several recent research reports. Stifel Nicolaus set a $460.00 target price on shares of Jabil and gave the stock a “buy” rating in a research note on Thursday. Robert W. Baird boosted their price target on Jabil from $355.00 to $440.00 and gave the company an “outperform” rating in a research report on Thursday. Wall Street Zen downgraded Jabil from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 11th. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 18th. Finally, Bank of America reiterated a “buy” rating and issued a $470.00 target price on shares of Jabil in a research note on Thursday. One 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. According to data from MarketBeat.com, Jabil presently has a consensus rating of “Moderate Buy” and an average target price of $453.67.

Jabil Trading Down 1.1%

Shares of JBL opened at $371.04 on Friday. Jabil has a 1-year low of $189.60 and a 1-year high of $428.93. The firm has a 50 day simple moving average of $347.91 and a 200-day simple moving average of $281.84. The stock has a market cap of $39.14 billion, a price-to-earnings ratio of 46.32, a price-to-earnings-growth ratio of 1.76 and a beta of 1.28. The company has a debt-to-equity ratio of 2.17, a current ratio of 0.98 and a quick ratio of 0.68.

Jabil (NYSE:JBL) last issued its quarterly earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping analysts’ consensus estimates of $3.10 by $0.06. Jabil had a return on equity of 83.93% and a net margin of 2.57%.The company had revenue of $8.75 billion for the quarter, compared to analyst estimates of $8.61 billion. During the same quarter in the prior year, the company posted $2.55 EPS. The business’s revenue for the quarter was up 11.8% compared to the same quarter last year. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Equities analysts forecast that Jabil will post 11.37 EPS for the current fiscal year.

Jabil Dividend Announcement

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

Insider Transactions at Jabil

In other Jabil news, Director Anousheh Ansari sold 2,000 shares of Jabil stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $300.00, for a total value of $600,000.00. Following the completion of the sale, the director owned 31,800 shares in the company, valued at $9,540,000. The trade was a 5.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP May Yee Yap sold 1,634 shares of the company’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $306.74, for a total transaction of $501,213.16. Following the transaction, the senior vice president directly owned 23,787 shares of the company’s stock, valued at approximately $7,296,424.38. This represents a 6.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,981 shares of company stock worth $11,360,740 in the last quarter. 1.35% of the stock is currently owned by corporate insiders.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil beat fiscal Q3 estimates, with revenue of about $8.8 billion and adjusted EPS of $3.16, both above Wall Street expectations, reinforcing confidence in the company’s near-term execution. Article Title
• Positive Sentiment: The company raised its full-year outlook, including FY 2026 EPS guidance of 12.70 and Q4 EPS guidance of 3.80 to 4.20, signaling management expects momentum to continue. Article Title
• Positive Sentiment: Results were helped by strong AI infrastructure and data-center demand, which investors are viewing as an important growth driver for Jabil’s electronics manufacturing business. Article Title
• Positive Sentiment: Analyst sentiment improved after the report, with JPMorgan raising its price target to $450 and Raymond James lifting its target to $450 as well, both implying meaningful upside from recent trading levels. Article Title
• Positive Sentiment: Coverage highlighted Jabil as a beneficiary of the AI “picks-and-shovels” trade, with expectations that growth in data centers, servers, and related infrastructure could keep supporting results. Article Title

Institutional Investors Weigh In On Jabil

A number of large investors have recently added to or reduced their stakes in JBL. Amundi grew its stake in Jabil by 55.3% during the 3rd quarter. Amundi now owns 704,246 shares of the technology company’s stock valued at $142,399,000 after purchasing an additional 250,626 shares in the last quarter. Alyeska Investment Group L.P. grew its position in shares of Jabil by 920.0% during the fourth quarter. Alyeska Investment Group L.P. now owns 259,921 shares of the technology company’s stock worth $59,267,000 after buying an additional 234,438 shares in the last quarter. Verbena Value LP bought a new stake in shares of Jabil in the fourth quarter worth $36,027,000. Balyasny Asset Management L.P. acquired a new stake in Jabil in the fourth quarter valued at $32,507,000. Finally, Man Group plc boosted its stake in Jabil by 319.1% during the 3rd quarter. Man Group plc now owns 175,736 shares of the technology company’s stock valued at $38,165,000 after acquiring an additional 133,804 shares during the last quarter. 93.39% of the stock is owned by institutional investors and hedge funds.

Jabil Company Profile

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.