Jabil (NYSE:JBL) Issues Q4 2026 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.800-4.200 for the period, compared to the consensus earnings per share estimate of 3.690. The company issued revenue guidance of $9.2 billion-$10.0 billion, compared to the consensus revenue estimate of $9.0 billion. Jabil also updated its FY 2026 guidance to 12.700-12.700 EPS.

Jabil Stock Down 1.1%

Jabil stock opened at $371.04 on Friday. The firm has a market capitalization of $39.14 billion, a price-to-earnings ratio of 46.32, a PEG ratio of 1.76 and a beta of 1.28. The company’s 50 day simple moving average is $347.91 and its 200 day simple moving average is $281.84. 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 has a fifty-two week low of $189.60 and a fifty-two week high of $428.93.

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

Jabil Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages recently weighed in on JBL. Bank of America restated a “buy” rating and set a $470.00 target price on shares of Jabil in a report on Thursday. JPMorgan Chase & Co. lifted their price objective on shares of Jabil from $395.00 to $450.00 and gave the company an “overweight” rating in a research report on Thursday. Argus set a $475.00 target price on shares of Jabil in a report on Thursday. Stifel Nicolaus set a $460.00 price target on shares of Jabil and gave the company a “buy” rating in a report on Thursday. Finally, Robert W. Baird raised their price objective on shares of Jabil from $355.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $453.67.

Insider Transactions at Jabil

In other Jabil news, EVP Andrew Priestley sold 3,169 shares of the business’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $330.00, for a total value of $1,045,770.00. Following the completion of the sale, the executive vice president owned 57,098 shares of the company’s stock, valued at $18,842,340. The trade was a 5.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Anousheh Ansari sold 2,000 shares of the firm’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $300.00, for a total transaction of $600,000.00. Following the transaction, the director directly owned 31,800 shares in the company, valued at $9,540,000. This represents a 5.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 37,981 shares of company stock worth $11,360,740. Company insiders own 1.35% of the company’s stock.

Key Stories Impacting 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 hedge funds and other institutional investors have recently bought and sold shares of the company. Greenline Wealth Management LLC bought a new stake in shares of Jabil in the fourth quarter worth $28,000. Virtus Advisers LLC bought a new stake in shares of Jabil in the 4th quarter valued at $32,000. Wilkerson Advisory Group LLC bought a new stake in Jabil during the fourth quarter valued at $34,000. DV Equities LLC acquired a new stake in Jabil during the 4th quarter worth about $34,000. Finally, Banque Cantonale Vaudoise acquired a new stake in Jabil during the third quarter worth approximately $43,000. Institutional investors own 93.39% of the company’s stock.

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.