Jabil (NYSE:JBL) Releases FY 2027 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its FY 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 17.550-17.550 for the period, compared to the consensus earnings per share estimate of 16.580. The company issued revenue guidance of $44.5 billion-$44.5 billion, compared to the consensus revenue estimate of $42.6 billion. Jabil also updated its Q1 2027 guidance to 3.800-4.200 EPS.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on JBL shares. Weiss Ratings lowered Jabil from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, September 16th. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 17th. The Goldman Sachs Group lowered their price target on shares of Jabil from $482.00 to $375.00 and set a “buy” rating on the stock in a report on Tuesday, September 8th. Bank of America restated a “buy” rating and issued a $470.00 price objective on shares of Jabil in a research note on Thursday, June 18th. Finally, Stifel Nicolaus set a $460.00 price objective on shares of Jabil and gave the stock a “buy” rating in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $434.22.

Jabil Trading Up 4.5%

Shares of JBL opened at $299.90 on Friday. Jabil has a 1 year low of $189.60 and a 1 year high of $428.93. The company has a current ratio of 0.99, a quick ratio of 0.66 and a debt-to-equity ratio of 1.78. The stock has a 50 day simple moving average of $317.04 and a 200-day simple moving average of $325.99. The stock has a market cap of $31.43 billion, a PE ratio of 30.66, a PEG ratio of 0.64 and a beta of 1.30.

Jabil (NYSE:JBL) last posted its earnings results on Wednesday, September 30th. The technology company reported $4.40 EPS for the quarter, topping the consensus estimate of $4.05 by $0.35. Jabil had a return on equity of 89.50% and a net margin of 2.90%.The business had revenue of $10.62 billion during the quarter, compared to the consensus estimate of $9.69 billion. During the same quarter last year, the company earned $3.29 EPS. Jabil’s revenue was up 28.6% on a year-over-year basis. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. On average, sell-side analysts predict that Jabil will post 15.69 EPS for the current fiscal year.

Jabil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th were paid a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Friday, August 14th. Jabil’s payout ratio is currently 4.00%.

Insider Buying and Selling at Jabil

In other news, EVP Matthew Crowley sold 94 shares of the company’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $345.00, for a total value of $32,430.00. Following the sale, the executive vice president owned 57,536 shares of the company’s stock, valued at approximately $19,849,920. This represents a 0.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.35% of the company’s stock.

Key Headlines Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fourth-quarter adjusted EPS of $4.40, exceeding the $4.05 consensus estimate, while revenue rose 28.6% year over year to $10.62 billion versus expectations of $9.69 billion. EPS increased from $3.29 a year earlier. Jabil earnings report
• Positive Sentiment: Management forecast fiscal 2027 revenue of $44.5 billion and adjusted EPS of $17.55, above Wall Street estimates of $42.6 billion and $16.58, respectively. First-quarter guidance also exceeded consensus, supporting expectations for another year of growth. Reuters fiscal 2027 guidance article
• Positive Sentiment: AI-related data-center and cloud infrastructure demand is the primary growth catalyst. Jabil’s Intelligent Infrastructure business grew sharply, and the company expects expanded capacity and broader customer relationships to support approximately 24% fiscal 2027 revenue growth. Zacks AI-led growth article
• Positive Sentiment: Jabil plans to continue returning capital to shareholders, including a new $1.5 billion share-repurchase authorization. Analysts also became more constructive: JPMorgan raised its target to $430 with an Overweight rating, while Argus reaffirmed Buy with a $475 target.
• Neutral Sentiment: The results marked another consecutive quarterly EPS beat and prompted bullish commentary about Jabil’s growth, margin expansion and asset-light model. However, the stock initially declined after the earnings release, indicating that investors may have been concerned about valuation, elevated expectations or the pace of future growth despite the strong outlook. Seeking Alpha outlook article

About Jabil

Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.