Jabil Beats Q4, Guides FY27 Revenue Up 24% to $44.5B
JBL sits 71% above its 52-week low of $189.6.
Summary
Jabil reported Q4 FY2026 results that beat expectations and issued fiscal 2027 guidance for 24% revenue growth to $44.5 billion and 34% core EPS growth to $17.55.
Updates
· Benzinga — Jabil shares fell 6.81% to $297.13 on Wednesday, with volume more than double the 100-day average.
Key Events · Earnings and Guidance · JBL
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Q4 FY2026 Results Beat Expectations
Net revenue of $10.6 billion and core diluted EPS of $4.40 exceeded management's expectations, driven by AI infrastructure growth.
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FY2026 Full-Year Performance
Revenue grew 21% to $36.0 billion, core operating margin expanded 40 basis points, and adjusted free cash flow exceeded $1.5 billion.
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FY2027 Guidance: 24% Revenue Growth
Company expects revenue of $44.5 billion, core operating margin of 6.1%, and core diluted EPS of $17.55 — up 34% year over year.
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Q1 FY2027 Outlook
Guides Q1 revenue of $10.6–$11.4 billion and core diluted EPS of $3.80–$4.20, above consensus estimates.
Analysis · JBL · Manufacturing
Jabil closed fiscal 2026 with Q4 revenue of $10.6 billion and core EPS of $4.40, both above expectations, and guided fiscal 2027 revenue to $44.5 billion — up 24% — with core EPS of $17.55, up 34%. The company also generated over $1.5 billion in adjusted free cash flow for the year. The strong AI infrastructure demand and broad-based growth across automotive, healthcare, and defense give the guidance credibility, though the stock already trades at a premium valuation.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.9% of the 1661 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, JBL was trading at $325.15 on NYSE in the Manufacturing sector, with a market capitalization of approximately $33.4B. The 52-week trading range was $189.60 to $428.93. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.