Jabil Guides Q1 Adjusted EPS to $3.80-$4.20, Above Consensus
JBL sits 70% above its 52-week low of $189.6.
Summary
Jabil issued first-quarter fiscal 2027 adjusted EPS guidance of $3.80 to $4.20, a range that sits above the consensus estimate of $3.75. The company's Intelligent Infrastructure segment, which includes AI and data center solutions, has been driving strong growth, and this guidance suggests continued momentum. The midpoint of $4.00 implies roughly 7% upside to consensus, a meaningful positive signal for a $33.4 billion market cap company. This follows a $1.5 billion buyback authorization in July and a new automated logistics hub opening, both of which underscore management's confidence. Jabil posted fourth quarter and fiscal year 2026 results, with Q4 net revenue of $10.6 billion and core EPS of $4.40, and FY2026 revenue of $36.0 billion. FY2027 guidance includes revenue of $44.5 billion, core EPS of $17.55, and adjusted free cash flow of about $1.6 billion. Despite the strong earnings, the stock fell.
Updated with an SEC 8-K filing · What changed
Updates
· SEC 8-K — Jabil reported Q4 net revenue of $10.6 billion, core EPS of $4.40, and FY2026 revenue of $36.0 billion; FY2027 guidance includes revenue of $44.5 billion, core EPS of $17.55, and adjusted free cash flow of about $1.6 billion.
At the time of this announcement, JBL was trading at $322.00 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 news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.