NYSE:JBL

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Jabil reported strong first-quarter fiscal 2026 results, with revenue of $8.3 billion and non-GAAP diluted earnings per share of $2.85, exceeding expectations and driven by broad-based strength across its portfolio, particularly in Intelligent Infrastructure. Citing improved visibility and accelerating demand, the company raised its full-year fiscal 2026 outlook, projecting revenue of $32.4 billion, a core operating margin of 5.7 percent, non-GAAP diluted EPS of $11.55, and adjusted free cash flow exceeding $1.3 billion.
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European Investor 12-17-25
Jabil Inc. reported strong fourth quarter and fiscal year 2025 results, highlighting solid growth driven by AI-related demand across data centers, networking, and capital equipment. For the fourth quarter, revenue reached $8.3 billion with GAAP diluted EPS of $1.99 and non-GAAP core diluted EPS of $3.29. For the full fiscal year, revenue totaled $29.8 billion, GAAP diluted EPS was $5.92, and non-GAAP core diluted EPS came in at $9.75. CEO Mike Dastoor noted that strength in AI and portfolio adjustments more than offset softness in automotive and renewables, underscoring Jabil’s diversified business model.

Looking ahead, Jabil projects fiscal 2026 revenue of about $31.3 billion, with core operating margins of 5.6% and core diluted EPS of $11.00. Free cash flow is expected to exceed $1.3 billion. For the first quarter of 2026, the company guided revenue between $7.7 billion and $8.3 billion, GAAP EPS of $1.27 to $1.84, and non-GAAP core EPS of $2.47 to $2.87. Dastoor emphasized long-term opportunities in AI data center infrastructure, healthcare, and automation as key growth drivers.
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The Investor 09-25-25
Jabil Inc. (NYSE: JBL) entered into a new $3.2 billion senior unsecured revolving credit facility on June 18, 2025, replacing its previous credit agreement from 2020. Key highlights include:

Term: 5 years, with options for unlimited one-year extensions (subject to lender approval), keeping total tenor under five years.

Potential Upsize: The facility may be increased by up to $1.0 billion.

Currencies Available: U.S. Dollars, Euros, Yen, and other approved currencies.

Interest Rates: Tied to Jabil’s unsecured debt ratings; currently, 0.075% above base rate or 1.075% above benchmark rate.

Base Rate Definition: Greater of Citibank base rate, 0.50% above fed funds, or 1.0% above Term SOFR.

Benchmark Rate Options: Term SOFR, EURIBOR, TIBOR, Daily Simple SOFR, etc.

The agreement includes customary covenants and default provisions. The facility was undrawn at signing.

Jabil terminated its previous $3.2 billion credit agreement dated January 22, 2020, with no early termination penalties.

Lender relationships: Many participating banks also have other financial service relationships with Jabil, including FX, derivatives, and trust services.
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ME NEWS 06-25-25
Jabil Estimates $200 Million in Costs for 2025 Restructuring Plan

Jabil Inc. has updated its earlier restructuring disclosure, now estimating approximately $200 million in pre-tax costs tied to its 2025 Restructuring Plan. The plan, approved in September 2024, includes global workforce reductions and capacity realignment aimed at improving organizational efficiency.
Expected charges include $60–70 million for severance and benefits, $65–70 million in asset write-offs, and $55–65 million for contract terminations and related costs. These costs are anticipated to be incurred over fiscal year 2025. Jabil noted that the timing and amounts may vary depending on transition logistics and regional regulations.
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Author
European Investor 06-20-25
Jabil Inc. (NYSE: JBL) has reported strong financial results for the second quarter of fiscal year 2025, with net revenue reaching $6.7 billion. U.S. GAAP operating income for the quarter was $245 million, while diluted earnings per share (EPS) stood at $1.06. On a non-GAAP basis, core operating income was reported at $334 million, and core diluted EPS was $1.94.

CEO Mike Dastoor highlighted the company's robust performance, particularly in capital equipment, cloud and data center infrastructure, and digital commerce. He emphasized Jabil’s adaptability amid geopolitical uncertainties and its strategic positioning as a U.S.-domiciled manufacturing service provider with a strong domestic footprint.

Looking ahead, Jabil has raised its fiscal 2025 outlook, expecting full-year net revenue of $27.9 billion, a core operating margin of 5.4%, and core diluted EPS of $8.95. The company also anticipates generating over $1.2 billion in adjusted free cash flow.

For the third quarter, Jabil projects net revenue between $6.7 billion and $7.3 billion, U.S. GAAP operating income between $282 million and $352 million, and core diluted EPS between $2.08 and $2.48.

Jabil will hold a conference call to discuss its earnings, with an audio webcast and presentation available on its investor relations website.
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Author
The Investor 03-20-25
Fitch Affirms Jabil Inc. at 'BBB-'/'F3'; Outlook Stable
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Author
WS Investor 03-02-25
Jabil Inc. filed a Form 8-K with the SEC on January 28, 2025, reporting the results of its Annual Meeting of Stockholders held on January 23, 2025. The company elected nine directors, including Anousheh Ansari, Michael Dastoor, Christopher S. Holland, Mark T. Mondello, John C. Plant, Steven A. Raymund, James Siminoff, N. V. "Tiger" Tyagarajan, and Kathleen A. Walters. The appointment of Ernst & Young LLP as Jabil’s independent auditor for the fiscal year ending August 31, 2025, was ratified. Stockholders also approved the company’s executive compensation in an advisory vote.

Two stockholder proposals were not approved. The first, titled "Shareholder Opportunity to Vote on Excessive Golden Parachutes," was rejected with 86.4 million votes against. The second, "Director Election Resignation Governance Guideline," was also defeated, receiving 67.5 million votes against.
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WS News 01-29-25