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.