Jabil (NYSE:JBL) Releases FY 2026 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 12.700-12.700 for the period, compared to the consensus estimate of 12.180. The company issued revenue guidance of $35.0 billion-$35.0 billion, compared to the consensus revenue estimate of $34.2 billion. Jabil also updated its Q4 2026 guidance to 3.800-4.200 EPS.

Jabil Trading Down 2.4%

Shares of JBL opened at $376.40 on Wednesday. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.68. The firm has a 50 day simple moving average of $343.79 and a 200-day simple moving average of $279.53. Jabil has a 1-year low of $185.00 and a 1-year high of $398.89. The stock has a market cap of $39.71 billion, a price-to-earnings ratio of 50.52, a price-to-earnings-growth ratio of 1.81 and a beta of 1.28.

Jabil (NYSE:JBL) last issued its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping analysts’ consensus estimates of $3.12 by $0.04. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The business had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.61 billion. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Equities analysts forecast that Jabil will post 11.37 EPS for the current fiscal year.

Jabil Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 2nd. Investors of record on Friday, May 15th were given a dividend of $0.08 per share. The ex-dividend date was Friday, May 15th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil’s dividend payout ratio (DPR) is 4.30%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on JBL. Bank of America raised their target price on shares of Jabil from $295.00 to $354.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. JPMorgan Chase & Co. raised their target price on shares of Jabil from $270.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. Robert W. Baird raised their target price on shares of Jabil from $275.00 to $281.00 and gave the stock an “outperform” rating in a research report on Thursday, March 19th. Stifel Nicolaus raised their target price on shares of Jabil from $290.00 to $430.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Wall Street Zen downgraded shares of Jabil from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $357.25.

Insider Buying and Selling at Jabil

In related news, Director Anousheh Ansari sold 2,000 shares of Jabil stock in a transaction on Friday, April 10th. The shares were sold at an average price of $300.00, for a total transaction of $600,000.00. Following the transaction, the director owned 31,800 shares in the company, valued at approximately $9,540,000. The trade was a 5.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Steven D. Borges sold 7,000 shares of Jabil stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $290.00, for a total transaction of $2,030,000.00. Following the transaction, the executive vice president owned 76,524 shares in the company, valued at $22,191,960. The trade was a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 37,981 shares of company stock worth $11,360,740. Corporate insiders own 1.35% of the company’s stock.

More Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil announced a strategic alliance with Adani Enterprises to build an integrated AI and data center infrastructure manufacturing platform in India, giving investors a potential new growth driver tied to rising AI spending. Apple supplier Jabil, Adani partner to build AI data center infra platform in India
• Positive Sentiment: Several articles highlighted Jabil’s strong momentum profile and recent 52-week high, suggesting traders see continued upside ahead of earnings if current business trends hold. Jabil, Inc. (JBL) Hit a 52 Week High, Can the Run Continue?
• Positive Sentiment: Analyst-style previews said Jabil has a strong earnings surprise track record and may be positioned to beat estimates again in the next report, which is supporting sentiment before results. Will Jabil (JBL) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Multiple “buy ahead of earnings” and “how should you play the stock” articles reflect heightened investor attention, but they mostly reiterate expectations rather than reveal a new catalyst. Is Jabil (JBL) a ‘Buy’ Ahead of Its Upcoming Earnings Announcement?
• Neutral Sentiment: Coverage ahead of Q2/Q3 earnings says Jabil enters the report with AI infrastructure, photonics partnerships, and healthcare strength, but also notes some signals could temper expectations. Jabil’s Q3 Earnings Coming Up: How Should You Play the Stock?

Hedge Funds Weigh In On Jabil

A number of institutional investors have recently added to or reduced their stakes in JBL. Greenline Wealth Management LLC acquired a new position in Jabil in the 4th quarter worth $28,000. Virtus Advisers LLC acquired a new position in Jabil in the 4th quarter worth $32,000. Wilkerson Advisory Group LLC acquired a new position in Jabil in the 4th quarter worth $34,000. DV Equities LLC acquired a new position in Jabil in the 4th quarter worth $34,000. Finally, Banque Cantonale Vaudoise acquired a new position in Jabil in the 3rd quarter worth $43,000. Institutional investors and hedge funds own 93.39% of the company’s stock.

Jabil Company Profile

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.