Jabil (NYSE:JBL) Updates Q4 2026 Earnings Guidance

Posted by Dante Gardener on Jun 18th, 2026

Jabil (NYSE:JBL – Get Free Report) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 3.800-4.200 for the period, compared to the consensus earnings per share estimate of 3.690. The company issued revenue guidance of $9.2 billion-$10.0 billion, compared to the consensus revenue estimate of $9.0 billion. Jabil also updated its FY 2026 guidance to 12.700-12.700 EPS.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Robert W. Baird upped their price objective on shares of Jabil from $275.00 to $281.00 and gave the stock an “outperform” rating in a research note on Thursday, March 19th. Stifel Nicolaus upped their price objective on shares of Jabil from $290.00 to $430.00 and gave the stock a “buy” rating in a research note on Monday. Zacks Research lowered shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 18th. Barclays reaffirmed an “overweight” rating on shares of Jabil in a research note on Thursday. Finally, JPMorgan Chase & Co. upped their price objective on shares of Jabil from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Thursday, March 12th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Jabil currently has a consensus rating of “Moderate Buy” and a consensus target price of $357.25.

Check Out Our Latest Analysis on Jabil

Jabil Stock Performance

Shares of Jabil stock opened at $374.51 on Thursday. The company has a market capitalization of $39.51 billion, a PE ratio of 50.27, a P/E/G ratio of 1.76 and a beta of 1.28. The company has a debt-to-equity ratio of 2.50, a quick ratio of 0.68 and a current ratio of 1.01. The company has a 50-day simple moving average of $345.94 and a two-hundred day simple moving average of $280.71. Jabil has a one year low of $189.60 and a one year high of $428.93.

Jabil (NYSE:JBL – Get Free Report) last announced its earnings results on Wednesday, June 17th. The technology company reported $3.16 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.06. The business had revenue of $8.75 billion during the quarter, compared to the consensus estimate of $8.61 billion. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The firm’s revenue was up 11.8% on a year-over-year basis. During the same period in the previous year, the company posted $2.55 earnings per share. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Research analysts expect 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. Shareholders of record on Friday, May 15th were issued a $0.08 dividend. 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 payout ratio is currently 4.30%.

Insiders Place Their Bets

In other news, Director Anousheh Ansari sold 2,000 shares of the company’s stock in a transaction dated 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 $9,540,000. This represents a 5.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Steven D. Borges sold 7,000 shares of the company’s stock in a transaction dated 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 approximately $22,191,960. This trade represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,981 shares of company stock valued at $11,360,740 in the last three months. 1.35% of the stock is currently owned by insiders.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

Positive Sentiment: Jabil beat fiscal Q3 expectations, reporting $3.16 in adjusted EPS on $8.75 billion in revenue, both above estimates, with sales up 11.8% year over year. Jabil Posts Third Quarter Results
Positive Sentiment: The company raised its FY2026 profit and revenue guidance, signaling management’s confidence in continued demand and stronger-than-expected execution. Jabil raises annual profit forecast amid strong data center demand
Positive Sentiment: Management highlighted AI-driven data center demand, hyperscaler wins, and capacity expansion as key growth drivers, suggesting momentum could carry into fiscal 2027. Jabil Q3 Earnings Call Highlights AI Growth and Margin Path
Positive Sentiment: Jabil also unveiled an India AI and data-center manufacturing partnership with Adani Group, which could expand its footprint in a fast-growing infrastructure market. Jabil Bets Big on India’s AI Infrastructure Push: Time to Buy?
Neutral Sentiment: Several reports noted that the stock has been a big post-earnings mover and a strong momentum name, reflecting upbeat sentiment already built into shares. Why Jabil Stock Is One of the S&P 500’s Biggest Gainers
Negative Sentiment: Despite the beat and raised outlook, some coverage said shares slipped after the release, likely because investors had already priced in a strong result and were taking profits. Jabil Tops Forecasts on AI Demand and Strong Guidance, but Shares Slip

Hedge Funds Weigh In On Jabil

Several hedge funds have recently modified their holdings of the stock. Corient Private Wealth LLC increased its holdings in shares of Jabil by 194.8% during the fourth quarter. Corient Private Wealth LLC now owns 99,763 shares of the technology company’s stock valued at $22,748,000 after acquiring an additional 65,917 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in shares of Jabil by 48.8% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 17,376 shares of the technology company’s stock valued at $3,962,000 after acquiring an additional 5,695 shares in the last quarter. Raymond James Financial Inc. increased its holdings in Jabil by 2.1% in the 4th quarter. Raymond James Financial Inc. now owns 461,821 shares of the technology company’s stock worth $105,532,000 after buying an additional 9,474 shares during the period. Virtue Capital Management LLC acquired a new position in Jabil in the 4th quarter worth approximately $212,000. Finally, Vident Advisory LLC increased its holdings in Jabil by 175.4% in the 4th quarter. Vident Advisory LLC now owns 18,818 shares of the technology company’s stock worth $4,291,000 after buying an additional 11,986 shares during the period. Institutional investors and hedge funds own 93.39% of the company’s stock.

About Jabil

(Get Free Report)

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.