Jabil posts strong Q4 earnings and raises fiscal 2027 outlook
Jabil reported fourth‑quarter 2026 revenue of $10.6 billion, up from $8.3 billion, and core earnings per share of $4.40, up from $3.29. The company guided fiscal 2027 revenue to $44.5 billion and core EPS to $17.55, reflecting about 34% growth. Management highlighted AI infrastructure as the primary growth driver and noted ongoing supply‑chain constraints on memory components.
Why it matters
The company expects revenue to grow 24% and EPS to rise 34% in fiscal 2027, which could support higher earnings multiples and continued share‑repurchase activity, according to management guidance. Analysts note the forward P/E of roughly 19.3, suggesting the market may price in the growth only if execution holds.
Key facts
- 1Q4 2026 revenue was $10.6 billion, up from $8.3 billion. zacks.com
- 2Q4 2026 core EPS increased to $4.40 from $3.29. zacks.com
- 3Fiscal 2027 revenue guidance is $44.5 billion, a 24% increase. zacks.com
- 4Fiscal 2027 core EPS guidance is $17.55, a 34% rise. insidermonkey.com
- 5AI‑related revenue was $14.4 billion in fiscal 2026 and is projected to reach $22.1 billion in fiscal 2027, a 54% increase. insidermonkey.com
- 6Core return on invested capital expanded to 59% in fiscal 2026. insidermonkey.com
Summary written by AlphAI from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.