The earnings call highlighted strong financial performance and growth in the Intelligent Infrastructure segment, driven by AI-related demand. Despite challenges in the regulated industries and consumer segments, the company's strategic investments and share repurchase plans indicate a positive outlook.

Company Guidance

During Jabil Inc.'s Third Quarter Fiscal Year 2025 Conference Call, the company provided guidance that reflects their strong performance and anticipated growth. For Q3, Jabil reported net revenue of $7.8 billion, a 16% increase year-over-year, driven primarily by the Intelligent Infrastructure segment, which saw a 51% revenue growth due to AI-related demand. Core operating income was $420 million with a margin of 5.4%, while core diluted earnings per share increased by 35% to $2.55. For Q4, Jabil anticipates total company revenue to range between $7.1 billion and $7.8 billion, with core operating income expected between $428 million and $488 million. GAAP diluted EPS is projected to be between $1.79 and $2.37, with a core tax rate of 21%. The company also plans a $500 million investment in a new U.S. site to support AI data center infrastructure, with expectations of generating over $1.2 billion in free cash flow for the fiscal year. Jabil is focused on diversified growth, particularly in AI and industrial automation, while managing risks in the EV and renewable markets.

Significant Revenue Growth

Jabil Inc. reported $7.8 billion in net revenue for Q3 FY2025, marking a 16% year-over-year increase and $800 million above the midpoint of their guidance range.

Intelligent Infrastructure Segment Performance

The Intelligent Infrastructure segment saw revenue growth of approximately 51% year-over-year, driven by strong demand in AI-related cloud and data center infrastructure.

Core Operating Income and Margins

Core operating income for Q3 was $420 million with a core operating margin of 5.4%, representing a 20 basis point improvement year-over-year.

Free Cash Flow and Share Repurchase

Adjusted free cash flow for Q3 was $326 million, contributing to a year-to-date figure of $813 million. The company repurchased $339 million worth of shares and plans to complete a $1 billion share repurchase authorization in Q4.

AI Infrastructure Expansion

Jabil announced plans to open a new site in the Southeastern U.S. to support AI data center infrastructure demand, with a $500 million investment over the next several years.

Jabil (JBL) Earnings, Revenues Date & History

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JBL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 25, 2025	2025 (Q4)	2.90 / -	2.3	―	―	―
Jun 17, 2025	2025 (Q3)	2.31 / 2.55	1.89	34.92% (+0.66)
Mar 20, 2025	2025 (Q2)	1.83 / 1.94	1.68	15.48% (+0.26)
Dec 18, 2024	2025 (Q1)	1.88 / 2.00	2.6	-23.08% (-0.60)
Sep 26, 2024	2024 (Q4)	2.22 / 2.30	2.45	-6.12% (-0.15)
Jun 20, 2024	2024 (Q3)	1.85 / 1.89	1.99	-5.03% (-0.10)
Mar 15, 2024	2024 (Q2)	1.66 / 1.68	1.88	-10.64% (-0.20)
Dec 14, 2023	2024 (Q1)	2.58 / 2.60	2.31	12.55% (+0.29)
Sep 28, 2023	2023 (Q4)	2.32 / 2.45	2.34	4.70% (+0.11)
Jun 15, 2023	2023 (Q3)	1.88 / 1.99	1.72	15.70% (+0.27)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

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Missed

JBL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 17, 2025	$180.75	$196.82	+8.89%
Mar 20, 2025	$139.36	$143.71	+3.12%
Dec 18, 2024	$133.78	$143.50	+7.27%
Sep 26, 2024	$113.21	$126.40	+11.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.