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Jabil (JBL)
NYSE:JBL
Earnings Data
Report Date
Mar 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.49Last Year’s EPS
1.94Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Jabil's earnings call highlighted a strong performance in Q1, exceeding expectations across key metrics and demonstrating significant growth in Intelligent Infrastructure. The company raised its full-year guidance and anticipates substantial AI-driven revenue growth. However, challenges include a decline in Connected Living and Digital Commerce, increased interest expenses, and a cautious outlook for automotive revenue. Overall, the positive aspects of the call outweigh the negatives, indicating a strong start to fiscal 2026.Company Guidance
Exceeding Expectations Across Metrics
Jabil exceeded expectations in revenue, core operating income, core margins, and core earnings per share for Q1 Fiscal Year 2026. Revenue reached $8.3 billion, at the high end of the guidance range.
Significant Growth in Intelligent Infrastructure
Intelligent Infrastructure revenue was $3.9 billion, driven by cloud and data center infrastructure and networking end markets. This segment showed a core operating margin increase of 40 basis points year-over-year.
Strong Cash Flow and Financial Position
Adjusted free cash flow for Q1 was $272 million, with expectations to deliver $1.3 billion for the full year. The company ended the quarter with a net debt to core EBITDA ratio of 1.2x and cash balances of $1.6 billion.
Raised Full Year Guidance
Jabil raised its full-year revenue guidance by $1.1 billion to $32.4 billion, with an improved core operating margin expectation of 5.7%.
AI-Driven Revenue Growth
AI-related revenue for fiscal 2026 is expected to be approximately $12.1 billion, representing 35% year-over-year growth.
JBL Earnings History
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.
Beat
Missed
JBL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 17, 2025 | $212.56 | $216.30 | +1.76% |
Sep 25, 2025 | $225.28 | $210.20 | -6.69% |
Jun 17, 2025 | $180.75 | $196.82 | +8.89% |
Mar 20, 2025 | $139.36 | $143.71 | +3.12% |
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.
FAQ
When does Jabil (JBL) report earnings?
Jabil (JBL) is schdueled to report earning on Mar 13, 2026, Before Open (Confirmed).
What is Jabil (JBL) earnings time?
Jabil (JBL) earnings time is at Mar 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JBL EPS forecast?
JBL EPS forecast for the fiscal quarter 2026 (Q2) is 2.49.
