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Jabil (JBL)
NYSE:JBL
US Market

Jabil (JBL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 25, 2025
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.89
Last Year’s EPS
2.3
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Jun 17, 2025|
% Change Since: 10.77%|
Earnings Call Sentiment|Positive
The earnings call reflected a strong overall performance for Jabil Inc., highlighted by significant revenue growth driven by the Intelligent Infrastructure segment and robust free cash flow generation. However, challenges persist in the regulated industries and consumer product segments, as well as in the 5G market. The company's strategic U.S. manufacturing expansion and strong earnings growth contribute to a positive outlook.
Company Guidance -
Q4 2025
During Jabil Inc.'s third-quarter fiscal 2025 conference call, the company reported strong financial metrics, surpassing expectations with $7.8 billion in net revenue, a 16% increase year over year, and $800 million above their March guidance midpoint. The Intelligent Infrastructure segment drove growth, with AI-related revenue contributing significantly, while the regulated and Connected Living and Digital Commerce segments performed as planned. Core operating income reached $420 million, translating to a 5.4% core operating margin, a 20 basis point improvement from last year. GAAP operating income stood at $403 million, with a GAAP diluted EPS of $2.30 and core diluted EPS rising 35% year over year to $2.55. Despite challenges in the EV and renewable markets, healthcare provided offsetting growth within regulated industries. Inventory days improved, and cash flow from operations was strong at $406 million, leading to a year-to-date adjusted free cash flow of $813 million. Looking ahead, Jabil anticipates Q4 revenue between $7.1 billion and $7.8 billion, with core operating income ranging from $428 million to $488 million, and core diluted EPS expected to be between $2.64 and $3.04. The company also announced a $500 million investment in a new U.S. site to support AI data center infrastructure growth, aiming to reach $8.5 billion in AI-related revenue for the fiscal year. For fiscal 2025, Jabil raised its revenue guidance to approximately $29 billion, maintaining a 5.4% core operating margin and projecting core diluted EPS of $9.33, with an expected free cash flow exceeding $1.2 billion.
Record Revenue Growth
Jabil Inc. reported $7.8 billion in net revenue for Q3, up 16% year over year, exceeding expectations by $800 million.
Intelligent Infrastructure Segment Surge
The Intelligent Infrastructure segment reported revenue of $3.4 billion, up 51% year over year, driven by AI-related cloud and data center infrastructure growth.
Strong Core Earnings Growth
Core diluted earnings per share for Q3 were $2.55, a 35% increase compared to Q3 of the previous year.
Significant Free Cash Flow Generation
Adjusted free cash flow for the quarter was $326 million, with year-to-date free cash flow reaching $813 million. The company is on track to generate over $1.2 billion in free cash flow for the year.
U.S. Manufacturing Expansion
Jabil announced a $500 million investment to open a new site in the Southeastern U.S. to support AI data center infrastructure demand, enhancing its U.S. footprint.

Jabil (JBL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

JBL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 25, 2025
2025 (Q4)
2.89 / -
2.3
Jun 17, 2025
2025 (Q3)
2.31 / 2.55
1.8934.92% (+0.66)
Mar 20, 2025
2025 (Q2)
1.83 / 1.94
1.6815.48% (+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
2.3112.55% (+0.29)
Sep 28, 2023
2023 (Q4)
2.32 / 2.45
2.344.70% (+0.11)
Jun 15, 2023
2023 (Q3)
1.88 / 1.99
1.7215.70% (+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.
Beat
Missed

JBL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jun 17, 2025
$180.82$196.89+8.89%
Mar 20, 2025
$139.41$143.76+3.12%
Dec 18, 2024
$133.83$143.55+7.26%
Sep 26, 2024
$113.25$126.45+11.66%
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 Sep 25, 2025, Before Open (Confirmed).
    What is Jabil (JBL) earnings time?
    Jabil (JBL) earnings time is at Sep 25, 2025, 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 2025 (Q4) is 2.89.

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