Electronics firm Jabil's Q4 revenue, adjusted EPS beat estimates

Overview

• U.S. electronics manufacturer reported preliminary fiscal Q4 revenue and adjusted EPS beat analyst expectations

• Company saw strong growth in AI infrastructure and expanded core operating margin

Outlook

• Jabil sees Q1 2027 net revenue of $10.6 bln to $11.4 bln

• Company expects FY 2027 net revenue of $44.5 bln

• Jabil forecasts FY 2027 core diluted EPS of $17.55

Result Drivers

• AI INFRASTRUCTURE - Co said significant growth in AI infrastructure was a key driver of Q4 results

• END MARKET GROWTH - Co cited strong performance in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation

• NEW CAPACITY - Co said bringing critical new capacity online contributed to Q4 performance

Company press release:

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for Jabil Inc. is $435.00, about 36.4% above its September 29 closing price of $318.84

• The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 26 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)