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

By Reuters News


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

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$10.60 bln

$9.71 bln (10 Analysts)

Q4 Adjusted EPS

Beat

$4.40

$4.07 (10 Analysts)

Q4 EPS

$3.76

Q4 Adjusted Operating Income

$675 mln

Q4 Operating Income

$602 mln


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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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(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.)

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