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May 31, 2025
Jabil Q3 2025 Earnings Report
Jabil delivered strong performance in Q3 2025, exceeding expectations across key infrastructure markets.
Key Takeaways
Jabil saw significant growth driven by demand in cloud, data center infrastructure, and capital equipment, resulting in higher revenue and earnings despite weaknesses in EVs, Renewables, and 5G segments.
Revenue reached $7.83 billion, reflecting robust demand in infrastructure-related end-markets.
GAAP Net Income for the quarter was $222 million.
Adjusted EPS came in at $2.55, indicating strong core profitability.
Cash flow from operations was solid, despite heavy investment and stock repurchases.
Forward Guidance
Jabil expects continued strength in Q4 2025, driven by AI infrastructure and disciplined execution, though headwinds remain in EVs and renewables.
Positive Outlook
- Projected Q4 revenue range: $7.1B–$7.8B
- Expected GAAP operating income: $331M–$411M
- Guided GAAP diluted EPS: $1.79–$2.37
- Non-GAAP core EPS guidance: $2.64–$3.04
- FY25 core EPS outlook raised to $9.33
Challenges Ahead
- Continued softness in EV and renewable segments
- 5G demand remains below expectations
- Restructuring costs still impacting margins
- Pressure from divestitures and component costs
- Lower cash balance vs. previous quarter
Historical Earnings Impact
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Avg. Return Before/After Earnings
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