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Aug 31, 2021

Jabil Q4 2021 Earnings Report

Jabil reported strong financial results, exceeding initial expectations due to the adaptability of its diversified model amidst global supply chain challenges.

Key Takeaways

Jabil Inc. reported strong Q4 and FY21 results. Q4 net revenue was $7.4 billion, with DMS revenue growing 10% year-on-year and EMS revenue decreasing 6%. The company's GAAP EPS was $1.16, and non-GAAP EPS was $1.44.

Net revenue for Q4 reached $7.4 billion.

Diversified Manufacturing Services (DMS) saw a 10% year-on-year revenue growth in Q4.

Electronics Manufacturing Services (EMS) experienced a 6% year-on-year revenue decrease in Q4.

U.S. GAAP diluted earnings per share were reported at $1.16 for Q4.

Total Revenue
$7.41B
Previous year: $7.3B
+1.5%
EPS
$1.44
Previous year: $0.98
+46.9%
Gross Profit
$587M
Previous year: $491M
+19.6%
Cash and Equivalents
$1.57B
Previous year: $1.39B
+12.4%
Free Cash Flow
$481M
Previous year: $352M
+36.5%
Total Assets
$16.7B
Previous year: $14.4B
+15.7%

Jabil

Jabil

Forward Guidance

Jabil anticipates continued positive momentum into FY22, driven by secular growth in vehicle electrification, connected healthcare, and infrastructure development. For the first quarter of fiscal year 2022, the company projects net revenue between $8.0 billion and $8.6 billion, U.S. GAAP operating income between $321 million and $381 million, and U.S. GAAP diluted earnings per share between $1.41 and $1.61.

Positive Outlook

  • Net revenue between $8.0 billion and $8.6 billion
  • U.S. GAAP operating income $321 million to $381 million
  • U.S. GAAP diluted earnings per share $1.41 to $1.61 per diluted share
  • Core operating income (Non-GAAP) $365 million to $425 million
  • Core diluted earnings per share (Non-GAAP) $1.70 to $1.90 per diluted share