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Aug 31, 2023

Jabil Q4 2023 Earnings Report

Jabil reported solid Q4 2023 financial results with a consistent DMS revenue and a 13% decline in EMS revenue.

Key Takeaways

Jabil Inc. reported its Q4 and Fiscal Year 2023 results, with net revenue at $8.5 billion, GAAP operating income at $441 million, and GAAP diluted EPS at $1.15. The company's board has increased the share repurchase program to $2.5 billion.

Net revenue for Q4 2023 was $8.5 billion.

Diversified Manufacturing Services (DMS) revenue remained consistent year-on-year.

Electronics Manufacturing Services (EMS) revenue declined by 13 percent year-on-year.

U.S. GAAP diluted earnings per share were $1.15.

Total Revenue
$8.46B
Previous year: $9.03B
-6.3%
EPS
$2.45
Previous year: $2.34
+4.7%
Gross Profit
$766M
Previous year: $729M
+5.1%
Cash and Equivalents
$1.8B
Previous year: $1.48B
+22.1%
Free Cash Flow
$516M
Previous year: $589M
-12.4%
Total Assets
$19.4B
Previous year: $19.7B
-1.5%

Jabil

Jabil

Forward Guidance

Jabil anticipates net revenue between $8.4 billion and $9.0 billion, GAAP operating income between $423 million and $483 million, and GAAP diluted earnings per share between $2.02 and $2.42 for the first quarter of fiscal year 2024.