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Aug 31
Jabil Q4 2025 Earnings Report
Jabil reported strong Q4 results with solid EPS and resilient performance despite sector-specific headwinds.
Key Takeaways
Jabil delivered a strong fourth quarter, driven by demand in AI-related infrastructure and solid execution across core segments, offsetting weakness in automotive and renewables.
Revenue reached $8.25B, showing resilient performance across diversified segments
Non-GAAP EPS was $3.29, highlighting strong core profitability
GAAP Net Income came in at $218M with solid margin execution
AI infrastructure and data center demand helped offset sector-specific weaknesses
Jabil
Jabil
Jabil Revenue by Segment
Revenue by Segment
Intelligent Infrastructure Revenue
CapyFin.comRegulated Industries Revenue
CapyFin.comConnected Living & Digital Commerce Revenue
CapyFin.com Forward Guidance
Jabil expects revenue growth in FY26 supported by demand in AI data centers, healthcare, and automation, with an $11.00 EPS target and $31.3B in revenue.
Positive Outlook
- FY26 revenue projected at $31.3B
- Core EPS expected to reach $11.00
- Adjusted free cash flow estimated above $1.3B
- Strength in AI-driven demand across key verticals
- Focused capital deployment to enhance returns
Challenges Ahead
- Ongoing pressure in automotive and renewables
- Restructuring and severance expenses continuing into FY26
- Potential macroeconomic uncertainties remain
- Lower Q1 FY26 GAAP EPS guidance ($1.27 - $1.84)
- Continued impact from previous business divestitures
Revenue & Expenses
Visualization of income flow from segment revenue to net income