Benzinga·1d ago
Top Wall Street Forecasters Revamp Jabil Expectations Ahead Of Q4 EarningsJabil Inc. (NYSE:JBL) will release its fourth quarter earnings report before the opening bell on Wednesday, Sept. 30.
Jabil is successfully pivoting toward higher-complexity manufacturing, evidenced by an 11.8% revenue growth rate in 2026Q3, yet this transition is increasingly funded by debt rather than organic equity growth. While the company demonstrates improved operationa...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 11.8% in 2026Q3, though structural constraints keep gross margins tightly capped at 9.5%.
Jabil has a consistent history of paying quarterly dividends since 2006, with a recent declaration of $0.08 per share, reinforcing shareholder returns.
Jabil's partnership with Sivers Semiconductors on low-energy AI data center optical modules positions it to capitalize on growing AI infrastructure demand.
The strategic minority investment in Eagle Harbour Technologies enhances Jabil's advanced semiconductor fabrication capabilities, scaling SEMI-compliant power solutions.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jun 17, 2026 | $3.16+1.9% vs $3.10 | $8.8B+1.7% vs $8.6B |
Q2 2026 Mar 18, 2026 | $2.69+7.2% vs $2.51 | $8.3B+6.5% vs $7.8B |
Q4 2025 Dec 17, 2025 | $2.85+5.6% vs $2.70 | $8.3B+3.4% vs $8.0B |
Q4 2025 Sep 25, 2025 | $3.29+12.7% vs $2.92 | $8.3B+8.7% vs $7.6B |
Jabil Inc. (NYSE:JBL) will release its fourth quarter earnings report before the opening bell on Wednesday, Sept. 30.
In the latest trading session, Jabil (JBL) closed at $299.57, marking a +1.23% move from the previous day.
Corient Private Wealth LP lowered its stake in shares of Jabil, Inc. (NYSE: JBL) by 21.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 57,293 shares of the technology company's stock after selling 15,571 shares during the period. Corient Private Wealth LP owned
JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.
Benchmark JBL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Jabil Inc. (JBL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $308.98 | $32.6B | 52.19 | 3.18% | 2.2% | 40.38% | 0.11% | |
| $114.45 | $41.93B | 49.12 | 8.14% | 3.32% | 18.71% | — | |
| $356.09 | $40.94B | 48.85 | 30.71% | 7.16% | 50.69% | — | |
| $82.23 | $2.95B | 120.93 | 0.11% | 1.89% | 4.81% | — | |
| $215.65 | $11.56B | 48.35 | 7.4% | 2.41% | 11.66% | — | |
| $263.33 | $7.05B | 42.07 | 1.82% | 4.03% | 12.46% | — |
Jabil Inc. (JBL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Jabil Inc. (JBL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 17, 2026·SEC
Apr 22, 2026·SEC
Mar 18, 2026·SEC
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Jabil Inc. (JBL) stock FAQ — growth, dividends, profitability & financials explained
Jabil Inc. (JBL) reported $33.59B in revenue for fiscal year 2025. This represents a 3791% increase from $863.3M in 1996.
Jabil Inc. (JBL) grew revenue by 3.2% over the past year. Growth has been modest.
Yes, Jabil Inc. (JBL) is profitable, generating $862.0M in net income for fiscal year 2025 (2.2% net margin).
Yes, Jabil Inc. (JBL) pays a dividend with a yield of 0.11%. This makes it attractive for income-focused investors.
Jabil Inc. (JBL) has a return on equity (ROE) of 40.4%. This is excellent, indicating efficient use of shareholder capital.
Jabil Inc. (JBL) generated $1.50B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
