Jabil (NYSE:JBL) Issues FY 2026 Earnings Guidance

Key Points

• Jabil has provided FY 2026 earnings guidance, projecting an EPS of $11.00 and revenue of $31.3 billion, exceeding consensus estimates of $10.60 EPS and $30.9 billion revenue.
• The company's stock recently fell by 3.9% and has a current market cap of $24.18 billion, with a price-to-earnings ratio of 43.76.
• Jabil also announced a quarterly dividend of $0.08 per share, representing an annualized dividend yield of 0.1% and a payout ratio of 6.21%.

Jabil (NYSE:JBL - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 11.000-11.000 for the period, compared to the consensus EPS estimate of 10.600. The company issued revenue guidance of $31.3 billion-$31.3 billion, compared to the consensus revenue estimate of $30.9 billion. Jabil also updated its Q1 2026 guidance to 2.470-2.870 EPS.

Jabil Stock Down 3.9%

Jabil stock opened at $225.35 on Thursday. The firm has a market cap of $24.18 billion, a price-to-earnings ratio of 43.76, a PEG ratio of 1.38 and a beta of 1.25. The stock has a fifty day simple moving average of $216.97 and a two-hundred day simple moving average of $183.02. Jabil has a 12 month low of $108.66 and a 12 month high of $237.14. The company has a current ratio of 0.98, a quick ratio of 0.64 and a debt-to-equity ratio of 1.85.

Jabil Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 3rd. Shareholders of record on Friday, August 15th were issued a $0.08 dividend. The ex-dividend date of this dividend was Friday, August 15th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. Jabil's dividend payout ratio (DPR) is presently 6.21%.

Analysts Set New Price Targets

JBL has been the subject of several research analyst reports. Raymond James Financial reaffirmed a "strong-buy" rating and issued a $230.00 price objective (up previously from $170.00) on shares of Jabil in a report on Wednesday, June 18th. Zacks Research lowered Jabil from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 26th. Barclays lifted their price objective on Jabil from $206.00 to $223.00 and gave the stock an "overweight" rating in a report on Tuesday, June 17th. Stifel Nicolaus initiated coverage on Jabil in a report on Wednesday, July 2nd. They issued a "buy" rating and a $245.00 price objective for the company. Finally, Bank of America lifted their price objective on Jabil from $225.00 to $245.00 and gave the stock a "buy" rating in a report on Friday, June 20th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $231.71.

Insider Buying and Selling at Jabil

In other Jabil news, EVP Frederic E. Mccoy sold 4,500 shares of the business's stock in a transaction dated Wednesday, July 23rd. The stock was sold at an average price of $223.55, for a total transaction of $1,005,975.00. Following the completion of the sale, the executive vice president owned 124,203 shares of the company's stock, valued at approximately $27,765,580.65. The trade was a 3.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Chairman Mark T. Mondello sold 20,000 shares of the business's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $200.02, for a total value of $4,000,400.00. Following the completion of the transaction, the chairman owned 1,400,190 shares in the company, valued at $280,066,003.80. The trade was a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 102,371 shares of company stock valued at $22,085,161 in the last ninety days. 1.73% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Jabil

Large investors have recently made changes to their positions in the business. Raymond James Financial Inc. lifted its holdings in Jabil by 31.7% during the 2nd quarter. Raymond James Financial Inc. now owns 392,868 shares of the technology company's stock valued at $85,685,000 after purchasing an additional 94,659 shares during the last quarter. Sei Investments Co. grew its position in shares of Jabil by 64.1% during the 2nd quarter. Sei Investments Co. now owns 208,851 shares of the technology company's stock worth $45,550,000 after buying an additional 81,569 shares during the period. Maytus Capital Management LLC acquired a new stake in shares of Jabil during the 2nd quarter worth approximately $5,474,000. Ameriprise Financial Inc. boosted its stake in Jabil by 31.2% during the 2nd quarter. Ameriprise Financial Inc. now owns 98,639 shares of the technology company's stock worth $21,512,000 after acquiring an additional 23,431 shares during the last quarter. Finally, Worldquant Millennium Advisors LLC boosted its stake in Jabil by 7.4% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 301,146 shares of the technology company's stock worth $65,680,000 after acquiring an additional 20,804 shares during the last quarter. 93.39% of the stock is currently owned by hedge funds and other institutional investors.

Jabil Company Profile

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).

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