Jabil (NYSE:JBL) Releases Q1 2026 Earnings Guidance

Key Points

• Jabil (NYSE:JBL) has issued Q1 2026 earnings guidance with EPS forecasted at $2.470-$2.870, surpassing the consensus estimate of $2.320, and revenue guidance set between $7.7 billion and $8.3 billion compared to the consensus of $7.5 billion.
• The company announced a quarterly dividend of $0.08 per share, translating to an annualized yield of 0.1%, and insiders have recently sold over 102,000 shares valued at more than $22 million.
• Several analysts have raised their price targets for Jabil stock, with estimates ranging from $208 to $256 and an average target price of $231.71, reflecting a positive sentiment on the stock's performance.

Jabil (NYSE:JBL - Get Free Report) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.470-2.870 for the period, compared to the consensus estimate of 2.320. The company issued revenue guidance of $7.7 billion-$8.3 billion, compared to the consensus revenue estimate of $7.5 billion. Jabil also updated its FY 2026 guidance to 11.000-11.000 EPS.

Jabil Stock Performance

JBL stock opened at $225.35 on Thursday. The stock has a market capitalization of $24.18 billion, a PE ratio of 43.76, a price-to-earnings-growth ratio of 1.38 and a beta of 1.25. 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. The stock's 50 day simple moving average is $216.97 and its 200 day simple moving average is $183.02.

Jabil Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts have recently commented on JBL shares. UBS Group upped their price objective on Jabil from $157.00 to $208.00 and gave the stock a "neutral" rating in a research note on Wednesday, June 18th. Raymond James Financial restated a "strong-buy" rating and issued a $230.00 price objective (up from $170.00) on shares of Jabil in a research note on Wednesday, June 18th. Barclays upped their price objective on Jabil from $206.00 to $223.00 and gave the stock an "overweight" rating in a research note on Tuesday, June 17th. JPMorgan Chase & Co. increased their price target on Jabil from $214.00 to $256.00 and gave the stock an "overweight" rating in a research note on Thursday, July 17th. Finally, Bank of America increased their price target on Jabil from $225.00 to $245.00 and gave the stock a "buy" rating in a research note on Friday, June 20th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $231.71.

Insider Buying and Selling at Jabil

In other Jabil news, Director Anousheh Ansari sold 1,000 shares of the stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $222.75, for a total transaction of $222,750.00. Following the completion of the transaction, the director owned 36,400 shares of the company's stock, valued at $8,108,100. This represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Frederic E. Mccoy sold 4,500 shares of the stock in a transaction dated Wednesday, July 23rd. The shares were sold at an average price of $223.55, for a total transaction of $1,005,975.00. Following the transaction, the executive vice president directly owned 124,203 shares of the company's stock, valued at $27,765,580.65. This trade represents a 3.50% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 102,371 shares of company stock worth $22,085,161. Insiders own 1.73% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in Jabil by 25.6% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 5,016 shares of the technology company's stock worth $1,094,000 after purchasing an additional 1,023 shares during the last quarter. Gamco Investors INC. ET AL bought a new stake in Jabil in the second quarter worth about $877,000. Teza Capital Management LLC bought a new stake in Jabil in the second quarter worth about $736,000. Focus Partners Wealth lifted its stake in Jabil by 20.0% in the first quarter. Focus Partners Wealth now owns 4,967 shares of the technology company's stock worth $676,000 after purchasing an additional 829 shares during the last quarter. Finally, Jump Financial LLC bought a new stake in Jabil in the second quarter worth about $488,000. Institutional investors own 93.39% of the company's stock.

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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