Jabil Raises Outlook as AI Infrastructure Demand Accelerates

Dow Jones12-17

By Nicholas G. Miller

Jabil reported higher first-quarter profit and revenue and raised its full-year outlook as its pivot into AI infrastructure continues to drive growth.

The company recorded net income of $146 million, or $1.35 a share, up from $100 million, or 88 cents a share, the year prior.

Adjusted earnings were $2.85 a share. Analysts expected $2.70 a share, according to FactSet.

Revenue rose to $8.31 billion from $6.99 billion the year before. Wall Street expected $8.03 billion.

The company raised its fiscal-year revenue forecast to $32.4 billion, up from its previous guidance of $31.3 billion. It also boosted its fiscal-year adjusted earnings guidance to $11.55 a share, up from its prior forecast of $11 a share. Analysts see revenue of $31.42 billion and adjusted earnings of $11.07 a share.

It guided for second-quarter revenue of $7.5 billion to $8 billion and adjusted earnings of $2.27 to $2.67 a share. Wall Street sees second-quarter revenue of $7.52 billion and adjusted earnings of $2.39 a share.

Jabil has expanded its business supplying AI infrastructure, which has led to significant revenue gains. "Our Intelligent Infrastructure segment remains a major growth engine, supported by accelerating demand across cloud, data center infrastructure, networking, and capital equipment," said Chief Executive Mike Dastoor.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

December 17, 2025 07:59 ET (12:59 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Miller \n\n\n \n\n\n  Jabil reported higher first-quarter profit and revenue and raised its full-year outlook as its pivot into AI infrastructure continues to drive growth. \n\n\n  The company recorded net income of $146 million, or $1.35 a share, up from $100 million, or 88 cents a share, the year prior. \n\n\n  Adjusted earnings were $2.85 a share. Analysts expected $2.70 a share, according to FactSet. \n\n\n  Revenue rose to $8.31 billion from $6.99 billion the year before. Wall Street expected $8.03 billion. \n\n\n  The company raised its fiscal-year revenue forecast to $32.4 billion, up from its previous guidance of $31.3 billion. It also boosted its fiscal-year adjusted earnings guidance to $11.55 a share, up from its prior forecast of $11 a share. Analysts see revenue of $31.42 billion and adjusted earnings of $11.07 a share. \n\n\n  It guided for second-quarter revenue of $7.5 billion to $8 billion and adjusted earnings of $2.27 to $2.67 a share. 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