Jabil's preliminary Q1 revenue and EPS beat estimates, raises FY26 outlook

Reuters12-17
Jabil's preliminary Q1 revenue and EPS beat estimates, raises FY26 outlook

Overview

  • Electronics manufacturer's preliminary Q1 fiscal 2026 revenue beats analyst expectations

  • Adjusted EPS for preliminary Q1 fiscal 2026 beat analyst expectations

  • Company raised fiscal 2026 outlook due to strong segment performance

Outlook

  • Jabil raises fiscal 2026 revenue outlook to $32.4 bln

  • Company expects Q2 fiscal 2026 revenue between $7.5 bln and $8.0 bln

  • Jabil projects fiscal 2026 core EPS at $11.55 per share

Result Drivers

  • INTELLIGENT INFRASTRUCTURE - Co reported strong demand in cloud, data center infrastructure, networking, and capital equipment as key growth drivers

  • SEGMENT PERFORMANCE - Regulated Industries and Connected Living & Digital Commerce segments exceeded expectations, contributing to raised fiscal 2026 outlook

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$8.30 bln

$8.09 bln (9 Analysts)

Q1 Adjusted EPS

Beat

$2.85

$2.70 (9 Analysts)

Q1 EPS

$1.35

Q1 Adjusted Operating Income

$454 mln

Q1 Operating Income

$283 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the electronic equipment & parts peer group is "buy"

  • Wall Street's median 12-month price target for Jabil Inc is $255.78, about 20.3% above its December 16 closing price of $212.56

  • The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw4M7bHKa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment