With a market cap of $25.2 billion, Jabil Inc. (JBL) is a global provider of electronic manufacturing services and solutions. Operating through its Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS) segments, it offers comprehensive design, production, supply chain, and product management services across industries such as automotive, healthcare, cloud, mobility, and industrial.
The Saint Petersburg, Florida-based company is slated to announce its fiscal Q4 2025 earnings results before the market opens on Thursday, Sept. 25. Analysts project an EPS of $2.81 for the quarter, a 30.7% surge from $2.15 in the year-ago quarter. It has exceeded Wall Street’s earnings expectations in the past four quarters.
For fiscal 2025, analysts expect the company to report EPS of $8.67, marking a rise of 2.1% from $8.49 in fiscal 2024. Further, EPS is anticipated to grow 18.1% year-over-year to $10.24 in fiscal 2026.
Shares of Jabil have jumped 103.6% over the past 52 weeks, significantly outpacing the broader S&P 500 Index’s ($SPX) 16.2% return and the Technology Select Sector SPDR Fund’s (XLK) 25.1% increase over the same period.
Shares of Jabil jumped 8.9% on Jun. 17 after the company posted stronger-than-expected Q3 2025 results, with adjusted EPS of $2.55 and revenues of $7.82 billion. Growth was fueled by a 51% year-over-year surge in the Intelligent Infrastructure segment to $3.4 billion, driven by robust demand in capital equipment, AI-related cloud, and data center infrastructure.
Investor sentiment was further boosted as management raised full-year revenue guidance to $29 billion and EPS outlook to $9.33.
Analysts’ consensus view on JBL stock remains bullish, with an overall “Strong Buy” rating. Out of 10 analysts covering the stock, eight recommend a “Strong Buy,” and two “Holds.” The average analyst price target for Jabil is $234.89, indicating a potential upside of 2.8% from the current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
