Jabil (NYSE:JBL) Releases Q1 2027 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its first quarter 2027 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 3.800-4.200 for the period, compared to the consensus earnings per share estimate of 3.540. The company issued revenue guidance of $10.6 billion-$11.4 billion, compared to the consensus revenue estimate of $10.0 billion. Jabil also updated its FY 2027 guidance to 17.550-17.550 EPS.

Jabil Price Performance

Shares of NYSE JBL opened at $299.90 on Friday. The firm has a market cap of $31.43 billion, a P/E ratio of 30.66, a PEG ratio of 0.64 and a beta of 1.30. Jabil has a twelve month low of $189.60 and a twelve month high of $428.93. The company has a quick ratio of 0.66, a current ratio of 0.99 and a debt-to-equity ratio of 1.78. The company has a 50 day moving average of $317.04 and a 200 day moving average of $325.99.

Jabil (NYSE:JBL) last issued its earnings results on Wednesday, September 30th. The technology company reported $4.40 EPS for the quarter, beating the consensus estimate of $4.05 by $0.35. The business had revenue of $10.62 billion for the quarter, compared to the consensus estimate of $9.69 billion. Jabil had a return on equity of 89.50% and a net margin of 2.90%.The company’s revenue was up 28.6% compared to the same quarter last year. During the same period last year, the business posted $3.29 EPS. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. As a group, research analysts expect that Jabil will post 15.69 EPS for the current fiscal year.

Jabil Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Friday, August 14th were given a dividend of $0.08 per share. The ex-dividend date of this dividend was Friday, August 14th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil’s dividend payout ratio (DPR) is 4.00%.

Analysts Set New Price Targets

JBL has been the subject of a number of recent analyst reports. Bank of America reissued a “buy” rating and issued a $470.00 target price on shares of Jabil in a research report on Thursday, June 18th. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, August 17th. Stifel Nicolaus set a $460.00 target price on shares of Jabil and gave the stock a “buy” rating in a report on Thursday, June 18th. Barclays cut their target price on shares of Jabil from $426.00 to $378.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, Weiss Ratings cut Jabil from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, September 16th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $434.22.

Insider Transactions at Jabil

In related news, EVP Matthew Crowley sold 94 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the sale, the executive vice president directly owned 57,536 shares in the company, valued at approximately $19,849,920. The trade was a 0.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 1.35% of the company’s stock.

More Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fourth-quarter adjusted EPS of $4.40, exceeding the $4.05 consensus estimate, while revenue rose 28.6% year over year to $10.62 billion versus expectations of $9.69 billion. EPS increased from $3.29 a year earlier. Jabil earnings report
• Positive Sentiment: Management forecast fiscal 2027 revenue of $44.5 billion and adjusted EPS of $17.55, above Wall Street estimates of $42.6 billion and $16.58, respectively. First-quarter guidance also exceeded consensus, supporting expectations for another year of growth. Reuters fiscal 2027 guidance article
• Positive Sentiment: AI-related data-center and cloud infrastructure demand is the primary growth catalyst. Jabil’s Intelligent Infrastructure business grew sharply, and the company expects expanded capacity and broader customer relationships to support approximately 24% fiscal 2027 revenue growth. Zacks AI-led growth article
• Positive Sentiment: Jabil plans to continue returning capital to shareholders, including a new $1.5 billion share-repurchase authorization. Analysts also became more constructive: JPMorgan raised its target to $430 with an Overweight rating, while Argus reaffirmed Buy with a $475 target.
• Neutral Sentiment: The results marked another consecutive quarterly EPS beat and prompted bullish commentary about Jabil’s growth, margin expansion and asset-light model. However, the stock initially declined after the earnings release, indicating that investors may have been concerned about valuation, elevated expectations or the pace of future growth despite the strong outlook. Seeking Alpha outlook article

About Jabil

Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.