ST. PETERSBURG, Fla.–Jabil Inc. (NYSE: JBL), reported preliminary, unaudited financial results for its fourth quarter and fiscal year ended August 31, 2025.
“Fiscal 2025 was a strong year for Jabil as we grew revenue, delivered solid core margins, increased core diluted EPS, and generated robust free cash flow,” said CEO Mike Dastoor. “Strength in AI-driven demand across capital equipment, data centers, and networking, combined with deliberate portfolio actions in Connected Living & Digital Commerce, more than offset pressures in Automotive and Renewables, highlighting the resilience of our diversified business model. These results underscore our ability to execute in a dynamic environment while continuing to advance our long-term strategy.”
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Fourth Quarter of Fiscal Year 2025 Highlights: |
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• Net revenue: $8.3 billion |
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• U.S. GAAP operating income: $337 million |
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• U.S. GAAP diluted earnings per share: $1.99 |
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• Core operating income (Non-GAAP): $519 million |
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• Core diluted earnings per share (Non-GAAP): $3.29 |
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Fiscal Year 2025 Highlights: |
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• Net revenue: $29.8 billion |
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• U.S. GAAP operating income: $1.2 billion |
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• U.S. GAAP diluted earnings per share: $5.92 |
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• Core operating income (Non-GAAP): $1.6 billion |
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• Core diluted earnings per share (Non-GAAP): $9.75 |
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First Quarter of Fiscal Year 2026 Outlook: |
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• Net revenue |
$7.7 billion to $8.3 billion |
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• U.S. GAAP operating income |
$263 million to $343 million |
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• U.S. GAAP diluted earnings per share |
$1.27 to $1.84 per diluted share |
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• Core operating income (Non-GAAP)(1) |
$400 million to $460 million |
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• Core diluted earnings per share (Non-GAAP)(1) |
$2.47 to $2.87 per diluted share |
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(1) |
Core operating income and core diluted earnings per share exclude anticipated adjustments of $17 million for amortization of intangibles (or $0.15 per diluted share) and $60 million for stock-based compensation expense and related charges (or $0.55 per diluted share) and $60 million to $40 million (or $0.50 to $0.33 per diluted share) for restructuring, severance and related charges. |
“Looking ahead, in FY26 we expect revenue of approximately $31.3 billion, core operating margins of 5.6%, core diluted EPS of $11.00, and adjusted free cash flow greater than $1.3 billion,” Dastoor continued. “Jabil is well positioned to deliver sustainable value creation over the long term, with significant opportunities ahead in areas such as AI data center infrastructure, healthcare, and advanced warehouse and retail automation. We remain focused on deploying capital in ways that strengthen our capabilities and enhance shareholder returns,” he concluded.
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Fiscal Year 2026 Outlook: |
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• Net revenue |
$31.3 billion |
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• Core operating margin (Non-GAAP) |
5.6% |
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• Core diluted earnings per share (Non-GAAP) |
$11.00 per diluted share |
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• Adjusted free cash flow (Non-GAAP) |
$1.3+ billion |
Meeting and Replay Information: Jabil will hold a conference call today at 8:30 a.m. ET to discuss its earnings for the fourth quarter and full fiscal year ended August 31, 2025 and to provide an investor briefing. To access the live audio webcast and view the accompanying slide presentation, visit the Investor Relations section of Jabil’s website, located at https://investors.jabil.com. An archived replay of the webcast will also be available after completion of the call.
