Jabil Beats Big on Q4 Results, Extends Momentum Into New Fiscal Year

Jabil JBL topped Wall Street's expectations in its latest quarter. The manufacturing services company posted non-GAAP EPS of $3.29, up 43% from last year and well ahead of the $2.95 analysts expected. Revenue jumped nearly 19% to $8.25 billion, beating estimates of $7.67 billion.

CEO Mike Dastoor pointed to strong AI-linked demand as the driver. Strength in AI-driven demand across capital equipment, data centers, and networking more than offset pressures in Automotive and Renewables, he said, calling out the resilience of Jabil's diversified model.

For the current quarter, Jabil guided revenue between $7.7 billion and $8.3 billion, with EPS of $2.47 to $2.87 both comfortably ahead of consensus. Looking further out, the company sees FY26 revenue of $31.3 billion and EPS of $11, also above Street forecasts.

Even with the stock dipping, Jabil is leaning on AI, healthcare, and automation as long-term growth engines, giving investors a reason to look past near-term volatility.