Jabil Inc. (NYSE:JBL) saw its shares slide over 5% in premarket trading, even after reporting fourth-quarter results that beat analyst expectations. Investors appeared cautious as they assessed both the earnings and the company’s guidance.
The electronics manufacturing services firm posted adjusted earnings per share of $3.29 for the quarter ending August 31, 2025, surpassing the $2.90 estimate. Revenue reached $8.3 billion, above the consensus forecast of $7.55 billion.
Despite the strong Q4 performance and positive outlook, Jabil’s stock fell following the announcement. The company projected first-quarter fiscal 2026 adjusted earnings of $2.47 to $2.87 per share, with revenue expected between $7.7 billion and $8.3 billion. The midpoint of this guidance exceeds analyst forecasts of $2.40 EPS and $7.5 billion revenue.
“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.”
Looking ahead, Jabil anticipates full-year 2026 revenue of around $31.3 billion, a core operating margin of 5.6%, adjusted earnings of $11.00 per share, and adjusted free cash flow exceeding $1.3 billion.
The company noted that its fourth-quarter results were supported by strong demand in AI-related sectors, which helped mitigate challenges in its automotive and renewable energy segments. Jabil’s diversified business model demonstrated resilience in what it described as a dynamic operating environment.
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