TLDR
- Jabil stock fell about 3% Wednesday despite beating earnings estimates.
- Fiscal Q4 revenue grew nearly 28% to $10.6 billion, topping the $9.7 billion analysts expected.
- Adjusted EPS came in at $4.40, beating the $4.07 consensus.
- Full fiscal 2026 revenue hit $36 billion with adjusted EPS of $13.09.
- Jabil guided fiscal Q1 2027 revenue between $10.6 billion and $11.4 billion.
Jabil stock dropped roughly 3% in premarket trading Wednesday, even after the contract manufacturer posted a clean beat on both revenue and earnings. Shares fell to around $310.50, though the stock is still up 34% for the year.
The drop is a reminder that beating estimates doesn’t always guarantee a pop. Sometimes the market just wants more.
Fiscal fourth-quarter revenue grew nearly 28% year-over-year to $10.6 billion. That easily cleared Wall Street’s forecast of $9.7 billion.
JABIL $JBL Q4’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $10.6B (Est. $9.71B) 🟢
🔹 Adj. EPS: $4.40 (Est. $4.07) 🟢; +34% YoY
🔹 Adj. Oper Income: $675M (Est. $625M) 🟢
🔹 Core Operating Margin: 6.4%FY27 Guide:
🔹 Revenue: $44.5B (Est. $42.79B) 🟢; +24% YoY
🔹 Adj. EPS: $17.55 (Est.… pic.twitter.com/La6F5FXRkv— Wall St Engine (@wallstengine) September 30, 2026
Adjusted earnings landed at $4.40 per share. Analysts had penciled in $4.07, so this was a solid beat on the bottom line too.
Full-Year Numbers Also Impressed
Jabil closed out fiscal 2026 with $36 billion in total revenue. Adjusted earnings for the full year came in at $13.09 per share.
CEO Mike Dastoor pointed to growth in artificial-intelligence infrastructure as a key driver behind the results. He said the company has been moving up the value chain, taking on more complex engineering and manufacturing work for customers while keeping its asset-light model intact.
That AI infrastructure angle has been a recurring theme for contract manufacturers this year. Jabil is one of several names benefiting from data center buildouts.
Guidance for the Quarter Ahead
Looking forward, Jabil expects fiscal first-quarter 2027 revenue of between $10.6 billion and $11.4 billion. Adjusted earnings guidance for the quarter sits between $3.80 and $4.20 per share.
That’s a fairly wide range, which may be part of why investors reacted cautiously. Markets tend to like tighter, more confident guidance.
Some data providers have flagged even higher annualized guidance figures north of $44 billion for the coming year. Estimates vary depending on the source and time frame used.
Jabil has also seen positive analyst sentiment building behind the scenes. The company recorded two positive EPS revisions over the last 90 days and zero negative revisions.
That’s typically a good sign for a stock, even when the immediate price reaction is negative. Analysts adjusting estimates upward suggests confidence in the business heading into next year.
One research platform rated Jabil’s financial health as “good performance” based on its underlying metrics. That assessment factors in things like cash flow, growth trends and balance sheet strength.
Despite Wednesday’s pullback, Jabil’s stock performance over the past year tells a different story. Shares are up nearly 48% over the trailing 12 months.
The past three months have been rockier, with the stock down close to 7% over that stretch. That’s the backdrop investors were weighing heading into this earnings report.
Jabil’s business spans electronics manufacturing services across a wide range of industries. Its recent results and commentary point squarely to AI infrastructure as the area getting the most attention right now.
The company’s next quarterly update will show whether that guidance range holds up. For now, the numbers on the board are the latest data point for investors tracking the stock.
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