Key Points Jabil's stock fell nearly 10% this morning, despite beating fourth-quarter earnings estimates and issuing above-consensus guidance for the next quarter, before closing the day slightly higher. Weakness in automotive, healthcare, and consumer products segments offset the impressive artificial intelligence (AI) growth story that investors wanted to hear. The stock is still up 86% over the past year even after Thursday's correction, suggesting this is more of a reality check than a disaster. ...

Earnings Per Share (EPS) of $3.29, surpassing the estimated $2.92 and marking an earnings surprise of +11.53%.Revenue reached $8.3 billion, exceeding the estimated $7.59 billion and showcasing Jabil's ability to outperform revenue expectations.Driven by a surge in demand for data centers powered by artificial intelligence, indicating a strategic focus on AI-driven markets.Jabil Inc. (NYSE:JBL) is a prominent player in the electronics manufacturing services industry. The company provides a wide range of serv ...

核心业绩表现 - 2025财年第四季度GAAP净收入为2.18亿美元，每股收益1.99美元，高于去年同期的1.38亿美元和1.18美元 [2] - 2025财年第四季度非GAAP净收入为3.6亿美元，每股收益3.29美元，超出市场预期的2.95美元 [2] - 2025财年全年GAAP净收入为6.57亿美元，每股收益5.92美元，非GAAP净收入为10.8亿美元，每股收益9.75美元 [3] - 第四季度净销售额增长至83亿美元，高于去年同期的69.6亿美元，并超出市场预期的76.6亿美元 [4] 各业务部门表现 - 智能基础设施部门贡献了总收入的45%，同比增长62%，增长由资本设备、AI相关云和数据中心基础设施的需求推动 [5] - 受监管行业部门贡献了总收入的38%，同比增长3%，增长由医疗保健和包装终端市场的健康需求驱动 [4] - 互联生活与数字商务部门贡献了总收入的17%，同比下降14%，但数字商务市场的强劲增长部分抵消了消费产品需求疲软的影响 [5] 盈利能力与现金流 - 第四季度毛利润为7.83亿美元，高于去年同期的6.63亿美元 [6] - 第四季度非GAAP营业利润为3.37亿美元，非GAAP营业利润率为6.3%，高于去年同期的3.18亿美元和5.8% [6] - 2025财年运营活动产生的净现金流为16.4亿美元，自由现金流为13.1亿美元 [7] - 截至2025年8月31日，公司拥有19.3亿美元现金及现金等价物，应付票据和长期债务为23.8亿美元 [7] 未来业绩指引 - 预计2026财年第一季度收入在77亿至83亿美元之间，非GAAP每股收益预计在2.47至2.87美元之间 [8] - 管理层预计AI数据中心基础设施、医疗保健以及先进的仓库和零售自动化将成为2026年的主要增长动力 [9] - 预计2026财年全年收入为313亿美元，非GAAP每股收益为11美元，调整后自由现金流将超过13亿美元 [9]

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公司概况与业务 - 公司为捷普Jabil Inc 是一家提供制造和设计解决方案的合约制造商 业务包括电子设计 原型制作 产品验证和系统组装 [1] - 公司服务的行业广泛 涵盖医疗保健 移动出行 云技术和汽车等领域 [1] 市场评论与股价表现 - 评论员Jim Cramer对该公司给予积极评价 认为其是一家伟大的公司 在当前贸易不确定性背景下正成为客户更有价值的合作伙伴 [1] - 评论员提及公司股票回购计划 年回购比例达5% [1] - 公司被提及为相对便宜的标普500成分股之一 [1] - 评论员认为其竞争对手Celestica表现非常出色 [1]

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Corporate earnings are one of the primary fundamental drivers of stock market returns over time. This year has provided us with more evidence that this latest bull market is being supported by a resilient corporate backdrop, thanks in large part to the tech sector amid an investment boom in artificial intelligence.While notable risks remain in this environment including lingering inflationary pressures and recent softness in the labor market, the underlying strength of corporate America should, at the very ...

Jabil (NYSE: JBL) shares fell Thursday despite the company reporting fiscal fourth-quarter 2025 results that beat Wall Street expectations. This positive performance was bolstered by an optimistic outlook for the upcoming quarter and fiscal year 2026. The company reported quarterly adjusted earnings per share of $3.29, beating the analyst consensus estimate of $2.92. Also Read: Jabil Poised For Further Upside As AI Revenue Surges And Other Markets Recover: Analyst Quarterly net revenue of $8.25 billion, ...

All right, let's uh let's squeeze in a quick mad dash here as we get ready to open trading an hour, hour, a minute and a half from now. Uh Jay, Bill. >> Okay, so remember I said they're throwing out the good with the bad.J Bill had an excellent quarter today. Beat every single number and suddenly people find something wrong. I mean, look, they reported 329 people looking for for 295.It was fabulous. The forecast was great. But today's a bad day.So there everything goes down. I don't want you to read into Ja ...

Jabil (JBL) came out with quarterly earnings of $3.29 per share, beating the Zacks Consensus Estimate of $2.95 per share. This compares to earnings of $2.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.53%. A quarter ago, it was expected that this electronics manufacturer would post earnings of $2.33 per share when it actually produced earnings of $2.55, delivering a surprise of +9.44%.Over the last four quarters, the co ...