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Jabil

JBL · Information Technology

Last earnings Sep 30, 2026

Key results

Net revenuefull-year

$8.3 billion

Fourth Quarter of Fiscal Year 2025 Highlights Net revenue $8.3 billion U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

GAAP operating incomequarter

$337 million

GAAP operating income $337 million U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

GAAP EPSquarter

$1.99

GAAP diluted earnings per share $1.99 Core operating income (Non-GAAP) $519 million Core diluted earnings per share (Non-GAAP) $3.29 Fiscal Year 2025 Highlights Net revenue $29.8 billion U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Core operating incomequarter

$519 million

GAAP diluted earnings per share $1.99 Core operating income (Non-GAAP) $519 million Core diluted earnings per share (Non-GAAP) $3.29 Fiscal Year 2025 Highlights Net revenue $29.8 billion U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Core EPSfull-year

$3.29

GAAP diluted earnings per share $1.99 Core operating income (Non-GAAP) $519 million Core diluted earnings per share (Non-GAAP) $3.29 Fiscal Year 2025 Highlights Net revenue $29.8 billion U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

GAAP operating incomefull-year

$1.2 billion

GAAP operating income $1.2 billion U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Core EPSquarter

$ 360

GAAP) $ 218 $ 138 $ 657 $ 1,388 Adjustments to operating income 182 83 438 (425) Loss on securities (4) 46 Net periodic benefit (cost) credit (6) 1 (7) (6) Adjustments for taxes (34) 48 (52) 99 Core earnings (Non-GAAP) $ 360 $ 270 $ 1,082 $ 1,056 Diluted earnings per share (U.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Adjusted free cash flowquarter

$ 1,318

GAAP) $ 1,640 $ 1,716 Acquisition of property, plant and equipment ( PP E ) (1) (468) (784) Proceeds and advances from sale of PP E (1) 146 123 Adjusted free cash flow (Non-GAAP) $ 1,318 $ 1,055 (1) Certain customers co-invest in PP E with us.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Revenuequarter

$8,252 million

Net revenue $ 8,252 $ 6,964 $ 29,802 $ 28,883

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Revenuefull-year

$29,802 million

Net revenue $ 8,252 $ 6,964 $ 29,802 $ 28,883

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Gross marginquarter

$783 million

Gross profit 783 663 2,646 2,676

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Gross marginfull-year

$2,646 million

Gross profit 783 663 2,646 2,676

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Selling, general, and administrativequarter

$287 million

Selling, general and administrative 287 270 1,122 1,160

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Selling, general, and administrativefull-year

$1,122 million

Selling, general and administrative 287 270 1,122 1,160

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Net incomequarter

$218 million

Net income 218 138 657 1,388

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Net incomefull-year

$657 million

Net income 218 138 657 1,388

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

EPSquarter

$ 1.99

Diluted $ 1.99 $ 1.18 $ 5.92 $ 11.17

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

EPSfull-year

$ 5.92

Diluted $ 1.99 $ 1.18 $ 5.92 $ 11.17

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

AI analysis

Q4 FY2025 · reported Sep 25, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q4 FY2025
$8,252M
Full year: $8.3 billion
EX-99 · Sep 25, 2025
GAAP EPS · Q4 FY2025
$1.99
Full year: $3.29
EX-99 · Sep 25, 2025
Net income · Q4 FY2025
$218M
Full year: $657 million
EX-99 · Sep 25, 2025
GAAP operating income · Q4 FY2025
$337M
Full year: $1.2 billion
EX-99 · Sep 25, 2025

The quarter in charts

Diluted EPS — GAAP

Per diluted share, as stated

01.332.674$1.99Q4 FY2025 (quarter)$3.29Latest fiscal year

EX-99 · Sep 25, 2025 EPS values as stated in the release.

Headline figures

MetricQ4 FY2025Prior qtrYear ago
GAAP operating income$337 million——
GAAP EPS$1.99——
Core operating income$519 million——
Core EPS$ 360——
Adjusted free cash flow$ 1,318——
Revenue$8,252 million——
Gross margin$783 million——
Selling, general, and administrative$287 million——

EX-99 · Sep 25, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure21%
Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$783M
Gross marginfull year$2,646M

Cash flow & capex

Adjusted free cash flow$ 1,318

Capital allocation

Jabil defines core earnings as core operating income, less loss on debt extinguishment, loss (gain) on securities, other components of net periodic benefit cost, income (loss) from discontinued operations, gain (loss) on sale of discontinued operations and certain other expenses, net of tax and certain deferred tax valuation allowance charges.

Jabil defines adjusted free cash flow as net cash provided by (used in) operating activities less net capital expenditures (acquisition of property, plant and equipment less proceeds and advances from sale of property, plant and equipment).

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Jabil Posts Fourth Quarter and Fiscal Year 2025 Results Provides Strong Fiscal 2026 Outlook ST

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Jabil defines core earnings as core operating income, less loss on debt extinguishment, loss (gain) on securities, other components of net periodic benefit cost, income (loss) from discontinued operations, gain (loss) on sale of discontinued operations and certain other expenses, net of tax and certain deferred tax valuation allowance charges.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Jabil defines adjusted free cash flow as net cash provided by (used in) operating activities less net capital expenditures (acquisition of property, plant and equipment less proceeds and advances from sale of property, plant and equipment).

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

The Company used the net proceeds for general corporate purposes, including the repayment of the $ 500 million aggregate principal amount of 1.700 % Senior Notes due in April 2026.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

(2) As of May 31, 2026, the Company had $ 4.4 billion in available unused borrowing capacity under its revolving credit facilities and receivables financing facility, of which $ 3.2 billion was available under the senior unsecured credit agreement dated June 18, 2025 (the Revolving Credit Facility ).

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

The Revolving Credit Facility acts as the back-up facility for commercial paper outstanding, if any.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

The Company has a borrowing capacity of up to $ 3.2 billion under its commercial paper program.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

Strategy & priorities

These results underscore our ability to execute in a dynamic environment while continuing to advance our long-term strategy.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

We remain focused on deploying capital in ways that strengthen our capabilities and enhance shareholder returns, he concluded.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

The segments are organized based on the economic profiles of the services performed, including manufacturing capabilities, market strategy, margins, return on capital, and risk profiles.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

The Regulated Industries segment is focused on regulated markets and includes revenues from customers primarily in the automotive and transportation, healthcare and packaging, and renewable energy infrastructure industries.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

The Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence ( AI ) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

Risks & headwinds

The statements in this release are based on current expectations, forecasts and assumptions involving risks and uncertainties that could cause actual outcomes and results to differ materially from our current expectations.

SEC original ↗Jabil — Earnings release (8-K exhibit)EX-99Sep 25, 2025

Legal Proceedings 36 Item 1A.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

These changes in market conditions may adversely impact the Company s financial performance and are referred to as market risks.

SEC original ↗Jabil — 10-Q Quarterly report10-QJun 30, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

60 documents

Earnings releases

16 documents

Presentations

0 documents

No presentations for Jabil are held in this edition of the library.

Transcripts

0 documents

No transcripts for Jabil are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Jabil by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.