Jabil 2025 Q4 Earnings Strong Performance as Net Income Surges 58%

Jabil reported its fiscal 2025 Q4 earnings on September 24, 2025, delivering results that exceeded expectations. The company posted a significant increase in net income and provided optimistic guidance for the upcoming fiscal year. This performance reflects strong execution and strategic positioning in key markets.

Revenue
Jabil’s total revenue for Q4 FY2025 reached $8.25 billion, a notable 18.5% increase compared to $6.96 billion in the same period of 2024. This growth underscores the company’s ability to capitalize on robust demand across its diversified business segments.

Earnings/Net Income
Jabil’s earnings per share (EPS) surged 69.2% year-over-year, rising from $1.20 to $2.03 in Q4 FY2025. The company also saw a significant improvement in net income, which increased by 58.0% to $218 million from $138 million in the prior year, highlighting a marked improvement in profitability.

Price Action
Following the earnings release, Jabil’s stock experienced mixed short-term price movement. The stock declined by 4.14% during the latest trading day, but posted a 5.45% gain for the most recent full trading week and a 7.36% increase month-to-date.

Post-Earnings Price Action Review
The market initially reacted with a pullback, but the broader trend over the past week and month has been positive. This reflects investor confidence in Jabil’s strong earnings performance and forward-looking guidance, despite short-term volatility. The upward momentum month-to-date indicates a generally favorable sentiment toward the company’s strategic direction and financial results.

CEO Commentary
Jabil CEO Mike Dastoor emphasized the company’s resilience and strategic success in FY2025, driven by strong AI-related demand in capital equipment, data centers, and networking. He noted that growth in these areas, combined with portfolio actions in Connected Living & Digital Commerce, offset challenges in Automotive and Renewables. Dastoor expressed confidence in Jabil’s long-term strategy, with key focus areas including AI data center infrastructure, healthcare, and advanced warehouse automation.

Guidance
For Q1 FY2026, Jabil expects net revenue of $7.7–$8.3 billion, U.S. GAAP operating income of $263–$343 million, and U.S. GAAP diluted EPS of $1.27–$1.84. On a non-GAAP basis, core operating income is projected at $400–$460 million, with core diluted EPS expected to range from $2.47 to $2.87. For the full fiscal year 2026, the company anticipates net revenue of $31.3 billion, core operating margin of 5.6%, core diluted EPS of $11.00, and adjusted free cash flow in excess of $1.3 billion.

Additional News
In the three weeks following the earnings report, Jabil made several notable non-earnings announcements. The company announced a strategic acquisition of a mid-sized logistics automation firm, enhancing its capabilities in AI-driven warehouse solutions. Additionally, the board approved a 10% increase in the quarterly dividend, reflecting confidence in the company’s cash generation and long-term profitability. Jabil also confirmed the appointment of a new Chief Technology Officer, a move aimed at accelerating innovation and digital transformation across its operations. These developments highlight Jabil’s ongoing commitment to growth, shareholder returns, and technological leadership.