Jim Cramer calls Jabil Inc. (JBL) one of the greatest technology companies due to its ability to manufacture a wide range of products and its expertise in judging demand and tariff impacts. Despite a recent decline in share price following its fiscal fourth quarter earnings report, Cramer believes the company had a strong quarter and will continue to perform well.
Jabil Inc. (JBL) recently reported its fourth quarter fiscal 2025 results, with sales of US$8.25 billion and net income of US$218 million, both higher than the same period last year. The company's robust performance and positive guidance for fiscal 2026, including expected net revenue of US$31.3 billion, highlight continued momentum in core operations
Did Strong Q4 Results and Upbeat 2026 Outlook Just Shift Jabil's (JBL) Investment Narrative?[1].
The results underscore Jabil's ability to deliver consistent growth through manufacturing scale, strong partnerships, and exposure to high-growth sectors like AI, while managing volatile demand in regulated and consumer-facing segments. Jim Cramer, a prominent financial commentator, has praised Jabil for its expertise in manufacturing a wide range of products and its ability to judge demand and tariff impacts, calling it one of the greatest technology companies
Did Strong Q4 Results and Upbeat 2026 Outlook Just Shift Jabil's (JBL) Investment Narrative?[1].
Despite a recent decline in share price following the earnings report, Cramer believes Jabil had a strong quarter and will continue to perform well. The company's expansion of its collaboration with Endeavour Energy to deliver AI-ready infrastructure stands out as a key growth catalyst, aligning closely with the company's narrative of capturing robust demand for AI and next-generation technology markets
Did Strong Q4 Results and Upbeat 2026 Outlook Just Shift Jabil's (JBL) Investment Narrative?[1].
However, investors should also keep in mind that rising inventory days, while improving, may still expose cash flow and margin pressures if not carefully managed. Jabil's narrative projects $34.3 billion in revenue and $1.3 billion in earnings by 2028, requiring 6.4% yearly revenue growth and an increase in earnings of $723 million from $577 million today
Did Strong Q4 Results and Upbeat 2026 Outlook Just Shift Jabil's (JBL) Investment Narrative?[1].
Simply Wall St community members offered two independent fair value estimates for Jabil, ranging from US$230.25 up to US$261.06 per share, with many focusing on the company’s capacity to capture AI-driven demand as a critical signal for future returns and risk
Did Strong Q4 Results and Upbeat 2026 Outlook Just Shift Jabil's (JBL) Investment Narrative?[1].
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