Jabil Circuit Inc.
Jabil Circuit Inc. (JBL) is a global provider of electronics manufacturing services (EMS) and engineering solutions for sectors including healthcare, industrial, automotive, telecoms and consumer electronics. The company combines large-scale manufacturing, design capabilities and supply‑chain services to serve original equipment manufacturers (OEMs) and technology brands. Jabil’s diversified customer base and global footprint help spread operational risk, though its earnings remain cyclical and sensitive to end‑market demand, commodity costs and supply‑chain disruptions. With a market capitalisation around $21.49bn, investors often watch Jabil for indicators such as order flow, backlog, margin trends and capital allocation (dividends, buybacks and reinvestment). Key risks include customer concentration, rapid product‑cycle shifts and exposure to geopolitical or logistics issues. This summary is educational only and not personalised advice; prospective investors should review the company’s filings, check the latest results and consider their own objectives and risk tolerance before investing.
Why It's Moving
Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike
- Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
- Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
- Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.
Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike
- Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
- Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
- Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.
When is the next earnings date for Jabil Circuit Inc. (JBL)?
Jabil (JBL) is scheduled to report its first quarter fiscal year 2026 earnings on Wednesday, December 17, 2025. This release covers the quarter ending November 2025, following the company's confirmed announcement. Estimates for subsequent quarters, such as Q2, point to mid-March 2026 based on historical patterns.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Jabil Circuit's stock, expecting it to reach a higher price soon.
Financial Health
Jabil Circuit is generating reasonable profits and cash flow, but its gross margin is relatively low.
Dividend
Jabil Circuit's low dividend yield of 0.14% suggests limited returns for income-focused investors. If you invested $1000 you would be paid $1.40 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Scale and Diversification
Jabil’s broad manufacturing footprint and varied end markets can smooth cycles, though revenue and margins can still swing with demand.
Global Supply Chain Role
The company’s logistics and supplier relationships are core strengths — but they also create exposure to geopolitical and shipping risks.
Innovation and Services
Engineering and design services add value beyond assembly, supporting higher‑margin opportunities, though competition and fast product cycles remain challenges.
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