Financial Performance - Q1 FY26 - Net revenue reached $8305 million, a 19% increase year-over-year[6] - U S GAAP operating income was $283 million, compared to $197 million in the previous year[6] - Core operating income (non-GAAP) amounted to $454 million, up from $347 million[6] - Core diluted earnings per share (non-GAAP) were $2 85, an increase from $2 00[6] Cash Flow Highlights - Q1 FY26 - Net cash provided by operating activities was $323 million[10] - Adjusted free cash flow (non-GAAP) reached $272 million[10] - Core EBITDA (non-GAAP) totaled $600 million[10] - Share repurchases amounted to $300 million[10] FY26 Outlook - The company anticipates net revenue of $32 4 billion and a core operating margin of 5 7%[26, 30] - Core EPS is projected to be $11 55, with free cash flow exceeding $1 3 billion[26, 30]

Core Insights - Jabil forecasts annual revenue and profit exceeding Wall Street estimates, driven by demand for data centers fueled by artificial intelligence [1] Group 1: Company Performance - Jabil anticipates strong financial performance, with revenue and profit projections above market expectations [1] Group 2: Market Trends - The company aims to leverage the increasing demand for electronic components in data centers, particularly due to the rise of artificial intelligence applications [1]

Financial Performance - Jabil reported net revenue of $8.3 billion for the first quarter of fiscal year 2026, a 19% increase from $6.994 billion in the same period last year[18]. - Core operating income (Non-GAAP) for the quarter was $454 million, with core diluted earnings per share (Non-GAAP) at $2.85, reflecting strong operational performance[6]. - The company raised its fiscal year 2026 outlook to a net revenue target of $32.4 billion, with a core operating margin (Non-GAAP) of 5.7% and core diluted earnings per share (Non-GAAP) of $11.55[5]. - For the second quarter of fiscal year 2026, Jabil expects net revenue between $7.5 billion and $8.0 billion, with core diluted earnings per share (Non-GAAP) projected to be between $2.27 and $2.67[4]. - Jabil's net income for the first quarter was $146 million, up from $100 million year-over-year, with diluted earnings per share increasing to $1.35 from $0.88[18]. - Net income for the three months ended November 30, 2025, was $146 million, compared to $100 million for the same period in 2024, representing a 46% increase[20]. - Operating income (U.S. GAAP) increased to $283 million in Q1 2025 from $197 million in Q1 2024, a growth of 43.6%[21]. - Core operating income (Non-GAAP) rose to $454 million, up from $347 million year-over-year, reflecting a 30.8% increase[21]. - Diluted earnings per share (U.S. GAAP) increased to $1.35 from $0.88, a growth of 53.4%[21]. Cash Flow and Assets - Adjusted free cash flow (Non-GAAP) is expected to exceed $1.3 billion for fiscal year 2026, supporting ongoing investments and shareholder returns[5]. - Jabil's total assets increased to $19.276 billion as of November 30, 2025, up from $18.543 billion at the end of the previous fiscal year[16]. - The company maintained strong free cash flow expectations while focusing on profitable growth and margin expansion[3]. - Adjusted free cash flow (Non-GAAP) for the three months ended November 30, 2025, was $272 million, compared to $226 million in the prior year, marking a 20.4% increase[23]. - Net cash provided by operating activities was $323 million, slightly up from $312 million in the same quarter last year[23]. - Cash and cash equivalents at the end of the period decreased to $1,572 million from $2,058 million year-over-year, a decline of 23.5%[20]. Restructuring and Charges - The company incurred $76 million in restructuring, severance, and related charges during the three months ended November 30, 2025[21]. - The company recorded $15 million in acquisition and divestiture-related charges during the three months ended November 30, 2025[21]. - The company reported a net cash used in financing activities of $503 million, compared to $312 million in the same period last year[20]. Growth Drivers - Jabil's Intelligent Infrastructure segment is a key growth driver, benefiting from increased demand in cloud, data center infrastructure, and networking[3].

With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Jabil Inc. (NYSE:JBL) to report quarterly earnings at $2.69 per share on revenue of $8.07 billion before the opening bell, according to data from Benzinga Pro. Jabil shares gained 1.4% to $215.50 in after-hours trading.Children’s Place Inc. (NASDAQ:PLCE) posted worse-than-expected third-quarter financial results. The company reported quarterly losses of 18 ...

Investors with a lot of money to spend have taken a bullish stance on Jabil (NYSE:JBL).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with JBL, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 10 unc ...

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Key Takeaways Jabil is set to report fiscal Q1 results, with the consensus mark for sales of $8.01B and EPS of $2.7.JBL boosts AI and data center push with a new server launch, new acquisition and Thailand facility investment.Weakness in auto, renewable energy and consumer-focused segments offsets Intelligent Infrastructure growth.Jabil, Inc. (JBL) is scheduled to report first-quarter fiscal 2026 earnings on Dec. 17. The Zacks Consensus Estimate for sales and earnings is pegged at $8.01 billion and $2.7 per ...

Saint Petersburg, Florida-based Jabil Inc. (JBL) is a global manufacturing services provider that designs, engineers, and produces electronic and mechanical solutions for leading companies across industries such as healthcare, automotive, industrial, cloud, and consumer electronics. With a market cap of $23.8 billion, the company offers digital prototyping, printed electronics, device integration, circuit designing, and volume board assembly services. Companies worth $10 billion or more are generally des ...

Jabil Inc. (NYSE:JBL) will release earnings results for its first quarter before the opening bell on Wednesday, Dec. 17.Analysts expect the Saint Petersburg, Florida-based company to report quarterly earnings at $2.72 per share, up from $2.00 per share in the year-ago period. The consensus estimate for Jabil's quarterly revenue is $8.07 billion. Last year, it reported $6.99 billion in revenue, according to Benzinga Pro.On Nov. 4, Jabil agreed to acquire Hanley Energy Group.Shares of Jabil fell 5.1% to close ...

Economic Data and Earnings Reports - A busy week of economic data is anticipated, starting with the NAHB Housing Market Index on Monday, followed by significant reports on Tuesday including ADP Employment, Building Permits, Housing Starts, Core Retail Sales, and the Unemployment Rate [4] - Additional economic indicators will be released throughout the week, including MBA Mortgage Applications, Business Inventories, Continuing Jobless Claims, Core CPI, and Core PCE [4][5][6][7] Earnings Highlights - Companies scheduled to report earnings next week include Accenture (ACN), Nike (NKE), FedEx (FDX), and Carnival Corp. (CCL), among others [5][6][7] - Specific earnings spotlight dates include December 15 for Abivax (ABVX) and Ocean Power (OPTT), December 16 for Lennar (LEN) and Worthington Enterprises (WOR), and December 17 for Micron (MU) and General Mills (GIS) [5][6][7] REIT Sector Insights - The REIT sector is viewed as stable and beneficial, focusing on income generation through predictable long-term dividends rather than stock price volatility [8] - Potential benefits for the REIT sector are anticipated if the Federal Reserve cuts interest rates, which could lead to a market rally [9] - M&A activity is strong within the REIT sector, with 36 REITs exploring options since March 2022, indicating ongoing consolidation [10] - Future growth is expected in Healthcare, particularly senior housing, and certain Retail segments, along with the emergence of new REIT classes like "AI REITs" and "Solar REITs" [10] Investment Strategy - Young investors are encouraged to utilize REITs and the power of compounding dividends for long-term wealth building, with a recommended investment horizon of 25 to 50 years [11]