Core Viewpoint - Jabil's recent earnings report shows a mixed performance with net income declining year over year, but revenues surpassing estimates, indicating potential resilience despite market challenges [2][3][4]. Financial Performance - Jabil reported a net income of $100 million or $0.88 per share for Q1 fiscal 2025, down from $194 million or $1.47 per share in the prior year, primarily due to top-line contraction [3]. - Non-GAAP net income was $228 million or $2 per share, compared to $343 million or $2.60 per share in the previous year, exceeding the Zacks Consensus Estimate of $1.87 [3]. - Revenues decreased to $6.99 billion from $8.4 billion year over year, but exceeded the consensus estimate of $6.6 billion [4]. Segment Performance - The Regulated Industries segment contributed 42% of revenues, with a 7% decline year over year due to weakness in the Auto & Transportation vertical [4]. - The Intelligent Infrastructure segment accounted for 36% of total revenues, showing a 5% year-over-year increase supported by demand in Capital Equipment, Cloud, and Data Center Infrastructure [5]. - The Connected Living & Digital Commerce segment contributed 22% of total revenues, with a significant 46% year-over-year increase driven by strong performance in Digital Commerce [5]. Profitability Metrics - Gross profit was reported at $606 million, down from $775 million in the prior year [6]. - Non-GAAP operating income was $347 million, a decrease from $499 million year over year, with a non-GAAP operating margin of 5% compared to 6% in the previous year [6]. Cash Flow and Liquidity - Jabil generated $312 million in net cash from operating activities, down from $448 million in the previous year [7]. - As of November 30, 2024, the company had $2.05 billion in cash and cash equivalents, alongside $2.88 billion in notes payable and long-term debt [7]. Future Outlook - For Q2 fiscal 2025, Jabil expects revenues between $6.1 billion and $6.7 billion, with non-GAAP operating income projected between $286 million and $346 million [8]. - For the full fiscal 2025, revenues are projected at $27.3 billion, with adjusted free cash flow estimated at $1.2 billion and non-GAAP earnings per share expected at $8.75 [9]. Estimate Trends - There has been a downward trend in estimates for Jabil over the past month, indicating a potential shift in market expectations [10][12]. - Jabil currently holds a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [12]. Investment Scores - Jabil has a Growth Score of B, a Momentum Score of D, and a Value Score of A, placing it in the top 20% for the value investment strategy [11].

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are underva ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? T ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14063 JABIL INC. (Exact name of registrant as specified in its charter) Delaware 38-1886260 (State or other jurisdiction of ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? T ...

Company Performance - Jabil's fiscal Q1 revenue came in at $7 billion, exceeding the guidance range of $6.3 billion to $6.9 billion [8] - Non-GAAP earnings were $2 per share, above the midpoint of the $1.85 per share guidance [8] - Excluding the impact of divestiture, revenue was up 1% year-over-year [12] - Adjusted earnings declined by 23% year-over-year due to the divestment of the mobility business [8] - Hurricanes Helene and Milton impacted revenue and margins by 10 to 20 basis points [12] AI and Market Opportunities - Growing demand for liquid-cooled AI servers is expected to create a long-term tailwind [2] - The liquid cooling market in data centers is forecast to grow at 24% annually through 2033, reaching $40 billion in revenue [2] - Silicon photonics demand is expected to grow at a 42% CAGR through 2029 [2] - AI is driving demand for semiconductor fabrication and test equipment, expected to continue through FY25 and beyond [16] - The company has strengthened relationships with hyperscale customers for custom AI chips and silicon photonics solutions [16] Financial Guidance and Valuation - Jabil raised its fiscal 2025 revenue guidance to $27.3 billion and adjusted earnings guidance to $8.75 per share [5] - Analysts expect double-digit earnings growth from the next fiscal year [17] - Jabil is trading at 14 times trailing earnings, a significant discount to the Nasdaq-100's multiple of 34 [10] - If the market rewards Jabil with a richer valuation, the stock price could potentially double [14] Future Outlook - Consensus revenue forecasts suggest growth in the next couple of fiscal years [9] - The company expects AI-related growth opportunities to drive a return to growth from the next fiscal year [9] - Jabil's momentum is expected to continue into 2025 and beyond, supported by strong quarterly results [11][15]

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sco ...

I downgraded my rating to hold for Jabil (NYSE: JBL ) when I wrote about it last October (2023) as I believed the share price had already reflected any near-term upside. Based on my current outlook and analysis on JBL, II consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of com ...

Jabil TodayJBLJabil$140.44 -3.25 (-2.26%) 52-Week Range$95.85▼$156.94Dividend Yield0.23%P/E Ratio12.74Price Target$149.50Add to WatchlistJabil NYSE: JBL continues to face headwinds, but its fiscal Q1 2025 report proves that the bottom is in for this business, and the outlook is bright. The report includes a top-line contraction but outperformance on the top and bottom lines compounded by improving guidance to an above-consensus level. The takeaway is that the contraction is slowing, and the business will r ...

Jabil exceeded Wall Street's targets in the first quarter despite dealing with two major hurricanes hitting its manufacturing facilities.This Wednesday was eventful for investors in Jabil (JBL 7.26%). Following a strong earnings report, the electronics design and manufacturing veteran's shares opened the morning session 12% higher. The stock cooled down a bit during the day, stopping at a 7.3% gain by the closing bell.Jabil's first quarter, by the numbersJabil's first-quarter revenues fell 17% year over yea ...