Jabil Projects Strong 2026 After CEO Points To Robust AI-Driven Demand

Core Insights - Jabil reported fiscal fourth-quarter 2025 results that exceeded Wall Street expectations, with adjusted earnings per share of $3.29 compared to the consensus estimate of $2.92 [1] - The company experienced a quarterly net revenue of $8.25 billion, representing an 18.5% year-over-year increase, surpassing the analyst consensus estimate of $7.59 billion [2] - Jabil's core EBITDA for the quarter was $674 million, an increase from $558 million a year ago, indicating strong financial performance [3] Revenue Breakdown - Regulated Industries revenue grew by 3% year-over-year, while Intelligent Infrastructure revenue surged by 62% year-over-year [2] - Connected Living & Digital Commerce revenue saw a decline of 14% year-over-year [2] Strategic Outlook - Jabil anticipates fiscal first-quarter 2026 net revenue between $7.7 billion and $8.3 billion, exceeding the analyst estimate of $7.52 billion, and adjusted EPS of $2.47 to $2.87, against a consensus estimate of $2.40 [5] - For fiscal 2026, the company projects net revenue of $31.3 billion, compared to the analyst consensus of $29.12 billion, and adjusted EPS of $11.00, versus a consensus estimate of $9.40 [5] Market Commentary - CEO Mike Dastoor highlighted the strength in AI-driven demand across various sectors, which helped offset pressures in Automotive and Renewables, showcasing the resilience of Jabil's diversified business model [4] - The company's performance reflects its ability to execute effectively in a dynamic environment while advancing its long-term strategy [4]