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# Jabil Inc. (JBL) Q4 FY2026 Earnings Preview

> **[stale-preview-note]** Note: this preview was published before the 2026-06-16 earnings report. Results have since been released — verify against the latest filings.

> This content was automatically generated with FMP live data + Q2 FY2026 earnings call transcript. Generated: 2026-05-09T11:01:20.129Z. Educational tool, not investment advice.

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## Quick Summary

| Field | Value | Source |
|---|---|---|
| Price | $355.15 (▲ 1.59%) | fmp:quote |
| Market Cap | $37.5B | fmp:profile |
| 52w range | $159.46 – $372.37 | fmp:quote |
| Earnings | Tue 16 Jun | fmp:earnings-history |
| EPS estimate | $3.08 (+21% YoY) | fmp:earnings-estimate |
| Revenue estimate | $8.6B | fmp:earnings-estimate |
| Beat streak | 8/4 | fmp:earnings-history |
| Rating | B (overall 3/5) | fmp:ratings |
| Analyst median target | $282 (-20.6% upside) | fmp:price-target-consensus |
| MoonshotScore | 46/100 | derived |
| Council | 2/6 bullish | derived |
| Munger verdict | Overvalued | derived |

## Jabil Inc. — Q4 FY2026 Expectations

Q4 consensus: revenue <strong data-source="fmp:earnings-estimate" data-field="estimates.next.revenueAvgLabel">$8.6B</strong><sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.revenueAvg" title="FMP est">[FMP est]</sup>, EPS <strong data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">$3.08</strong><sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg" title="FMP est">[FMP est]</sup>. 8 consecutive quarters of beat<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.beatStreakCount" title="FMP earnings">[FMP earnings]</sup>.

## Quick Take

**Score:** B · **Stance:** SELL · **Council:** 2/6 · **Moonshot:** 46

= MoonshotScore <strong>46</strong><sup class="cite" data-source="derived" data-field="moonshot.score" title="9-pillar formula">[9-pillar formula]</sup> + Council <strong>2/6</strong><sup class="cite" data-source="derived" data-field="council.bullishCount" title="6-lens rule">[6-lens rule]</sup>. Form 4: 0 transactions<sup class="cite" data-source="fmp:insider-trading" data-field="insider.txCount" title="FMP Form 4">[FMP Form 4]</sup>.

## Watchlist (5 metrics)

### 1. Intelligent Infrastructure Guidance Increase

Jabil is increasing its fiscal 2026 outlook for the Intelligent Infrastructure segment by $1.1 billion to $16.5 billion.

> "We now believe our Intelligent Infrastructure segment will be approximately $16.5 billion, an increase of $1.1 billion over our previous expectations and 34% growth over fiscal 2025, driven by incremental growth in all 3 of our end markets in that segment."
> — Michael Meheryar Dastoor, CEO, Expectation / Guide · Q2 FY2026

### 2. Fy26 Revenue Eps Guidance Increase

Jabil is raising its fiscal 2026 revenue outlook to $34 billion and its diluted earnings per share outlook to $12.25.

> "For fiscal 2026, we now expect revenues of approximately $34 billion, an increase of approximately $1.6 billion from a prior outlook of $32.4 billion. We're also raising our full year diluted earnings per share outlook to $12.25, up from $11.55."
> — Michael Meheryar Dastoor, CEO, Expectation / Guide · Q2 FY2026

### 3. Ai Revenue Outlook Increase

Jabil is further increasing its fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December, bringing the total to roughly $13.1 billion.

> "Building on the strong results and positive momentum across segment, we're further increasing our fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December bringing the total to roughly $13.1 billion."
> — Michael Meheryar Dastoor, CEO, Expectation / Guide · Q2 FY2026

### 4. Cloud Dci Growth

Jabil anticipates its cloud and data center infrastructure end market will reach $10.4 billion in fiscal 2026.

> "We now believe our cloud and data center infrastructure end market will be $10.4 billion, up approximately $600 million for the year relative to our forecast from 90 days ago, driven primarily by 2 factors."
> — Michael Meheryar Dastoor, CEO, Investor Focus · Q2 FY2026

### 5. Regulated Industries Improvement

Jabil is seeing signs of improvement in the automotive and renewables sectors within its Regulated Industries segment.

> "We're seeing some momentum behind the bounce off the bottom for the end markets we play in. For fiscal 2026, we are increasing our Regulated outlook by approximately $500 million versus our December view to $12.5 billion."
> — Michael Meheryar Dastoor, CEO, Investor Focus · Q2 FY2026


## MoonshotScore Pillars

| Pillar | Score | Level | Evidence |
|---|---|---|---|
| Revenue Growth | 3.0 | weak | Q2 vs Q3: moderate growth (+5.8%) |
| Gross Margin | 1.0 | weak | Q2: low margin (9.0%, capital-intensive or commodity) |
| Operating Leverage | 0.0 | weak | op margin weak (4.7%, under pressure) |
| Cash Runway | 10.0 | strong | FCF very strong ($0.5B, 5.3× CapEx) |
| R&D Intensity | 3.0 | weak | low R&D investment (0.1%, weak innovation) |
| Price Momentum | 7.0 | strong | RSI 65.1 positive momentum, 50d above |
| News Sentiment | 8.0 | strong | strong buy consensus (80%) |

**Formula:** sum(pillar.score) / (count * 10) * 100. Each pillar deterministic from FMP. Source maps in pillar.formula.

## Council (7-Lens)

| Name | Stance | Context |
|---|---|---|
| Ray Dalio | neutral | macro · target upside -20.6% |
| Ken Griffin | bull | flow · 50d MA above |
| Jim Simons | neutral | quant · RSI 65 |
| Klarman | bear | value · target upside -20.6% |
| Buffett | bull | quality · ROE score 5/5 |
| Munger | bear | valuation · target upside -20.6% |

**Formula:** Each lens uses deterministic rule on bundle data. Logged in member.contextTr.

## Munger Lens

- **Verdict:** Overvalued
- **Financial Health:** Moderate
- **Margin of Safety:** Weak
- **Interest Coverage:** Adequate
- **ROIC vs WACC:** Healthy

**Formula:** verdict=upside>25?Undervalued:>0?Fairly Valued:Overvalued. Each lens deterministic from FMP ratings + priceTarget.

## Technical Levels

- **RSI(14):** 65.1 — yükselişte nötr — overbought sınırının altında, momentum pozitif
- **50d MA:** $292 — hisse %21.8 üstünde — kısa vadeli destek
- **200d MA:** $240 — hisse %47.9 üstünde — uzun vadeli destek
- **Volume (10d):** -8%

## Past Performance (4 Quarters)

| Quarter | EPS Actual | EPS Estimate | Result | Reaction |
|---|---|---|---|---|
| Q3 FY25 | $2.55 | $2.31 | BEAT | +3.9% |
| Q4 FY25 | $3.29 | $2.92 | BEAT | +2.7% |
| Q1 FY26 | $2.85 | $2.70 | BEAT | +0.3% |
| Q2 FY26 | $2.69 | $2.51 | +7.2% EPS | +2.6% |

Q2 (March 18, 2026): EPS $2.69 vs $2.51 est<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.history.0" title="FMP">[FMP]</sup>, +7.2% beat. D+1 movement: +2.6%<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.timeline.3.reactionLabel" title="FMP D+1">[FMP D+1]</sup>. Decline despite beat — market reacted to guidance, not numbers.

## 3 Scenarios

### Scenario A · Beat
**Q4 EPS > $3.08 + CapEx discipline**

Threshold: EPS > $3.08<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est]</sup>.

Target: Break above median target $282<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.median">[FMP target]</sup>; high target $283<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.high">[FMP]</sup> upper bound.

### Scenario B · In-Line
**EPS ≈ $3.08 + CapEx < $95.0M**

Threshold: EPS ≈ $3.08<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est]</sup>, Q4 CapEx < $95.0M<sup class="cite" data-source="fmp:cashflow" data-field="cashflow.qPrev.capexLabel">[FMP]</sup>.

Target: Consolidation in the band between current $355<sup class="cite" data-source="fmp:quote" data-field="quote.price">[FMP]</sup> and median $282<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.median">[FMP]</sup>.

### Scenario C · Miss
**EPS < $2.99 or CapEx ≥ $95.0M**

Threshold: EPS < $2.99<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est×0.97]</sup>.

Target: Current $355 below SMA200 $240<sup class="cite" data-source="fmp:technical" data-field="technical.sma200">[FMP]</sup>, if rejection continues, $204<sup class="cite" data-source="derived" data-field="technical.sma200" data-formula="round(sma200*0.85)">[derived]</sup> support activates.

## Risk Notes

### Primary segment below threshold
Q2: EPS $2.69 vs $2.51 beat<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.history.0" title="FMP">[FMP]</sup>, stock +2.6% D+1<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.timeline.3.reactionLabel" title="FMP">[FMP]</sup>.

### Backlog concentration
No RPO/backlog concentration disclosed in Q2 earnings call.

### Insider trading
Form 4 data is marked in the table — this page does not generate assumptions for this stock.

| Executive | Action | Amount | Date |
|---|---|---|---|


**Net:** — (0 transactions · 0 sells · 0 buys) · Q2 FY26

### CapEx shock
Q2 CapEx $95.0M<sup class="cite" data-source="fmp:cashflow" data-field="cashflow.qPrev.capexLabel" title="FMP cashflow">[FMP cashflow]</sup>. Q2 op margin 4.7%<sup class="cite" data-source="fmp:income" data-field="income.quarters.0.operatingMargin" title="FMP op margin">[FMP op margin]</sup> — this level in Q4 is sensitive to CapEx revision risk.

## Wall Street Consensus

- **Median target:** $282 (-20.6% upside vs current $355)
- **High / Low:** $283 / $254
- **Buy / Hold / Sell:** 8 / 2 / 0
- **Analyst count:** 1 (last quarter), 22 all-time

## Additional Transcript Insights

### 1. intelligent_infrastructure_growth

**Claim:** Jabil expects growth in its Intelligent Infrastructure segment driven by the AI data center build-out.

**Evidence (transcript):** "When taking a closer look at the outperformance, clearly, our Intelligent Infrastructure segment, driven by the AI data center build-out, continues to be our growth driver in the near term, while the outperformance in areas where we've recently seen headwinds such as automotive and transportation and renewables and energy infrastructure suggest to me that those markets have bottomed and are now slowly recovering."

**Numbers:** —

### 2. intelligent_infrastructure_guidance_increase

**Claim:** Jabil is increasing its fiscal 2026 outlook for the Intelligent Infrastructure segment by $1.1 billion to $16.5 billion.

**Evidence (transcript):** "We now believe our Intelligent Infrastructure segment will be approximately $16.5 billion, an increase of $1.1 billion over our previous expectations and 34% growth over fiscal 2025, driven by incremental growth in all 3 of our end markets in that segment."

**Numbers:** $16.5 billion, $1.1 billion, 34%, 2025

### 3. cloud_dci_growth

**Claim:** Jabil anticipates its cloud and data center infrastructure end market will reach $10.4 billion in fiscal 2026.

**Evidence (transcript):** "We now believe our cloud and data center infrastructure end market will be $10.4 billion, up approximately $600 million for the year relative to our forecast from 90 days ago, driven primarily by 2 factors."

**Numbers:** $10.4 billion, $600 million, 90

### 4. regulated_industries_improvement

**Claim:** Jabil is seeing signs of improvement in the automotive and renewables sectors within its Regulated Industries segment.

**Evidence (transcript):** "We're seeing some momentum behind the bounce off the bottom for the end markets we play in. For fiscal 2026, we are increasing our Regulated outlook by approximately $500 million versus our December view to $12.5 billion."

**Numbers:** 2026, $500 million, $12.5 billion

### 5. ai_revenue_outlook_increase

**Claim:** Jabil is further increasing its fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December, bringing the total to roughly $13.1 billion.

**Evidence (transcript):** "Building on the strong results and positive momentum across segment, we're further increasing our fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December bringing the total to roughly $13.1 billion."

**Numbers:** 2026, $1 billion, $13.1 billion

### 6. fy26_revenue_eps_guidance_increase

**Claim:** Jabil is raising its fiscal 2026 revenue outlook to $34 billion and its diluted earnings per share outlook to $12.25.

**Evidence (transcript):** "For fiscal 2026, we now expect revenues of approximately $34 billion, an increase of approximately $1.6 billion from a prior outlook of $32.4 billion. We're also raising our full year diluted earnings per share outlook to $12.25, up from $11.55."

**Numbers:** 2026, $34 billion, $1.6 billion, $32.4 billion, $12.25, $11.55


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*Data source: FMP (live query, 2026-05-09), Q2 FY2026 earnings call transcript (Translated to EN with Gemini 2.0 Flash). Educational tool, not investment advice.*