Jabil shares fall 3% despite $10.6 billion fiscal fourth-quarter revenue beat

  • Jabil reported fiscal fourth-quarter revenue and adjusted earnings above analyst expectations.
  • $10.6 billion in revenue exceeded the $9.7 billion consensus estimate.
  • Management guided fiscal first-quarter 2027 revenue to $10.6 billion-$11.4 billion.

Jabil shares fell approximately 3% in Wednesday morning premarket trading even after the contract manufacturer exceeded analysts’ expectations for fiscal fourth-quarter revenue and adjusted earnings. Revenue rose nearly 28% year over year to $10.6 billion, above the $9.7 billion consensus estimate, while adjusted EPS reached $4.40 versus expectations of $4.07. The stock traded around $310.50 and remained up 34% year to date. Jabil completed fiscal 2026 with $36 billion in revenue and adjusted EPS of $13.09. Chief Executive Mike Dastoor identified expansion in artificial intelligence infrastructure as a major growth catalyst and said the company was progressing toward higher-value engineering and manufacturing engagements while maintaining a capital-efficient operating model. Management guided fiscal first-quarter 2027 revenue to between $10.6 billion and $11.4 billion, with adjusted EPS of $3.80 to $4.20. The broad range may have added to investor caution, as narrower guidance is generally viewed as evidence of greater visibility. A Wall St Engine post dated September 30, 2026, also listed fourth-quarter adjusted operating income of $675 million against a $625 million estimate, a 6.4% core operating margin, and fiscal 2027 revenue guidance of $44.5 billion versus a $42.79 billion estimate. The post listed fiscal 2027 adjusted EPS at $17.55, with the comparison estimate truncated. Analysts have raised Jabil’s EPS estimates twice in the past 90 days without any downward revisions. An independent research platform rated the company’s financial health as “good performance” based on cash generation, growth trajectories and balance-sheet stability. Shares were up nearly 48% over 12 months but had declined approximately 7% over the previous three months. The next quarterly report will show whether management’s guidance is achieved.

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