Jabil Inc. Reports Strong Fiscal Year 2025 Results and Provides Optimistic Outlook for 2026

Jabil Inc., a global manufacturing solutions provider, has released its preliminary, unaudited financial results for the fourth quarter and fiscal year ending August 31, 2025. The company has demonstrated robust performance across several key financial metrics, reflecting its resilience and strategic execution in a dynamic market environment.

Financial Highlights

For the fourth quarter of fiscal year 2025, Jabil reported net revenue of $8.3 billion, with a U.S. GAAP operating income of $337 million and a U.S. GAAP diluted earnings per share (EPS) of $1.99. On a non-GAAP basis, core operating income was $519 million, and core diluted EPS was $3.29.

For the full fiscal year 2025, Jabil achieved net revenue of $29.8 billion, U.S. GAAP operating income of $1.2 billion, and U.S. GAAP diluted EPS of $5.92. The company's core operating income (non-GAAP) was $1.6 billion, and core diluted EPS (non-GAAP) was $9.75.

Business and Operational Highlights

Jabil's performance was driven by strong demand in AI-driven sectors such as capital equipment, data centers, and networking. The company also benefited from strategic portfolio actions in Connected Living & Digital Commerce, which helped offset challenges in the Automotive and Renewables segments. This diversified business model underscores Jabil's ability to navigate market pressures effectively.

Strategic Initiatives and Corporate Developments

Jabil has been active in managing its capital structure, with significant activities including debt repayments and share buybacks. The company reported a reduction in long-term debt and continued investments in property, plant, and equipment to support future growth. Additionally, Jabil has focused on enhancing shareholder returns through strategic capital deployment.

Management's Perspective

CEO Mike Dastoor highlighted the company's strong performance in fiscal 2025, emphasizing the growth in revenue, solid core margins, and robust free cash flow. Dastoor noted the resilience of Jabil's diversified business model and its ability to execute in a dynamic environment. Looking ahead, he expressed confidence in the company's long-term strategy and its potential for sustainable value creation.

Future Outlook

For the first quarter of fiscal year 2026, Jabil projects net revenue between $7.7 billion and $8.3 billion, U.S. GAAP operating income between $263 million and $343 million, and U.S. GAAP diluted EPS between $1.27 and $1.84. On a non-GAAP basis, the company expects core operating income between $400 million and $460 million, and core diluted EPS between $2.47 and $2.87.

For the full fiscal year 2026, Jabil anticipates net revenue of approximately $31.3 billion, core operating margins of 5.6%, core diluted EPS of $11.00, and adjusted free cash flow greater than $1.3 billion.

SEC Filing: JABIL INC [ JBL ] - 8-K - Sep. 25, 2025