Jabil Inc Stock Price, News & Analysis

Jabil (NYSE: JBL) signed a definitive agreement to acquire Hanley Energy Group in an all-cash transaction for approximately $725 million plus contingent consideration up to $58 million, subject to revenue thresholds. The deal is expected to close in Q1 2026, pending customary closing conditions and regulatory approvals. Hanley’s first-year annualized revenue is projected at $350–$400 million with mid-to-high‑teens EBITDA margins and sustained double‑digit revenue growth. The acquisition adds critical power, energy management, and lifecycle services for data centers to Jabil’s power management offerings, aiming to strengthen Jabil’s AI data center infrastructure capabilities and global deployment services.

Jabil (NYSE: JBL) announced a quarterly dividend of $0.08 per share to holders of record at the close of business on November 17, 2025. The dividend is payable on December 2, 2025.

Jabil has paid consecutive quarterly cash dividends on its common shares since May 15, 2006, reflecting a long history of shareholder distributions.

Jabil (NYSE: JBL) announced that Executive Chairman Mark T. Mondello and directors Kathleen A. Walters and Jamie Siminoff will not seek re-election at the company's Annual Meeting of Stockholders in January 2026. Mondello, who will depart after the meeting, has served 33 years with Jabil and 12 years on the board, including as CEO from 2013–2023. Walters originally served from 2005–2011 and rejoined in 2019; she retired from Georgia-Pacific in June 2019. Siminoff joined the board in 2024 and is returning to a full-time role at Amazon as vice president of product at Ring. Upon Mondello’s departure, Lead Director Steve Raymund is expected to become chairman.

Axiado and Jabil (NYSE: JBL) announced a collaboration to integrate Axiado's hardware-anchored AI security into Jabil's OCP MHS-inspired servers. The companies are showcasing an AMD EPYC Turin 2U platform at the OCP Global Summit, Oct 13-16, 2025, with Axiado's SCM3002 secure control module and Trusted Control/Compute Unit (TCU) integrated.

The integration is presented as a rapid-deploy option for data centers and hyperscalers, enabling zero-trust security, autonomous AI agents in silicon, and system management without costly co-design. Axiado said TCUs and OCP DC-SCM 2.0 compliant modules (SCM3002 and SCM3003) are available now; contact Axiado for samples and pricing.

Jabil (NYSE: JBL) launched the J-422G sixth-generation 2U dual-socket rackmount server designed for AI, ML, LLMs, HPC and fintech workloads. The J-422G supports up to four 600W double-wide front GPUs, is optimized for workload-specific accelerators, and aligns with Open Compute Project (OCP) standards for scalability and sustainability. General availability is expected in November 2025. The release follows Jabil’s announcement of a $500 million multi-year investment in a new Salisbury, North Carolina site to support cloud and AI infrastructure, expected to be operational by mid-2026. Jabil will exhibit the J-422G and other server and CPO solutions at the 2025 OCP Global Summit Oct. 13–16 in San Jose.

Jabil (NYSE: JBL) reported strong Q4 and fiscal year 2025 results, with annual revenue reaching $29.8 billion and core diluted EPS of $9.75. The company demonstrated resilience through AI-driven demand growth in capital equipment, data centers, and networking, offsetting challenges in Automotive and Renewables sectors.

For Q4 FY25, Jabil posted revenue of $8.3 billion and core diluted EPS of $3.29. Looking ahead to FY26, the company projects revenue of $31.3 billion, core operating margins of 5.6%, core diluted EPS of $11.00, and adjusted free cash flow exceeding $1.3 billion. The company remains focused on AI data center infrastructure, healthcare, and advanced warehouse automation opportunities.

Jabil (NYSE: JBL) has scheduled its fourth quarter and fiscal year 2025 earnings release for Thursday, September 25, 2025, before market open. The company will host a conference call and webcast at 8:30 a.m. ET to discuss the financial results and present its strategic and financial outlook for fiscal year 2026.

Investors can access the conference call via U.S. dial-in at (877) 407-6184 or internationally at +1 (201) 389-0877. The webcast and accompanying slides will be available through Jabil's Investor Relations website, with an archived replay accessible after the call.

Jabil (NYSE: JBL) has announced a quarterly dividend payment of $0.08 per share of common stock. The dividend will be paid on September 3, 2025, to shareholders of record as of August 15, 2025. The company has maintained a consistent track record of paying quarterly cash dividends since May 15, 2006, demonstrating its commitment to returning value to shareholders.

Jabil (NYSE:JBL) has announced a significant $1 billion share repurchase authorization approved by its Board of Directors. The company will execute the buyback through various methods, including open market purchases, subject to market conditions.

CEO Mike Dastoor highlighted that since 2016, Jabil has returned approximately $7 billion to shareholders through share repurchases and dividends, having repurchased about 110.2 million shares at an average price of $59.46. The company sees strong opportunities in AI infrastructure, healthcare, and digital commerce while managing volatility in electric vehicles, renewables, and 5G markets.