Jabil Inc Stock Price, News & Analysis

Jabil (NYSE: JBL) reported strong Q3 FY2025 results with net revenue of $7.8 billion and core diluted EPS of $2.55, outperforming expectations in key markets like cloud and data center infrastructure. The company's Intelligent Infrastructure segment showed robust growth driven by AI demand, despite softness in EVs, Renewables, and 5G. For Q4 FY2025, Jabil expects revenue between $7.1-7.8 billion and core EPS of $2.64-3.04. The company raised its FY2025 outlook, projecting $29 billion in revenue, 5.4% core operating margin, core EPS of $9.33, and adjusted free cash flow exceeding $1.2 billion. Management remains focused on enhancing core margins, optimizing cash flow, and returning value to shareholders through share repurchases and targeted investments in higher-margin opportunities.

Jabil (NYSE: JBL) has announced it will release its Q3 FY2025 financial results on Tuesday, June 17, 2025, before market opening. The company will host a conference call and webcast at 8:30 a.m. ET to discuss the results. Investors can access the call via U.S. dial-in (877) 407-6184 or International (201) 389-0877. The live audio webcast and accompanying presentation will be available through Jabil's Investor Relations website at investors.jabil.com, with an archived replay accessible after the call.

Jabil (NYSE: JBL) has signed a memorandum of understanding (MOU) with AVL Software and Functions GmbH to collaborate on automotive solutions. The partnership combines AVL's expertise in product design, software, simulation, and testing with Jabil's experience in value engineering, IATF-certified manufacturing, and global supply chain solutions. This non-exclusive collaboration aims to help vehicle manufacturers accelerate time-to-market for complex technologies including powertrain, charging systems, sensor-based driver assistance systems, and on-board compute products. The partnership focuses on reducing complexity and costs in developing next-generation vehicle technology, benefiting OEMs and Tier 1 suppliers through their combined capabilities.

Badger Technologies, a division of Jabil Inc. (NYSE: JBL), has unveiled its new Digital Teammate platform, featuring next-generation autonomous robots equipped with enhanced computer vision, RFID technology, and AI capabilities. The platform aims to improve workforce productivity through advanced inventory management, planogram compliance, hazard detection, and security monitoring.

The solution includes a mobile app providing prioritized tasks and insights, while integrated RFID technology enables improved inventory accuracy and food safety protocols. The robots feature customer-facing tablets offering interactive guidance and personalized assistance. According to a 2024 survey, 63% of Gen Z and millennial shoppers reported positive interactions with robots.

Badger Technologies has already deployed over 1,000 autonomous robots across U.S. retailers, achieving over 97% inventory accuracy at a leading hardware retailer. The Digital Teammate solution will be available in summer 2025.

Jabil, a global leader in engineering, supply chain, and manufacturing solutions, has announced its participation in two major investor conferences in May 2025.

The company will engage in a fireside chat at two prestigious events:

• Barclays Americas Select Franchise Conference on May 6 at 9 a.m. BST
• J.P. Morgan Global Technology, Media and Communications Conference on May 13 at 2:30 p.m. EDT

Investors and interested parties can access both events through live audio webcasts and replays via the Jabil Investor Relations website at investors.jabil.com.

Jabil (NYSE: JBL) has announced the appointment of Sujatha Chandrasekaran to its Board of Directors. Chandrasekaran brings significant experience from leadership roles in healthcare, retail, consumer, supply chain, and manufacturing sectors, managing businesses with revenues from $3B to $500B.

Most recently, she served as Senior Executive Vice President, Chief Digital and Information Officer at CommonSpirit Health, the second-largest nonprofit hospital system in the U.S. Her previous roles include Global Chief Digital and Information Officer at Kimberly-Clark and Global Chief Technology and Data Officer at Walmart.

Chandrasekaran currently serves on the boards of American Eagle Outfitters, Brenntag SE, ATOS SE, Agendia, and Pando.AI. She is also the founder of the T200 Foundation, focusing on fostering women's growth in technology.

Jabil (NYSE: JBL) has announced a quarterly dividend payment of $0.08 per share of common stock. The dividend will be paid on June 3, 2025, to shareholders of record as of May 15, 2025. The company highlighted its consistent track record of paying quarterly cash dividends, which dates back to May 15, 2006, demonstrating a long-standing commitment to returning value to shareholders.

Jabil (NYSE: JBL) has launched new 1.6T transceivers capable of transmitting data at speeds up to 1.6 Terabits per second, designed to meet growing demand for AI/ML workloads, high-performance computing, and data center connectivity.

The transceivers, built using Intel® Silicon Photonics engine, can achieve 200 Gigabits per lane on both electrical and optical interfaces. Available in DR8, DR8+, and 2xFR4 variants, they can double bandwidth capacity of data center racks without infrastructure modifications while maintaining low power consumption.

The company will showcase the new technology at the 2025 OFC Conference in San Francisco, where demos will be available by appointment at booth 5845.

Jabil (NYSE: JBL) reported strong second quarter fiscal 2025 results, with net revenue reaching $6.7 billion. The company posted U.S. GAAP operating income of $245 million and diluted earnings per share of $1.06. On a Non-GAAP basis, core operating income was $334 million with core diluted earnings per share of $1.94.

CEO Mike Dastoor highlighted exceptional year-to-date performance, noting strength in capital equipment, cloud and data center infrastructure, and digital commerce end-markets. The company's position as a U.S. domiciled manufacturing service provider with significant U.S. footprint was emphasized as increasingly valuable amid evolving geopolitical situations.