Jabil Reports Strong Fourth Quarter and Fiscal Year 2025 Results, Eyes Growth in AI and Advanced Technologies
Jabil Inc. has released its preliminary, unaudited financial results for the fourth quarter and full fiscal year ended August 31, 2025. The company delivered a solid performance across its diversified portfolio, demonstrating resilience despite pressures in some business segments.
Chief Executive Officer Mike Dastoor described fiscal 2025 as a pivotal year, marked by revenue growth, margin expansion, earnings improvement, and strong free cash flow. “Fiscal 2025 was a strong year for Jabil as we grew revenue, delivered solid core margins, increased core diluted EPS, and generated robust free cash flow,” said Dastoor. “Strength in AI-driven demand across capital equipment, data centers, and networking, combined with deliberate portfolio actions in Connected Living & Digital Commerce, more than offset pressures in Automotive and Renewables, highlighting the resilience of our diversified business model. These results underscore our ability to execute in a dynamic environment while continuing to advance our long-term strategy.”
Fourth Quarter Results
For the fourth quarter of fiscal 2025, Jabil reported:
- Net revenue of $8.3 billion
- U.S. GAAP operating income of $337 million
- U.S. GAAP diluted earnings per share (EPS) of $1.99
- Core operating income (Non-GAAP) of $519 million
- Core diluted EPS (Non-GAAP) of $3.29
These results reflected the company’s ability to sustain profitability while navigating demand fluctuations in certain industries.
Full-Year Fiscal 2025 Performance
On a full-year basis, Jabil posted strong financial results, confirming its position as a leading global manufacturing and technology solutions partner. Key highlights include:
- Net revenue of $29.8 billion
- U.S. GAAP operating income of $1.2 billion
- U.S. GAAP diluted EPS of $5.92
- Core operating income (Non-GAAP) of $1.6 billion
- Core diluted EPS (Non-GAAP) of $9.75
The year’s performance was bolstered by momentum in data-driven and technology-intensive markets, particularly those linked to artificial intelligence and cloud infrastructure. At the same time, proactive portfolio adjustments allowed Jabil to manage slower demand in automotive and renewable energy businesses.
Fiscal 2026 First Quarter Outlook
Looking ahead, Jabil expects first-quarter fiscal 2026 revenue to range between $7.7 billion and $8.3 billion. The company forecasts:
- U.S. GAAP operating income of $263 million to $343 million
- U.S. GAAP diluted EPS between $1.27 and $1.84
- Core operating income (Non-GAAP) of $400 million to $460 million
- Core diluted EPS (Non-GAAP) of $2.47 to $2.87
These projections account for adjustments related to amortization of intangibles, stock-based compensation, and restructuring charges.
Full-Year Fiscal 2026 Outlook
For the full fiscal year 2026, Jabil anticipates continued growth, targeting:
- Net revenue of approximately $31.3 billion
- Core operating margin (Non-GAAP) of 5.6%
- Core diluted EPS (Non-GAAP) of $11.00
- Adjusted free cash flow (Non-GAAP) exceeding $1.3 billion
Dastoor expressed confidence in Jabil’s trajectory. “Looking ahead, in FY26 we expect 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,” he said. “Jabil is well positioned to deliver sustainable value creation over the long term, with significant opportunities ahead in areas such as AI data center infrastructure, healthcare, and advanced warehouse and retail automation.”
Strategic Focus and Market Opportunities
The company emphasized its commitment to capital deployment strategies that strengthen capabilities and enhance shareholder returns. By leveraging opportunities in high-growth markets—including artificial intelligence, healthcare, and logistics automation—Jabil aims to expand beyond traditional manufacturing services into value-added technology solutions.
AI infrastructure, in particular, is expected to remain a major growth driver as data centers and networking systems evolve to handle increasing demand. Healthcare and automation also represent important avenues for long-term expansion, reflecting Jabil’s ability to diversify into industries that require complex engineering and supply chain expertise.
Commitment to Investors
Jabil highlighted its use of both GAAP and non-GAAP financial measures to provide transparency and clarity for investors. The company defines its “core” measures as adjusted figures that exclude items such as amortization of intangibles, restructuring, and stock-based compensation. Management believes these non-GAAP metrics better reflect the performance of its core manufacturing operations.
Investors and analysts will have the opportunity to review the results and outlook during Jabil’s scheduled earnings conference call at 8:30 a.m. ET. A live webcast and accompanying slides are available through the Investor Relations section of Jabil’s website, with a replay to be posted following the event.
About Jabil
Jabil (NYSE: JBL) is a global leader in manufacturing and technology solutions, serving many of the world’s top brands. With more than 50 years of experience, the company operates a vast network of over 100 sites worldwide, combining global reach with local expertise. Its portfolio spans engineering, supply chain, and production services, enabling both scalable and customized solutions. Jabil also prioritizes sustainability, seeking to minimize environmental impacts and support diverse communities globally.
