JABIL (JBL) Company Report

The United States PCB market is projected to grow from $23.58 billion in 2024 to $34.2 billion by 2033, at a CAGR of 4.22%.
Growth is driven by rising demand for consumer electronics, automotive electrification (EVs and ADAS), and the rollout of 5G and AI infrastructure.
The industry faces supply chain vulnerabilities and intense domestic and foreign competition, pressuring costs and margins.
In June 2025, Jabil announced a $500 million program to expand U.S. manufacturing for cloud computing and AI data-center hardware, with operations due by mid-2026.

Nov 10, 2025, 4:28 PM

Press Release

Jabil and Inno invest in new Thailand BESS enclosure facility

JBL

New Projects/Investments

Jabil and Inno (a subsidiary of Shanghai Xinpeng Industry) will co-invest in a 15,000 m² battery energy storage system enclosure site in Rayong, Thailand, with prototyping operations due by late 2026.
The facility will provide end-to-end enclosure services—including sheet metal processing, structural fabrication, welding, and coating—to boost Jabil’s vertical integration and diversify its supply chain.
Located 25 km from Laem Chabang port, the project aims to reduce costs and mitigate geopolitical and tariff risks for BESS customers, while accelerating Inno’s growth in the energy storage market.

Nov 10, 2025, 9:00 AM

Press Release

Jabil announces acquisition of Hanley Energy Group

JBL

M&A

Jabil Inc. (NYSE: JBL) signed a definitive agreement to acquire Hanley Energy Group for $725 million in cash plus contingent consideration up to $58 million.
The transaction is expected to close in Q1 2026, subject to customary closing conditions and regulatory approvals.
Hanley Energy Group’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 and energy management expertise to Jabil’s data center infrastructure offerings, complementing its existing power management solutions.

Nov 4, 2025, 9:05 PM

Press Release

Kinaxis launches Maestro Agents for AI-driven supply chain coordination

JBL

Product Launch

Maestro Agents extends the Kinaxis Maestro platform with AI-powered, real-time planning agents that convert disruptions into prioritized actions and strengthen global supply chain resilience.
Jabil’s head of planning, John Finnigan, reports Maestro Agents accelerates decision-making and enhances collaboration between planning teams, customers and contract manufacturers.
The solution embeds real-time analytics, constraint interpretation and actionable recommendations directly into the planning workflow, boosting transparency and trust in AI-assisted decisions.
Early adopters, including a top-10 global pharmaceutical company and a leading electronics manufacturer, have achieved up to 10× planning efficiency gains and significant labor-time savings via automated reporting and analytics.
Kinaxis will expand its AI ecosystem with Maestro Agent Studio (now in limited trial) and launch a full agent marketplace in 2026 to democratize intelligent supply chain coordination.

Oct 18, 2025, 10:13 AM

Press Release

Kinaxis launches Maestro Agents

JBL

Product Launch

Kinaxis announced the launch of Maestro Agents, AI-driven digital collaborators integrated into Kinaxis Maestro to enhance supply chain orchestration and decision-making.
Maestro Agents analyze real-time data within planning environments to identify issues, recommend actionable solutions, and integrate human safeguards for contextual decision support.
Jabil reports that Maestro Agents have improved planner collaboration and accelerated decision-making, boosting supply chain resilience.
Early adopters in the pharmaceutical and electronics sectors achieved 10x planner productivity and 30+ hours/month saved in reporting tasks, respectively, demonstrating significant efficiency gains.
Kinaxis plans to extend the Maestro ecosystem with an Agent Studio and launch a marketplace for agents in 2026 to broaden AI-driven supply chain innovation.

Oct 18, 2025, 5:00 AM

Press Release

JLab Electronics boosts DTC order value and conversion with Amazon services

JBL

Revenue Acceleration/Inflection

JLab Electronics implemented Buy with Prime and Amazon Multi-Channel Fulfillment (MCF), achieving a 37% increase in average order value compared to standard DTC orders.
Dynamic delivery badges from Amazon MCF delivered a 55% uplift in website conversion within the first month of launch.
Orders fulfilled via Amazon’s network averaged 1.5 days delivery—nearly 200% faster than the 5-day electronics category average.

Oct 15, 2025, 2:10 PM

Press Release

Jabil reports Q4 and FY2025 results

JBL

Earnings

Guidance Update

Share Buyback

Jabil delivered $8.3 billion in Q4 revenue (beating guidance by $0.8 billion) with $519 million in core operating income and $3.29 core EPS; core margin improved to 6.3% year-over-year.
All three segments beat expectations: Regulated Industries revenue of $3.1 billion (+3% YoY; 6.5% margin), Intelligent Infrastructure $3.7 billion (+$400 million beat; 5.9% margin), and Connected Living & Digital Commerce $1.4 billion (–14% YoY; 6.6% margin).
Strong cash generation with $588 million in Q4 operating cash flow and $1.64 billion for FY 2025; net CapEx of $83 million in Q4 (1.1% of revenue) and $322 million full-year; adjusted free cash flow exceeded $1.3 billion; debt/EBITDA at 1.3×, cash of $1.9 billion, and total liquidity over $5.9 billion.
Returned capital to shareholders by completing a $1 billion buyback and authorizing a new $1 billion program for FY 2026; Q1 FY 2026 guidance calls for $7.7–8.3 billion in revenue and $2.47–2.87 core EPS.

Sep 25, 2025, 12:30 PM

Transcript

Jabil Reports Q4 FY2025 Results and FY2026 Outlook

JBL

Earnings

Guidance Update

Jabil delivered Q4 FY2025 net revenue of $8.252 billion, representing an 18% y/y increase, with U.S. GAAP net income of $218 million, diluted EPS of $1.99, and core EPS of $3.29.
FY2025 net revenue was $29.802 billion, with core EPS of $9.75 and $1.318 billion in adjusted free cash flow.
Among segments, Intelligent Infrastructure revenue surged 62% y/y, Regulated Industries grew 3%, and Connected Living & Digital Commerce declined 14%.
For Q1 FY2026, Jabil guides net revenue of $7.7–$8.3 billion and core EPS of $2.47–$2.87; full-year FY2026 outlook is $31.3 billion revenue, $11.00 core EPS, and over $1.3 billion in free cash flow.

Sep 25, 2025, 12:30 PM

Presentation

Jabil reports Q4 FY25 earnings and FY26 guidance

JBL

Earnings

Guidance Update

Q4 FY25 net revenue of $8.3 billion, GAAP operating income of $337 million and diluted EPS of $1.99; non-GAAP core operating income was $519 million and core diluted EPS was $3.29.
FY25 net revenue of $29.8 billion, GAAP operating income of $1.2 billion and diluted EPS of $5.92; non-GAAP core operating income was $1.6 billion and core diluted EPS was $9.75.
Q1 FY26 guidance: net revenue of $7.7–$8.3 billion, GAAP operating income of $263–$343 million and EPS of $1.27–$1.84; core operating income of $400–$460 million and core EPS of $2.47–$2.87.
Full-year FY26 outlook anticipates revenue of $31.3 billion, core operating margin of 5.6%, core EPS of $11.00, and adjusted free cash flow >$1.3 billion.

Sep 25, 2025, 11:31 AM

8-K

Jabil projects $31.3B revenue and $11 EPS for FY2026

JBL

Earnings

Guidance Update

Revenue Acceleration/Inflection

Jabil’s Q4 net revenue rose 18.5% to $8.25 billion, with adjusted EPS of $3.29, topping analyst estimates of $2.92–$2.95.
For fiscal 2026, the company forecasts net revenue of $31.3 billion and adjusted EPS of $11.00, both above consensus.
Growth is driven by AI data center infrastructure, healthcare, and advanced automation initiatives.
Q1 fiscal 2026 outlook calls for net revenue of $7.7–$8.3 billion and adjusted EPS of $2.47–$2.87, again surpassing expectations.
Jabil expects adjusted free cash flow to exceed $1.3 billion with a core operating margin of 5.6% in FY 2026.

Sep 25, 2025, 9:44 AM

Morningstar

Earnings Transcripts

Quarterly earnings call transcripts for JABIL.

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