Q3 2025 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue | +15.7% ( ) | JBL’s total revenue grew from $6,765 million in Q3 2024 to $7,828 million in Q3 2025, driven by strong organic growth and improvements in key segments. This increase builds on past realignments that helped strengthen the revenue mix. |
Operating Income | +54.8% ( ) | Operating income increased from $261 million to $403 million, reflecting enhanced operating leverage and cost management initiatives. Improved margins and a better product mix compared to the previous period contributed to this significant rise. |
Net Income | +72% ( ) | Net income surged from $129 million to $222 million, mainly due to higher operating income and improved margins. The robust bottom-line performance in Q3 2025 builds upon prior period enhancements in profitability. |
Basic EPS | +69% ( ) | Basic EPS improved from $1.21 to $2.05 with the notable increase in net income and operating performance. This benefits per-share earnings as a result of the stronger overall profitability achieved in the current quarter versus last year. |
Foreign Revenue Share | Declined by 10% ( ) | The foreign revenue share dropped from 80.5% to 72.5%, signaling a strategic or market-driven shift towards increased domestic revenue generation. This rebalancing may be due to weaker international performance relative to the previous period. |
Operating Cash Flow | -24% ( ) | Operating cash flow fell from $535 million to $406 million, likely a result of increased working capital investments and changes in cash conversion dynamics. This decline, contrasted with higher revenues, indicates a shift in operational cash requirements compared to Q3 2024. |
Metric | Period | Guidance | Actual | Performance |
---|---|---|---|---|
Total Revenue | Q3 2025 | $6.7B to $7.3B | $7.828B | Surpassed |
GAAP Operating Income | Q3 2025 | $282M to $352M | $403M | Surpassed |
GAAP Diluted EPS | Q3 2025 | $1.50 to $1.99 | $2.03 | Surpassed |
Research analysts covering JABIL.