Jabil Inc. reported preliminary, unaudited financial results for its fourth quarter and fiscal year ended August 31, 2025, exceeding Wall Street expectations for both periods. For Q4 FY25, the company posted net revenue of $8.252 billion and core diluted earnings per share of $3.29. For the full fiscal year 2025, Jabil achieved net revenue of $29.8 billion and core diluted earnings per share of $9.75, while generating robust adjusted free cash flow exceeding $1.2 billion.
The strong performance was primarily driven by accelerating AI-driven demand across capital equipment, data centers, and networking, which more than offset pressures in the Automotive and Renewables segments. Jabil provided an upbeat outlook for fiscal year 2026, projecting approximately $31.3 billion in net revenue, a core operating margin of 5.6%, and core diluted earnings per share of $11.00. The company also expects adjusted free cash flow to be greater than $1.3 billion in FY26.
Management highlighted that AI-related revenue is projected to rise 25% year-over-year to $10.5 billion in FY26, up from $8.5 billion in FY25. Strategic investments continue, including a new North Carolina facility, part of a $500 million investment, set to begin production in mid-2026, with material impact expected from FY27. Despite the strong results and outlook, Jabil shares fell in the morning session, possibly due to heightened investor expectations.
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