Jabil Inc. (NYSE: $JBL) is a global manufacturer, engineering, and supply chain solutions firm. It designs, builds, and delivers complex tech products across all industries, including defense, healthcare, and automotive. They are a crucial partner for major brands like Amazon, Apple, and many others. On Wednesday, December 17, 2025, they released their Q1 fiscal 2026 results. Here is a deep dive into those results.
Jabil Q1 Results
For the first quarter of fiscal 2026, Jabil reported revenue of $8.3 billion, a massive increase from the $6.99 billion reported last year, and above the analysts’ estimate of $8.07 billion. Non-GAAP net income came in at $309 million, or $2.85 per share, an improvement from the $228 million, or $2 per share, reported last year. It also beat estimates of $2.72.
Other Q1 Highlights
GAAP net income was $146 million, or $1.35 per share, an improvement from the $100 million or $0.88 per share reported last year. It ended the quarter with $1.57 billion in cash and cash equivalents compared to 2.06 billion last year.
For Q1, it reported $323 million in net cash from operating activities, compared to $312 million past year. Its adjusted free cash flow for Q1 came in at $272 million compared to $226 million last year.
It reported a gross profit of $742 million for Q1, compared to $606 million last year. Its non-GAAP operating income came in a $454 million, an increase from the $347 million reported last year. Meanwhile, the non-GAAP operating margin rose to 5.5% compared to the 5% reported last year.
Jabil (JBL) Fiscal 2026 Guidance
Jabil expects net revenue of $32.4 billion in fiscal 2026. It expects a non-GAAP operating margin of 5.7%, a non-GAAP EPS of $11.55, and adjusted free cash flow of over $1.3 billion. The company expects most of the growth in fiscal 2026 to come from AI data center infrastructure and advanced retail and warehouse automation.
Market Performance
Following the earnings and revenue beat, JBL shares rose 0.75% to $214.15 as of 1:59 PM EST. Year-to-date, the stock is up 48.24%, while over the past year, it has gained 59.24%. In the past month, JLB stock has gained 6.42%.
Looking at the valuation, JBL stock has a trailing P/E ratio of 35.91 and a Price/Book ratio of 15.01. JBL has a forward Annual Dividend Yield of 0.15%, and a payout ratio of 5.41%. It is trading slightly above both the 50-day and 200-day moving averages of $210.57m and $190.68, respectively.
Analysts give JBL a strong buy rating. They forecast an average price target of $254.83, which is an 18.996% upside based on the most recent price. The analysts forecast a wide range of prices, with a high of $267 and a low of $239.
Is JBL A Buy in December 2025?
The analysts’ strong buy rating is driven by strong market fundamentals, especially gthe rowth of AI demand. Some analysts have called JLB a sleeper stock poised for growth in the next 12 months. Its strong results in Q1 reflect this forecast. However, with a P/E ratio of 35.91, the stock might be a bit on the pricey side. Nevertheless, adding JBL to your portfolio could potentially be profitable in the medium term.
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