Jabil stock rises as Q3 earnings top estimates, guidance raised

Published 17/06/2025, 13:54
© Reuters.

Investing.com -- Jabil Inc. shares jumped 5.05% after the electronics manufacturing services company reported better-than-expected third quarter results and raised its full-year outlook.

For the third quarter ended May 31, Jabil posted adjusted earnings per share of $2.55, surpassing analyst estimates of $2.29. Revenue climbed to $7.8 billion, exceeding the $7.03 billion consensus forecast and rising from $7.4 billion in the same quarter last year.

The company attributed its strong performance to outperformance in key end-markets like cloud, data center infrastructure, and capital equipment. However, Jabil noted softness in areas such as electric vehicles, renewables, and 5G.

"Our Intelligent Infrastructure segment remains a critical growth engine, benefiting from accelerating AI-driven demand," said CEO Mike Dastoor in a statement.

Looking ahead, Jabil provided fourth quarter guidance, forecasting adjusted EPS of $2.64 to $3.04. Q4 revenue is projected between $7.1 billion to $7.8 billion.

Jabil raised its fiscal 2025 outlook, now expecting core earnings per share of $9.33 and revenue of $29 billion. The company aims to generate over $1.2 billion in adjusted free cash flow for the full year.

"We remain focused on enhancing core margins, optimizing cash flow, and returning value to shareholders—primarily through share repurchases and targeted investments in higher-margin opportunities," Dastoor added.

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