Jabil Inc. reported fourth-quarter revenue of $10.6 billion, up from $8.3 billion, with core EPS of $4.4 versus $3.29, and guided fiscal 2027 revenue to $44.5 billion, representing 24% growth. The company projected a 30-basis-point expansion in core operating margin to 6.1% and core EPS growth of 34% to $17.55. AI infrastructure is the company's most important growth engine, with its capital equipment business expected to reach $4.2 billion in fiscal 2027, up 40% year over year, while networking and communications is expected to generate $3.9 billion, up 15%. Jabil also expects its healthcare and packaging business to generate $5.6 billion in fiscal 2027 revenue, up 6%, with more than 700 million injectors and delivery pens manufactured, while renewable and energy infrastructure revenue is expected to rise 7% to $3 billion and auto and transportation revenue to increase 9% to $5 billion. The stock has gained 50.5% over the past year, trailing the Electronic Manufacturing Services industry's 64.5% growth, and trades at 17.5 forward earnings versus 20.2 for the industry and its mean of 21.5.
Jabil Circuit IncJabil reported solid Q4 revenue/EPS and guided fiscal 2027 revenue to $44.5B with margin and EPS growth.
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