Jabil shares fell 6.5% in the morning session after the electronics manufacturing services provider reported fourth-quarter and fiscal 2026 results and issued a solid fiscal 2027 outlook. Fourth-quarter net revenue was $10.6 billion, up about 29% year over year, with U.S. GAAP operating income of $602 million, core operating income of $675 million, and core diluted EPS of $4.40, both revenue and adjusted EPS above Wall Street estimates of $9.66 billion and $4.08. For fiscal 2027, Jabil guided to about $44.5 billion in revenue and $17.55 in core diluted EPS at the midpoint, with first-quarter revenue seen at $10.6 billion to $11.4 billion. The pullback can reflect profit-taking after a large beat even when the print and guide look strong. Jabil is up 23.7% since the beginning of the year, but at $297.48 per share it is still trading 22.9% below its 52-week high of $385.63 from June 2026.
Jabil Circuit IncJabil beat Q4 estimates on revenue and adjusted EPS and issued solid fiscal 2027 guidance, though shares fell on apparent profit-taking.
