Jabil sets USD 44.5 billion outlook for Jabil stock

Published on 10/01/2026 at 13:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2026 revenue reached USD 36.0 billion, up 21.00 percent. Jabil, the company behind Jabil stock, targets USD 44.5 billion for fiscal 2027.

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Jabil Inc. (ISIN US46612W1036) set fiscal 2027 revenue guidance at USD 44.5 billion on September 30, 2026, according to Jabil. The forecast implies 24.00 percent growth from fiscal 2026 and includes a core operating margin target of 6.10 percent.

Fiscal 2026 delivered 21.00 percent growth

Jabil reported fiscal 2026 revenue of USD 36.0 billion for the year ended August 31, 2026, up 21.00 percent from USD 29.8 billion in fiscal 2025. The same release showed U.S. GAAP operating income of USD 1.7 billion and diluted earnings per share of USD 9.75 for fiscal 2026, compared with USD 1.2 billion and USD 5.92 a year earlier.

Fourth-quarter revenue reached USD 10.6 billion for the three months ended August 31, 2026, while core diluted earnings per share came to USD 4.40. Jabil also reported USD 1.532 billion in adjusted free cash flow for fiscal 2026, giving the guidance a substantial cash-flow base.

Guidance stands above consensus

MarketBeat reported on September 30, 2026, that Jabil's fiscal 2027 revenue outlook of USD 44.5 billion exceeded a USD 42.6 billion consensus estimate. The publication also put the company's core earnings-per-share guidance at USD 17.55, versus a USD 16.58 consensus estimate.

The spread matters because Jabil is committing capital to new manufacturing capacity while demand rises across artificial intelligence infrastructure, automotive, healthcare, energy infrastructure, defense and aerospace. Its release also identifies customer concentration, supplier dependence, demand swings and the execution of capacity expansion as risks to the outlook.

NYSE stock remains below its yearly high

Jabil stock was last at USD 286.68 on the NYSE on September 30, 2026 at 3:59 p.m. ET. The same market snapshot showed a USD 30.0 billion market capitalization and a USD 189.60 to USD 428.93 52-week range, placing the stock 33.16 percent below its yearly high.

What the guidance means for valuation

The company enters fiscal 2027 with revenue guidance that is USD 8.5 billion above fiscal 2026 revenue. MarketBeat listed a Buy consensus and an average analyst target of USD 441.78 on September 30, 2026, but the gap between that target and the latest NYSE price reflects a market view that depends on capacity execution and the conversion of AI demand into profitable growth.

Jabil's fiscal 2027 plan also targets core diluted earnings per share of USD 17.55, up 34.00 percent from USD 13.09 in fiscal 2026. That comparison puts the earnings trajectory, rather than revenue alone, at the center of the stock's next valuation debate.

Jabil stock and the next earnings cycle

Jabil's primary listing is the NYSE under ticker JBL, and the company operates in technology hardware, equipment and parts. The fiscal 2027 outlook, the 6.10 percent core operating margin target and the USD 17.55 core earnings-per-share forecast give investors three measurable milestones for assessing execution.