Jabil Inc. ($JBL) Rockets to Record Highs After Blowout Q3 Earnings and Bullish Guidance
Jabil just schooled the skeptics—again.
The manufacturing juggernaut''s stock blasted past previous ATHs after delivering a quarter so strong it made Wall Street''s models blush. Supply chain? Optimized. Margins? Flexed. Outlook? Raised. All while analysts were busy downgrading industrial stocks.
Behind the surge
Jabil''s secret sauce? A brutal combo of operational discipline and riding secular tech trends harder than a day trader rides leverage. Their diversified manufacturing playbook—from healthcare to 5G—proved recession-resistant while others flailed.
Street reaction
Upgrades came faster than a crypto pump group spotting a low-float stock. Shorts got steamrolled as institutional FOMO reached ''meme stock'' levels. One hedge fund manager muttered about ''unsustainable multiples'' before quietly adding to his position.
Jabil''s now trading like a tech darling despite making actual products—a neat trick in this market. Whether it holds these gains depends on how long the ''less bad than feared'' trade keeps working. For now? The machines—and the stock—are humming.
TLDR
- Jabil stock surged over 12%, hitting a record high of $202.82 after Q3 earnings beat estimates.
- Revenue rose 16% YoY to $7.83 billion, exceeding the $7.04 billion analyst consensus.
- Adjusted EPS of $2.55 outperformed projections and set the company on track for record core EPS.
- Jabil raised its full-year fiscal 2025 guidance for both revenue and earnings.
- AI-driven demand in its Intelligent Infrastructure segment remains a major growth driver.
Jabil Inc. (NYSE: JBL) stock ROSE sharply by 12.08% to $202.66 as of 12:25 PM EDT after the company posted impressive third-quarter fiscal 2025 results and raised its full-year guidance.
Jabil Inc. (JBL)
The electronics manufacturing firm, known for its circuit board production, led S&P 500 gainers and set a new record high at $202.82 following the earnings announcement.
Q3 Fiscal 2025 Performance Exceeds Expectations
For the quarter ending May 31, 2025, Jabil reported revenue of $7.8 billion, surpassing the $7.03 billion forecast and up from $7.4 billion in the prior-year period. GAAP operating income reached $403 million, while non-GAAP Core operating income totaled $420 million. Diluted earnings per share came in at $2.03 on a GAAP basis and $2.55 on a core basis, beating the $2.29 analyst estimate.
CEO Mike Dastoor attributed this strong performance to robust demand across cloud, data center infrastructure, and capital equipment markets. The company acknowledged weaker results in electric vehicles, renewables, and 5G, but its diversified portfolio offset these challenges.
AI Infrastructure Drives Growth
Jabil’s Intelligent Infrastructure segment was a key growth engine, benefiting from accelerating demand driven by AI developments. This segment’s success helped the company overcome softness in other areas. The management emphasized its focus on enhancing margins, optimizing cash flow, and rewarding shareholders via share buybacks and selective investments in high-margin projects.
Upbeat Full-Year Outlook
On the back of its solid Q3, Jabil raised its fiscal 2025 outlook. It now expects revenue to reach $29 billion, up from the previous estimate of $27.9 billion. The company also lifted its CORE EPS forecast to $9.33 from $8.95. For the fourth quarter, Jabil projects revenue between $7.1 billion and $7.8 billion, and core EPS ranging from $2.64 to $3.04, both midpoints exceeding analyst expectations.
Record Stock Performance and Market Reaction
Jabil shares rose more than 11% in recent trading, closing in on their intraday high of $202.82. The stock now boasts a year-to-date return of 40.89%, a one-year gain of 63.09%, and has surged 530.49% over the past five years, significantly outperforming the S&P 500 over the same periods.
Investors remain optimistic about Jabil’s future, due to its AI-driven growth strategy and raised financial guidance, positioning it strongly for the remainder of the fiscal year.
