Why Jabil Stock Bumped Higher on a Gloomy Wednesday for the Market
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By Eric Volkman – Dec 17, 2025 at 4:21PM ESTKey PointsThe contract electronics manufacturer published its first quarterly earnings report for its fiscal 2026.It posted double-digit growth on both the top and bottom lines.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: JBLJabilMarket Cap$23BToday's Changeangle-down(1.66%) $3.53Current Price$216.09Price as of December 17, 2025 at 3:58 PM ETThe company is off to a roaring start in its new fiscal year, with a double beat in its latest reported quarter, and better-than-expected guidance.Hump Day proved to be insurmountable for many stocks on U.S. exchanges, but apparently someone forgot to tell Jabil (JBL +1.66%). Shares of the contract electronics manufacturer bumped 1.8% higher on the back of encouraging quarterly results, easily beating the S&P 500 index's 1.2% slump. That's the way to begin the new year That morning, Jabil posted its first-quarter fiscal 2026 figures. For the period, the company earned net revenue of $8.3 billion, representing a 19% year-over-year increase. Its "core" net income, i.e., not in accordance with generally accepted accounting principles (GAAP), rose even more sharply, advancing by 36% to $309 million ($2.85 per share). Image source: Getty Images. Both headline fundamentals were well above the consensus analyst estimates. Pundits tracking Jabil stock were modeling $8 billion on the top line and $2.69 per share for core net income. In its earnings release, Jabil quoted CEO Mike Dastoor as saying that "Our intelligent infrastructure segment remains a major growth engine, supported by accelerating demand across cloud, data center infrastructure, networking, and capital equipment." He added that the company's regulated industries and connected living and digital commerce segments also did better than management expected.Advertisement ExpandNYSE: JBLJabilToday's Change(1.66%) $3.53Current Price$216.09Key Data PointsMarket Cap$23BDay's Range$207.59 - $232.7252wk Range$108.66 - $237.14Volume165KAvg Vol1.4MGross Margin8.85%Dividend Yield0.15% Sustainable demand Jabil also proffered guidance for both its current quarter and the entirety of fiscal 2026. For the latter period, it's expecting net revenue of $32.4 billion, and core net income of $11.55 per share. These projections compare favorably to the average analyst forecasts of $31.6 billion and $11.12, respectively. I believe demand from clients driving Jabil's intelligent infrastructure business will continue to grow, as the needs of artificial intelligence (AI) are sure to support advanced data center build-outs. And the company is far from a one-trick pony; it'll benefit from robust spending in other busy segments of the tech world too. About the AuthorEric Volkman is a contributing Motley Fool finance and stock market analyst. Previously, Eric was an equities analyst at European investment bank Raiffeisen Capital and Investment. He’s also been a freelance finance writer since 1995. He studied at Susquehanna University.TMFVolkmanRead NextOct 5, 2025 •By Harsh ChauhanThis High-Flying Artificial Intelligence (AI) Stock Plummeted Last Week.
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