Jabil Inc. Deep dive and 2025 outlook $JBL

The semiconductor manufacturing services company is on a strong move higher

Company Overview

• What they do: Jabil (NYSE: JBL) provides design, manufacturing, supply chain, and aftermarket services for electronic products across industries including healthcare, packaging, and consumer electronics.

• Founded & HQ: Established in 1966, based in St. Petersburg, Florida.

• 2024 snapshot: Projected full‑year revenue of approximately $27 billion, with low-single-digit annual growth; net income around $1 billion.

• Competitors: Flex, Sanmina, and Celestica.

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1. Q3 2025 Performance (ended May 31, 2025)

• Revenue: $7.8 billion

• GAAP EPS: $2.03; Non‑GAAP (“core”) EPS: $2.55

• Comparison: Exceeded Q3 2024 GAAP EPS of $1.06 and core EPS of $1.89investopedia.com+15businesswire.com+15marketwatch.com+15.

• Street view vs. actual: Consensus revenue was $7.1–7.8B; EPS estimated ~at midpoint; they beat thanks to strength in cloud, data‑center, and capital equipment.

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2. Segment Breakdown

While the release didn’t provide full segment splits, they emphasized Intelligent Infrastructure (cloud, data-center, capital equipment) as the year's fastest-growing division businesswire.com. Other segments—EV/renewables and 5G—were softer. Historically, Jabil reports across segments like Healthcare, Packaging, Mobility, and Consumer but hasn’t detailed exact allocations this quarter.

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3. Guidance

• Q4 FY2025 projections:

  • Revenue: $7.1–7.8 billion

  • GAAP EPS: $1.79–$2.37

  • Core EPS: $2.64–$3.04 seekingalpha.com+11businesswire.com+11marketwatch.com+11

• Full-year FY2025:

  • Revenue: ~$29 billion

  • Core operating margin: ~5.4%

  • Core EPS: ~$9.33

  • Adjusted free cash flow: >$1.2 billionwsj.com+11businesswire.com+11investopedia.com+11finance.yahoo.com

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4. Stock Performance to Date & Guidance Reaction

• So far in 2025, Jabil’s stock has seen steady gains supported by beating expectations in Q1 and Q2.

• After Q3 results, market reaction was positive but modest—no additional spike, but optimism for continued infrastructure-led demand and strong EPS guidance.

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5. After-Hours Reaction on Q3

• The after-hours session saw a moderate uptick in the stock, driven by the earnings beat and optimistic guidance; the reaction suggests the market received results well and positively.

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📊 Charts

(Placeholders—charts to be created)

• Line/bar chart: Q3 2025 Revenue ($7.8B) vs. Q3 2024 (~$7.6B) and GAAP EPS $2.03 vs. $1.06 year-over-year.

• Pie chart: Revenue by segment—highlighting Intelligent Infrastructure as the largest slice, with others like Healthcare, Consumer, and Mobility.

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🖼️ Images

• Jabil Logo: https://www.jabil.com/etc/designs/jabil/images/logo.svg

• Sample Product: An electronics manufacturing plant line image showing PCB assembly.

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Analyst Response

• Several analysts upgraded Jabil or raised price targets following strong Q1–Q3 results and robust guidance.

• No significant downgrades reported this quarter.

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🐦 Tweet-Ready Summary

“Revenue for quarter was $7.8B +3% YoY and EPS was $2.03 GAAP (+91% YoY)/$2.55 core (+35% YoY). Revenue was in line/slightly higher than estimates and EPS was higher than estimates by ~10%.”

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Let me know if you'd like detailed segment tables, analyst price target breakdowns, or historical trends!

Sources

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Jabil JBL

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Here’s the detailed earnings breakdown for Jabil Inc. (NYSE: JBL) — the electronics manufacturing services company — based on their Q3 FY 2025 results announced June 17, 2025.

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🏢 1. Company Overview

Jabil provides design, engineering, supply chain, and manufacturing services for electronics across industries like cloud/data‑center, healthcare, packaging, automotive, and consumer tech. Founded in 1966 and headquartered in St. Petersburg, Florida, the company generated revenue of $28.9 billion in FY 2024, with year-over-year growth close to flat (~0%) . Competitors include Flex, Sanmina, and Celestica.