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Jabil Circuit Earnings Calls
| Release date | Jun 17, 2026 |
| EPS estimate | $3.10 |
| EPS actual | $3.16 |
| EPS Surprise | 1.94% |
| Revenue estimate | 8.605B |
| Revenue actual | 8.751B |
| Revenue Surprise | 1.69% |
| Release date | Mar 18, 2026 |
| EPS estimate | $2.51 |
| EPS actual | $2.69 |
| EPS Surprise | 7.17% |
| Revenue estimate | 7.778B |
| Revenue actual | 8.282B |
| Revenue Surprise | 6.48% |
| Release date | Dec 17, 2025 |
| EPS estimate | $2.70 |
| EPS actual | $2.85 |
| EPS Surprise | 5.56% |
| Revenue estimate | 8.031B |
| Revenue actual | 8.305B |
| Revenue Surprise | 3.41% |
| Release date | Sep 25, 2025 |
| EPS estimate | $2.92 |
| EPS actual | $3.29 |
| EPS Surprise | 12.67% |
| Revenue estimate | 7.588B |
| Revenue actual | 8.252B |
| Revenue Surprise | 8.74% |
Last 4 Quarters for Jabil Circuit
Below you can see how JBL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 25, 2025 |
| Price on release | $210.20 |
| EPS estimate | $2.92 |
| EPS actual | $3.29 |
| EPS surprise | 12.67% |
| Date | Price |
|---|---|
| Sep 19, 2025 | $224.34 |
| Sep 22, 2025 | $233.23 |
| Sep 23, 2025 | $234.45 |
| Sep 24, 2025 | $225.28 |
| Sep 25, 2025 | $210.20 |
| Sep 26, 2025 | $215.84 |
| Sep 29, 2025 | $214.51 |
| Sep 30, 2025 | $217.17 |
| Oct 01, 2025 | $214.84 |
| 4 days before | -6.30% |
| 4 days after | 2.21% |
| On release day | 2.68% |
| Change in period | -4.23% |
| Release date | Dec 17, 2025 |
| Price on release | $216.10 |
| EPS estimate | $2.70 |
| EPS actual | $2.85 |
| EPS surprise | 5.56% |
| Date | Price |
|---|---|
| Dec 11, 2025 | $234.19 |
| Dec 12, 2025 | $222.17 |
| Dec 15, 2025 | $221.31 |
| Dec 16, 2025 | $212.56 |
| Dec 17, 2025 | $216.10 |
| Dec 18, 2025 | $217.04 |
| Dec 19, 2025 | $226.62 |
| Dec 22, 2025 | $229.78 |
| Dec 23, 2025 | $235.07 |
| 4 days before | -7.72% |
| 4 days after | 8.78% |
| On release day | 0.435% |
| Change in period | 0.376% |
| Release date | Mar 18, 2026 |
| Price on release | $258.67 |
| EPS estimate | $2.51 |
| EPS actual | $2.69 |
| EPS surprise | 7.17% |
| Date | Price |
|---|---|
| Mar 12, 2026 | $252.11 |
| Mar 13, 2026 | $250.65 |
| Mar 16, 2026 | $258.00 |
| Mar 17, 2026 | $262.35 |
| Mar 18, 2026 | $258.67 |
| Mar 19, 2026 | $265.31 |
| Mar 20, 2026 | $253.63 |
| Mar 23, 2026 | $266.26 |
| Mar 24, 2026 | $277.38 |
| 4 days before | 2.60% |
| 4 days after | 7.23% |
| On release day | 2.57% |
| Change in period | 10.03% |
| Release date | Jun 17, 2026 |
| Price on release | $374.98 |
| EPS estimate | $3.10 |
| EPS actual | $3.16 |
| EPS surprise | 1.94% |
| Date | Price |
|---|---|
| Jun 11, 2026 | $376.89 |
| Jun 12, 2026 | $384.85 |
| Jun 15, 2026 | $385.48 |
| Jun 16, 2026 | $375.51 |
| Jun 17, 2026 | $374.98 |
| Jun 18, 2026 | $371.88 |
| Jun 22, 2026 | $377.24 |
| Jun 23, 2026 | $372.99 |
| Jun 24, 2026 | $371.80 |
| 4 days before | -0.507% |
| 4 days after | -0.85% |
| On release day | -0.83% |
| Change in period | -1.35% |
Jabil Circuit Earnings Call Transcript Summary of Q2 2026
Jabil reported a strong Q2 FY2026 with revenue of $8.3B, core operating income of $436M (5.3% core margin), core diluted EPS of $2.69, and adjusted free cash flow of $360M for the quarter. Performance was broad-based: Intelligent Infrastructure (+52% YoY to $4.0B) was the primary growth driver (cloud/DCI, networking, capital equipment), Regulated Industries beat expectations (automotive, renewables, healthcare) and Connected Living & Digital Commerce was largely in line but seeing growth in robotics and warehouse automation. Inventory days were 75 (60 net of customer deposits), cash was $1.8B, and $300M of shares were repurchased in the quarter. Jabil raised its FY2026 guidance: revenue ~ $34B (up ~$1.6B from prior guide), core diluted EPS to $12.25 (from $11.55), AI-related revenue now expected ~ $13.1B (≈46% YoY). Q3 guidance: revenue $8.1B–$8.9B; core diluted EPS $2.83–$3.23. Management emphasized margin discipline, capital efficiency (full-year adjusted free cash flow > $1.3B), continued opportunistic share repurchases, and readiness to deploy capital for the right M&A. Key operational notes: east-coast retrofit for liquid-cooled racks completed ahead of schedule, Memphis expansion and other capacity plans progressing, and supply-chain constraints exist but are managed and factored into guidance.
