Jabil Circuit (JBL) Earnings: 4Q Net Revenue Surpasses Estimates with Strong Performance

Jabil Circuit on Smartkarma

Analysts on Smartkarma, like Baptista Research, are closely monitoring Jabil Circuit‘s performance, particularly its foray into AI and data centers. In a recent report titled “Jabil Inc’s AI Ambitions—Is An $8.5 Billion Bet On Data Centers The Ultimate Power Move?“, Baptista Research praised Jabil’s third-quarter fiscal results, with net revenue reaching $7.8 billion, a 16% increase year-over-year. The company’s focus on Intelligent Infrastructure, especially AI-related revenue, has driven growth in cloud and data center markets, exceeding earlier guidance by $800 million.

Continuing their positive outlook, Baptista Research published another report, “Jabil Inc.: Will Its Growth In Intelligent Infrastructure and AI Growth Last Over The Coming Quarters?“, noting Jabil’s strong performance in the second quarter of fiscal year 2025. With $6.7 billion in revenue and a 3% year-on-year growth (adjusted for divestitures), Jabil showcased resilience. Operating income stood at $334 million, with a core operating margin of 5%. On a GAAP basis, the company reported operating income of $245 million and diluted earnings per share of $1.06, hinting at sustained growth in the intelligent infrastructure and AI sectors.

A look at Jabil Circuit Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, Jabil Circuit‘s long-term outlook appears promising. With a high Momentum score of 5, the company seems to be displaying strong positive price trends. Additionally, the Growth score of 3 indicates potential for expansion and development in the future. However, Jabil Circuit lags in terms of its Value, Dividend, and Resilience scores, which suggests that investors may need to consider these aspects carefully before making decisions.

Jabil Circuit, Inc. functions as an electronic manufacturing services provider for various international electronics sectors. The company offers a range of services including circuit design, board design, prototype assembly, volume board assembly, system assembly, repair, and warranty services. Although facing some challenges in certain areas according to the Smartkarma Smart Scores, Jabil Circuit‘s overall outlook indicates a mix of opportunities and considerations for investors to weigh.

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