Jabil (NYSE: JBL) reported fiscal fourth-quarter 2025 results that surpassed Wall Street expectations. The company’s quarterly adjusted earnings per share of $3.29 exceeded the analyst consensus estimate of $2.92. Quarterly net revenue of $8.25 billion grew by 18.5% year-over-year, beating the estimate of $7.59 billion.

Despite the positive performance, Jabil shares fell. The company’s Regulated Industries revenue grew 3% year-over-year, while Intelligent Infrastructure revenue climbed by 62% year-over-year. However, Connected Living & Digital Commerce revenue decreased by 14% year-over-year. Jabil exited the quarter with cash and equivalents worth $1.93 billion.

Jabil’s core EBITDA at the end of the quarter was $674 million, up from $558 million a year ago. CEO Mike Dastoor highlighted the company’s strong performance in fiscal 2025, driven by growth in revenue, solid core margins, and increased core diluted EPS. Jabil anticipates fiscal first-quarter 2026 net revenue of $7.7 billion-$8.3 billion and adjusted EPS of $2.47-$2.87.

The company projects fiscal 2026 net revenue of $31.3 billion and adjusted EPS of $11.00. Jabil’s shares are trading lower by 8.52% to $206.08. CEO Dastoor emphasized the company’s ability to execute in a dynamic environment and advance its long-term strategy. Jabil expects strong performance in 2026 driven by robust AI-driven demand.

Read more at Yahoo Finance: Jabil Projects Strong 2026 After CEO Points To Robust AI-Driven Demand