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Jabil Inc. (JBL) earnings date & stock reaction

Jabil Inc. · IT

Jabil Inc. earnings date & time

Next earningsWed, December 16 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Wed, December 16
Reporting pattern
12 of last 12 before open
Typical move
±7.7% · 12-report avg

What the market expects

Consensus EPS

$4.05Coming in above this counts as a beat

Year-ago quarter
$2.85→+42.1%
Guided revenue
$10.6B→$11.0B+3.6%
Guided EPS
$4.40→$4.00-9.1%
Full earnings calendarFrom an earnings calendar · Schedule last checked September 30

Price after the latest report

Reported September 30, 2026how the stock moved around it
Next-day move
-10.0%
After 5 days
-3.0%
Price around earnings

Jabil Inc. (JBL) rose the day after earnings in 6 of its last 12 reports (50%), moving ±7.7% on average. It has fallen despite beating the consensus estimate 5 times.

Up next day
6/12
50%
Fell despite growth
4/12
Good earnings ignored
Price when beating
+1.5%
avg over 11 beats
Price when missing
—
never missed
Avg earnings move
±7.7%
typical swing on earnings
Biggest single move
-16.5%
'24.3 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 5 of the last 11 times. The number alone doesn't move it.

What really matters here
Next-quarter revenue outlook and gross margin
In finance terms: Revenue guidance · gross margin
Growth · revenue (YoY by quarter, latest right)
+16%
25-06(May qtr)
+18%
25-09(Aug qtr)
+19%
25-12(Nov qtr)
+23%
26-03(Feb qtr)
+12%
26-06(May qtr)
+29%
26-09(Aug qtr)
Spiked (M&A/one-off?) · It jumped to +29% last quarter, but before that it was slowing (+16% → +12%). This spike may be M&A/one-off.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 11 of 12 times. Beating is the default here
Median beat +6.2%. 5 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
Surprise size and price moved separately here. Expectations, not beats, drive this stock.
Did they deliver what they guided?

The company's own next-quarter revenue guidance (from its 8-K release) vs what it actually reported: delivered 3 of 5 times, averaging -0.8% above the guide.

  • Feb 2025 qtrguided $7.00Bactual $6.73Bmiss
  • Nov 2024 qtrguided $7.00Bactual $6.99Bhit
  • Aug 2024 qtrguided $6.30Bactual $6.96Bhit
  • May 2024 qtrguided $6.20Bactual $6.76Bhit
  • Feb 2024 qtrguided $8.40Bactual $6.77Bmiss

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Tends to run up in the week before earnings
Rose beforehand 9 of last 12 · avg +3.3% · expectations build early
Beating estimates doesn't always lift it
Up the next day 6 of 11 beats (55%)
vs IT sector avg (192 peers)
This
0.0%
Sector
+1.0%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 11 times (45%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth4/12

5/11 beats fell next day · watches Revenue guidance · gross margin

Next-day reaction
  • Aug 2026 report-10.0%
  • May 2026 report-0.1%
  • Feb 2026 report-1.4%
  • Nov 2025 report+1.8%
  • Aug 2025 report-6.7%
  • May 2025 report+8.9%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jun–Aug 2026 results
Reported 2026-09-30
Next-day move
-10.0%
After 5 days -3.0%
EPS consensus $4.08 → $4.40 ▲ +8.0% beatRev $8.3B → $10.6B +29% YoY
Beat by +8.0% but stock -10.0%
Next-Q guidance+4%· ~$11.0B est.
Price around earnings

Earnings trend · last 12 quarters

EPS$4.40YoY +34%
'23.12'26.9
Revenue$10.6BYoY +29%
'23.12'26.9

Earnings history and price reaction

Jabil Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
8/20262026-09-30+8.0%-10.0%-3.0%
5/20262026-06-17+1.4%-0.1%-1.0%
2/20262026-03-18+7.2%-1.4%+5.7%
11/20252025-12-17+4.4%+1.8%+10.6%
8/20252025-09-25+11.7%-6.7%-4.6%
5/20252025-06-17+9.8%+8.9%+17.2%

12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Jabil Inc. earnings date?

The next Jabil Inc. (JBL) earnings report is expected Wed, December 16 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Jabil Inc.'s next earnings?

Analysts expect EPS of about $4.05 for Jabil Inc. (JBL). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Jabil Inc. (JBL) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±7.7%.

Does Jabil Inc. react more to the earnings numbers or to guidance?

In 5 of the last 11 reports (45%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Jabil Inc. stock fall even when earnings are good?

Yes. In 4 of the last 12 reports, Jabil Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Jabil Inc. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.