JBL Earnings

JBL reported its FY2026Q1 earnings on 2025-12-17, showcasing a revenue of 8.30B against an estimate of 8.10B, resulting in a 2.57% surprise. The EPS was 2.85, surpassing the expected 2.74 by 4.01% . The stock experienced a 1.76% price change on the earnings day and a 8.1% change over the next five days, reflecting market reactions to the results.

Following JBL's FY2026Q1 earnings announcement on 2025-12-17, the stock price moved by 1.76% on the day of the release. Over the subsequent five days, it saw a 8.10% change. Historically, JBL's stock price tends to shift by an average of -4.34% in the 10 days leading up to earnings and +2.02% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate JBL’s annual revenue to reach 7.74B, while the EPS is projected at 2.49. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 3.6% and EPS estimates Revise Upward by 5.01% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between JBL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 3.6%, while EPS estimates moved Revise Upward by 5.01% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, JBL's stock price typically moves by -4.34% in the 10 days before its earnings and +2.02% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 2.49 and revenue of 7.74B.

The earnings call highlights positive financial guidance, including strong AI-related revenue growth and optimistic guidance for the Intelligent Infrastructure segment. The Q&A section reveals confidence in margin expansion and strategic investments in healthcare and cloud businesses. Despite some uncertainties, such as unchanged free cash flow projections and conservative automotive outlook, the overall sentiment is positive. The company's strategy to focus on higher-margin opportunities and the potential for new partnerships with hyperscalers further support a positive stock price reaction over the next two weeks.