JBL
Jabil Inc. · Technology · Electronic Components
$304.41
+1.54% today · -3.89% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- JBL +1.54% on the last session vs SPY +0.74%: +0.8 pts of stock-specific move.
- Reported 4Q2026 Sep 30 before the open: EPS $4.40 vs $4.08 expected (beat, +8.0%); revenue $10.6B. The stock moved -10.0% on Wed's session (-9.8 pts vs SPY).
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Next report
Dec 16
In 74 days
estimated date
EPS estimate
$4.05
$4.00 to $4.15 · 8 analysts
Revenue estimate
$11.0B
$10.8B to $11.2B
Track record
8/8 beats
last 8 reports · moved ±4.9% on average
Reports
| Reported | Quarter | EPS est. | EPS | Surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Sep 30, 2026 BMO | 4Q2026 | $4.08 | $4.40 | +8.0% beat | $10.6B | -10.0% -9.8 vs SPY | -4.0% | — |
| Jun 17, 2026 BMO | 3Q2026 | $3.12 | $3.16 | +1.3% beat | $8.8B | -0.1% +1.1 vs SPY | +9.8% | -1.0% |
| Mar 18, 2026 BMO | 2Q2026 | $2.51 | $2.69 | +7.2% beat | $8.3B | -1.4% 0.0 vs SPY | -5.6% | +5.7% |
| Dec 17, 2025 BMO | 1Q2026 | $2.73 | $2.85 | +4.4% beat | $8.3B | +1.8% +2.9 vs SPY | +4.7% | +10.6% |
| Sep 25, 2025 BMO | $2.95 | $3.29 | +11.5% beat | — | -6.7% -6.2 vs SPY | -8.2% | -4.6% | |
| Jun 17, 2025 BMO | $2.32 | $2.55 | +9.9% beat | — | +8.9% +9.7 vs SPY | +2.4% | +17.2% | |
| Mar 20, 2025 BMO | $1.83 | $1.94 | +6.0% beat | — | +3.1% +3.4 vs SPY | +4.9% | +3.1% | |
| Dec 18, 2024 BMO | $1.88 | $2.00 | +6.4% beat | — | +7.3% +10.2 vs SPY | +10.6% | +10.3% | |
| Sep 26, 2024 BMO | $2.22 | $2.30 | +3.6% beat | — | +11.7% +11.2 vs SPY | +9.3% | +4.9% | |
| Jun 20, 2024 BMO | $1.85 | $1.89 | +2.2% beat | — | -11.4% -11.2 vs SPY | -4.7% | -11.1% | |
| Mar 15, 2024 BMO | $1.68 | $1.68 | 0.0% in line | — | -16.5% -15.8 vs SPY | -12.7% | -12.4% | |
| Dec 14, 2023 BMO | $2.58 | $2.60 | +0.8% beat | — | +13.1% +12.8 vs SPY | +7.9% | +6.6% | |
| Sep 28, 2023 BMO | $2.32 | $2.45 | +5.6% beat | — | +18.8% +18.2 vs SPY | +6.1% | +23.8% | |
| Jun 15, 2023 BMO | $1.87 | $1.99 | +6.4% beat | — | +5.0% +3.7 vs SPY | +0.3% | +4.2% | |
| Mar 16, 2023 BMO | $1.85 | $1.88 | +1.6% beat | — | -2.4% -4.2 vs SPY | -0.4% | +2.5% | |
| Dec 15, 2022 BMO | $2.24 | $2.31 | +3.1% beat | — | -5.8% -3.4 vs SPY | -1.8% | -3.2% | |
| Sep 27, 2022 BMO | $2.14 | $2.34 | +9.3% beat | — | +2.2% +2.5 vs SPY | +4.1% | +4.7% | |
| Jun 16, 2022 BMO | $1.62 | $1.72 | +6.2% beat | — | -9.8% -6.5 vs SPY | -2.1% | -10.1% | |
| Mar 16, 2022 BMO | $1.47 | $1.68 | +14.3% beat | — | +9.7% +7.5 vs SPY | +10.3% | +10.6% | |
| Dec 16, 2021 BMO | $1.80 | $1.92 | +6.7% beat | — | +1.1% +1.9 vs SPY | +0.2% | +7.2% | |
| Sep 29, 2021 BMO | $1.38 | $1.44 | +4.3% beat | — | — | — | — | |
| Jun 17, 2021 BMO | $1.04 | $1.30 | +25.0% beat | — | — | — | — | |
| Mar 16, 2021 BMO | $0.95 | $1.27 | +33.7% beat | — | — | — | — | |
| Dec 17, 2020 BMO | $1.26 | $1.60 | +27.0% beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Nov 30, 2026 | $4.05 (8) | $4.00 – $4.15 | +42% | +12.6% | ▲1 ▼0 | $11.0B | +33% |
| Next quarter · Feb 28, 2027 | $3.85 (8) | $3.49 – $4.23 | +43% | +2.7% | ▲1 ▼0 | $10.6B | +28% |
| Current year · Aug 31, 2027 | $17.69 (9) | $17.49 – $18.03 | +35% | +5.6% | ▲1 ▼0 | $44.8B | +25% |
| Next year · Aug 31, 2028 | $22.17 (9) | $20.57 – $23.63 | +25% | +11.5% | ▲1 ▼0 | $52.1B | +16% |
Consensus as of Oct 3, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.