What Happened?
Shares of electronics manufacturing services provider Jabil (NYSE: JBL) fell 6.5% in the morning session after it reported fourth-quarter and fiscal 2026 results and issued a solid fiscal 2027 outlook. According to the company’s press release, fourth-quarter net revenue was $10.6 billion, up about 29% year over year, with U.S. GAAP operating income of $602 million, core operating income of $675 million, and core diluted EPS of $4.40. Both revenue and adjusted EPS were above Wall Street estimates of $9.66 billion and $4.08, respectively. For fiscal 2027, Jabil guided to about $44.5 billion in revenue and $17.55 in core diluted EPS at the midpoint, with first-quarter revenue seen at $10.6 billion to $11.4 billion. A post-earnings pullback can reflect profit-taking after a large beat even when the print and guide look strong.
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What Is The Market Telling Us
Jabil’s shares are very volatile and have had 25 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 5 days ago when the stock gained 4.8% on the news that Akamai authorized the company (Jabil) to buy approximately $1.7 billion of memory components on its(Akamai) behalf. Akamai Technologies said in a filing that it authorized Jabil to purchase about $1.7 billion of memory components, according to the company's press release. The same day, Akamai said it expanded its agreement with Anthropic to $11.6 billion of contractual commitment over seven years. Akamai said capital spending tied to that commitment is about $5.5 billion, and that 2026 capital spending would rise by about $1.7 billion to pre-purchase components, including memory. Jabil was already Akamai's contract manufacturer under the 2019 agreement. The new fact is the size of the memory order behind the Anthropic buildout. The filing does not say how much of the $1.7 billion Jabil keeps.
Jabil is up 23.7% since the beginning of the year, but at $297.48 per share, it is still trading 22.9% below its 52-week high of $385.63 from June 2026. Investors who bought $1,000 worth of Jabil’s shares 5 years ago would now be looking at an investment worth $5,096.
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