Jabil Q3 Earnings Surpass Estimates on Solid Demand, Guidance Raised
Jabil, Inc. JBL reported strong third-quarter fiscal 2025 results, with both bottom and top lines surpassing the Zacks Consensus Estimate. However, the company reported a top line expansion year over year, owing to healthy traction in the data center infrastructure, capital equipment, cloud and digital commerce end-markets.
JBL's Net Income
Net income on a GAAP basis in the quarter was $222 million or $2.03 per share compared with $129 million or $1.06 in the prior-year quarter. The improvement is primality driven by top line growth.
Non-GAAP net income in the reported quarter was $279 million or $2.55 per share compared with $230 million or $1.89 in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate of $2.33.
JBL's Revenues
Net sales during the quarter increased to $7.82 billion from $6.76 billion reported in the year-ago quarter. The top line beat the consensus estimate of $7.08 billion. Solid demand in Intelligent Infrastructure and Connected Living & Digital Commerce boosted the top line.
In the fiscal third quarter, the Regulated Industries segment generated $3.1 billion in revenues, flat year over year. The segment contributed 39% in revenues. The metric declined in this segment, owing to weakness in renewable energy and EV verticals.
Net sales from the Intelligent Infrastructure segment generated $3.4 billion in revenues. The segment contributed 44% of total revenues, up 51% year over year. The healthy demand in the Capital Equipment, AI-related Cloud and Data Center Infrastructure verticals supported the net sales.
About 17% of the total revenues came from the Connected Living & Digital Commerce segment. Net sales declined to $1.3 billion, down 7% year over year from this segment, owing to soft demand for consumer driven products. Strong growth in digital commerce and warehouse automation markets partially reversed this trend.
JBL's Other Details
Gross profit was $681 million compared with $608 million in the year-ago quarter. Non-GAAP operating income aggregated $420 million, up from $350 million in the year-ago period. Non-GAAP operating margin was 5.4% down from the year-ago quarter's figure of 6%.
JBL's Cash Flow & Liquidity
In third-quarter fiscal 2025, Jabil generated $406 million of net cash from operating activities. As of May. 31, 2025, the company had $1.52 billion in cash and cash equivalents, with $2.38 billion of notes payable and long-term debt.
JBL's Guidance Up
For the fourth quarter of fiscal 2025, revenues are expected to be in the range of $7.1-$7.8 billion. Non-GAAP operating income is projected in the $428-$488 million range. Management estimates non-GAAP earnings per share within the band of $2.64-$3.04.
Management expects cloud and data center infrastructure; capital equipment and digital commerce market will be the major growth drivers in 2025. For fiscal 2025, revenues are now projected at $29 billion, up from the prior estimation of $27.9 billion. Non-GAAP earnings per share are expected at $9.33, up from $8.95 previously estimated. The company is expected to generate more than $1.2 billion in adjusted free cash flow.
JBL's Zacks Rank & Stock to Consider
Jabil currently carries a Zacks Rank #2 (Buy).
Some better-ranked stocks in the broader industry have been discussed below.
Juniper Networks, Inc. JNPR sports a Zacks Rank of 1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here.
In the last reported quarter, it delivered an earnings surprise of 4.88%. Juniper is leveraging the 400-gig cycle to capture hyperscale switching opportunities inside the data center. The company is set to capitalize on the increasing demand for data center virtualization, cloud computing and mobile traffic packet/optical convergence. Juniper also introduced new features within the AI-driven enterprise portfolio that enable customers to simplify the rollout of their campus wired and wireless networks while bringing greater insight to network operators.
Ubiquiti, Inc. UI carries a Zacks Rank #2 at present. In the trailing four quarters, InterDigital delivered an earnings surprise of 29.93%. In the last reported quarter, Ubiquiti delivered an earnings surprise of 61.29%.
Ubiquiti boasts a proprietary network communication platform that is well equipped to meet end-market customer needs. It is witnessing healthy traction in the Enterprise Technology segment, driven by the growing proliferation of IoT devices across industries.
Arista Networks, Inc. ANET, carrying a Zacks Rank of 2 at present, supplies products to a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprises, financials and specialty cloud service providers.
Arista delivered a trailing four-quarter average earnings surprise of 11.82% and has a long-term growth expectation of 14.81%. Arista currently serves five verticals, namely cloud titans (customers that deploy more than one million servers), cloud specialty providers, service providers, financial services and the rest of the enterprise.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
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Juniper Networks, Inc. (JNPR): Free Stock Analysis Report
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