Jabil Inc. (JBL) earnings on September 30, 2026

Before the market opens Q2 2026

More Jabil Inc. earnings

Prior outlook: Optimistic Outcome: Partial

The company warned about real memory shortages as AI and large-scale data center demand created supply constraints. Despite earlier positive expectations, the stock dropped 10.04% due to these supply concerns.

JBL price around the earnings

286.86

Change: -10.0%

2026-09-30, 20:00 UTC

Start of the measured window End of the measured window
284.44 298.30 312.15 326.01 318.84
Price series around the eventClosing price per minute from before the event to the end of the measured window.
September 30, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Partial

Thesis published
Results released

The technical setup points optimistic and outweighed the more cautious crowd positioning. The stock has climbed 6.81% over two weeks, outperforming the broader market, and analysts at Goldman Sachs and UBS recently upgraded to Buy with a $427 target—representing 34% upside from here.

Context analyzed before publication

Reasoning
Strong trend strength and analyst Buy consensus, but extreme retail crowding and sell-the-news risk.
Trend
First evaluation, no trend yet.

Analysts

Evidence

Analyst moves in the last 60 days
2
  • Strong buy: 2
  • Buy: 7
  • Hold: 1
  • Sell: 0
  • Strong sell: 0
Strong buy
2
Buy
7
Hold
1
Sell
0
Strong sell
0
  • September 8, 2026 · Goldman Sachs: Maintains rating (Buy → Buy)
  • August 11, 2026 · UBS: Upgrades rating (Neutral → Buy)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%
Messages
30
News
Sources (5)

Technicals

Evidence

Price when the context was analyzed
318.84
Average true range (ATR)
3.5%
Distance to 52-week high
-17.3%
14-day change (14d)
+7.7%
30-day change (32d)
+5.8%
30-day relative strength
+6.4%
SPY change (32d)
-0.6%
Nearest support
318.5
Distance to nearest support
0.1%
Nearest resistance
321.77
Distance to nearest resistance
0.9%
Volume accumulation ratio (14d / 46d)
1.63
  • Mid: 318.5 (0.1% away, 0.03 ATR, 15 touches)
  • Mid: 315.02 (1.2% away, 0.35 ATR, 26 touches)
  • Mid: 312.01 (2.1% away, 0.62 ATR, 13 touches)
  • Mid: 321.77 (0.9% away, 0.27 ATR, 15 touches)
  • Mid: 325.57 (2.1% away, 0.61 ATR, 9 touches)
  • Minor: 327.98 (2.9% away, 0.83 ATR, 6 touches)

Trends

Evidence

Average earnings surprise
+6.2%
  • June 17, 2026: actual EPS 3.16 vs estimate 3.12 (surprise +1.4%)
  • March 18, 2026: actual EPS 2.69 vs estimate 2.51 (surprise +7.2%)
  • December 17, 2025: actual EPS 2.85 vs estimate 2.73 (surprise +4.4%)
  • September 25, 2025: actual EPS 3.29 vs estimate 2.95 (surprise +11.7%)

Expected move

Implied move
+7.1%
Source
Options chain

Reactions over its last 20 earnings

Median move
6.5%
75th percentile move
10.4%
90th percentile move
13.6%
Up / down moves
11 / 9
Average up move
+7.5%
Average down move
-6.8%

Monitoring and close

What Jabil Inc. reported

Status
Finished
Actual EPS4.4
EPS estimate4.06
EPS surprise+8.4%
Revenue$10,616 million
Revenue estimate$9,693 million
Revenue surprise+9.5%

Jabil stock fell Wednesday despite stronger-than-expected FY2027 guidance driven by AI demand. It was the stock's worst day in over a year.

Sources (25)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, Results beat expectations on both earnings and revenue and the price is indicating -3.5% pre-market, a move below the stock's usual reaction (about 6%). The figures overturn the prior optimistic scenario. Across our market history, in the 725 similar cases the close held that direction 87% of the time.

How the stock reacted

Outcome
Partial
Consolidated
-10.0%
Max favorable move (MFE)
4.4%
Max adverse move (MAE)
10.8%