Jabil (JBL) Surpasses Q3 Expectations with Strong Data Center Demand

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Jun 17, 2025
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Key Takeaways:

  • Jabil Inc. (JBL, Financial) surpasses fiscal Q3 2025 earnings expectations with significant EPS growth.
  • Company forecasts strong future performance, driven by data center demand.
  • Analyst price targets suggest potential downside; attention needed on GF Value estimates.

Jabil's Impressive Performance

Jabil Inc. (JBL) has pleasantly surprised investors with outstanding fiscal Q3 2025 results. The company reported an adjusted EPS of $2.55, significantly outpacing the consensus estimate of $2.32. Its GAAP EPS also impressed, reaching $2.03 and far exceeding the anticipated $0.44. The revenue figures were equally robust, climbing to $7.83 billion, marking a 15.7% increase year-over-year, and easily beating the forecasted $7.07 billion.

Future Outlook and Expectations

Looking ahead, Jabil projects substantial growth, particularly in the data center sector, underscoring its future potential. The company anticipates a Q4 adjusted EPS ranging between $2.64 and $3.04. Revenue in the same period is expected to be between $7.1 billion and $7.8 billion, reflecting continued strong performance.

Wall Street Analysts' Forecasts

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Despite Jabil's recent achievements, analysts provide a mixed outlook. With one-year price targets from eight analysts, the average target price for Jabil Inc. stands at $179.14, with high and low estimates of $206.00 and $155.00, respectively. This average target indicates a potential downside of 8.50% from its current price of $195.78. For further insights, you can visit the Jabil Inc (JBL, Financial) Forecast page.

Moreover, consensus from 11 brokerage firms maintains an average recommendation of 2.1 for Jabil, interpreting as an "Outperform" rating. This recommendation is on a scale where 1 represents a Strong Buy and 5 a Sell.

Evaluating Jabil's GF Value

On the valuation front, GuruFocus provides critical insights. According to GuruFocus estimates, Jabil's GF Value in one year is predicted at $117.35. This estimation suggests a substantial downside of 40.06% from the current stock price of $195.78. The GF Value is GuruFocus's proprietary metric, calculated using historical multiples, past business growth, and future performance projections. For comprehensive analysis, please visit the Jabil Inc (JBL, Financial) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.