Jabil readies Q4 earnings amid strong AI growth and automotive sector concerns

Jabil is set to report its Q4 earnings on September 30, 2026, with analysts expecting earnings per share around $4.07 and revenue near $9.71 billion, marking a 16.5% revenue increase year-over-year. The company is benefiting from robust growth in AI infrastructure, projecting AI-related revenue of $13.6 billion for 2026, supported by new facilities in India and Malaysia. However, concerns remain about potential weakness in its automotive sector. Financially, Jabil has a debt-to-equity ratio of 2.94 and a trailing P/E ratio of 39.30, and it recently announced a $1.5 billion share buyback plan, which helped lift its stock price.

Jabil's stock price on Pluang is USD 316.27 as of September 30, 2026, showing a slight 0.83% decline in one day. The company holds a market capitalization of $33.42 billion on the platform. Despite the recent share buyback announcement, most Pluang investors are buying, with 89% of order activity favoring purchases as of the same date.