Jabil Inc

Strong Q3 Performance: Jabil Inc. reported Q3 fiscal 2025 net revenue of $7.8 billion, a 16% increase year-over-year and $800 million above guidance. Core diluted earnings per share rose 35% to $2.55, primarily driven by growth in the Intelligent Infrastructure segment, which saw a 51% increase in revenue to $3.4 billion, mainly due to demand for AI-related cloud and data center solutions.

Q4 Guidance and Future Outlook: For Q4 FY 2025, Jabil expects revenue between $7.1 billion to $7.8 billion, with core operating income projected between $428 million to $488 million. The overall fiscal 2025 revenue guidance has been raised to approximately $29 billion, with core diluted earnings per share expected to reach $9.33. This reflects a sustained demand trajectory, especially in AI and data center infrastructure.

Challenges in Regulated Industries: The regulated industries segment reported $3.1 billion in revenue, flat year-over-year, indicating ongoing challenges in the EV and renewable energy markets, which Jabil is monitoring closely amid legislative uncertainties. This cautious stance potentially limits growth in these areas for the foreseeable future.