What Happened?
Shares of electronics manufacturing services provider Jabil (NYSE: JBL) jumped 12.2% in the morning session after the company reported an impressive "beat and raise" second quarter 2025 result, which blew past analysts' revenue, earnings per share, and operating income estimates. Strong demand for its AI products more than offset weaknesses in areas like EVs, Renewables, and 5G. Looking ahead, its revenue guidance for next quarter trumped Wall Street's estimates, and it lifted its full-year sales and EPS outlook. Full-year free cash flow estimate was also maintained at $1.2 billion+, backing management's resolve to return more value to shareholders. Zooming out, we think this was a strong quarter.
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What The Market Is Telling Us
Jabil’s shares are somewhat volatile and have had 13 moves greater than 5% over the last year. But moves this big are rare even for Jabil and indicate this news significantly impacted the market’s perception of the business.
The biggest move we wrote about over the last year was 3 months ago when the stock gained 9% on the news that the company reported strong first-quarter (Q2 2025) results that significantly blew past analysts' revenue and EPS estimates. The company attributed the strong growth to demand for its capital equipment, cloud and data center businesses. Despite the outperformance, profits came in softer than expected due to restructuring and severance costs. This helped Jabil beat analysts' EPS expectations. Overall, this was a decent quarter, which showed that the company was staying on track.
Jabil is up 41.7% since the beginning of the year, and at $202.33 per share, has set a new 52-week high. Investors who bought $1,000 worth of Jabil’s shares 5 years ago would now be looking at an investment worth $6,157.
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