Jabil Inc.
Shortcut
4.16Normalized diluted EPS
+2.3% vs Street
Street
4.07Normalized diluted EPS
September 24 consensus snapshot
Real
4.40Normalized diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
June 17 issuer Q4 guide: $9.2–10.0bn revenue, $3.80–4.20 core EPS; $9.79bn model revenue and $4.16 core EPS moderately exceed midpoint, not substantially above September 24 Street $4.07.
Regulated $3.33bn, Intelligent Infrastructure $5.01bn, Connected Living $1.45bn reflect disclosed $3.3bn/$4.9bn/$1.4bn approximate segment guides, Q3 carryover shipments, and broadly firm AI demand.
July 27 Celestica beat cloud-related guidance, corroborating sector demand but not proving a Jabil-specific beat; Jabil's June commentary notes roughly $200m of shipments shifted from Q3 to Q4.
Q4 segment core income $639.61m, net interest $80m, normalized tax 21%, diluted shares 106.2m yield normalized net income $442.0919m and EPS $4.1628; $24m amortization, $25m stock pay, $14m restructuring and net tax bridge produce GAAP EPS $3.6026.
Six prior strict normalized EPS beats imply experimental size-adjusted starting P(beat)=0.8743; reduced to 0.75 because the captured Street mean exceeds issuer guide midpoint, peer evidence is indirect and customer ramps can slip.
On the record.
- Reporting period
- FQ4 2026 - Aug 2026
- Reporting basis
- Normalized diluted EPS
- Consensus snapshot
- September 24, 2026
- Model / effort
- GPT Sol 6 · High effort
- Workbook
- Reviewed workbook
- Forecast history
- Original September 28 forecast ↗
Record history
- Forecast generated
- Sep 29, 2026 at 11:23 AM PDT
- First published
- Sep 29, 2026 at 4:00 PM PDT
Forecast summary
- The revised model estimates normalized diluted EPS of $4.16, compared with the frozen September 24 Street estimate of $4.07.
- The revised research considers company size, index membership and prior earnings history before weighing quarter-specific evidence. Historical beat rates are a starting assumption, not a mechanical increase to EPS.
How this result is scored
The Street baseline: consensus snapshot, September 24, 2026. Results are scored only after the earnings basis is matched. Read the methodology.