Jabil (JBL)


December 15, 2022

JBL: Demonstrates Further Resiliency

By Steven Fox

We reiterate our Outperform on the shares of Jabil (JBL; $69.22) as we bump up F2023E (Aug) EPS from $8.25 to $8.40 (+10% YoY) and adjust F2024E EPS from $9.00 to $9.20 (+10%) after FQ1…

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December 15, 2022

JBL: First Look at FQ1 (Nov) Results and Outlook

By Steven Fox

Jabil (JBL; $72.60; O/P) reported FQ1 (Nov) “core” non-GAAP EPS of $2.31, which was ahead of our $2.25 and the Street’s $2.24 on sales of $9,635mm (vs. our $9,300mm and the Street’s $9,290mm). As per…

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December 8, 2022

JBL: Expect FQ1 Print to Support Recent Rally

By Steven Fox

We expect FQ1 (Nov) results from Jabil (JBL; $71.72; O/P) at least living up to Street expectations and see management reiterating F2023E (Aug) guidance when it reports next Thursday (12/15 before market). However, we would…

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November 4, 2022

JBL: Announces CEO Succession Plans

By Steven Fox

This morning, Jabil (JBL; $65.46; O/P) announced that its Board appointed Kenny Wilson as the company’s next CEO, taking over from current CEO Mark Mondello, who will remain on the Board of Directors as Executive…

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June 16, 2022

Multiverse of Earnings Madness

By Steven Fox

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