By Nate Wolf

Shares of Jabil were falling Thursday even after the supplier of electronic parts beat quarterly earnings estimates and issued a better-than-expected outlook for its current fiscal year.

The company posted adjusted earnings of $3.29 a share for its fiscal fourth quarter, ahead of analysts' consensus forecasts of $2.92. Revenue totaled $8.3 billion, beating Wall Street's call for $7.6 billion.

Jabil expects revenue to grow around 5% to $31.3 billion in fiscal 2026, an acceleration from 3.2% growth over the past year. The company also forecast its operating margin to expand to 5.6% in the next year from 5.4% in fiscal 2025.

Investors appeared to want more from Jabil, however, as shares fell 5.1% to $213.74 apiece.

It wasn't immediately clear what triggered the drop. The stock closed Wednesday up 57% this year, while the broader S&P 500 has climbed 13%, so shareholders may have priced in even higher expectations than analysts. Jabil shares hit an all-time high of $234.45 on Tuesday, according to Dow Jones Market Data.

"Fiscal 2025 was a strong year for Jabil," said CEO Mike Dastoor in a statement, adding that "strength in AI-driven demand across capital equipment, data centers, and networking" helped offset pressures in the company's automotive and renewable energy end markets.

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

September 25, 2025 09:28 ET (13:28 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.