JBJBLEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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JBL earnings call: The decline in Connected Living more than offsets the growth in Digital Commerce & Robotics, bringing our IDR outlook to approximately $5.3 billion in revenue, down about 2%.捷普集团 (JBL) 电话会：互联生活业务的营收下滑幅度超过数字商务与机器人业务的增长，使得我们的IDR营收展望约为53亿美元，同比下降约2%。
Management remarks
Call period: 2026 Q4 · 2026-09-30
Guidance: Michael Meheryar Dastoor: The decline in Connected Living more than offsets the growth in Digital Commerce & Robotics, bringing our IDR outlook to approximately $5.3 billion in revenue, down about 2%.
Demand and orders: Michael Meheryar Dastoor: So when I step back, I'm confident in where Jabil sits today, strong customer demand across multiple end markets, committed business filling the capacity we've invested in, a model that turns that growth into strong returns and cash flows with further growth opportunities beyond FY '27.
Margins: Gregory Hebard: Core operating margin for the segment was 6.5%, up 60 basis points year-over-year, reflecting an improving mix, including the contribution of our margin-accretive Hanley Energy acquisition.
Analyst Q&A
Analyst Ruplu Bhattacharya asked: Got it. I'm going to try and sneak one quick one in, and this is another take on a prior question that's already been asked. But Mike, if I look at the guide for fiscal '27, revenue and EPS, you're guiding $1.6 billion, $0.70 above Street, right? Management Michael Meheryar Dastoor answered: So we have estimated where our 6.1% margin for the year falls out. I think if you look at year-over-year, I do expect each of the quarters to outperform the year-on-year quarter comps. Overall, I think is there some upside? Sure, there might be some upside if we have a flawless execution. Like I said, we're bringing on 4 million square feet of capacity. All of that, if that comes together, and there's no major issues in supply chain, we could well have a higher margin profile there as well.
