Subtext

Jabil Inc. JBL

SectorInformation Technology
Transcripts55
Date range2005-12-23 – 2025-03-20
Calls charted54

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-13-7+0+7+132006 Q12008 Q12010 Q12012 Q22014 Q12020 Q42022 Q32024 Q22006 Q1 · Overall: +6.92006 Q2 · Overall: +3.12006 Q3 · Overall: -3.12006 Q4 · Overall: -3.32007 Q1 · Overall: -2.52007 Q2 · Overall: +2.12007 Q4 · Overall: +0.82008 Q1 · Overall: +0.52008 Q2 · Overall: -5.22008 Q3 · Overall: +3.02008 Q4 · Overall: -6.42009 Q1 · Overall: -6.22009 Q2 · Overall: -3.52009 Q3 · Overall: +3.12010 Q1 · Overall: -0.42010 Q2 · Overall: +3.92010 Q3 · Overall: +5.02011 Q2 · Overall: +2.12011 Q3 · Overall: +2.32011 Q4 · Overall: +6.32012 Q1 · Overall: +1.82012 Q2 · Overall: +5.92012 Q3 · Overall: +2.52012 Q4 · Overall: +2.52013 Q1 · Overall: +6.22013 Q2 · Overall: +0.92013 Q3 · Overall: +0.02013 Q4 · Overall: -2.52014 Q1 · Overall: +1.12014 Q2 · Overall: +0.42014 Q3 · Overall: -2.22014 Q4 · Overall: +1.62020 Q1 · Overall: +7.22020 Q2 · Overall: -4.42020 Q3 · Overall: +3.42020 Q4 · Overall: +6.02021 Q1 · Overall: +4.52021 Q2 · Overall: +9.12021 Q3 · Overall: +7.92021 Q4 · Overall: +11.72022 Q1 · Overall: +4.82022 Q2 · Overall: +5.42022 Q3 · Overall: +4.82022 Q4 · Overall: +6.32023 Q1 · Overall: +4.72023 Q2 · Overall: +9.82023 Q3 · Overall: +9.62023 Q4 · Overall: +7.32024 Q1 · Overall: +1.02024 Q2 · Overall: +2.32024 Q3 · Overall: +2.32024 Q4 · Overall: +6.62025 Q1 · Overall: +7.72025 Q2 · Overall: +5.8
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322006 Q12008 Q12010 Q12012 Q22014 Q12020 Q42022 Q32024 Q22006 Q1 · CEO: +20.72006 Q2 · CEO: +9.22006 Q3 · CEO: +3.12006 Q4 · CEO: +8.32007 Q1 · CEO: +3.92007 Q2 · CEO: +12.52007 Q4 · CEO: +7.92008 Q1 · CEO: +5.22008 Q2 · CEO: +1.12008 Q3 · CEO: +9.32008 Q4 · CEO: -0.92009 Q1 · CEO: -3.12009 Q2 · CEO: +0.82009 Q3 · CEO: +7.92010 Q1 · CEO: +9.42010 Q2 · CEO: +16.62010 Q3 · CEO: +8.42011 Q2 · CEO: +6.32011 Q3 · CEO: +9.72011 Q4 · CEO: +10.32012 Q3 · CEO: +7.72012 Q4 · CEO: +7.32013 Q1 · CEO: +16.62013 Q2 · CEO: +9.12013 Q3 · CEO: +11.22013 Q4 · CEO: +8.52014 Q1 · CEO: +14.02014 Q2 · CEO: +7.12014 Q3 · CEO: +18.72014 Q4 · CEO: +11.02020 Q1 · CEO: +8.32020 Q2 · CEO: -1.82020 Q3 · CEO: +4.52021 Q1 · CEO: +3.82021 Q2 · CEO: +9.52021 Q3 · CEO: +5.42021 Q4 · CEO: +7.42022 Q2 · CEO: +4.22022 Q3 · CEO: +8.72022 Q4 · CEO: +4.42023 Q1 · CEO: +6.02023 Q2 · CEO: +9.92023 Q3 · CEO: +13.12023 Q4 · CEO: +12.62024 Q1 · CEO: +2.42024 Q2 · CEO: +5.52024 Q3 · CEO: +5.72024 Q4 · CEO: +4.92025 Q1 · CEO: +8.62025 Q2 · CEO: +5.02006 Q2 · CFO: +2.12006 Q3 · CFO: -2.62006 Q4 · CFO: -3.82007 Q1 · CFO: -1.32007 Q2 · CFO: -0.52007 Q4 · CFO: -2.42008 Q1 · CFO: -0.62008 Q2 · CFO: -8.52008 Q3 · CFO: +8.92008 Q4 · CFO: -6.22009 Q1 · CFO: -9.12009 Q2 · CFO: -8.92009 Q3 · CFO: +1.12010 Q1 · CFO: -3.12010 Q2 · CFO: +2.12010 Q3 · CFO: +1.02011 Q2 · CFO: -1.52011 Q3 · CFO: +3.72011 Q4 · CFO: +4.92012 Q1 · CFO: +5.72012 Q2 · CFO: +9.62012 Q3 · CFO: -1.22012 Q4 · CFO: -2.42013 Q1 · CFO: +3.52013 Q2 · CFO: +5.82013 Q3 · CFO: +0.02013 Q4 · CFO: -1.62014 Q1 · CFO: -3.22014 Q2 · CFO: -6.32014 Q3 · CFO: -8.22014 Q4 · CFO: -4.32020 Q2 · CFO: -6.62020 Q3 · CFO: +3.32020 Q4 · CFO: +7.22021 Q1 · CFO: +21.22021 Q2 · CFO: +27.32021 Q3 · CFO: +28.22021 Q4 · CFO: +21.32022 Q1 · CFO: +6.62022 Q2 · CFO: +14.42022 Q3 · CFO: +8.32022 Q4 · CFO: +10.72023 Q1 · CFO: +8.12023 Q2 · CFO: +20.12023 Q3 · CFO: +9.12023 Q4 · CFO: +2.62024 Q1 · CFO: +1.82024 Q4 · CFO: +7.42025 Q2 · CFO: +8.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-26-13+0+13+262006 Q12008 Q12010 Q12012 Q22014 Q12020 Q42022 Q32024 Q22006 Q1 · Prepared remarks: +8.82006 Q2 · Prepared remarks: +3.62006 Q3 · Prepared remarks: -3.62006 Q4 · Prepared remarks: -7.52007 Q1 · Prepared remarks: -3.32007 Q2 · Prepared remarks: -1.02007 Q4 · Prepared remarks: +1.82008 Q1 · Prepared remarks: +0.42008 Q2 · Prepared remarks: -5.72008 Q3 · Prepared remarks: +3.52008 Q4 · Prepared remarks: -6.32009 Q1 · Prepared remarks: -13.02009 Q2 · Prepared remarks: -14.42009 Q3 · Prepared remarks: -6.82010 Q1 · Prepared remarks: +4.52010 Q2 · Prepared remarks: +13.42010 Q3 · Prepared remarks: +7.82011 Q2 · Prepared remarks: +1.92011 Q3 · Prepared remarks: +5.12011 Q4 · Prepared remarks: +6.52012 Q1 · Prepared remarks: +5.82012 Q2 · Prepared remarks: +6.12012 Q3 · Prepared remarks: +1.52012 Q4 · Prepared remarks: +2.42013 Q1 · Prepared remarks: +10.52013 Q2 · Prepared remarks: +10.52013 Q3 · Prepared remarks: +8.92013 Q4 · Prepared remarks: +6.12014 Q1 · Prepared remarks: +6.92014 Q2 · Prepared remarks: +6.12014 Q3 · Prepared remarks: +4.02014 Q4 · Prepared remarks: +5.52020 Q1 · Prepared remarks: +15.92020 Q2 · Prepared remarks: -10.52020 Q3 · Prepared remarks: +3.02020 Q4 · Prepared remarks: +12.02021 Q1 · Prepared remarks: +18.12021 Q2 · Prepared remarks: +22.62021 Q3 · Prepared remarks: +21.82021 Q4 · Prepared remarks: +22.32022 Q1 · Prepared remarks: +15.72022 Q2 · Prepared remarks: +15.72022 Q3 · Prepared remarks: +6.22022 Q4 · Prepared remarks: +12.72023 Q1 · Prepared remarks: +12.42023 Q2 · Prepared remarks: +22.32023 Q3 · Prepared remarks: +17.52023 Q4 · Prepared remarks: +9.82024 Q1 · Prepared remarks: +5.12024 Q2 · Prepared remarks: +7.32024 Q3 · Prepared remarks: +11.72024 Q4 · Prepared remarks: +13.22025 Q1 · Prepared remarks: +10.72025 Q2 · Prepared remarks: +7.72006 Q2 · Q&A responses: +7.12006 Q3 · Q&A responses: -0.72006 Q4 · Q&A responses: +6.02007 Q1 · Q&A responses: +4.42007 Q2 · Q&A responses: +9.82007 Q4 · Q&A responses: +3.12008 Q1 · Q&A responses: +2.62008 Q2 · Q&A responses: -2.42008 Q3 · Q&A responses: +8.72008 Q4 · Q&A responses: -0.52009 Q1 · Q&A responses: +0.82009 Q2 · Q&A responses: +3.62009 Q3 · Q&A responses: +8.32010 Q1 · Q&A responses: +3.12010 Q2 · Q&A responses: +7.82010 Q3 · Q&A responses: +6.22011 Q2 · Q&A responses: +4.52011 Q3 · Q&A responses: +6.22011 Q4 · Q&A responses: +8.52012 Q1 · Q&A responses: +4.02012 Q2 · Q&A responses: +10.32012 Q3 · Q&A responses: +5.72012 Q4 · Q&A responses: +5.32013 Q1 · Q&A responses: +11.82013 Q2 · Q&A responses: +3.22013 Q3 · Q&A responses: -0.72013 Q4 · Q&A responses: -0.62014 Q1 · Q&A responses: +6.32014 Q2 · Q&A responses: +0.32014 Q3 · Q&A responses: -2.22014 Q4 · Q&A responses: +1.02020 Q1 · Q&A responses: +5.92020 Q2 · Q&A responses: -0.92020 Q3 · Q&A responses: +4.72020 Q4 · Q&A responses: +1.02021 Q1 · Q&A responses: +3.02021 Q2 · Q&A responses: +8.12021 Q3 · Q&A responses: +3.92021 Q4 · Q&A responses: +4.92022 Q1 · Q&A responses: +4.12022 Q2 · Q&A responses: +0.72022 Q3 · Q&A responses: +9.22022 Q4 · Q&A responses: +0.22023 Q1 · Q&A responses: +4.02023 Q2 · Q&A responses: +5.82023 Q3 · Q&A responses: +8.02023 Q4 · Q&A responses: +5.42024 Q1 · Q&A responses: +2.72024 Q2 · Q&A responses: +1.52024 Q3 · Q&A responses: -1.72024 Q4 · Q&A responses: +4.32025 Q1 · Q&A responses: +5.32025 Q2 · Q&A responses: +4.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.54$5.60$10.662006 Q12008 Q12010 Q12012 Q22014 Q12020 Q42022 Q32024 Q22014 Q1: $1.242014 Q2: $1.542014 Q3: $1.772014 Q4: $2.022020 Q1: $3.382020 Q2: $3.332020 Q3: $3.652020 Q4: $4.462021 Q1: $5.222021 Q2: $5.582021 Q3: $6.022021 Q4: $6.652022 Q1: $7.452022 Q2: $7.672022 Q3: $7.882022 Q4: $8.412023 Q1: $8.742023 Q2: $9.072023 Q3: $9.342023 Q4: $9.592024 Q1: $9.962024 Q2: $9.362024 Q3: $8.822024 Q4: $9.17

Forward P/E

4.7210.6016.482006 Q12008 Q12010 Q12012 Q22014 Q12020 Q42022 Q32024 Q22014 Q1: 14.762014 Q2: 13.012014 Q3: 12.232014 Q4: 9.942020 Q1: 5.532020 Q2: 9.862020 Q3: 8.962020 Q4: 9.202021 Q1: 9.782021 Q2: 10.142021 Q3: 10.442021 Q4: 9.592022 Q1: 8.222022 Q2: 7.672022 Q3: 7.502022 Q4: 8.632023 Q1: 9.192023 Q2: 10.992023 Q3: 11.502023 Q4: 12.582024 Q1: 14.932024 Q2: 13.482024 Q3: 12.232024 Q4: 15.67

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -2.6 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.9 fwd EPS ↑ +0.80 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -2.3 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -6.3 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-03-20+5.8——View →
2025 Q12024-12-18+7.7——View →
2024 Q42024-09-26+6.6$9.1715.7View →
2024 Q32024-06-20+2.3$8.8212.2View →
2024 Q22024-03-15+2.3$9.3613.5View →
2024 Q12023-12-14+1.0$9.9614.9View →
2023 Q42023-09-28+7.3$9.5912.6View →
2023 Q32023-06-15+9.6$9.3411.5View →