Earnings summaries and quarterly performance for JABIL.
Research analysts who have asked questions during JABIL earnings calls.
Ruplu Bhattacharya
Bank of America
10 questions for JBL
Steven Fox
Fox Research
10 questions for JBL
David Vogt
UBS Group AG
8 questions for JBL
Mark Delaney
The Goldman Sachs Group, Inc.
8 questions for JBL
Samik Chatterjee
JPMorgan Chase & Co.
7 questions for JBL
Melissa Fairbanks
Raymond James
6 questions for JBL
George Wang
Barclays PLC
4 questions for JBL
Melissa Dailey Fairbanks
Raymond James Financial, Inc.
4 questions for JBL
Matthew Sheerin
Stifel
3 questions for JBL
Tim Long
Barclays
3 questions for JBL
Mark Trevor Delaney
Goldman Sachs
2 questions for JBL
Ruben Roy
Stifel Financial Corp.
2 questions for JBL
Brian
TD Cowen
1 question for JBL
Brian Meredith
UBS
1 question for JBL
Dong Wang
Nomura Instinet
1 question for JBL
Melissa Ann Dailey Fairbanks
Raymond James Financial
1 question for JBL
Steven Bryant Fox
Fox Advisors LLC
1 question for JBL
Recent press releases and 8-K filings for JBL.
- Five nominees (Ansari, Chandrasekaran, Dastoor, Holland, Raymund) were elected to the board; John Plant and N.V. “Tiger” Tyagarajan failed to receive majority support and have tendered their resignations under the company’s policy.
- Shareholders ratified Ernst & Young LLP as the independent auditor for FY 2026 by 95,104,341 for, 1,226,018 against, and 45,579 abstentions.
- The advisory vote on executive compensation passed with 84,693,456 for and 2,457,288 against.
- The shareholder proposal on written consent rights was rejected by 53,567,757 against and 33,551,092 for.
- On January 23, 2026, Jabil Inc. issued $500 million of 4.200% Senior Notes due 2029 and $500 million of 4.750% Senior Notes due 2033, ranking pari passu with its other senior unsecured debt.
- The 2029 and 2033 Notes bear interest at rates of 4.200% and 4.750% per annum, respectively, payable semi-annually on February 1 and August 1, commencing August 1, 2026.
- Both series are redeemable at Jabil’s option with a make-whole premium prior to their par call dates (January 1, 2029 for the 2029 Notes; December 1, 2032 for the 2033 Notes) and at 100% of principal plus accrued interest thereafter.
- The Notes include customary covenants limiting liens, sale-leaseback transactions, additional indebtedness of restricted subsidiaries and guarantees by subsidiaries.
- Jabil (NYSE: JBL) made a strategic minority investment and entered a manufacturing collaboration with EHT Semi to develop RF and pulsed DC power systems for next-generation semiconductor fabrication.
- The partnership leverages Jabil’s high-voltage power system manufacturing and EHT Semi’s matchless RF and tailored waveform pulsed DC technologies to improve plasma stability and precision for processes like high-aspect-ratio etch and atomic layer deposition.
- This move aligns with Jabil’s strategy to expand its semiconductor capital equipment portfolio, building on recent acquisitions of Hanley Energy Group and Mikros Technologies to deliver robust, SEMI-compliant power systems at scale.
- EHT Semi, with over 20 years of expertise in custom power products, will benefit from Jabil’s global manufacturing standards and scale to target higher yields and improved process control for OEMs and fabs.
- Jabil priced $500 million of 4.200% Senior Notes due 2029 and $500 million of 4.750% Senior Notes due 2033
- The offering is expected to close on January 23, 2026, subject to customary closing conditions
- Net proceeds will be used for general corporate purposes
- Priced $500 million 4.200% Senior Notes due 2029 and $500 million 4.750% Senior Notes due 2033.
- Anticipated closing on January 23, 2026, subject to customary conditions.
- Proceeds will support general corporate purposes, including repayment of $500 million 1.700% Senior Notes due 2026.
- Jabil Inc. (NYSE: JBL) announced the acquisition of Hanley Energy Group, a provider of energy management and critical power solutions for the data center infrastructure market.
- The deal closed on Jan. 2, 2026 for approximately $725 million plus up to $58 million in contingent consideration, subject to future revenue thresholds.
- The acquisition strengthens Jabil’s capabilities in AI data center power management by integrating Hanley’s critical power offerings into its portfolio.
- Jabil completed the acquisition of Hanley Energy Group for $725 million in cash plus up to $58 million contingent consideration on Jan 2, 2026.
- The deal strengthens Jabil’s AI data center power management and rack-level infrastructure capabilities by integrating Hanley’s energy optimization expertise.
- Hanley Energy Group, founded in 2009, operates in 13 global locations with 850 employees, providing turnkey power and energy management solutions from the grid to the data center rack.
- TM Capital acted as Hanley’s exclusive financial advisor, while UBS Investment Bank advised Jabil on the transaction.
- Jabil delivered Q1 FY26 net revenue of $8.3 billion, core operating income of $454 million (5.5% core margin), and core EPS of $2.85.
- Segment highlights: Regulated Industries revenue $3.1 billion (+4% yoy), Intelligent Infrastructure $3.9 billion, and Connected Living & Digital Commerce $1.4 billion, with segment margins of 5.8%, 5.2%, and 5.5%, respectively.
- Cash flow and balance sheet: Q1 operating cash flow was $323 million, adjusted free cash flow $272 million, net debt/EBITDA at 1.2×, and $300 million in share repurchases.
- FY26 guidance raised: revenue to $32.4 billion, core operating margin to 5.7%, and core EPS to $11.55, up $1.1 billion, 10 bps, and $0.55 from prior outlook.
- Jabil’s Q1 net revenue was $8.3 billion, with core operating income of $454 million (5.5% margin) and core EPS of $2.85
- Regulated industries generated $3.1 billion in revenue (+4% YoY, 5.8% margin); Intelligent Infrastructure was $3.9 billion (5.2% margin); Connected Living & Digital Commerce reached $1.4 billion (5.5% margin)
- Q1 adjusted free cash flow was $272 million, with net debt/EBITDA at 1.2×, cash of $1.6 billion, and $300 million in share repurchases
- For Q2 FY26, revenue is guided at $7.5–$8 billion and core EPS at $2.27–$2.67; FY26 revenue is raised to $32.4 billion, core EPS to $11.55, and margins to ~5.7%
- Net revenue of $8.3 billion, up 19% year-over-year, with a 5.5% core operating margin and $2.85 core diluted EPS.
- GAAP net income of $146 million and GAAP diluted EPS of $1.35, versus $100 million and $0.88 a year ago.
- Generated $323 million of operating cash flow and $272 million of adjusted free cash flow; repurchased $300 million of shares in Q1.
- Guidance for Q2 FY 26: net revenue of $7.5 billion to $8.0 billion, GAAP diluted EPS of $1.70–2.19, and core diluted EPS of $2.27–2.67.
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