JABIL (JBL) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for JABIL.

Analyst Coverage

Research analysts who have asked questions during JABIL earnings calls.

Ruplu Bhattacharya

Bank of America

10 questions for JBL

Also covers: ARW, AVT, CDW +13 more

Steven Fox

Fox Research

10 questions for JBL

Also covers: AMKR, APH, BDC +23 more

David Vogt

UBS Group AG

8 questions for JBL

Also covers: AAPL, ANET, CDW +12 more

Mark Delaney

The Goldman Sachs Group, Inc.

8 questions for JBL

Also covers: APH, APTV, AUR +22 more

Samik Chatterjee

JPMorgan Chase & Co.

7 questions for JBL

Also covers: AAPL, ANET, APH +32 more

Melissa Fairbanks

Raymond James

6 questions for JBL

Also covers: PLXS

George Wang

Barclays PLC

4 questions for JBL

Also covers: CDW, FLEX, NTNX +2 more

Melissa Dailey Fairbanks

Raymond James Financial, Inc.

4 questions for JBL

Also covers: ARW, AVT, BHE +2 more

Matthew Sheerin

Stifel

3 questions for JBL

Also covers: ARW, AVT, CDW +8 more

Tim Long

Barclays

3 questions for JBL

Also covers: ANET, CIEN, CLS +10 more

Mark Trevor Delaney

Goldman Sachs

2 questions for JBL

Ruben Roy

Stifel Financial Corp.

2 questions for JBL

Also covers: CDNS, CIEN, CLS +13 more

Brian

TD Cowen

1 question for JBL

Also covers: TNDM

Brian Meredith

UBS

1 question for JBL

Also covers: ACGL, AIG, AIZ +17 more

Dong Wang

Nomura Instinet

1 question for JBL

Also covers: CDW, CLS, CRSR +6 more

Melissa Ann Dailey Fairbanks

Raymond James Financial

1 question for JBL

Also covers: AVT

Steven Bryant Fox

Fox Advisors LLC

1 question for JBL

Latest news

Recent press releases and 8-K filings for JBL.

Jabil reports Q1 2026 results

JBL

Earnings

Guidance Update

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.

Dec 17, 2025, 1:30 PM

Transcript

Jabil reports Q1 2026 results

JBL

Earnings

Guidance Update

Share Buyback

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%

Dec 17, 2025, 1:30 PM

Transcript

Jabil reports Q1 FY 2026 results

JBL

Earnings

Guidance Update

Share Buyback

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.

Dec 17, 2025, 1:30 PM

Presentation

Jabil raises FY26 guidance after Q1 2026 results

JBL

Earnings

Guidance Update

Jabil raised its full-year fiscal 2026 guidance to $32.4 billion in revenue (up $1.1 billion from prior outlook), 5.7% core operating margin, and $11.55 core EPS, while maintaining adjusted free cash flow above $1.3 billion.
The Regulated Industries segment is now expected to return to growth and comprise nearly 40% of FY26 revenue, led by Renewables and Automotive, as Connected Living & Digital Commerce is forecast to decline by ~11%, partially offset by $100 million in Digital Commerce gains.
Data center infrastructure saw upside from a second hyperscaler—AI storage revenues are scaling toward $1 billion—and Jabil is in active discussions with additional hyperscalers.
Manufacturing capacity expansions are underway in North Carolina (liquid cooling fit-out), Mexico, and India, with capital expenditures guided at 1.5–2% of revenue for FY26.
Healthcare remains a durable multi-year growth engine, driven by drug delivery and diagnostics strength, and Jabil is pursuing capability-driven M&A opportunities (e.g., Croatia facility, GLP-1 oral dose).

Dec 17, 2025, 1:30 PM

Transcript

Jabil posts Q1 2026 results

JBL

Earnings

Guidance Update

Net revenue for Q1 FY2026 was $8.3 billion, with U.S. GAAP operating income of $283 million and diluted EPS of $1.35; non-GAAP core operating income was $454 million and core diluted EPS $2.85.
Jabil raised its full-year FY2026 outlook to $32.4 billion in net revenue, 5.7% core operating margin, core diluted EPS of $11.55, and adjusted free cash flow above $1.3 billion.
Q2 FY2026 guidance: net revenue of $7.5 billion–$8.0 billion, U.S. GAAP operating income of $312 million–$382 million, GAAP EPS of $1.70–$2.19, core operating income of $375 million–$435 million, and core EPS of $2.27–$2.67.
Management highlighted broad-based strength across its Intelligent Infrastructure, Regulated Industries, and Connected Living & Digital Commerce segments, underpinning the raised outlook.

Dec 17, 2025, 12:31 PM

8-K

Jabil posts Q1 FY2026 results and raises outlook

JBL

Earnings

Guidance Update

Jabil reported Q1 FY2026 net revenue of $8.3 billion, U.S. GAAP operating income of $283 million, GAAP diluted EPS of $1.35, core operating income of $454 million, and core EPS of $2.85.
The company raised its Q2 FY2026 guidance to net revenue of $7.5–8.0 billion, GAAP diluted EPS of $1.70–2.19, and core EPS of $2.27–2.67.
Jabil now expects FY2026 net revenue of $32.4 billion, a 5.7% non-GAAP core operating margin, core EPS of $11.55, and adjusted free cash flow of >$1.3 billion.

Dec 17, 2025, 12:30 PM

Press Release

Jabil: U.S. PCB Market to Reach $34.2B by 2033

JBL

New Projects/Investments

The United States PCB market is projected to grow from $23.58 billion in 2024 to $34.2 billion by 2033, at a CAGR of 4.22%.
Growth is driven by rising demand for consumer electronics, automotive electrification (EVs and ADAS), and the rollout of 5G and AI infrastructure.
The industry faces supply chain vulnerabilities and intense domestic and foreign competition, pressuring costs and margins.
In June 2025, Jabil announced a $500 million program to expand U.S. manufacturing for cloud computing and AI data-center hardware, with operations due by mid-2026.

Nov 10, 2025, 4:28 PM

Press Release

Jabil and Inno invest in new Thailand BESS enclosure facility

JBL

New Projects/Investments

Jabil and Inno (a subsidiary of Shanghai Xinpeng Industry) will co-invest in a 15,000 m² battery energy storage system enclosure site in Rayong, Thailand, with prototyping operations due by late 2026.
The facility will provide end-to-end enclosure services—including sheet metal processing, structural fabrication, welding, and coating—to boost Jabil’s vertical integration and diversify its supply chain.
Located 25 km from Laem Chabang port, the project aims to reduce costs and mitigate geopolitical and tariff risks for BESS customers, while accelerating Inno’s growth in the energy storage market.

Nov 10, 2025, 9:00 AM

Press Release

Jabil announces acquisition of Hanley Energy Group

JBL

M&A

Jabil Inc. (NYSE: JBL) signed a definitive agreement to acquire Hanley Energy Group for $725 million in cash plus contingent consideration up to $58 million.
The transaction is expected to close in Q1 2026, subject to customary closing conditions and regulatory approvals.
Hanley Energy Group’s first-year annualized revenue is projected at $350–$400 million with mid-to-high-teens EBITDA margins and sustained double-digit revenue growth.
The acquisition adds critical power and energy management expertise to Jabil’s data center infrastructure offerings, complementing its existing power management solutions.

Nov 4, 2025, 9:05 PM

Press Release

Kinaxis launches Maestro Agents for AI-driven supply chain coordination

JBL

Product Launch

Maestro Agents extends the Kinaxis Maestro platform with AI-powered, real-time planning agents that convert disruptions into prioritized actions and strengthen global supply chain resilience.
Jabil’s head of planning, John Finnigan, reports Maestro Agents accelerates decision-making and enhances collaboration between planning teams, customers and contract manufacturers.
The solution embeds real-time analytics, constraint interpretation and actionable recommendations directly into the planning workflow, boosting transparency and trust in AI-assisted decisions.
Early adopters, including a top-10 global pharmaceutical company and a leading electronics manufacturer, have achieved up to 10× planning efficiency gains and significant labor-time savings via automated reporting and analytics.
Kinaxis will expand its AI ecosystem with Maestro Agent Studio (now in limited trial) and launch a full agent marketplace in 2026 to democratize intelligent supply chain coordination.