Jabil Inc.: Beat — EPS $4.40, Revenue $10.62B
Earnings Report· 2026-09-30
JBL
Q4 · 2026Pre-MarketJabil Inc.
@trystockwhiz
EARNING PER SHARE
Actual ($)
4.4
33.70% YoY
Expected
4.08
Beat
+7.84%
REVENUE
Actual ($)
10.62B
28.60% YoY
Expected
9.72B
Beat
+9.22%
Earning Report
| Metric | Q4 FY2026 | Q4 FY2025 | YoY Change % |
|---|---|---|---|
| Net revenue | $10.62B | $8.25B | +28.6% |
| Net income | $397.00M | $218.00M | +82.1% |
| GAAP Basic EPS | $3.80 | $2.03 | +87.2% |
| GAAP Diluted EPS | $3.76 | $1.99 | +88.9% |
| Core Diluted EPS | $4.40 | $3.29 | +33.7% |
Financial Outlook / Guidance
| Metric | Q1 FY2027 Outlook | FY2027 Outlook |
|---|---|---|
| Net revenue | $10.6B-$11.4B | $44.5B (+24% YoY) |
| U.S. GAAP operating income | $481M-$541M | — |
| U.S. GAAP diluted earnings per share | $2.78-$3.18 | — |
| Core operating income | $592M-$652M | — |
| Core diluted earnings per share | $3.80-$4.20 | $17.55 (+34% YoY) |
| Core operating margin | — | 6.1% (+30 bps) |
| Adjusted free cash flow | — | ~$1.6B |
Business Highlights
- ➤Supported significant growth in AI infrastructure.
- ➤Brought critical new manufacturing capacity online.
- ➤Expanded capabilities across engineering, supply chain and manufacturing complexity.
- ➤AI demand accelerated alongside automotive, healthcare and energy-infrastructure demand.
- ➤Growth extended to defense and aerospace and warehouse and retail automation.
- ➤Expanded customer relationships and committed business support new capacity.
- ➤Acquired Hanley Energy Group.
- ➤Operates a global network of over 100 sites worldwide.
- ➤Repurchased $1,060M of treasury stock during fiscal 2026.
- ➤Paid $35M in dividends to stockholders during fiscal 2026.
Management Commentary
Mike Dastoor, CEO
“We delivered a fourth quarter that exceeded our expectations, closing an exceptional fiscal 2026 in which we grew revenue 21%, expanded core operating margin 40 basis points and generated more than $1.5 billion in adjusted free cash flow. Our teams supported significant growth in AI infrastructure, delivered strong performance across several other end markets and brought critical new capacity online. These results reflect the progress we’ve made in moving up the value chain, taking on more of our customers’ engineering and manufacturing complexity while maintaining an asset-light model. I’m proud of our teams and the stronger business we’re building together.”
Mike Dastoor, CEO
“Our fiscal 2027 outlook reflects the strength of Jabil’s diversified portfolio, with accelerating AI demand complemented by solid growth in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation. This breadth of growth, together with expanding customer relationships and committed business supporting our new capacity, gives us confidence in the year ahead. We expect revenue of $44.5 billion, up 24%, core operating margin expansion of 30 basis points to 6.1%, core diluted earnings per share growth of 34% to $17.55, and adjusted free cash flow of approximately $1.6 billion. As customers turn to Jabil for more of their engineering, supply chain and manufacturing needs, we see significant opportunities to sustain profitable growth, invest in our capabilities and return substantial capital to shareholders.”