earnings
confidence high
sentiment positive
materiality 0.80
Jabil Q4 FY26 revenue $10.6B, core EPS $4.40; FY27 outlook $44.5B revenue, $17.55 core EPS
JABIL INC
- Q4 FY26: net revenue $10.6B; GAAP operating income $602M; GAAP diluted EPS $3.76; core operating income $675M; core diluted EPS $4.40.
- FY2026: revenue $36.0B, up 21% YoY; GAAP diluted EPS $9.75; core diluted EPS $13.09; core operating margin +40 bps; adjusted free cash flow over $1.5B.
- Q1 FY27 guidance: revenue $10.6-11.4B; GAAP EPS $2.78-$3.18; core EPS $3.80-$4.20, excluding $24M amortization, $62M stock comp and $25M restructuring.
- FY2027 outlook: net revenue $44.5B (+24%), core operating margin 6.1% (+30 bps), core diluted EPS $17.55 (+34%), adjusted free cash flow ~$1.6B.
- CEO Mike Dastoor cites accelerating AI infrastructure demand plus growth in automotive, healthcare, energy infrastructure, defense/aerospace and warehouse/retail automation.