secwatch.observer — SEC 8-K summary
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Issuer:     JABIL INC (JBL)
CIK:        0000898293
Form:       8-K
Filed at:   2026-09-30T11:32:16+00:00
Accession:  0001628280-26-063890
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Jabil Q4 FY26 revenue $10.6B, core EPS $4.40; FY27 outlook $44.5B revenue, $17.55 core EPS
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/898293/000162828026063890/0001628280-26-063890-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/898293/000162828026063890/jbl-20260930.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-063890

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