Raises Fiscal 2026 Outlook
ST. PETERSBURG, Fla.– Jabil Inc. (NYSE: JBL), reported preliminary, unaudited financial results for its third quarter of fiscal year 2026.
Third Quarter of Fiscal Year 2026 Highlights:
- Net revenue: $8.8 billion
- U.S. GAAP operating income: $445 million
- U.S. GAAP diluted earnings per share: $2.59
- Core operating income (Non-GAAP): $504 million
- Core diluted earnings per share (Non-GAAP): $3.16
“Jabil delivered a very strong third quarter, with results ahead of our expectations across revenue, core operating margin, core EPS, and free cash flow,” said CEO Mike Dastoor. “AI infrastructure demand remains extremely strong, and our full-year AI-related revenue outlook is now meaningfully higher. At the same time, we continued to see better-than-expected performance in areas of the portfolio that had previously been under pressure, particularly in Automotive and Connected Living.”
“Our diversified model continues to work, allowing us to support strong growth while also driving higher margins and strong free cash flow,” Dastoor added. “We are raising our fiscal 2026 outlook for revenue, core operating margins, core EPS and free cash flow, and we feel very good about the setup for fiscal 2027. We remain focused on profitable growth, capital efficiency, and delivering long-term value for our shareholders.”
Fourth Quarter of Fiscal Year 2026 Outlook:
|
• Net revenue |
|
$9.2 billion to $10.0 billion |
|
|
• U.S. GAAP operating income |
|
$526 million to $586 million |
|
|
• U.S. GAAP diluted earnings per share |
|
$3.24 to $3.64 per diluted share |
|
|
• Core operating income (Non-GAAP)(1) |
|
$589 million to $649 million |
|
|
• Core diluted earnings per share (Non-GAAP)(1) |
|
$3.80 to $4.20 per diluted share |
|
Fiscal Year 2026 Outlook:
|
• Net revenue |
|
$35 billion |
|
• Core operating margin (Non-GAAP) |
|
5.8% |
|
• Core diluted earnings per share (Non-GAAP) |
|
$12.70 per diluted share |
|
• Adjusted free cash flow (Non-GAAP) |
|
$1.4+ billion |
Meeting and Replay Information: Jabil will hold a conference call at 8:30 a.m. ET to discuss its earnings for the third quarter of fiscal year 2026. To access the live audio webcast and view the accompanying slide presentation, visit the Investor Relations section of Jabil’s website, located at https://investors.jabil.com. An archived replay of the webcast will also be available after completion of the call.
