JABIL INC 8K

Jabil Inc. announced stronger-than-expected preliminary Q3 FY2026 results and raised its full-year 2026 financial outlook, driven by robust AI infrastructure demand and improved performance in key end markets.

Jabil Inc. reported preliminary, unaudited financial results for its third quarter of fiscal 2026, showing net revenue of $8.8 billion, U.S. GAAP operating income of $445 million, and diluted EPS of $2.59, alongside non-GAAP core operating income of $504 million and core diluted EPS of $3.16, with management highlighting stronger-than-expected demand in AI infrastructure and improving trends in Automotive and Connected Living. The company raised its full-year fiscal 2026 outlook, now targeting $35 billion in net revenue, a 5.8% core operating margin, core diluted EPS of $12.70, and adjusted free cash flow above $1.4 billion, and also issued guidance for the fourth quarter of fiscal 2026 with net revenue between $9.2–$10.0 billion, GAAP operating income of $526–$586 million, GAAP diluted EPS of $3.24–$3.64, and higher non-GAAP core operating income and EPS after excluding amortization of intangibles, stock-based compensation, and restructuring charges. Management emphasized the strength of its diversified model, the upward revision to AI-related revenue expectations, and a favorable setup for fiscal 2027, while providing detailed reconciliations of GAAP to non-GAAP measures and announcing an earnings conference call and webcast for investors.

Filing Facts

CIK

898293

Ticker

JBL

Form

8K

Source Type

sec

Accession

0001628280-26-043719

Alert Tier

7