JABIL INC (JBL) Form 8-K — Sep 30, 2026
Jabil reported Q4 FY26 revenue of $10.6 billion, up roughly 29% YoY, with GAAP diluted EPS of $3.76 and core diluted EPS of $4.40, exceeding its expectations. Full-year FY26 revenue was $36.0 billion, up 21%, with adjusted free cash flow of $1.53 billion. Management issued strong FY27 guidance: revenue of $44.5 billion (+24%), core operating margin of 6.1%, core diluted EPS of $17.55 (+34%), and ~$1.6 billion adjusted free cash flow.
Key figures
- Eps
- $3.76 GAAP diluted (Q4); $4.40 core diluted (Q4)
- Revenue
- 10616000000
- Guidance
- Q1 FY27: revenue $10.6-11.4B, core diluted EPS $3.80-$4.20; FY27: revenue $44.5B (+24%), core operating margin 6.1%, core diluted EPS $17.55 (+34%), adjusted FCF ~$1.6B
- Net Income
- $398M Q4 net income attributable to Jabil; $1.042B FY26
- Total Debt
- $499M current installments + $2,880M long-term = ~$3.38B
- Revenue Yoy
- Q4 +29% YoY; FY26 revenue $36.0B, +21% YoY
- Total Assets
- 27435000000
- Cash Position
- 1739000000
- Gross Proceeds
- 0
- Fy26 revenue
- $35.954B
- Fy26 core diluted eps
- $13.09
- Fy26 gaap diluted eps
- $9.75
- Q4 core operating income
- $675M
- Q4 core operating margin
- 6.4%
- Fy26 core operating income
- $2.069B
- Fy26 adjusted free cash flow
- $1.532B
AI analysis
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