JABIL INC (JBL) Form 10-K — Oct 23, 2026
Jabil filed its FY2026 10-K reporting net revenue of $35.95 billion, up 20.6% year over year, with net income of $1.04 billion and diluted EPS of $9.75 versus $5.92 a year ago. Growth was driven by the Intelligent Infrastructure segment, which grew 45% on strong AI-related demand, now representing 50% of total revenue, while Connected Living and Digital Commerce declined 4%. The company disclosed an FDA Warning Letter received in August 2026 tied to a March 2026 inspection of its Pharmaceutics International facility in Hunt Valley, Maryland, and manufacturing at the site has been paused pending remediation.
Key figures
- Eps
- 9.75
- Revenue
- 35954000000
- Net Income
- 1042000000
- Revenue Yoy
- 20.6%
- Shares Outstanding
- 102974470
- Employees
- approximately 140,000 across ~120 locations in 30 countries
- Eps basic
- 9.86
- Fy2026 buybacks
- 538,429 shares at average $315.70
- Gross profit fy2026
- $3,317 million (9.2% of net revenue)
- Foreign source revenue
- 73.1% of net revenue
- Operating income fy2026
- $1,704 million
- Customer a concentration
- 20% of FY2026 net revenue
- Non affiliate market value
- $24.0 billion as of February 28, 2026
- Top5 customer concentration
- 37% of net revenue
- Share repurchase 2027 program
- $1.5 billion authorized July 2026
- Connected living revenue change
- -4%
- Regulated industries revenue growth
- 7%
- Intelligent infrastructure revenue growth
- 45%
AI analysis
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