Jabil closes FY2026 with $36 billion sales, guides FY2027 revenue to $44.5 billion

Jabil Inc. capped a rapid growth year and set an ambitious fiscal 2027 target. In a Wednesday release furnished on Form 8-K, the electronics manufacturing services company said preliminary fourth-quarter net revenue was $10.6 billion for the period ended Aug. 31, with U.S. GAAP operating income of $602 million and GAAP diluted EPS of $3.76. Core (non-GAAP) operating income was $675 million and core diluted EPS was $4.40.

For full fiscal 2026, net revenue reached $36.0 billion — up 21% as described by CEO Mike Dastoor — with GAAP operating income of $1.7 billion, GAAP diluted EPS of $9.75, core operating income of $2.1 billion, and core diluted EPS of $13.09. Dastoor said the company expanded core operating margin 40 basis points and generated more than $1.5 billion in adjusted free cash flow, citing AI infrastructure demand, strength in other end markets, and new capacity.

Dastoor said the fourth quarter exceeded expectations and that teams supported significant growth in AI infrastructure while bringing critical new capacity online, reflecting progress moving up the value chain into more customer engineering and manufacturing complexity under an asset-light model.

First-quarter fiscal 2027 outlook calls for net revenue of $10.6 billion to $11.4 billion, GAAP diluted EPS of $2.78 to $3.18, and core diluted EPS of $3.80 to $4.20. For the full year, Jabil said it expects revenue of $44.5 billion, up 24%, core operating margin expansion of 30 basis points to 6.1%, core diluted EPS growth of 34% to $17.55, and adjusted free cash flow of approximately $1.6 billion. Dastoor linked the outlook to accelerating AI demand alongside growth in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation.

By the numbers

• Q4 net revenue: $10.6 billion; GAAP diluted EPS: $3.76; core EPS: $4.40
• FY2026 net revenue: $36.0 billion (+21%); GAAP EPS: $9.75; core EPS: $13.09
• FY2026 adj. free cash flow: >$1.5 billion; core OM +40 bps
• Q1 FY2027 guide: revenue $10.6–$11.4 billion; core EPS $3.80–$4.20
• FY2027 guide: revenue ~$44.5 billion (+24%); core EPS $17.55 (+34%); core OM 6.1%
• FY2027 adj. free cash flow outlook: ~$1.6 billion

Sources

1. Jabil Inc. Form 8-K (Item 2.02), accepted Sept. 30, 2026 7:32:16 a.m. ET, accession 0001628280-26-063890
2. Jabil Inc. Form 8-K Exhibit 99.1 (earnings press release), accession 0001628280-26-063890

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