JABIL INC — Form 8-K
Filed September 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Jabil (JBL, $14.4B market cap) reported FY2026 net revenue of $36.0B (up 21% YoY from $29.8B), core operating income of $2.1B, core diluted EPS of $13.09, and adjusted free cash flow of $1.53B. FY2027 guidance: revenue $44.5B (24% growth), core operating margin 6.1% (30 bps expansion), core diluted EPS $17.55 (34% growth), adjusted FCF ~$1.6B. Q4 FY2026 revenue was $10.6B with core operating income of $675M and core diluted EPS of $4.40. Growth driven by AI infrastructure demand and diversified end markets (automotive, healthcare, energy, defense, aerospace, automation).
Why this rating
Strong YoY growth (21% FY2026, 24% FY2027 guidance) with margin expansion and robust FCF generation. Revenue scale ($36B-$44.5B) is meaningful relative to $14.4B market cap. AI tailwinds and capacity investments support trajectory, but execution risk remains on guidance.
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