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JabilJBL

Legal name
Jabil Inc.
Sector
Other
Industry
Printed Circuit Boards
Exchange
NYSE

Stock Price $JBL

Latest filings

You are here#70 of 88 in Technology by market cap

Filing record · 2016–202610-K1110-Q338-K104

JBL filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 104 current reports (8-K) between 2016 and 2026.

  1. Restructuring8-K · Mar ’17Mar ’17
  2. FY2018 annual report10-K · Oct ’18Oct ’18
  3. Leadership change8-K · Dec ’21Dec ’21
  4. Leadership change8-K · Oct ’25Oct ’25

01—Key figures

Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  18. $35.95B
YoY changeLargest recent move−16.8%in FY24Latest +20.6%

Latest bar from 10-KFY2026Click a bar to open its SEC filing

View full history →
All JBL Financial Metrics62 metrics

Income Statement15

Balance Sheet27

Cash Flow15

Per Share5

02—Overview

Jabil Financial Overview 2022–2026

Updated Nov 4, 2026

Half of Jabil's revenue now comes from a segment that grew 45% in a single year. Intelligent Infrastructure reached 50% of net revenue in FY2026, with cloud and data center sales to existing customers up 33% on AI demand. That is the thesis: Jabil has shifted from a handset-era assembler into an AI infrastructure supplier, and earnings are following the mix. Core diluted EPS hit $13.09a, up from $9.75 in FY2025.

The long arc is bumpier than the latest year suggests. Revenue went from $33.5 billion in FY2022 to $35.95 billionb in FY2026, with a trough of $28.9 billion in FY2024 after the Mobility sale. Core EPS climbed from $7.65 to $13.09 over the same span. Gross margin improved to 9.2% from 8.9%, and operating cash flow reached $2.00 billion, with $1.53 billion of adjusted free cash flow. Jabil also repurchased $1.06 billion of stock. The balance sheet absorbed the growth: accounts payable jumped to $14.44 billion from $7.94 billion, inventories rose to $7.41 billion, and debt reached $3.38 billion.

The market has paid up. At the close of FY2025, shares traded at $204.83c, or 34.6x earnings, for a $22.0 billion market cap. At the close of FY2026, the price was $305.26, or 31.3x, for $31.9 billion. The stock rose about 49% while the multiple compressed, so earnings did the heavy lifting. The catch is concentration: Customer A alone was 20% of FY2026 revenue, and the top five customers were 37%.

Recent Developments (Q3 and Q4 2026)

Q4 was the standout. Revenue hit $10.6 billiond in Q4 2026, above the $9.2 billion to $10.0 billion guided in June and up from $8.8 billion in Q3 2026. Core EPS reached $4.40, versus $3.16 in Q3 and a guided $3.80 to $4.20. Management raised the full-year outlook in June, then beat it. Jabil also bought Hanley Energy Group for $752 million and Rebound Technologies for $133 million. An FDA Warning Letter on August 27, 2026 led it to pause manufacturing at its Hunt Valley, Maryland pharmaceutics site. A $1.5 billion buyback was authorized in July 2026.

The bull case: FY2027 guidance calls for $44.5 billione of revenue and $17.55 core EPS, which would put the stock near 15.6x that target at $273.97. The bear case: the guide needs about 24% growth on a base that already carries heavy working capital, and at 28.1x trailing GAAP earnings as of October 22, 2026, the stock leaves little room for a miss. That multiple reflects the filing date, not today.

What to watch: Q1 FY2027 delivery against the $10.6 billion to $11.4 billion guide; resolution of the Hunt Valley FDA remediation

03—Filings

Recent SEC Filings

  1. 8-KJabil 8-K Report, Financial Results (Sep 30, 2026)Jabil Inc. (NYSE: JBL) filed an 8-K on September 30, 2026, furnishing a press release (Exhibit 99.1) reporting preliminary, unaudited results for its fourth fiscal quarter and full fiscal year ended August 31, 2026. For the full year, net revenue was $36.0 billion, U.S. GAAP operating income was $1.7 billion, U.S. GAAP diluted EPS was $9.75, core operating income (Non-GAAP) was $2.1 billion, and core diluted EPS (Non-GAAP) was $13.09. CEO Mike Dastoor said fiscal 2026 revenue grew 21%, core operating margin expanded 40 basis points, and adjusted free cash flow exceeded $1.5 billion. Fourth-quarter net revenue was $10.6 billion, with U.S. GAAP diluted EPS of $3.76 and core diluted EPS of $4.40. For fiscal 2027, Jabil guided to net revenue of $44.5 billion, core operating margin of 6.1%, core diluted EPS of $17.55, and adjusted free cash flow of approximately $1.6 billion. The first-quarter fiscal 2027 outlook calls for net revenue of $10.6 billion to $11.4 billion and core diluted EPS of $3.80 to $4.20. Management attributed the outlook to accelerating AI infrastructure demand alongside growth in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation. Balance sheet figures show total assets rising to $27.4 billion from $18.5 billion, driven by higher receivables, inventories and prepaid expenses, while accounts payable grew to $14.4 billion. Management repurchased $1.06 billion of treasury stock during the year. The results are preliminary and subject to change as the company finalizes its audited financials.
  2. 8-KJabil 8-K Report, Financial Results (Jun 17, 2026)Jabil Inc. (NYSE: JBL) reported preliminary, unaudited results for its third fiscal quarter of 2026 (ended May 31, 2026) in a June 17, 2026 press release furnished as Exhibit 99.1. Net revenue was $8.75 billion versus $7.83 billion a year earlier, U.S. GAAP operating income was $445 million, U.S. GAAP diluted EPS was $2.59, and core operating income (non-GAAP) was $504 million with core diluted EPS of $3.16. For the nine months, net revenue was $25.34 billion and net income attributable to Jabil was $644 million, and net cash provided by operating activities was $1.27 billion. CEO Mike Dastoor said AI infrastructure demand remains extremely strong and that performance in Automotive and Connected Living was better than expected. Management raised its fiscal 2026 outlook for revenue, core operating margin, core EPS and free cash flow. The new full-year guidance calls for net revenue of $35 billion, a core operating margin of 5.8%, core diluted EPS of $12.70 and adjusted free cash flow of $1.4 billion or more. For the fourth quarter, the company guided to net revenue of $9.2 billion to $10.0 billion and core diluted EPS of $3.80 to $4.20. Balance sheet activity over the nine months showed total assets rising to $23.82 billion from $18.54 billion at August 31, 2025, with accounts payable rising to $11.91 billion from $7.94 billion and goodwill and intangible assets rising to $1.86 billion from $1.11 billion. Cash and cash equivalents fell to $1.36 billion, and treasury stock payments were $891 million for the nine months. The filing states that the preliminary figures could differ from the final results when the company completes its review.
  3. 8-KJabil 8-K Report, Corporate Update (Apr 22, 2026)Jabil Inc. (JBL) disclosed in this Form 8-K, filed April 22, 2026 under Item 8.01 (Other Events), that the Board rejected the conditional resignations of directors John Plant and Tiger Tyagarajan. Both had failed to receive a majority of votes cast in their election at the 2026 Stockholders Meeting, which under the Company's bylaws triggered the tendering of conditional resignations. The Nominating and Corporate Governance Committee evaluated each resignation and recommended rejection, and neither director participated in the review or the Board's determination. In reaching its decision, the committee and Board weighed attendance and engagement, qualifications, and contributions to the Board and its committees, along with whether accepting the resignations would serve the best interests of the Company and its stockholders. The filing notes both directors had strong attendance records before fiscal year 2025 and have attended more than 75% of regularly scheduled Board and committee meetings so far in fiscal year 2026, which began in September 2025. Mr. Plant, a director since 2016, is described as one of the Company's audit committee financial experts. Mr. Tyagarajan, who joined the Board in 2024, is described as contributing experience in digital transformation, data analytics, artificial intelligence and global enterprise operations, informed by his service as President and CEO of Genpact Ltd. Both directors will continue serving on the Board and their respective committees until the 2027 Annual Meeting of Stockholders or until an earlier resignation or removal. For investors, the filing is a governance update rather than a financial disclosure, and it contains no financial figures.
  4. 8-KJabil 8-K Report, Financial Results (Mar 18, 2026)Jabil Inc. reported preliminary, unaudited results for its second fiscal quarter ended February 28, 2026, in a press release furnished as Exhibit 99.1 to this Form 8-K. Net revenue for the quarter was $8.28 billion, versus $6.73 billion in the prior-year quarter. U.S. GAAP operating income was $374 million and U.S. GAAP diluted EPS was $2.08. Core operating income (non-GAAP) was $436 million and core diluted EPS (non-GAAP) was $2.69, which management described as ahead of its expectations across revenue, core operating margin and core EPS. Management attributed the strength mainly to Intelligent Infrastructure, with improvement in Regulated Industries (automotive and renewables). For the third fiscal quarter of 2026, Jabil guided to net revenue of $8.1 billion to $8.9 billion, U.S. GAAP operating income of $398 million to $458 million, and core diluted EPS of $2.83 to $3.23. For full fiscal 2026, the company raised its outlook for revenue and core EPS, now expecting net revenue of $34 billion, a core operating margin of 5.7%, core diluted EPS of $12.25 and adjusted free cash flow of $1.3 billion or more. The company stated that the results are preliminary and may differ once the quarter is finalized. The balance sheet shows total assets of $20.63 billion at February 28, 2026, up from $18.54 billion at August 31, 2025, with notes payable and long-term debt (non-current) rising to $3.38 billion from $2.39 billion. Six-month operating cash flow was $734 million, and the company repurchased $600 million of treasury stock during the period. Cash paid for acquisitions was $848 million, including the Hanley Energy Group acquisition referenced in the filing.
  5. 8-KJabil 8-K Report, Executive Changes (Jan 28, 2026)Jabil Inc. (NYSE: JBL) filed this Form 8-K on January 28, 2026 to report board and leadership changes following its 2026 Annual Meeting of Stockholders. On January 22, 2026, the Board increased its size from seven to nine directors and appointed Thomas T. Edman and Raejeanne Skillern as independent directors, effective immediately. Steven Raymund was appointed Chairman of the Board on the same date, and Sujatha Chandrasekaran was added to the Compensation and Cybersecurity Committees. Mark T. Mondello, who did not stand for re-election, ended his employment and his role as Executive Chairman on January 22, 2026. Jabil also entered into a Consulting Agreement with Mr. Mondello dated January 22, 2026, under which he will provide advisory and strategic services as an independent contractor through January 22, 2028. Jabil will pay him a monthly consulting fee of $145,833.00, unless the agreement is terminated for Cause as defined in the 2021 Equity Incentive Plan, and will reimburse reasonable out-of-pocket expenses. The filing's exhibits include a press release dated January 22, 2026 announcing the director appointments, which the company attributes to CEO Mike Dastoor's remarks about 60 years of Jabil innovation. For investors, the filing is primarily a governance update: a larger board, a new chairman, two new independent directors with electronics manufacturing and cloud/data center backgrounds, and a defined post-employment consulting arrangement for the former Executive Chairman. The filing does not report financial results or operating metrics.
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04—See also

Related Companies

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