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Jabil 8-K Report, Financial Results (Mar 18, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed March 18, 2026
Period End
March 18, 2026
Security
JBL
In the 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. Leadership change8-K · Dec ’18Dec ’18
  3. Material agreement8-K · May ’21May ’21
  4. Leadership change8-K · Apr ’25Apr ’25

01—Abstract

Summary

Summary of the 8-K filed March 18, 2026. Cited figures are marked; the original filing is the authoritative source.

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 billiona, 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 billionb, 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 billionc 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 milliond, 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.

02—Key points

Key Highlights

  1. Q2 FY2026 net revenue of $8.28 billion, up from $6.73 billion a year earlier; U.S. GAAP diluted EPS of $2.08 versus $1.06.
  2. Core diluted EPS (non-GAAP) of $2.69 versus $1.94 in the prior-year quarter; core operating income of $436 million versus $334 million.
  3. Management said results were ahead of expectations across revenue, core operating margin and core EPS, led by Intelligent Infrastructure.
  4. Fiscal 2026 outlook raised: net revenue now $34 billion, core operating margin 5.7%, core diluted EPS $12.25 and adjusted free cash flow of $1.3 billion or more.
  5. Q3 FY2026 guidance: net revenue of $8.1 billion to $8.9 billion and core diluted EPS of $2.83 to $3.23.
  6. Non-current notes payable and long-term debt increased to $3.38 billion from $2.39 billion at August 31, 2025, while $600 million of treasury stock was repurchased in the first six months.
  7. The release states that Q2 figures are preliminary and unaudited and could differ from final results.

03—Questions

Frequently Asked Questions

  1. How did Jabil perform in its second fiscal quarter of 2026?

    Net revenue was $8.28 billion, U.S. GAAP operating income was $374 million and U.S. GAAP diluted EPS was $2.08. Core operating income was $436 million and core diluted EPS was $2.69, both ahead of the prior-year quarter. The company described results as ahead of its expectations.

  2. What did Jabil guide for the third quarter of fiscal 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, U.S. GAAP diluted EPS of $2.36 to $2.76, and core diluted EPS of $2.83 to $3.23.

  3. Did Jabil change its full-year fiscal 2026 outlook?

    Yes. The company raised its outlook for net revenue and core EPS. The full-year outlook now calls for 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.

  4. Are the second-quarter results final?

    No. The release describes them as preliminary and unaudited, and states that the company's final results and conditions may differ from the preliminary numbers when it finalizes the quarter.

  5. What happened to Jabil's balance sheet and cash flows in the first half of fiscal 2026?

    Total assets rose to $20.63 billion from $18.54 billion at August 31, 2025, and non-current debt rose to $3.38 billion from $2.39 billion. Operating cash flow was $734 million, acquisitions used $848 million in cash, and $600 million was spent on treasury stock repurchases.

04—Continue

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