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Jabil 8-K Report, Financial Results (Jun 17, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed June 17, 2026
Period End
June 17, 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. Material agreement8-K · Jun ’25Jun ’25

01—Abstract

Summary

Summary of the 8-K filed June 17, 2026. Cited figures are marked; the original filing is the authoritative source.

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 billiona 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 billionb, 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 billionc 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.

02—Key points

Key Highlights

  1. Q3 FY2026 net revenue of $8.8 billion (Q3 FY2025: $7.8 billion), with U.S. GAAP operating income of $445 million and U.S. GAAP diluted EPS of $2.59.
  2. Core operating income (non-GAAP) of $504 million and core diluted EPS of $3.16 for the quarter, compared with $420 million and $2.55 a year earlier.
  3. Fiscal 2026 outlook raised: net revenue of $35 billion, core operating margin of 5.8%, core diluted EPS of $12.70 and adjusted free cash flow of $1.4 billion or more.
  4. Q4 FY2026 guidance: net revenue of $9.2 billion to $10.0 billion, U.S. GAAP diluted EPS of $3.24 to $3.64 and core diluted EPS of $3.80 to $4.20.
  5. Management cites strong AI infrastructure demand, with a meaningfully higher full-year AI-related revenue outlook, and better-than-expected performance in Automotive and Connected Living.
  6. Nine-month adjusted free cash flow (non-GAAP) of $991 million, up from $813 million, and net cash from operating activities of $1.27 billion.
  7. Total accounts payable rose to $11.91 billion from $7.94 billion at August 31, 2025, and cash fell to $1.36 billion from $1.93 billion.

03—Questions

Frequently Asked Questions

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

    Jabil reported net revenue of $8.75 billion, U.S. GAAP operating income of $445 million and U.S. GAAP diluted EPS of $2.59. On a core (non-GAAP) basis, operating income was $504 million and diluted EPS was $3.16. The company described results as ahead of its expectations across revenue, core operating margin, core EPS and free cash flow. These figures are preliminary and unaudited.

  2. What changed in Jabil's fiscal 2026 outlook?

    Management raised its fiscal 2026 outlook for revenue, core operating margin, core EPS and free cash flow. The updated guidance is 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.

  3. What is Jabil's guidance for the fourth quarter of fiscal 2026?

    The company expects fourth-quarter net revenue of $9.2 billion to $10.0 billion, U.S. GAAP operating income of $526 million to $586 million, and U.S. GAAP diluted EPS of $3.24 to $3.64. Core diluted EPS is expected to be $3.80 to $4.20.

  4. What is driving Jabil's results?

    The CEO attributed the results to strong AI infrastructure demand, which led to a meaningfully higher full-year AI-related revenue outlook. The company also cited better-than-expected performance in Automotive and Connected Living, areas that had previously been under pressure.

  5. Could the preliminary results change?

    Yes. The filing states that the company's final financial results for the third quarter could differ from the current preliminary, unaudited numbers as it finalizes them. Forward-looking statements are also subject to the risks listed in the release and in the company's Form 10-K for the fiscal year ended August 31, 2025.

04—Continue

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