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Jabil 8-K Report, Financial Results (Sep 30, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed September 30, 2026
Period End
September 30, 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 · Sep ’16Sep ’16
  2. Material agreement8-K · Aug ’18Aug ’18
  3. Leadership change8-K · Dec ’21Dec ’21
  4. Leadership change8-K · Oct ’25Oct ’25

01—Abstract

Summary

Summary of the 8-K filed September 30, 2026. Cited figures are marked; the original filing is the authoritative source.

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 billiona, 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 billionb, 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 billionc 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.

02—Key points

Key Highlights

  1. Fiscal 2026 net revenue of $36.0 billion; fourth-quarter net revenue of $10.6 billion.
  2. Fiscal 2026 U.S. GAAP diluted EPS of $9.75 and core diluted EPS (Non-GAAP) of $13.09; Q4 core diluted EPS of $4.40.
  3. Fiscal 2026 adjusted free cash flow (Non-GAAP) of $1,532 million, versus $1,318 million in fiscal 2025.
  4. Fiscal 2027 guidance: 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.
  5. Q1 fiscal 2027 guidance: net revenue of $10.6 billion to $11.4 billion and core diluted EPS of $3.80 to $4.20.
  6. Total assets rose to $27.4 billion from $18.5 billion, with inventories up to $7.4 billion and accounts payable up to $14.4 billion.
  7. Treasury stock purchases of $1.06 billion in fiscal 2026, alongside $2.0 billion in operating cash flow.

03—Questions

Frequently Asked Questions

  1. How did Jabil perform in fiscal 2026?

    Jabil reported fiscal 2026 net revenue of $36.0 billion, U.S. GAAP operating income of $1.7 billion, and U.S. GAAP diluted EPS of $9.75. On a core (Non-GAAP) basis, operating income was $2.1 billion and diluted EPS was $13.09. The CEO said revenue grew 21% for the year.

  2. What is Jabil's outlook for fiscal 2027?

    Jabil expects fiscal 2027 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. Management cited accelerating AI demand and growth in several other end markets.

  3. What does the first-quarter fiscal 2027 guidance look like?

    For the first quarter of fiscal 2027, Jabil guided to net revenue of $10.6 billion to $11.4 billion, U.S. GAAP diluted EPS of $2.78 to $3.18, and core diluted EPS of $3.80 to $4.20. The core figures exclude anticipated amortization, stock-based compensation, and restructuring charges.

  4. Are these results final?

    No. The results are preliminary and unaudited. The filing notes that the company's determination as it finalizes its fourth-quarter and full-year fiscal 2026 results could differ from the preliminary numbers presented.

  5. What drove the change in the balance sheet?

    Total assets increased to $27.4 billion from $18.5 billion at August 31, 2025. Accounts receivable rose to $6.5 billion, inventories to $7.4 billion, and prepaid expenses and other current assets to $4.6 billion. Accounts payable increased to $14.4 billion, and notes payable and long-term debt, less current installments, rose to $2.9 billion.

04—Continue

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