$JBL · JABIL INC

Jabil Inc. reported Q4 FY2026 results with net revenue of $10.6B (up 28.6% YoY), GAAP diluted EPS of $3.76, and core diluted EPS of $4.40. Full FY2026 revenue reached $36.0B with core EPS of $13.09 and adjusted free cash flow exceeding $1.5B. The company issued FY2027 guidance calling for $44.5B in revenue (+24%), core operating margin of 6.1%, and core EPS of $17.55 (+34%), alongside Q1 FY2027 core EPS guidance of $3.80-$4.20.

Extended-hours trading shows JBL at $311.00, down 2.54% from the regular-session close of $319.10. Despite a Q4 beat and FY27 guidance calling for 24% revenue growth and 34% core EPS growth, the after-hours selloff suggests the market is reacting to the Q1 FY2027 sequential core EPS decline to $3.80-$4.20 from Q4's $4.40.

Jabil's FY2027 guidance projects 24% revenue growth to $44.5B and 34% core EPS growth, yet the stock sold off after-hours on a sequential Q1 EPS dip — a tension between long-term AI-driven optimism vs

Jabil's FY27 outlook leans heavily on accelerating AI infrastructure demand alongside automotive, healthcare, and defense — mirroring the diversification playbook of peers Flex and Celestica, who are also riding the AI manufacturing capex wave.

Forward-looking statement risks include dependence on a limited number of customers, rapid demand fluctuations, and geopolitical uncertainties tied to international operations. FY2027 guidance embeds aggressive 24% revenue growth assumptions that could miss if AI infrastructure demand moderates.