$JBL · JABIL INC
Jabil filed its FY2026 10-K, reporting net revenue of $35.954B, up 20.6% from $29.802B. Net income attributable to Jabil rose to $1.042B from $657M, with GAAP diluted EPS of $9.75 versus $5.92. Non-GAAP core diluted EPS was $13.09 versus $9.75, and core operating margin expanded to 5.8%.
- Intelligent Infrastructure revenue grew to $17,872M from $12,317M in FY2025.
- Regulated Industries posted $12,694M revenue and $699M segment income.
- Connected Living and Digital Commerce revenue was $5,388M.
- Restructuring, severance and related charges fell to $97M from $181M in FY2025.
- From September 1, 2026, the segment was renamed Intelligent Devices and Robotics.
After-hours last trade at $273.97 is flat versus the $273.96 regular close, indicating no immediate post-filing reaction; the regular session's +2.45% move preceded the 10-K.
Jabil's FY2026 filing confirms the AI-infrastructure pivot lifted revenue and EPS sharply, though GAAP operating margin remains just 4.7%.
Intelligent Infrastructure's rise from $12,317M to $17,872M reflects Jabil's shift toward AI and data center infrastructure demand. That mix mirrors the cloud-infrastructure build-out being reported across EMS peers.
Geographic concentration is stark: Mexico ($7,205M), Malaysia ($4,376M), and China ($4,082M) are top foreign revenue sources. Tariff or geopolitical disruption in those locations would directly pressure results.
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