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Get filing alertsJabil beats Q3 expectations, raises FY2026 guidance on AI infrastructure demand surge
Filed June 17, 2026 · Period ending June 17, 2026 · ~1 min read
Key Changes
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high
Q3 revenue $8.8B with core EPS $3.16, exceeding expectations across all metrics driven by extremely strong AI infrastructure demand and recovery in Automotive and Connected Living segments.
Exhibit 99.1 view on EDGAR → -
high
Raised FY2026 outlook to $35B revenue, 5.8% core operating margin, $12.70 core EPS, and $1.4B+ adjusted free cash flow; AI-related revenue outlook now meaningfully higher.
Exhibit 99.1 view on EDGAR → -
high
Q4 guidance projects $9.2B-$10.0B revenue with core EPS $3.80-$4.20, representing sequential growth at midpoint; management optimistic about FY2027 setup.
Exhibit 99.1 view on EDGAR → -
medium
Nine-month operating cash flow $1,269M (up from $1,052M prior year); deployed $891M to share repurchases and $382M to capex while generating $991M adjusted free cash flow.
Exhibit 99.1 view on EDGAR → -
medium
Paid $852M net for business and intangible asset acquisitions in nine months, including Hanley Energy Group, versus $393M in prior-year period.
Exhibit 99.1 view on EDGAR →
Summary
Jabil reported third-quarter fiscal 2026 results that exceeded expectations across all key metrics, with revenue of $8.8 billion and core diluted EPS of $3.16. Management attributed the outperformance to extremely strong demand in AI infrastructure and better-than-expected recovery in previously pressured segments like Automotive and Connected Living.
The company raised its full-year fiscal 2026 guidance to $35 billion in revenue and $12.70 core EPS, with adjusted free cash flow now expected to exceed $1.4 billion. The guidance raise reflects management's increased confidence in AI-related revenue, which they described as "meaningfully higher" for the full year.
Fourth-quarter guidance calls for sequential revenue growth at the midpoint, and management expressed optimism about the setup heading into fiscal 2027. The company continues to generate strong cash flow, producing $1,269 million from operations in the nine-month period while returning $891 million to shareholders through buybacks and investing $852 million in acquisitions including Hanley Energy Group. The combination of AI infrastructure momentum and portfolio stabilization positions Jabil for sustained growth.
Section-by-Section Diff
Event · Exhibit 99.1
Jabil reported Q3 FY2026 results beating expectations and raised full-year guidance on strong AI infrastructure demand and portfolio recovery.
Added in current filing · view on EDGAR →
Net revenue: $8.8 billion
•U.S. GAAP operating income: $445 million
•U.S. GAAP diluted earnings per share: $2.59
•Core operating income (Non-GAAP): $504 million
•Core diluted earnings per share (Non-GAAP): $3.16
Jabil reported third quarter fiscal 2026 revenue of $8.8 billion with GAAP diluted EPS of $2.59 and non-GAAP core diluted EPS of $3.16. Management stated results exceeded expectations across revenue, core operating margin, core EPS, and free cash flow, driven by extremely strong AI infrastructure demand and better-than-expected performance in Automotive and Connected Living segments that had previously been under pressure.
Added in current filing · view on EDGAR →
Fourth Quarter of Fiscal Year 2026 Outlook:
•Net revenue $9.2 billion to $10.0 billion
•U.S. GAAP operating income $526 million to $586 million
•U.S. GAAP diluted earnings per share $3.24 to $3.64 per diluted share
•Core operating income (Non-GAAP) (1) $589 million to $649 million
•Core diluted earnings per share (Non-GAAP) (1) $3.80 to $4.20 per diluted share
For the fourth quarter of fiscal 2026, Jabil expects revenue between $9.2 billion and $10.0 billion, GAAP diluted EPS of $3.24 to $3.64, and non-GAAP core diluted EPS of $3.80 to $4.20. The midpoint of the revenue guidance represents sequential growth from the third quarter.
Added in current filing · view on EDGAR →
Net cash provided by operating activities 1,269 1,052 ... Acquisition of property, plant and equipment (382) (299)
Proceeds and advances from sale of property, plant and equipment 104 60 ... Payments to acquire treasury stock (891) (975)
Dividends paid to stockholders (27) (28)
For the nine months ended May 31, 2026, Jabil generated $1,269 million in operating cash flow, up from $1,052 million in the prior-year period. The company invested $382 million in capital expenditures, repurchased $891 million of treasury stock, and paid $27 million in dividends. Adjusted free cash flow for the nine months was $991 million versus $813 million in the prior year.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 7, 2026 · How we verify