Jabil 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

• 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 verify 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 verify 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 verify on EDGAR →