Jabil Q3 revenue +18% on AI/cloud demand; $891M buyback; two acquisitions closed

Filed June 30, 2026 · Period ending May 31, 2026 · Compared to 10-Q Jun 30, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 18% YoY to $8.8B, driven by Intelligent Infrastructure segment +21% (cloud/data center +8%, networking +10%). Gross margin improved to 9.5% from 8.7% on favorable product mix. Operating cash flow up $217M YTD to $1.3B.

  MD&A: Revenue & Margins verify on EDGAR →
• high

  Acquired Hanley Energy Group for $752M cash (Jan 2026) and Rebound Technologies for $133M (Sep 2025), expanding data center infrastructure and supply chain capabilities. Goodwill rose $397M to $1.2B.

  Notes: Acquisitions verify on EDGAR →
• high

  Repurchased 3.7M shares for $891M under 2026 program, leaving $109M remaining. Separately, $66M paid for tax withholding on equity vesting (not from buyback authorization).

  MD&A: Capital Allocation verify on EDGAR →