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Jabil (JBL) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Oct 23, 2026 · Jabil (JBL) Q4 FY26 earnings results →

Q4 FY26 Revenue up 29% year over year to $10.6B · 4¢ of every $1 of revenue kept as net profit · operating margin 5.7%

Jabil made $10.6B in Q4 FY26 (+29% Y/Y). Operating margin 5.7%, net earnings $397M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Oct 23, 2026.

Revenue$10.6B
Year over year+29%
Operating margin5.7%
Net earnings$397M
Operating cash flow$733M

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Jabil Q4 FY26 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
Jabil Q4 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $10.6B in Q4 FY26, up 29% year over year and up 21% from the previous quarter.

Gross margin was 9.4%, down 0.1 points from Q4 FY25. Operating profit was $0.60B, a 5.7% margin (up 1.6 points year over year). Of the extra revenue versus Q4 FY25, 11% reached operating profit, above the 4% margin then. Operating expenses fell 11% while revenue rose 29%. The fastest-growing cost line was Research & development (+75%). Net earnings were $0.40B, up 83% year over year. The effective tax rate was 23.9%.

Operating cash flow was $0.73B (up 25% year over year), 185% of net earnings. Non-cash charges added back $0.04B of depreciation and amortization and $0.03B of share-based compensation. Working capital and other items added $0.28B. Capital expenditures of $0.25B left free cash flow of $0.49B.

Quarterly history

Jabil revenue by quarterJabil revenue by quarter$6.7BQ2 FY25$7.8BQ3 FY25$8.3BQ4 FY25$8.3BQ1 FY26$8.3BQ2 FY26$8.8BQ3 FY26$10.6BQ4 FY26
Jabil net earnings by quarterJabil net earnings by quarter$117MQ2 FY25$222MQ3 FY25$218MQ4 FY25$146MQ1 FY26$222MQ2 FY26$275MQ3 FY26$397MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KOct 23, 2026$10.6B+29%5.7%$397M$733M
Q3 FY2610-QJun 30, 2026$8.8B+12%5.1%$275M$535M
Q2 FY2610-QApr 8, 2026$8.3B+23%4.5%$222M$411M
Q1 FY2610-QJan 9, 2026$8.3B+19%3.4%$146M$323M
Q4 FY2510-KOct 17, 2025$8.3B+18%4.1%$218M$588M
Q3 FY2510-QJun 30, 2025$7.8B+16%5.1%$222M$406M
Q2 FY2510-QApr 8, 2025$6.7B-0.6%3.6%$117M$334M

Charts

Jabil: revenue growth, year over year and quarter over quarterJabil: revenue growth, year over year and quarter over quarterY/YQ/Q-1%Q2 FY25+16%+16%Q3 FY25+18%+5%Q4 FY25+19%+1%Q1 FY26+23%0%Q2 FY26+12%+6%Q3 FY26+29%+21%Q4 FY26
Latest (Q4 FY26): Y/Y +29%, Q/Q +21%.
Jabil: where the cash came from (+) and went (−), FY26Jabil: where the cash came from (+) and went (−), FY26Operating cash flow$2.0BBuybacks−$1.1BAcquisitions−$852MCapital spending−$628MOther financing$475MNet borrowing (+) / repaid (−)−$253MCash drawn (+) / kept (−)$194MAsset & business sales$158MShares issued$74.0MTaxes on employees’ shares−$67.0MDividends−$35.0MOther investing−$13.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Jabil: profit against cash, quarter by quarterJabil: profit against cash, quarter by quarterNet incomeOperating cash flow$100M$312MQ1 FY25$117M$334MQ2 FY25$222M$406MQ3 FY25$218M$588MQ4 FY25$146M$323MQ1 FY26$222M$411MQ2 FY26$275M$535MQ3 FY26$397M$733MQ4 FY26
Latest (Q4 FY26): Net income $397M, Operating cash flow $733M.
Jabil: diluted shares by fiscal yearJabil: diluted shares by fiscal year152MFY21144MFY22136MFY23124MFY24111MFY25107MFY26
-29.7% since FY21: buybacks shrank the count.
Jabil: long-term debt falling due (FY26)Jabil: long-term debt falling due (FY26)$499M2027$499M2028$795M2029$498M2030$596M2031$492MLater
Cash $1.7B, short-term investments —, long-term debt $3.4B at 2026-08-31.
Jabil in its industry: growth against margin (11 companies, SIC 3672)Jabil in its industry: growth against margin (11 companies, SIC 3672)revenue growth, year over year →↑ operating marginmedian +25%median 6%FLEXCLSSANMPLXSTTMIBHEKECTSKTCCNNDMJBL (+29%, 6%)
Printed Circuit Boards; dot size is quarterly revenue; dashed lines are the industry's medians.

In supply chains and themes

AI data-center capex money flowAI data-center capex · Servers & ODMs (gross profit only)

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Jabil

Jabil is one of the leading providers of engineering, supply chain, and manufacturing solutions. We deliver comprehensive design, production, and product management services to companies across a diverse range of industries and end markets. Our capabilities span the entire product lifecycle—from innovation, design, and planning to fabrication, assembly, delivery, and post-production—enabling seamless management of resources and materials across global supply chains. Through these integrated services, we help our customers reduce manufacturing costs, enhance supply chain efficiency, minimize inventory risk, lower transportation expenses, and accelerate product fulfillment.

In its own words, from its 10-K, filed Oct 23, 2026.

Jabil against its Printed Circuit Boards peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +29% against the peers' median +29%. Operating margin: 5.7% against the peers' median 6.0%.

CompanyQuarterRevenueY/YOp. margin
JBL JabilQ4 FY26$10.6B+29%5.7%
FLEX FlexQ2 FY27$8.5B+25%4.9%
CLS CelesticaQ3 2026$5.8B+82%7.9%
SANM SanminaQ3 FY26$3.5B+70%6.4%
PLXS PlexusQ4 FY26$1.4B+35%6.0%
TTMI TTM TechnologiesQ3 2026$1.2B+60%13.5%
BHE Benchmark ElectronicsQ3 2026$811M+19%3.8%
KE Kimball ElectronicsQ1 FY27$391M+7%3.2%
CTS CTSQ3 2026$150M+5%17.1%

Source: Jabil 10-K on SEC EDGAR · CIK 898293 · Printed Circuit Boards

Guidance and outlook

Jabil Revenue: guidance against what was reportedJabil Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 FY25$8.3BQ1 FY26$8.3BQ2 FY26$8.3BQ3 FY26$8.8BFY26$36.0BQ4 FY26$10.6BQ1 FY27FY27
Met or beat 9 of 9 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Jabil: what its forward-looking statements are about (10-K filed 2026-10-23)Jabil: what its forward-looking statements are about (10-K filed 2026-10-23)Other9Demand6People3Buybacks & dividends2Margins1Products1Capital spending1
23 statements; tone +0.17 (−1 all cautious, +1 all confident); 5 hedged.
Jabil: outlook statements against the filing beforeJabil: outlook statements against the filing beforeConfident6Cautious2

13F: who owns JBL and who is buying

Largest holders of JBL (13F)Largest holders of JBL (13F)BlackRock$3.9BVanguard Group$3.0BVanguard Capital Management LLC$2.7BTexas Yale Capital$2.4BVanguard Portfolio Management LLC$2.1BState Street$1.9BWellington Management Group LLP$1.7BPrimecap Management$1.2BUBS Group AG$1.2BGeode Capital Management, LLC$1.1B
Funds' net buying of JBL by quarter (13F)Funds' net buying of JBL by quarter (13F)−$213M2024-09−$17.8M2024-12$57.4M2025-03−$23.8M2025-06$174M2025-09−$652M2025-12$71.6M2026-03$264M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on JBL

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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中文版：Jabil（JBL）财报

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