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Jabil (JBL) guidance and outlook
Jabil (JBL) gave its guidance on Sep 30, 2026: Revenue $10.6B–$11.4B for Q1 FY2027; Operating income $481M–$541M for Q1 FY2027; EPS −$1.00 for Q1 FY2027; Revenue $44.5B for Q1 FY2027. Jabil's 10-K filed Oct 23, 2026 makes 23 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q1 FY2027 | $10.6B–$11.4B | new |
| Operating income | Q1 FY2027 | $481M–$541M | new |
| EPS | Q1 FY2027 | −$1.00 | new |
| Revenue | Q1 FY2027 | $44.5B | new |
| Revenue | Q1 FY2027 | +24% | new |
| Free cash flow | Q1 FY2027 | $1.6B | new |
| Revenue | FY2027 | $44.5B | new |
| Operating margin | FY2027 | 6.1% | new |
| Free cash flow | FY2027 | $1.6B | new |
| EPS | FY2027 | $8.00 | new |
From the earnings release filed Sep 30, 2026 (8-K on EDGAR).
Forward-looking statements, 10-K filed Oct 23, 2026
- This method is a faithful depiction of the transfer of goods or services because it results in the recognition of revenue on the basis of our to-date efforts in the satisfaction of a performance obligation relative to the total expected efforts in the satisfaction of the performance obligation.
- We purchase inventory based on forecasted demand and record inventory at the lower of cost and net realizable value.
- Management regularly assesses inventory valuation based on current and forecasted usage, customer inventory-related contractual obligations, and other lower of cost and net realizable value considerations.
- If actual market conditions or our customers’ product demands are less favorable than those projected, additional valuation adjustments may be necessary.
- Estimated useful lives of amortizable intangible assets are determined by management based on an assessment of the period over which the asset is expected to contribute to future cash flows.
- The carrying value of our net deferred tax assets is based on our belief that it is more likely than not that we will generate sufficient future taxable income in certain jurisdictions to realize these deferred tax assets.
- We assess whether an uncertain tax position taken or expected to be taken in a tax return meets the threshold for recognition and measurement in the Consolidated Financial Statements.
- Our judgments regarding future taxable income as well as tax positions taken or expected to be taken in a tax return may change due to changes in market conditions, changes in tax laws or other factors.
- The distribution of revenue across our segments has fluctuated, and will continue to fluctuate, as a result of numerous factors, including the following: fluctuations in customer demand; efforts to diversify certain portions of our business; business growth from new and existing customers; specific product performance; and any potential termination, or substantial winding down, of significant customer relationships.
- The decrease is partially offset by restructuring, severance, and related charges, related to targeted restructuring activities to optimize our cost structure and improve operational efficiencies, during the fiscal year ended August 31, 2026.
- On September 24, 2024, our Board of Directors approved a restructuring plan to align our support infrastructure to further optimize organizational effectiveness.
- The OBBBA did not have a material impact to our Consolidated Financial Statements for the fiscal year ended August 31, 2026; however, we will continue to monitor developments and evaluate any potential future impacts.
Jabil's latest quarter
Jabil, Q4 FY26: revenue $10.6B (+29% year over year), operating margin 5.7%, net earnings $397M, operating cash flow $733M. The chart follows the revenue to costs, profit and cash.
Questions
Did Jabil raise or lower its guidance?
Jabil (JBL) gave its guidance on Sep 30, 2026: Revenue $10.6B–$11.4B for Q1 FY2027; Operating income $481M–$541M for Q1 FY2027; EPS −$1.00 for Q1 FY2027; Revenue $44.5B for Q1 FY2027.
What does Jabil expect?
This method is a faithful depiction of the transfer of goods or services because it results in the recognition of revenue on the basis of our to-date efforts in the satisfaction of a performance obligation relative to the total expected efforts in the satisfaction of the performance obligation. We purchase inventory based on forecasted demand and record inventory at the lower of cost and net realizable value. Management regularly assesses inventory valuation based on current and forecasted usage, customer inventory-related contractual obligations, and other lower of cost and net realizable val
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.