Filing Flows › Jabil (JBL) › Q3 FY26 › vs Q2 FY26
Jabil (JBL) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Jabil's revenue rose $469M (+6%) from $8.3B in Q2 FY26 to $8.8B in Q3 FY26. Gross margin 9.5% against 9.0% (+0.5 pts).
Jabil, Q3 FY26: revenue $8.8B (+12% year over year), operating margin 5.1%, net earnings $275M, operating cash flow $535M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 9.5% | 9.0% | +0.5 pts |
| Operating margin | 5.1% | 4.5% | +0.6 pts |
| Net margin | 3.1% | 2.7% | +0.5 pts |
| Free cash flow margin | 4.0% | 3.7% | +0.3 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $8.8B | $8.3B | $469M | +6% |
| Gross profit | $828M | $746M | $82.0M | +11% |
| Cost of revenue | $7.9B | $7.5B | $387M | +5% |
| Operating profit | $445M | $374M | $71.0M | +19% |
| Operating expenses | $383M | $372M | $11.0M | +3% |
| Pre-tax earnings | $366M | $300M | $66.0M | +22% |
| Other expense, net | $79.0M | $74.0M | $5.0M | +7% |
| Research & development | $9.0M | $7.0M | $2.0M | +29% |
| SG&A | $340M | $329M | $11.0M | +3% |
| Other operating costs | $34.0M | $36.0M | −$2.0M | -6% |
| Net earnings | $275M | $222M | $53.0M | +24% |
| Income tax | $91.0M | $78.0M | $13.0M | +17% |
| Depreciation & amortization | $196M | $182M | $14.0M | +8% |
| Share-based compensation | $25.0M | $27.0M | −$2.0M | -7% |
| Working capital & other | $39.0M | −$20.0M | $59.0M | — |
| Operating cash flow | $535M | $411M | $124M | +30% |
| Free cash flow (OCF − capex) | $351M | $308M | $43.0M | +14% |
| Capital expenditures | $184M | $103M | $81.0M | +79% |
Questions
How much did Jabil's revenue grow quarter over quarter in Q3 FY26?
Jabil's revenue rose $469M (+6%) from $8.3B in Q2 FY26 to $8.8B in Q3 FY26. Gross margin 9.5% against 9.0% (+0.5 pts).