Filing Flows › Jabil (JBL) › Q4 FY26 › vs Q3 FY26
Jabil (JBL) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Jabil's revenue rose $1.9B (+21%) from $8.8B in Q3 FY26 to $10.6B in Q4 FY26. Gross margin 9.4% against 9.5% (-0.0 pts).
Jabil, Q4 FY26: revenue $10.6B (+29% year over year), operating margin 5.7%, net earnings $397M, operating cash flow $733M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 9.4% | 9.5% | -0.0 pts |
| Operating margin | 5.7% | 5.1% | +0.6 pts |
| Net margin | 3.7% | 3.1% | +0.6 pts |
| Free cash flow margin | 4.6% | 4.0% | +0.6 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $10.6B | $8.8B | $1.9B | +21% |
| Gross profit | $1.0B | $828M | $173M | +21% |
| Cost of revenue | $9.6B | $7.9B | $1.7B | +21% |
| Operating profit | $602M | $445M | $157M | +35% |
| Operating expenses | $399M | $383M | $16.0M | +4% |
| Pre-tax earnings | $522M | $366M | $156M | +43% |
| Other expense, net | $80.0M | $79.0M | $1.0M | +1% |
| Research & development | $7.0M | $9.0M | −$2.0M | -22% |
| SG&A | $209M | $340M | −$131M | -39% |
| Other operating costs | $183M | $34.0M | $149M | +438% |
| Net earnings | $397M | $275M | $122M | +44% |
| Income tax | $125M | $91.0M | $34.0M | +37% |
| Depreciation & amortization | $36.0M | $196M | −$160M | -82% |
| Share-based compensation | $25.0M | $25.0M | $0 | 0% |
| Working capital & other | $275M | $39.0M | $236M | +605% |
| Operating cash flow | $733M | $535M | $198M | +37% |
| Free cash flow (OCF − capex) | $487M | $351M | $136M | +39% |
| Capital expenditures | $246M | $184M | $62.0M | +34% |
Questions
How much did Jabil's revenue grow quarter over quarter in Q4 FY26?
Jabil's revenue rose $1.9B (+21%) from $8.8B in Q3 FY26 to $10.6B in Q4 FY26. Gross margin 9.4% against 9.5% (-0.0 pts).