Jabil (JBL) Q4 FY2026 earnings: revenue $10.6 billion, up 28.6% on the year

Jabil Inc. (JBL) announced its results for Q4 FY2026, the quarter ended 31 August 2026, on 30 September 2026. Revenue was $10.6 billion, up 28.6% on the same quarter a year earlier. Net income was $398 million, up 82.6% on the year, and diluted earnings per share $3.76. The figures are from the company's earnings press release; the 10-Q with the full statements is not filed yet, and this page fills in when it is.

Revenue$10.6 billionup 28.6%

Net income$398 millionup 82.6%

Diluted EPS$3.76$1.99 a year earlier

QuarterQ4 FY2026ended 31 August 2026

What management said

Guidance figures: 10 new.

Fourth quarter revenue and earnings: Fourth quarter net revenue was $10.6 billion against $8.3 billion a year earlier. U.S. GAAP operating income was $602 million, and U.S. GAAP diluted EPS was $3.76 against $1.99.
Fiscal 2026 revenue grew 21%: Fiscal 2026 net revenue was $36.0 billion, against $29.8 billion. The CEO cited 21% revenue growth, 40 basis points of core operating margin expansion and more than $1.5 billion of adjusted free cash flow.
Fiscal 2027 guidance covers four measures: Fiscal 2027 guidance covers net revenue, core operating margin, core diluted EPS and adjusted free cash flow, each stated as a single figure or approximate level.

Read the earnings call summary

The quarter, against the one before and a year earlier

Line	Q4 FY2026	Q3 FY2026	Q4 FY2025	Change on the year
Revenue	10,616	8,751	8,252	+28.6%
Net income	398	275	218	+82.6%
Diluted EPS	$3.76	$2.59	$1.99	+88.9%

$ million except per share.

Q4 FY2026 is from the company's press release of 30 September 2026; the other columns are from its 10-Q and 10-K filings. A release figure is shown when the release's own figure for an earlier quarter matches the filed one, so the line and its units are read right.

Quarterly results, the last 20 quarters filed

	Q4 FY2021 * †	Q1 FY2022	Q2 FY2022	Q3 FY2022	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	7,409	8,567	7,553	8,328	9,030	9,635	8,134	8,475	8,458	8,387	6,767	6,765	6,964	6,994	6,728	7,828	8,252	8,305	8,282	8,751
Cost of revenue	6,823	7,892	6,944	7,709	8,301	8,892	7,473	7,778	7,692	7,612	6,137	6,157	6,301	6,388	6,152	7,147	7,469	7,563	7,536	7,923
Gross profit	587	675	609	619	729	743	661	697	766	775	630	608	663	606	576	681	783	742	746	828
Gross margin	8%	8%	8%	7%	8%	8%	8%	8%	9%	9%	9%	9%	10%	9%	9%	9%	9%	9%	9%	9%
R&D	7.0	9.0	8.0	8.0	8.0	9.0	8.0	8.0	9.0	10.0	10.0	9.0	10.0	8.0	7.0	7.0	4.0	7.0	7.0	9.0
SG&A	299	308	280	282	284	319	285	307	295	314	308	268	270	305	256	274	287	344	329	340
Operating income	265	350	313	321	409	362	359	375	441	303	1,131	261	318	197	245	403	337	283	374	445
Operating margin	4%	4%	4%	4%	5%	4%	4%	4%	5%	4%	17%	4%	5%	3%	4%	5%	4%	3%	5%	5%
Interest expense	32.8	33.0	33.0	39.0	46.0	61.0	72.0	83.0	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
Pre-tax income	237	317	284	278	352	299	287	306	370	235	1,062	201	253	139	184	290	279	220	300	366
Tax rate	26%	24%	22%	22%	11%	25%	28%	24%	58%	17%	13%	36%	45%	28%	36%	23%	22%	34%	26%	25%
Net income	174	241	222	218	315	223	207	233	155	194	927	129	138	100	117	222	218	146	223	275
Net margin	2%	3%	3%	3%	3%	2%	3%	3%	2%	2%	14%	2%	2%	1%	2%	3%	3%	2%	3%	3%
Diluted EPS	$1.16	$1.63	$1.51	$1.52	$2.25	$1.61	$1.52	$1.72	$1.15	$1.47	$7.31	$1.06	$1.18	$0.88	$1.06	$2.03	$1.99	$1.35	$2.08	$2.59
Operating cash flow	762	-46.0	246	545	906	166	414	468	686	448	218	515	535	312	334	406	588	323	411	535
Capital expenditure	281	281	423	364	317	314	323	223	170	288	266	106	124	97.0	116	86.0	169	95.0	103	184
Free cash flow	481	-327	-177	181	589	-148	91.0	245	516	160	-48.0	409	411	215	218	320	419	228	308	351
Buybacks	166	127	145	203	221	161	127	154	45.0	500	825	499	676	232	404	339	25.0	300	300	291
Dividends paid	12.1	14.0	11.0	12.0	11.0	12.0	11.0	11.0	11.0	12.0	10.0	10.0	10.0	10.0	9.0	9.0	8.0	10.0	8.0	9.0
Shares outstanding	144m	144m	142m	139m	135m	134m	133m	131m	131m	129m	122m	119m	114m	112m	110m	107m	107m	107m	106m	105m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Earnings press release for the quarter ended 31 August 2026, filed with the SEC on 30 September 2026 with a Form 8-K: the release.