Jabil Inc. (JBL) Earnings Call Transcripts

Jabil Inc.'s Latest Earnings Call - Q3 FY2026

In Jabil's third quarter fiscal year 2026 earnings call, the company reported revenue of approximately $8.8 billion, up 12% year-over-year, and $250 million above the midpoint of guidance. GAAP diluted EPS was $2.59, while core diluted EPS rose to $3.16, a 24% increase year-over-year. Management raised guidance for the full fiscal year 2026, now expecting revenue of approximately $35 billion, up from $34 billion, and adjusted free cash flow exceeding $1.4 billion, indicating strong operational momentum and confidence heading into Q4.

Reported metrics

Guidance from management

For Q4 FY '26, Jabil expects revenue in the range of $9.2 billion to $10 billion, with core diluted EPS between $3.80 to $4.20. For fiscal 2026, revenue is now expected to be approximately $35 billion, with adjusted free cash flow exceeding $1.4 billion, indicating strong operational momentum.

What management said

The networking growth, we've already grown quite a bit in '26. I think that growth continues in '27, Steve. I think the InfiniBand, the Ethernet demand, all the switch gear that we're building in India. -- the silicon photonics piece coming together nicely -- so there's a whole chip positives in that networking space. And I think the demand for that networking will be similar or better next year to '26.

I think Greg mentioned something in his prepared remarks around timing where we had some finished goods in the warehouse still at the end of Q3. Those will start flowing in, in Q4. I think there's about a couple of hundred million from Q3 extending into Q4 and then an incremental $300 million across the board. It's not just related to the third hyperscaler. It's demand across the board in racks. I think Memphis is do...

What analysts pressed on

Analysts expressed concerns regarding the automotive sector's demand volatility, with management acknowledging the need for caution despite stronger-than-expected results. Additionally, there were questions about the impact of supply chain constraints on future growth and margin expectations for fiscal 2027.

Main topics on the call

• Revenue Growth Acceleration — Jabil achieved revenue of approximately $8.8 billion in Q3, which was $250 million above expectations and represented a 12% increase year-over-year. CEO Mike Dastoor stated, "Demand remains strong... and we delivered ahe...
• Segment Performance — Intelligent Infrastructure revenue surged 21% year-over-year to $4.2 billion, driven by strong demand in AI-related programs. Management noted, "Growth was broad-based across the segment," highlighting robust performance...
• Guidance Raise — Management raised the fiscal year 2026 revenue outlook to approximately $35 billion, up from $34 billion, reflecting strong demand across segments. They also expect adjusted free cash flow to exceed $1.4 billion, up from...
• AI-Related Revenue Growth — Jabil anticipates AI-related revenue to reach approximately $13.6 billion for fiscal 2026, a $500 million increase from previous guidance. Dastoor emphasized, "AI infrastructure demand remained extremely strong," indicat...

Read the full Jabil Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 37 Jabil Inc. earnings call transcripts on record, spanning January 23, 2020 to June 17, 2026. Based on this history, Jabil Inc. reports quarterly. The most recent call on file is dated June 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JBL

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

37

First call

January 23, 2020

Most recent

June 17, 2026

Reporting cadence

quarterly