Citable filing context
JBL's research view summarizes recent SEC filing context, starting with earnings from Jun 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Jun 17, 2026 | earnings | Jabil Inc. reported Q3 FY2026 net revenue of $8.8 billion and raised its full-year 2026 outlook. |
| Apr 22, 2026 | management_change | Jabil's Board rejected the conditional resignations of directors John Plant and Tiger Tyagarajan. |
| Mar 18, 2026 | earnings | Jabil reported Q2 fiscal 2026 net revenue of $8.3 billion and raised its fiscal 2026 outlook. |
| Jun 17, 2026 | Guidance: adjusted_free_cash_flow | 1400.00 to not reported |
| Jun 17, 2026 | Guidance: core_diluted_eps | 3.80 to 4.20 |
| Jun 17, 2026 | Guidance: core_diluted_eps | not reported to 12.70 |
| Jun 30, 2026 | mda_quarterly | Jabil reported strong financial performance for the period ending May 31, 2026, with net revenue rising 11.8% to $8.75 billion for the quarter. Growth was primarily driven by the Intelligent Infrastructure segment, which saw a 21% revenue increase fueled by demand in cloud and data center infrastructure, networking, and capital equipment. The company’s gross profit margin improved to 9.5%, benefiting from a favorable product mix within this segment. Operationally, Jabil continues to rely on a concentrated customer base and maintains a significant global footprint, with over 75% of revenue derived internationally. The company is actively managing its cost structure through targeted restructuring and recent acquisitions, including Hanley Energy Group and Rebound Technologies. While the company recently received refunds for previously paid IEEPA tariffs, it does not expect further material impacts from the shifting global tariff landscape. Liquidity remains robust, supported by $1.4 billion in cash and extensive access to credit facilities and receivables financing programs. Jabil continues to return capital to shareholders through dividends and share repurchases, having utilized $891 million of its $1 billion 2026 share repurchase authorization. Management anticipates capital expenditures will range between 1.0% and 1.5% of revenue for fiscal 2026. |
| Apr 8, 2026 | mda_quarterly | Jabil reported net revenue of $8.282 billion for the quarter ended February 28, 2026, a 23.1% year-over-year increase. Growth was primarily driven by the Intelligent Infrastructure segment, which rose 52%—largely due to a 42% increase in cloud and data center infrastructure—and now constitutes 49% of total revenue. The Regulated Industries segment grew 10%, supported by automotive and renewable energy markets. Conversely, the Connected Living and Digital Commerce segment declined 8%, weighed down by a 13% drop in connected living revenues. Gross profit margin expanded to 9.0%. Strategic activities include the acquisitions of Hanley Energy Group, Rebound Technologies, and Pii, and the near-completion of a $200 million restructuring plan. Key risks include high customer concentration and a shifting global tariff landscape following a February 2026 U.S. Supreme Court ruling. Liquidity is supported by $1.8 billion in cash and $4.2 billion in unused revolving credit. To manage maturities, Jabil issued $1 billion in new senior notes. Capital expenditures are projected at 1.0% of revenue for FY2026, increasing to a range of 1.5%–2.0% for FY2027. |
Source: SEC EDGAR filing text and events; period Jun 17, 2026; filed Jun 17, 2026.
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