Jabil (JBL) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$3.10

$3.03$3.25

vs $2.55+21.4%

9 analysts

Next Qtr

$3.71

$3.65$3.81

vs $3.29+12.8%

8 analysts

Current Yr

$12.36

$12.25$12.71

vs $9.75+26.8%

10 analysts

Next Yr

$14.59

$13.84$15.96

vs $12.36+18.1%

10 analysts

Revenue Estimates

Current Qtr

$8.61B

$8.50B$8.97B

vs $7.83B+9.9%

8 analysts

Next Qtr

$9.02B

$8.79B$9.56B

vs $8.25B+9.3%

8 analysts

Current Yr

$34.22B

$33.95B$35.12B

vs $29.80B+14.8%

8 analysts

Next Yr

$37.44B

$35.71B$40.18B

vs $34.22B+9.4%

8 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for JBL on EDGAR.

JBL filing events and research context
Filed	Item	Context
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.
Jan 9, 2026	mda_quarterly	Jabil reported net revenue of $8.3 billion for the quarter ended November 30, 2025, an 18.7% increase year-over-year. Growth was primarily driven by the Intelligent Infrastructure segment, which surged 54% due to a 48% increase in cloud and data center infrastructure revenue, reflecting strong AI demand. Conversely, the Connected Living and Digital Commerce segment declined 11%, weighed down by a 13% drop in connected living revenues. Regulated Industries grew 4%, supported by renewable energy infrastructure. The company is expanding its capabilities through strategic acquisitions, including Hanley Energy Group ($751 million) for data center power solutions, Rebound Technologies ($133 million) for supply chain analytics, and Pharmaceutics International ($309 million) for aseptic filling. Jabil has substantially completed a $200 million restructuring plan to optimize organizational effectiveness. Liquidity remains robust with $1.6 billion in cash and $4 billion in unused revolving credit capacity. For fiscal year 2026, net capital expenditures are projected between 1.5% and 2.0% of net revenue. Primary financial risks include heavy dependence on a limited number of customers and geopolitical uncertainties affecting international operations in China, Malaysia, and Mexico.
Oct 17, 2025	business	Jabil Inc. is a global provider of electronics design, production, and product management services, utilizing highly automated continuous flow manufacturing. The company operates through three reportable segments: Regulated Industries, focusing on automotive, transportation, healthcare, and renewable energy; Intelligent Infrastructure, targeting AI infrastructure, cloud data centers, and networking; and Connected Living and Digital Commerce, which emphasizes warehouse automation and robotics. Jabil maintains extensive manufacturing operations across the Americas, Europe, and Asia. A primary financial risk is significant customer concentration, with the five largest customers accounting for 36% of net revenue. Recent strategic pivots include the divestiture of the Mobility Business and Italian operations, balanced by acquisitions of Pharmaceutics International to enhance aseptic filling and drug development capabilities and Mikros Technologies for liquid cooling solutions. To optimize organizational effectiveness and reduce stranded costs, Jabil is executing multi-year restructuring plans involving headcount reductions and capacity realignment. Additionally, the company manages substantial market risks associated with foreign currency fluctuations and a complex multinational tax environment, particularly regarding transfer pricing and uncertain tax positions across various jurisdictions.

Filed

Item

Context

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.

Jan 9, 2026

mda_quarterly

Jabil reported net revenue of $8.3 billion for the quarter ended November 30, 2025, an 18.7% increase year-over-year. Growth was primarily driven by the Intelligent Infrastructure segment, which surged 54% due to a 48% increase in cloud and data center infrastructure revenue, reflecting strong AI demand. Conversely, the Connected Living and Digital Commerce segment declined 11%, weighed down by a 13% drop in connected living revenues. Regulated Industries grew 4%, supported by renewable energy infrastructure. The company is expanding its capabilities through strategic acquisitions, including Hanley Energy Group ($751 million) for data center power solutions, Rebound Technologies ($133 million) for supply chain analytics, and Pharmaceutics International ($309 million) for aseptic filling. Jabil has substantially completed a $200 million restructuring plan to optimize organizational effectiveness. Liquidity remains robust with $1.6 billion in cash and $4 billion in unused revolving credit capacity. For fiscal year 2026, net capital expenditures are projected between 1.5% and 2.0% of net revenue. Primary financial risks include heavy dependence on a limited number of customers and geopolitical uncertainties affecting international operations in China, Malaysia, and Mexico.

Oct 17, 2025

business

Jabil Inc. is a global provider of electronics design, production, and product management services, utilizing highly automated continuous flow manufacturing. The company operates through three reportable segments: Regulated Industries, focusing on automotive, transportation, healthcare, and renewable energy; Intelligent Infrastructure, targeting AI infrastructure, cloud data centers, and networking; and Connected Living and Digital Commerce, which emphasizes warehouse automation and robotics. Jabil maintains extensive manufacturing operations across the Americas, Europe, and Asia. A primary financial risk is significant customer concentration, with the five largest customers accounting for 36% of net revenue. Recent strategic pivots include the divestiture of the Mobility Business and Italian operations, balanced by acquisitions of Pharmaceutics International to enhance aseptic filling and drug development capabilities and Mikros Technologies for liquid cooling solutions. To optimize organizational effectiveness and reduce stranded costs, Jabil is executing multi-year restructuring plans involving headcount reductions and capacity realignment. Additionally, the company manages substantial market risks associated with foreign currency fluctuations and a complex multinational tax environment, particularly regarding transfer pricing and uncertain tax positions across various jurisdictions.

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JBL filing events and research context

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