Jabil reports record Q4 2026 revenue and raises FY2027 outlook
Jabil Inc. posted fourth‑quarter 2026 revenue of about $10.6 billion, a 28.6%‑29% year‑over‑year increase, driven by strong demand for AI‑related infrastructure. The company guided full‑year 2027 revenue to $44.5 billion, up roughly 24% YoY, and forecast core EPS of $17.55, a 34% rise. Management highlighted modest contributions from physical AI in FY2027 and expects a slight Q2 dip due to seasonality, while remaining confident in its supply‑chain relationships and asset‑light balance sheet.
Why it matters
The guidance signals a sizable revenue and earnings expansion for FY2027, which could support higher valuation multiples for JBL, according to the Zacks analysis. The company also expects free cash flow of about $1.6 billion, indicating capacity to return cash to shareholders, as noted by management.
Key facts
- 1Q4 2026 revenue was $10.6 billion, up 29% YoY. theglobeandmail.com
- 2Full‑year 2026 revenue reached $36.0 billion, a 21% increase from 2025. theglobeandmail.com
- 3AI‑related revenue for FY2026 was $14.4 billion. theglobeandmail.com
- 4FY2027 revenue guidance is $44.5 billion, a projected 24% YoY increase. theglobeandmail.com
- 5FY2027 core EPS guidance is $17.55, representing 34% growth. theglobeandmail.com
- 6CapEx is expected to be 1.5%‑2% of revenue, near the lower end of that range. finance.yahoo.com
Summary written by AlphAI from 3 of 3 sources. Not investment advice. Figures are as stated by the linked sources.