JBL
Jabil·NYSE
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JBL fundamentals
Jabil (JBL) released its earnings on Mar 18, 2026: revenue was 8.28B (YoY +23.10%), beat estimates; EPS was 2.69 (YoY +38.66%), beat estimates.
Revenue / YoY
8.28B
+23.10%
EPS / YoY
2.69
+38.66%
Report date
Mar 18, 2026
JBL Earnings Call Summary for Q2,2026
- Revenue Beat & Guidance Uptick: Q2 revenue of $8.3B (+$500M vs. midpoint) drives FY26 outlook to $34B, +$1.6B.
- AI Growth Acceleration: AI-related revenue to reach $13.1B (+46% YoY), led by hyperscale data center wins and liquid cooling.
- Margin Expansion Path: 5.7% FY26 core margin target; 6%+ achievable in FY27 via scale and margin accretion in AI, photonics.
- Cash Generation Strength: $1.3B+ free cash flow expected, with $300M+ share buybacks in Q2.
- Physical AI Momentum: Robotics and warehouse automation programs growing at double-digit rates, with early-stage humanoid R&D.
Earnings
EPS
Revenue
Revenue & Expenses
JBL has released its 2026 Q2 earnings report, with revenue of 8.28B, reflecting a YoY change of 23.10%, and net profit of 222.00M, showing a YoY change of 89.74%. The Sankey diagram below clearly presents JBL's revenue sources and cost distribution.
Key Indicators
Jabil (JBL) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Jabil (JBL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Jabil (JBL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Jabil (JBL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Jabil (JBL) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Jabil (JBL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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What were the key takeaways from Jabil's earnings call?What is Jabil's latest dividend and current dividend yield?What guidance did Jabil's management provide for the next earnings period?What is Jabil's gross profit margin?What were the key takeaways from Jabil’s earnings call?What is the revenue and EPS growth rate for Jabil year over year?What factors drove the changes in Jabil's revenue and profit?Did Jabil beat or miss consensus estimates last quarter?
