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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 Raise: Q2 revenue $8.3B (+$500M vs. guide), FY26 outlook up $1.6B to $34B.
  • AI Growth Engine: AI-related revenue to $13.1B (+46% YoY), driven by hyperscale data centers and liquid cooling.
  • Margin Expansion: Core margin 5.3% in Q2, targeting 6%+ in FY27 with capacity utilization at 80%.
  • Cash & Capital: Free cash flow >$1.3B, $300M share buybacks in Q2, disciplined M&A strategy.
  • Risks & Opportunities: Supply chain tightness in semiconductors, but Jabil ahead on liquid cooling capacity. Physical AI and robotics emerging as long-term growth drivers.

Earnings

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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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