Jabil (JBL) official guidance
Jabil (JBL) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteJBLJABIL INCFY2027 · ends 2027-08-31
3 metrics2 new1 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC1.5% – 2%maintained
Looking ahead, we expect that asset-light model to continue, with net CapEx in the range of 1.5%-2% of revenue.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-06-18 04:02:06 UTC1.5% – 2%new
From a CapEx perspective and free cash flow, we have not given any kind of guide for next year yet, but we feel really good on continuing to stay within that 1.5%-2% on total CapEx, even with the footprint expansion that we're seeing in the coming year.
JBL · transcript · Q3 FY2026
2026-06-18 04:00:00 UTCOpen source
2026-09-30 18:06:24 UTC6new
In fiscal 2027, we expect six customers in a segment to each generate more than $1 billion of revenue.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC20%new
Our core tax rate for Q1 and for the fiscal year is expected to be 20%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
JBLJABIL INCQ1 FY2027 · ends 2026-11-30
2 metrics1 new1 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC20%new
Our core tax rate for Q1 and for the fiscal year is expected to be 20%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$2.78 – $3.18maintained105.9% – 135.6% vs Q1 FY2026
GAAP diluted earnings per share is expected to be in the range of $2.78 to $3.18.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC$2.78 – $3.18new105.9% – 135.6% vs Q1 FY2026
| •U.S. GAAP diluted earnings per share | $2.78 to $3.18 per diluted share |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
JBLJABIL INCFY2027 · ends 2027-08-31
1 metric1 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC$17.55maintained
On that revenue base, we expect core operating margin of 6.1%, an improvement of 30 basis points, and core diluted earnings per share of $17.55, up about 34%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC$17.55new
| •Core diluted earnings per share (Non-GAAP) | $17.55 per diluted share |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
JBLJABIL INCQ1 FY2027 · ends 2026-11-30
1 metric1 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC$3.8 – $4.2maintained
Core diluted earnings per share is estimated to be in the range of $3.80 to $4.20.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC$3.8 – $4.2new
| •Core diluted earnings per share (Non-GAAP)(1) | $3.80 to $4.20 per diluted share |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
JBLJABIL INCFY2027 · ends 2027-08-31
3 metrics2 new1 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC$1.6Bmaintained
We expect that earnings growth to support another year of strong adjusted free cash flow generation of approximately $1.6 billion.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC$1.6Bnew
| •Adjusted free cash flow (Non-GAAP) | ~$1.6 billion |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
2026-09-30 18:06:24 UTCat least 700Mnew
To illustrate the scale of that opportunity, we expect to manufacture more than 700 million injectors and delivery pens in fiscal 2027.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$390M – $400Mnew
Net interest expense is estimated to be approximately $95 million for Q1, and in the range of $390 million to $400 million for the full year.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
JBLJABIL INCQ1 FY2027 · ends 2026-11-30
3 metrics1 new2 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC$95Mnew
Net interest expense is estimated to be approximately $95 million for Q1, and in the range of $390 million to $400 million for the full year.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$481M – $541Mmaintained70% – 91.2% vs Q1 FY2026
GAAP operating income is expected to be in the range of $481 million to $541 million.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC$481M – $541Mnew70% – 91.2% vs Q1 FY2026
| •U.S. GAAP operating income | $481 million to $541 million |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
2026-09-30 18:06:24 UTC$592M – $652Mmaintained
Core operating income is estimated to be in the range of $592 million to $652 million.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC$592M – $652Mnew
| •Core operating income (Non-GAAP)(1) | $592 million to $652 million |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
JBLJABIL INCFY2027 · ends 2027-08-31
7 metrics6 new1 maintainedearnings call · 29d
2026-09-30 18:06:24 UTC6.1%maintained
On that revenue base, we expect core operating margin of 6.1%, an improvement of 30 basis points, and core diluted earnings per share of $17.55, up about 34%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 11:33:34 UTC6.1%
| •Core operating margin (Non-GAAP) | 6.1% |
JBL · EX-99.1 · Q4 FY2026
2026-09-30 11:32:16 UTCOpen source
2026-06-18 04:02:06 UTCat least 6%new
The combination of strong AI growth, improving mix, and continued discipline around free cash flows and returns gives me confidence that Jabil can move core operating margin above 6% in fiscal 2027.
JBL · transcript · Q3 FY2026
2026-06-18 04:00:00 UTCOpen source
2026-09-30 18:06:24 UTC$22.1Bnew
In fiscal 2027, we expect that to grow to approximately $22.1 billion, up 54%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$5Bnew
In Automotive & Transportation, we expect approximately $5 billion in revenue, up about 9%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$4.2Bnew
For fiscal 2027, we expect approximately $4.2 billion in revenue, up approximately 40%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$17.5Bnew
In cloud and data center infrastructure, we expect approximately $17.5 billion in revenue, up approximately 52% as the capacity we've invested in throughout the year ramps.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$2.3Bnew
In Connected Living, we expect revenue to decline about 15% to approximately $2.3 billion.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source
2026-09-30 18:06:24 UTC$3Bnew
Turning to Intelligent Devices & Robotics. The new name reflects where we're taking the business, led by Digital Commerce and Robotics, which we expect to generate approximately $3 billion in revenue, up approximately 11%.
JBL · transcript · Q4 FY2026
2026-09-30 18:04:22 UTCOpen source