Jabil Inc. · JBL · Next earnings

Jabil Inc. reports Wednesday, Sep 30, 2026

JBL reports before market open with consensus EPS at $4.06 and revenue at $9.69B. Last quarter: Jabil Beats on Q3 Revenue and EPS, Raises FY2026 Outlook to $35B on AI Demand

Reports Before market open10 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.06 Calendar consensus
Consensus revenue $9.69B Calendar consensus
Report date Sep 30, 2026 Wednesday, date estimated
Session Before market open 10 days away

Where JBL left off: FY2026 Q3

Full report

Jabil Beats on Q3 Revenue and EPS, Raises FY2026 Outlook to $35B on AI Demand

EPS surprise +1.9% Reported $3.16 vs $3.10
Revenue surprise +1.7% Reported $8.75B vs $8.61B
Stock move -0.1% Event window
Subsequent drift -19.7% Up to 20 sessions

FY2026 revenue raised from $34B to $35B (~17% YoY growth). Core EPS raised from $12.25 to $12.70. AI-related revenue projection raised from $13.1B (46% YoY) to $13.6B (50% YoY). Adjusted free cash flow now expected to exceed $1.4B. Core operating margin target of above 6% maintained for FY2027. CapEx outlook stable at 1.5–2% of revenue.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints for high-bandwidth memory and DDR components could affect production timelines and costs
  • Elevated inventory levels and shipment timing in Intelligent Infrastructure segment
  • Execution risk on Adani partnership and new capacity ramp, with FY2028 revenue target still distant
  • Heavy reliance on hyperscaler demand amid macro-economic volatility
  • Approximately 20% stock price decline since the report despite the beat-and-raise, potentially signaling market skepticism about growth sustainability

Questions analysts left open

  • Whether existing manufacturing footprint can support projected AI growth into FY2027
  • Margin impact of new capacity ramps and hyperscaler onboarding costs
  • Structure and capital allocation details of the Adani partnership
  • Supply-chain availability and its effect on component costs
  • Inventory levels and working-capital management efficiency

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Recent JBL quarters

All JBL earnings
-0.1%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.