Jabil Inc. · JBL · Next earnings

Jabil Inc. reports Wednesday, Dec 16, 2026

JBL reports before market open with consensus EPS at $4.10 and revenue at $11.01B. Last quarter: Jabil enters FY2027 with AI-led growth and capacity risks

Reports Before market open41 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.10 Calendar consensus
Consensus revenue $11.01B Calendar consensus
Report date Dec 16, 2026 Wednesday, date estimated
Session Before market open 41 days away

Where JBL left off: FY2026 Q4

Full report

Jabil enters FY2027 with AI-led growth and capacity risks

EPS surprise +8.1% Reported $4.40 vs $4.07
Revenue surprise +9.3% Reported $10.62B vs $9.71B
Stock move -10.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Management projected FY2027 revenue of $44.5 billion, core margin of 6.1% and EPS of $17.55; the prior-quarter analysis had focused on the FY2026 outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory and component shortages could affect program ramp-ups.
  • Geopolitical and regulatory uncertainty could affect supply chains and data-center investment.
  • Inventory days of 64 remain above the 55–60 target range.
  • Physical AI is early stage, leaving commercialization timing uncertain.

Questions analysts left open

  • Margin performance as new capacity ramps in the back half of FY2027.
  • Supply-chain visibility and access to memory and other constrained components.
  • Execution risk in bringing roughly 4 million square feet of capacity online within the year.
  • Inventory days remain above the target range, creating working-capital pressure.
  • Timing of physical AI commercialization remains uncertain.

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Recent JBL quarters

All JBL earnings
-10.0%FY2026 Q4-0.1%FY2026 Q3-1.4%FY2026 Q2+1.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

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.