Jabil FY2026 revenue up 20.6% to $35.95 billion; FY2027 guided to $44.5 billion
Jabil closed fiscal 2026 with $35.95 billion of revenue, up 20.6%, and $9.75 of GAAP earnings per share, then guided fiscal 2027 to $44.5 billion and $17.55 of core EPS. The catch is arithmetic: 90.8% of every revenue dollar is consumed by cost of revenue, so a thin-margin business is carrying a much bigger top line. Read the scorecard for growth, the margin line for risk.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $9.75 for the year against $5.92 last year, and $3.76 in the fourth quarter versus $1.99. Core EPS, which strips out $365 million of operating adjustments, was $13.09 for the year and $4.40 in the quarter. The $3.34 gap between core and GAAP for the full year is the number to keep an eye on.
Fiscal 2026 net revenue reached $35.95 billion, up 20.6% from $29.80 billion a year earlier. The fourth quarter did the heavy lifting: $10.62 billion versus $8.25 billion, a 28.6% jump. That also cleared the $9.60 billion midpoint management had guided to for the quarter.
Management guided fiscal 2027 to $44.5 billion of revenue, a 6.1% core operating margin and $17.55 of core EPS, which implies another 23.8% of growth on an already expanded base. For the first quarter it put revenue at $10.6 billion to $11.4 billion, roughly in line with the $11.03 billion consensus estimate. The first-quarter core EPS range is $3.80 to $4.20.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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