Jabil Q3 FY26: revenue up 11.8%, EPS $2.59, guidance raised
Jabil's fiscal 2026 third quarter was the best of the year so far: revenue rose 11.8% to $8.75 billion, gross margin widened to 9.5% and management raised its full-year outlook. The catch is the margin math — cost of revenue still eats 90.5% of every revenue dollar, so the profit line depends on volume and mix staying favorable.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS of $2.59 compares with $2.03 a year ago, while core (non-GAAP) EPS of $3.16 topped $2.55. The $0.57 gap between the two comes from $59 million of adjustments to operating income, mainly amortization of intangibles, stock-based compensation and restructuring charges.
Revenue of $8.751 billion rose 11.8% from $7.828 billion a year earlier and topped the $8.282 billion booked in the prior quarter. Gross margin widened to 9.5% from 8.7%, so the extra sales came with better economics, not just more volume.
Management guided the September quarter to revenue of $9.2 billion to $10.0 billion, GAAP EPS of $3.24 to $3.64 and core EPS of $3.80 to $4.20. The $9.6 billion revenue midpoint is about 9.7% above this quarter's $8.751 billion but sits just under the $9.79 billion consensus estimate.
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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 2026-09-17
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