Jabil Inc. (JBL)
NYSE:JBL
Earnings Data
Report Date
Jun 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
3.08Last Year’s EPS
2.55Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive momentum driven by an outsized performance in Intelligent Infrastructure and significant upward revisions to AI-related revenue and full-year guidance, supported by solid free cash flow and active share repurchases. Offsetting items include a continued decline in Connected Living & Digital Commerce revenue, supply-chain tightness in select components, lumpy wafer fab equipment demand, and cautiousness around EVs and geopolitical risks. On balance, the positives (robust top-line beat, large II growth, raised FY revenue and EPS guidance, strong cash generation) materially outweigh the lowlights.Company Guidance
Quarterly Revenue and Earnings Beat
Q2 net revenue of $8.3 billion exceeded guidance; core diluted EPS $2.69 (vs. GAAP diluted EPS $2.08) and core operating income $436 million with a core operating margin of 5.3%.
Intelligent Infrastructure Strong Growth
Intelligent Infrastructure revenue was $4.0 billion, up 52% year-over-year, with core operating margin of 5.7% (up 40 basis points YoY); management raised the segment outlook to ~$16.5 billion for FY'26 (+$1.1 billion vs prior).
AI-Related Revenue Acceleration
AI-related revenue guidance increased to ~$13.1 billion for FY'26, representing ~46% year-over-year growth and a $1.0 billion upward revision versus December guidance.
Regulated Industries Rebound
Regulated Industries generated $3.0 billion in Q2 revenue, up 10% YoY and roughly $200 million above Q2 guide; segment core operating margin was 4.8%.
Improved Full-Year Guidance
Fiscal 2026 revenue outlook raised to approximately $34.0 billion (up $1.6 billion from prior $32.4 billion, ~+4.9%) and full-year diluted EPS increased to $12.25 (up from $11.55, ~+6.1%); core operating margin expectation ~5.7%.
Strong Cash Flow and Balance Sheet
Q2 operating cash flow $411 million and adjusted free cash flow $360 million; company expects >$1.3 billion adjusted free cash flow for full year and ended Q2 with $1.8 billion cash on hand.
Active Capital Return to Shareholders
Repurchased $300 million of shares in Q2; management reiterated policy targeting ~80% of free cash flow for buybacks and remains opportunistic on M&A (~20% of use).
Inventory and Capital Efficiency
Reported inventory days of 75 and net of customer inventory deposits 60 days (within targeted 55-60 day range); net capex in Q2 was $51 million and full-year capex expected around 1% of revenue with 1.5%-2% in back half.
JBL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JBL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | $262.35 | $258.67 | -1.40% |
Dec 17, 2025 | $212.49 | $216.23 | +1.76% |
Sep 25, 2025 | $225.12 | $210.05 | -6.69% |
Jun 17, 2025 | $180.63 | $196.68 | +8.89% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jabil Inc. (JBL) report earnings?
Jabil Inc. (JBL) is schdueled to report earning on Jun 18, 2026, Before Open (Confirmed).
What is Jabil Inc. (JBL) earnings time?
Jabil Inc. (JBL) earnings time is at Jun 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JBL EPS forecast?
JBL EPS forecast for the fiscal quarter 2026 (Q3) is 3.08.
