Company intelligenceJBL
Jabil
NYSE · Printed Circuit Boards
Q4 FY2026Quarter ended Aug 31, 2026Data as of Sep 30, 2026
This quarter's figures come from the company's earnings release; its quarterly SEC filing (10-Q) was not filed yet. Prior-period figures come from SEC filings.
Blockhaven company read
Revenue grew 28.6% year over year, accelerating from 11.8% in the prior quarter.
Operating margin expanded 159 basis points year over year to 5.7%. GAAP operating income rose 78.6% year over year to $602 million.
Business trendAcceleratingRevenue growth accelerated, operating margin widened and GAAP operating income improved.
Latest reported quarter
Reported Sep 30, 2026
RevenueGAAP
- Latest
- $10.6 billion
- Year ago
- $8.25 billion
- Change
- +28.6% (Up year over year)
From the earnings release
Gross profitGAAP
- Latest
- $1 billion
- Year ago
- $783 million
- Change
- +27.8% (Up year over year)
From the earnings release
Operating incomeGAAP
- Latest
- $602 million
- Year ago
- $337 million
- Change
- +78.6% (Up year over year)
From the earnings release
Net incomeGAAP
- Latest
- $398 million
- Year ago
- $218 million
- Change
- +82.6% (Up year over year)
From the earnings release
Diluted EPSGAAP
- Latest
- $3.76
- Year ago
- $1.99
- Change
- +88.9% (Up year over year)
From the earnings release
Diluted sharesGAAP
- Latest
- 106.0 million
- Year ago
- 109.2 million
- Change
- −2.9% (Down year over year)
From the earnings release
| Measure | Basis | Latest quarter | Year ago | Change |
|---|---|---|---|---|
| RevenueFrom the earnings release | GAAP | $10.6 billion | $8.25 billion | +28.6% (Up year over year) |
| Gross profitFrom the earnings release | GAAP | $1 billion | $783 million | +27.8% (Up year over year) |
| Operating incomeFrom the earnings release | GAAP | $602 million | $337 million | +78.6% (Up year over year) |
| Net incomeFrom the earnings release | GAAP | $398 million | $218 million | +82.6% (Up year over year) |
| Diluted EPSFrom the earnings release | GAAP | $3.76 | $1.99 | +88.9% (Up year over year) |
| Diluted sharesFrom the earnings release | GAAP | 106.0 million | 109.2 million | −2.9% (Down year over year) |
This quarter's figures come from the company's earnings release; its quarterly SEC filing (10-Q) was not filed yet. Prior-period figures come from SEC filings. GAAP unless labelled. Non-GAAP and company-defined measures are labelled.
Growth and margins
Revenue growth
+28.6%
Accelerating versus +11.8% in the prior quarter (year over year, GAAP).
Margins (GAAP)
- Gross margin 9.4%Roughly stable −6 bp vs 9.5% a year ago
- Operating margin 5.7%Expanded +159 bp vs 4.1% a year ago
- Net margin 3.7%Expanded +111 bp vs 2.6% a year ago
Guidance
StatusNone found in the latest release
Recent events
- RestructuringA restructuring action (per the earnings release)
Latest earnings
Shares were −2.5% premarket, as of Sep 30, 2026.
- Revenue grew 28.6% year over year, accelerating from 11.8% in the prior quarter.
- Operating margin expanded 159 basis points year over year to 5.7%.
- GAAP operating income rose 78.6% year over year to $602 million.
Descriptive only: this describes the business from filings and does not claim a beat or miss against expectations, or a cause for any price move.
Sources and dates
Filings and dates
- 8-K earnings releasefiled Sep 30, 2026
- SEC filings (10-Q, 10-K financial data)
- Data as of Sep 30, 2026. Quarter ended Aug 31, 2026.
Data health
Figures cross-checked against SEC filings.
- SEC company recordAvailable
- SEC financial dataAvailable
- SEC filing documentsAvailable
- Earnings releaseAvailable
Descriptive company facts from SEC filings and the issuer's own earnings release. GAAP figures are labelled as such. Not investment advice, a rating or a recommendation. Disclosures