Jabil Inc. (JBL) Stock: Revenue Surges 21% as Company Targets $44.5B Fiscal 2027 Sales

TLDR

Table of Contents

Jabil reports fiscal 2026 revenue growth of 21% to $36 billion
JBL stock falls pre-market after strong earnings and outlook update
Company targets $44.5 billion revenue during fiscal 2027 growth plan
Jabil forecasts higher margins and $17.55 core EPS for 2027
AI infrastructure and industrial markets drive future expansion plans

Jabil Inc. (JBL) reported stronger fiscal 2026 results as revenue growth and higher margins supported its next growth phase. The company posted $36 billion in annual revenue, up 21%, while setting a $44.5 billion sales target for fiscal 2027. Shares closed at $318.84, down 0.03%, before falling to $310.21 in pre-market trading.

Jabil Inc., JBL

Jabil Reports Strong Fiscal 2026 Results

Jabil recorded fourth-quarter revenue of $10.6 billion for fiscal 2026. The company generated U.S. GAAP operating income of $602 million during the quarter. It also delivered diluted earnings per share of $3.76 under U.S. GAAP.

Jabil reported core operating income of $675 million in the fourth quarter. The company posted core diluted earnings per share of $4.40 during the period. These figures reflected stronger operational performance across multiple business areas.

For the full fiscal year, Jabil achieved U.S. GAAP operating income of $1.7 billion. The company recorded U.S. GAAP diluted earnings per share of $9.75. It also generated core operating income of $2.1 billion and core diluted earnings per share of $13.09.

Jabil expanded its operations through increased customer demand and new production capacity. The company supported growth across automotive, healthcare, energy infrastructure, defense, aerospace, and automation markets. It also increased its focus on engineering and manufacturing services.

The company generated more than $1.5 billion in adjusted free cash flow during fiscal 2026. Furthermore, Jabil maintained a strategy focused on improving efficiency and expanding customer relationships. The company continued investing in capabilities to support future demand.

Jabil Targets $44.5 Billion Fiscal 2027 Revenue

Jabil expects fiscal 2027 revenue to reach $44.5 billion. The company projects core operating margin at 6.1% for the upcoming fiscal year. It also forecasts core diluted earnings per share of $17.55.

For the first quarter of fiscal 2027, Jabil expects revenue between $10.6 billion and $11.4 billion. The company projects U.S. GAAP operating income between $481 million and $541 million. It also expects U.S. GAAP diluted earnings per share between $2.78 and $3.18.

Jabil forecasts first-quarter core operating income between $592 million and $652 million. The company expects core diluted earnings per share between $3.80 and $4.20. These estimates include adjustments for several non-GAAP expenses.

Jabil expects adjusted free cash flow to reach about $1.6 billion in fiscal 2027. The company plans to use its financial strength to support expansion and shareholder returns. It also expects continued demand from technology infrastructure projects.

The company’s fiscal 2027 outlook reflects continued growth from advanced manufacturing services. Jabil supports customers across several industries requiring complex supply chains. The company has expanded its role by providing design, engineering, and production solutions.

Jabil’s latest results highlight its stronger financial position after a year of revenue growth. The company continues building capacity while maintaining profitability targets. The fiscal 2027 forecast places focus on further expansion and operational improvement.

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