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Nov 30, 2025
Jabil Q1 2026 Earnings Report
Jabil posted stronger-than-expected results for Q1 FY26, with revenue, margins, and core EPS all exceeding expectations.
Key Takeaways
Jabil began fiscal 2026 on a strong note, delivering solid revenue and profitability driven by growth in Intelligent Infrastructure and better-than-expected performance in Regulated Industries and Connected Living & Digital Commerce.
Core EPS reached $2.85, significantly above prior year’s $2.00.
Revenue climbed to $8.3B with strong momentum in Intelligent Infrastructure.
Net income rose to $146M, up from $100M the prior year.
Raised full-year outlook for revenue, core margins, and core EPS.
Forward Guidance
Jabil raised its full-year 2026 outlook, projecting improved revenue, margins, and earnings performance.
Positive Outlook
- Revenue guidance for FY26 raised to $32.4B.
- Core operating margin expected at 5.7%.
- Core EPS forecasted at $11.55 for FY26.
- Strong performance in Intelligent Infrastructure continues to drive growth.
- Solid free cash flow projection of over $1.3B maintained.
Challenges Ahead
- Ongoing restructuring costs expected to impact near-term margins.
- Severance and related charges remain high at $76M for the quarter.
- Exposure to foreign exchange losses related to Hanley Energy acquisition.
- Operating income under GAAP ($283M) lower than core due to adjustments.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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