Jabil Fiscal 2026 Results: $36B Revenue and AI Growth

Jabil, the manufacturing partner behind a lot of the hardware in AI data centers, reported results for its fourth quarter and fiscal year on September 30, 2026. The headline is scale: fiscal 2026 revenue of $36.0 billion, up 21 percent, and a forecast for fiscal 2027 that points to another big step up.

• Q4 revenue was $10.6 billion, up 29 percent from a year earlier, with core EPS of $4.40 against a Zacks consensus of $4.06, per Jabil's release.
• Fiscal 2026 revenue was $36.0 billion, core EPS $13.09, and adjusted free cash flow $1.532 billion.
• Fiscal 2027 guidance: revenue of about $44.5 billion, core EPS of $17.55 and a core margin of 6.1 percent.
• Shares traded lower premarket despite the beat, a reminder that expectations drive reactions.

What did Jabil report for fiscal 2026?

Jabil's investor release lists Q4 revenue of $10.6 billion and GAAP EPS of $3.76, with core EPS of $4.40. For the full year, core operating margin reached 5.8 percent, up 40 basis points. The Associated Press earnings snapshot puts GAAP profit at $398 million for the quarter and $1.04 billion for the year.

Where is the growth coming from?

According to an earnings call transcript summarized by Investing.com, the Intelligent Infrastructure segment reached $25.6 billion, up 43 percent, with AI-related revenue of $22.1 billion, up 54 percent. The same summary lists Regulated Industries at $13.6 billion and Intelligent Devices and Robotics at $5.3 billion, and notes that about four million square feet of capacity is being added. Those segment figures come from the transcript summary rather than the press release, so treat them as attributed to that source.

That mirrors the pattern we saw when Jabil beat its Q2 print and raised guidance. The business is increasingly about building racks, power and cooling gear for AI infrastructure.

Why can a stock fall after a beat?

Investing.com reported the stock slipping about 6 percent in premarket trading even though results topped consensus. This is an explainer, not advice, but the general point is common: when a stock has run up, markets may already have priced in strong numbers, so investors focus on guidance and forward commentary rather than the quarter just reported.

What should investors watch?

Jabil guided first-quarter fiscal 2027 revenue to $10.6 to $11.4 billion with core EPS of $3.80 to $4.20. Watch how quickly new capacity comes online, whether AI customers keep expanding orders and how margins trend toward the 6.1 percent target. The same AI build-out is lifting chip names too, as in AMD crossing a $1 trillion market cap. For more market-moving tech coverage, see our stock trading section.

Sources: Jabil Investor Relations: Jabil posts fourth quarter and fiscal year 2026 results — September 30, 2026; Associated Press via WTOP: Jabil fiscal Q4 earnings snapshot — September 30, 2026; Investing.com: Jabil beats Q4 2026 estimates, earnings call transcript — September 30, 2026.