Jabil Q3 EPS $3.16 and $8.8B Revenue Beat; FY26 EPS Raised to $12.70
JBL•Jabil reported third-quarter fiscal 2026 adjusted EPS of $3.16, beating consensus by $0.08, and revenue rose 12% year-over-year to $8.8 billion, surpassing estimates by $250 million. The company lifted its full-year EPS outlook to $12.70 and issued Q4 guidance of $3.80-$4.20 per share on revenue of $9.2–10.0 billion.
1. Third-Quarter Financial Performance
Jabil posted adjusted Q3 EPS of $3.16, topping consensus by $0.08, and revenue rose 12% year-over-year to $8.8 billion, surpassing estimates by $250 million. GAAP net income reached $275 million, or $2.59 per diluted share, compared with $222 million, or $2.03 per share, last year.
2. Segment Contributions
Growth was driven by robust AI infrastructure demand alongside stronger performance in Automotive and Connected Living segments, reversing earlier pressures. Management noted improved core operating margin and free cash flow contributions across these businesses.
3. Q4 and Full-Year Guidance
For Q4, Jabil issued EPS guidance of $3.80 to $4.20 and revenue guidance of $9.2 to $10.0 billion. The company lifted its full-year adjusted EPS forecast to $12.70 and raised revenue projection to $35 billion, exceeding prior forecasts by $0.45 billion.
4. Outlook and Strategic Drivers
Management highlighted continued diversification across industrial end markets and AI-driven data-center spending as key drivers for margin expansion and cash flow growth. The strategic focus on AI-related solutions is expected to underpin stronger results in coming quarters.
