JBL Jabil (JBL) Q3 FY26 earnings call
Jabil delivered a strong Q3 FY26, exceeding expectations across key financial metrics, primarily driven by robust demand in AI infrastructure and better-than-anticipated performance in automotive and Connected Living. The company is confident in its strategic position, with AI-related revenue growth expected to continue at a similar percentage rate in FY27 on a larger base, and anticipates core operating margin to exceed 6% in FY27. A strategic alliance with Adani Enterprises in India was announced, targeting a multi-gigawatt AI data center infrastructure platform for meaningful contributions
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JBL operating KPIs by quarter
| KPI | Feb 2025 Q2 FY25 | Aug 2025 Q4 FY25 | Aug 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Manufacturing sites US | 30And finally, with 30 sites in the US, our manufacturing footprint here has never been bigger than it is today.Source: earnings call transcript | 30+With more than 30 sites in the US, our footprint here has never been larger.Source: earnings call transcript | 40+It's worth highlighting that we now have more than 40 sites in the US as we continue to support our customers' reshoring activities.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.