JBL Jabil (JBL) Q4 FY26 earnings call
Jabil enters FY27 with unusually broad demand and committed programs filling newly added capacity, while its engineering-led model expands its role across AI infrastructure and regulated markets. The central test is execution: converting rapid factory ramps into utilization, margin and cash without allowing component constraints or weaker legacy consumer programs to disrupt the trajectory.
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JBL operating KPIs by quarter
| KPI | Feb 2025 Q2 FY25 | Aug 2025 Q4 FY25 | This call 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.