Jabil (JBL) Q1 FY26 earnings call

Earnings call· Nov 2025 (Q1 FY26)· Information Technology· Dec 17, 2025

Source: earnings call transcript

Jabil delivered a strong Q1 FY26, exceeding expectations across revenue and core profitability, primarily fueled by robust demand in Intelligent Infrastructure, particularly AI-related segments. The company raised its full-year guidance for revenue, margins, and EPS, reflecting broad-based momentum and strategic investments in areas like liquid cooling and power management. Management expressed confidence in continued growth and margin expansion, driven by a healthy pipeline and diversified model.

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JBL operating KPIs by quarter

JBL operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Feb 2025 Q2 FY25	Aug 2025 Q4 FY25	Aug 2026 Q4 FY26	Change vs prior quarter
Manufacturing sites US	30 And 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.