Yahoo · Oct 1, 2026
JBL Q3 Deep Dive: AI Infrastructure, Asset-Light Model, and Margin Expansion in Focus
Electronics manufacturing services provider Jabil (NYSE:JBL) reported calendar Q3 2026 (fiscal Q4 2026) results topping the market’s revenue expectations, with sales up 28.6% year on year to $10.62 billion. On top of that, next quarter’s revenue guidance ($11 billion at the midpoint) was surprisingly good and 9.9% above what analysts were expecting. Its non-GAAP profit of $4.40 per share was 8% above analysts’ consensus estimates.


