Jabil Inc. (NYSE: JBL) reported preliminary, unaudited financial results for the fourth quarter and full fiscal year ended August 31, 2026. The company announced that it delivered a fourth quarter that exceeded expectations, closing a fiscal year in which revenue grew 21%.
For the fourth quarter of fiscal year 2026, Jabil reported net revenue of $10.6 billion. U.S. GAAP operating income was $602 million, and U.S. GAAP diluted earnings per share were $3.76. On a non-GAAP basis, core operating income was $675 million, and core diluted earnings per share were $4.40.
For the full fiscal year 2026, net revenue totaled $36.0 billion. U.S. GAAP operating income was $1.7 billion, and U.S. GAAP diluted earnings per share were $9.75. Non-GAAP core operating income was $2.1 billion, and core diluted earnings per share were $13.09. The company also generated more than $1.5 billion in adjusted free cash flow.
Jabil provided guidance for the first quarter of fiscal year 2027. The company expects net revenue between $10.6 billion and $11.4 billion. U.S. GAAP operating income is expected to be between $481 million and $541 million, with U.S. GAAP diluted earnings per share projected between $2.78 and $3.18. On a non-GAAP basis, core operating income is expected to be between $592 million and $652 million, and core diluted earnings per share between $3.80 and $4.20.
For the full fiscal year 2027, Jabil projects net revenue of $44.5 billion, representing a 24% increase. The company expects core operating margin to expand by 30 basis points to 6.1% and core diluted earnings per share to grow to $17.55. Adjusted free cash flow is expected to be approximately $1.6 billion.
