Jabil reported preliminary, unaudited fourth-quarter and fiscal 2026 results on Wednesday and unveiled a fiscal 2027 outlook calling for net revenue of $44.5 billion, up 24% from fiscal 2026, according to the company's filing reported by Stock Titan. Seeking Alpha reported that Jabil beat on the fourth quarter and forecast fiscal 2027 revenue and adjusted earnings above analyst estimates, helped by demand for AI infrastructure — but that its shares fell 3% in premarket trading.
Fourth-Quarter Results
Jabil's net revenue for the fourth quarter ended August 31, 2026 was $10,616 million, up from $8,252 million a year earlier, per the company's reported figures cited by Stock Titan. GAAP operating income rose to $602 million from $337 million, and GAAP diluted earnings per share climbed to $3.76 from $1.99. On a core, non-GAAP basis, operating income was $675 million versus $519 million, and core diluted EPS was $4.40 versus $3.29 in the year-ago quarter.
For the full fiscal year, core diluted EPS reached $13.09, according to the filing reported by Stock Titan. CEO Mike Dastoor said Jabil "delivered a fourth quarter that exceeded our expectations, closing an exceptional fiscal 2026 in which we grew revenue 21%, expanded core operating margin 40 basis points and generated more than $1.5 billion in adjusted free cash flow," adding that its teams "supported significant growth in AI infrastructure, delivered strong performance across several other end markets and brought critical new capacity online."
Fiscal 2027 Outlook
Per Stock Titan's report of the filing, Jabil's fiscal 2027 guidance calls for revenue of $44.5 billion, up 24%; core operating margin expansion of 30 basis points to 6.1%; core diluted EPS growth of 34% to $17.55; and adjusted free cash flow of approximately $1.6 billion. Dastoor cited "accelerating AI demand complemented by solid growth in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation," and said expanding customer relationships and "committed business supporting our new capacity" give the company confidence in the year ahead. The filing noted that the fourth-quarter and full-year figures are preliminary and unaudited, and listed "our dependence on a limited number of customers" and managing growth and capital expenditures among risks that could cause results to differ from guidance.
Bottom Line
The guided $17.55 in core diluted EPS for fiscal 2027 sits $4.46 above the $13.09 reported for fiscal 2026 (13.09 - 17.55 = -4.46), the roughly 34% growth cited in the filing reported by Stock Titan. Interpretation: the 3% premarket slide Seeking Alpha reported suggests investors were unmoved by guidance that the same report described as above analyst estimates, while the filing's own risk language cautions that actual results may differ from that forecast.
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- Seeking Alpha Market News: Jabil's solid Q4, annual outlook fail to impress investors · accessed Sep 30, 2026
- Stock Titan: Jabil projects $44.5B revenue for fiscal 2027 · accessed Sep 30, 2026
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