NYSE$JBL

Jabil Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Jabil reported fiscal Q1 2026 net revenue of $8.31B with net income of $146M.

First-quarter net revenue increased 18.7% to $8.31 billion. Net income was $146 million as Intelligent Infrastructure revenue rose 54% on cloud and data center demand, while Connected Living revenue declined. Segment mix and capital returns are discussed in the 10-Q.

  • Q1 net revenue $8.31B (+18.7% YoY).
  • Net income $146M.
  • Intelligent Infrastructure revenue +54%.
  • Connected Living revenue -11% on customer mix.

Headline financials

Total Revenue

$8.31B

Previous: $6.99B+18.7%
EPS (adj)

$2.85

Previous: $0.88+223.9%
Core Operating Income

$454M

Previous: $347M+30.8%
Basic EPS

$1.37

Previous: $0.89+53.9%
Diluted Shares Outstanding

108.3M

Previous: 114.0M-5.0%
Core Diluted EPS

$2.85

Previous: $2.00+42.5%
SG&A Expenses

$344M

Previous: $305M+12.8%
R&D Expenses

$7M

Previous: $8M-12.5%
Amortization of Intangibles

$19M

Previous: $13M+46.2%
Restructuring and Severance

$76M

Previous: $83M-8.4%
Interest and Other, Net

$63M

Previous: $58M+8.6%
Income Tax Expense

$74M

Previous: $39M+89.7%
Capital Expenditures

-$95M

Previous: -$97M+2.1%
Free Cash Flow

$51M

Previous: $3M+1600.0%
Net Income

$146M

Previous: $100M+46.0%
Operating Income

$283M

Previous: $197M+43.7%
Gross Profit

$742M

Previous: $606M+22.4%
Cash & Equivalents

$1.57B

Previous: $2.06B-23.6%
Total Assets

$19.3B

Previous: $17.8B+8.5%
R&D Expense

$7M

Previous: $8M-12.5%

Revenue & EPS history

Jabil · Revenue · Quarterly

$8.31B

Q1 2026+18.7%vs Q1 2025
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

The release discusses Jabil's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Jabil cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.8%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+5.1%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+20.6%

Q4 2023

Best reaction

-20.4%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-2.8%
Q2 2026-4.9%+1.5%+22.6%
Q1 2026-2.0%+8.1%+18.2%
Q4 2025-6.9%-3.6%-5.7%
Q3 2025-0.8%+1.6%-1.4%
Q2 2025+3.1%+6.3%-3.2%
Q1 2025+4.8%+8.7%+21.6%
Q4 2024+7.9%+5.1%+10.0%
Q3 2024-10.3%-9.4%-12.4%
Q2 2024-15.8%-13.9%-9.1%
Q1 2024+10.2%+8.8%+6.3%
Q4 2023+20.6%+21.3%+16.5%
Q3 2023+5.7%+6.2%+12.0%
Q2 2023-1.7%+2.8%+4.3%
Q1 2023-4.9%-4.7%+7.0%
Q4 2022+7.1%+2.8%+13.9%
Q3 2022-8.8%-7.4%-9.4%
Q2 2022+11.3%+11.9%+2.0%
Q1 2022+2.8%+5.0%+10.9%
Q4 2021-4.2%-3.0%-1.6%
Q3 2021-1.6%+0.7%-3.0%
Q2 2021+4.5%+4.5%+9.9%
Q1 2021+3.3%+3.8%+8.6%
Q4 2020+3.5%+3.0%+10.6%
Q3 2020+3.3%-4.0%+3.4%
Q2 2020-7.7%-20.5%+12.5%
Q1 2020+1.8%+1.7%+6.1%
Q4 2019+13.1%+12.4%+16.3%
Q3 2019+12.3%+13.4%+13.2%
Q2 2019-1.8%-1.3%+9.5%
Q1 2019+10.2%+8.5%+15.5%
Q4 2018-8.9%-10.0%-19.9%
Q3 2018-6.3%-9.4%-3.1%
Q2 2018+11.2%+9.1%+3.7%
Q1 2018-2.3%-6.2%-3.0%
Q4 2017+7.5%+5.3%+2.2%
Q3 2017-4.6%-5.5%-1.2%
Q2 2017+5.8%+8.4%+5.8%
Q1 2017+12.3%+13.4%+9.7%
Q4 2016-3.3%-6.0%-6.4%
Q3 2016+1.6%+3.7%+11.2%
Q2 2016-8.3%
Q1 2016-1.4%
Q4 2015+14.6%
Q3 2015-8.4%
Q2 2015+3.1%
Q1 2015+6.4%
Q4 2014-2.3%
Q3 2014+3.3%
Q2 2014-3.6%
Q1 2014-20.4%
Q4 2013-8.8%
Q3 2013+1.0%
Q2 2013-3.0%
Q1 2013+8.4%
Q4 2012-11.6%
Q3 2012+9.2%
Q2 2012-4.6%
Q1 2012+2.3%
Q4 2011+5.8%
Q4 2010+5.8%
Q4 2009+5.8%
Q3 2011+5.5%
Q3 2010+5.5%
Q2 2011-5.3%
Q2 2010-2.6%
Q1 2010-2.6%
Q1 2011-2.6%

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