JBL Q4 FY2026 earnings: EPS beat by 8.1%, revenue beat by 9.3%
JABIL INC reported Q4 FY2026. EPS came in at $4.40 against a $4.07 consensus, beat by 8.1%. Revenue was $10.6B versus $9.7B expected, beat by 9.3%. Gross margin was 9.4%, down 10 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $4.40 | $4.07 | beat by 8.1% |
| Revenue | $10.6B | $9.7B | beat by 9.3% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $10.6B | +21.3% | +28.6% |
| Gross profit | $1.0B | +20.9% | +27.8% |
| Operating income | $589.0M | +32.4% | +74.8% |
| Net income | $398.0M | +44.7% | +82.6% |
| Diluted EPS | $3.73 | +44.0% | +87.4% |
| Gross margin: 9.4%. |
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The trend
Revenue is up 28.6% from the same quarter last year. Gross margin sits at 9.4%, 10 bps off its 8-quarter high.
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How it stacks up
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