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Jabil Inc. 10-Q Filings

JBL NYSE

Every 10-Q that Jabil Inc. (JBL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow JBL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JBL filings page.

Rhea-AI Summary

Jabil Inc. delivered strong growth for the quarter and year-to-date. For the three months ended May 31, 2026, net revenue rose to $8,751 million from $7,828 million, while gross margin improved to 9.5% of revenue. Net income attributable to Jabil increased to $275 million, with diluted earnings per share up to $2.59 from $2.03.

For the nine-month period, revenue reached $25,338 million versus $21,550 million, and net income attributable to Jabil grew to $644 million, driving diluted EPS of $6.01 compared with $3.94. Growth was led by the Intelligent Infrastructure segment, whose revenue jumped as demand from networking, cloud and data center, and capital equipment customers increased.

Jabil continued reshaping its portfolio and capital structure. It closed the acquisitions of Hanley Energy Group for $752 million and Rebound Technologies for $133 million, significantly boosting goodwill and intangible assets. The company also issued new 4.200% and 4.750% Senior Notes totaling $1,000 million, used in part to refinance 1.700% notes, and repurchased 3.7 million shares for $891 million, reducing shares outstanding to 104.8 million.

Rhea-AI Summary

Jabil Inc. delivered strong growth for the quarter and first half of fiscal 2026. Net revenue for the three months ended February 28, 2026 rose to $8.28 billion from $6.73 billion, with six‑month revenue up to $16.59 billion from $13.72 billion. Growth was led by the Intelligent Infrastructure segment, which benefited from higher demand in cloud and data center, capital equipment, and networking.

Net income attributable to Jabil increased to $223 million for the quarter and $369 million for six months, compared with $117 million and $217 million a year earlier. Diluted earnings per share rose to $2.08 for the quarter and $3.43 for six months, supported by higher margins and ongoing share repurchases that reduced average shares outstanding.

Cash flow from operations reached $734 million for the six‑month period, and adjusted free cash flow was $632 million after capital expenditures and asset sale proceeds. Jabil continued to invest through acquisitions such as Hanley Energy Group and Rebound Technologies, added new 4.200% and 4.750% senior notes, and repurchased 2.7 million shares for $600 million under its 2026 share repurchase program while maintaining compliance with debt covenants.

Rhea-AI Summary

Jabil Inc. reported a stronger quarter for the three months ended November 30, 2025. Net revenue rose to $8.3 billion from $7.0 billion, while net income increased to $146 million from $100 million. Basic earnings per share climbed to $1.37 from $0.89, reflecting both higher profit and a lower share count.

Growth was led by the Intelligent Infrastructure segment, where revenue jumped 54%, driven by a 48% increase from cloud and data center infrastructure customers and 6% growth in capital equipment. Regulated Industries revenue grew 4%, while Connected Living and Digital Commerce declined 11% as connected living sales softened. Gross profit expanded to $742 million and operating income to $283 million, even after $76 million of restructuring, severance and related charges.

Jabil generated $323 million of cash from operating activities and ended the quarter with $1.6 billion in cash and cash equivalents. The company remained active in capital deployment, completing the $133 million acquisition of Rebound Technologies, agreeing to acquire Hanley Energy Group for $751 million, and repurchasing shares under its 2026 Share Repurchase Program, including $300 million of buybacks through November 30, 2025 and $600 million through January 2, 2026.