Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Jabil Inc. reported a strong third quarter of fiscal 2026 and raised its full-year outlook. Net revenue reached $8.8 billion, with U.S. GAAP operating income of $445 million and diluted earnings per share of $2.59. Core operating income (non-GAAP) was $504 million and core diluted EPS was $3.16, reflecting improved profitability.
Management highlighted extremely strong AI infrastructure demand and better performance in Automotive and Connected Living. For the fourth quarter, Jabil forecasts net revenue between $9.2 billion and $10.0 billion and core diluted EPS between $3.80 and $4.20. For fiscal 2026, it now targets $35 billion in net revenue, a 5.8% core operating margin, core diluted EPS of $12.70, and over $1.4 billion in adjusted free cash flow.
Jabil Inc. explains that directors John Plant and Tiger Tyagarajan failed to receive a majority of votes cast at the 2026 annual stockholders meeting and, under company bylaws, submitted conditional resignations. The Nominating and Corporate Governance Committee reviewed their attendance, engagement, qualifications, and committee contributions.
The Board noted both directors historically had strong attendance and have attended more than 75% of regularly scheduled Board and committee meetings so far in fiscal 2026. It highlighted Mr. Plant’s institutional knowledge and financial and manufacturing expertise, and Mr. Tyagarajan’s experience in digital transformation and AI. The Board decided their continued service is in the best interests of the company and stockholders, rejected their resignations, and confirmed they will serve until the 2027 annual meeting unless they resign earlier or are removed.
Jabil Inc. reported a strong second quarter of fiscal 2026 and raised its full‑year outlook. Net revenue rose to $8.3 billion from $6.7 billion a year earlier, while U.S. GAAP operating income increased to $374 million. Diluted earnings per share grew to $2.08 from $1.06, and non‑GAAP core diluted EPS reached $2.69.
The company now targets fiscal 2026 net revenue of $34 billion, core operating margin of 5.7%, core diluted EPS of $12.25, and adjusted free cash flow above $1.3 billion. For the third quarter, it guides net revenue of $8.1–$8.9 billion and GAAP diluted EPS of $2.36–$2.76.
Jabil Inc. expanded its Board of Directors from seven to nine members and appointed Thomas T. Edman and Raejeanne Skillern as independent directors. Edman joined the Audit and Cybersecurity Committees, while Skillern joined the Audit Committee, with both receiving the same compensation as other non-employee directors.
Steven Raymund was appointed Chairman of the Board, and director Sujatha Chandrasekaran joined the Compensation and Cybersecurity Committees. Former Executive Chairman Mark T. Mondello ended his employment and entered a Consulting Agreement under which he will serve as an independent contractor through January 22, 2028, for a monthly fee of $145,833 plus reimbursable expenses.
Jabil Inc. held its Annual Meeting of Stockholders on January 22, 2026 and reported detailed voting results. Most board nominees were elected with strong support, including Anousheh Ansari, Sujatha Chandrasekaran, Michael Dastoor, Christopher S. Holland, and Steven A. Raymund, each receiving tens of millions of votes in favor versus relatively few against. However, nominees John C. Plant and N. V. “Tiger” Tyagarajan received far more votes against than for and were not elected.
Stockholders also voted on three additional proposals described in the proxy statement. One proposal received 95,104,341 votes for and 1,226,018 against, and another received 84,693,456 for and 2,457,288 against, indicating both were approved. A third proposal drew 33,551,092 votes for and 53,567,757 against, so it did not pass.
Jabil Inc. issued $500 million of 4.200% Senior Notes due 2029 and $500 million of 4.750% Senior Notes due 2033 in an underwritten public offering. These unsecured Notes rank equally with Jabil’s other senior unsecured debt and pay interest semi-annually, starting August 1, 2026, with maturities on February 1, 2029 and February 1, 2033, respectively.
Jabil may redeem the 2029 Notes on or after January 1, 2029 and the 2033 Notes on or after December 1, 2032 at 100% of principal plus accrued interest, and earlier redemptions are permitted with a make-whole premium. If a defined Change of Control Repurchase Event occurs, holders can require Jabil to repurchase the Notes at 101% of principal. The Indenture includes covenants that limit certain liens, sale‑leasebacks, funded debt at restricted subsidiaries, guarantees by subsidiaries and major mergers or asset transfers.
Jabil Inc. reports that it has released its financial results for the first fiscal quarter ended November 30, 2025, through a press release furnished as an exhibit to this current report.
The company is using this filing to make that earnings release available while stating that the information provided under Item 2.02, including Exhibit 99.1, is furnished rather than filed and will not automatically be incorporated into other securities law filings.
Jabil Inc. announced board changes following its October meeting. Executive Chairman Mark T. Mondello and directors Kathleen A. Walters and James Siminoff will not seek re-election, with their terms ending at the 2026 Annual Meeting on January 22, 2026.
Upon Mr. Mondello’s departure, Lead Director Steven Raymund is expected to become chairman of the Board. Jabil also anticipates entering into a consulting agreement with Mr. Mondello effective at that time.
The Board approved reducing its size to seven members effective immediately prior to the 2026 Annual Meeting. The company issued a press release on October 16, 2025 outlining these changes.
Jabil Inc. furnished an update on its business by issuing a press release with results of operations for its fourth fiscal quarter and full fiscal year ended August 31, 2025. The company reported these financial results through a press release dated September 25, 2025, which is attached as an exhibit to this report and incorporated by reference for details.
The information about these results is being provided under a section that is treated as "furnished" rather than "filed," meaning it is not subject to certain liability provisions of the securities laws and is not automatically included in other securities filings by reference.
Jabil has entered into a new $3.2 billion senior unsecured revolving credit facility on June 18, 2025, with potential increases of up to $1.0 billion. Key features include:
- Five-year maturity with unlimited successive one-year extension options
- Available in multiple currencies including Dollars, Euros, and Yen
- Interest rates based on credit rating: 0.90% to 1.45% above benchmark rate or 0.00% to 0.45% above base rate
- Current interest rates: 1.075% above benchmark rate and 0.075% above base rate
The company simultaneously terminated its existing credit agreement from January 2020 without early termination penalties. The new facility is currently undrawn and involves multiple major financial institutions including Citibank (administrative agent), Bank of America, and JPMorgan Chase as co-syndication agents.