JABIL INC Earnings Summary — Q3 2026

• Revenue grew 11.79% YoY to $8.75 billion, showing a strong recovery in demand compared to the prior year period.
• Net income to common shareholders increased 23.87% YoY to $275 million, reflecting successful margin expansion efforts.
• Operating income reached $445 million, up significantly from $403 million in the same quarter last year.
• The company continues its aggressive share reduction strategy, with shares outstanding falling 2.56% YoY (approx. 105M basic shares).
• Transition toward higher-margin segments like healthcare and automotive is reflected in the margin improvement.
• Interest expenses rose sharply to $79 million in Q3, nearly doubling from the previous quarter's $43 million.
• Earnings per share (Basic) reached $2.61, a substantial improvement over the $2.05 reported in Q3 2025.

Management remains focused on shifting the portfolio toward 'Industrial and Semi' and healthcare sectors to drive earnings per share growth over high-volume revenue.

Improving

The company has successfully moved past the revenue contraction following the mobility business divestiture, returning to double-digit top-line growth and disciplined profitability.

The steady increase in both revenue and net income over the last three quarters suggests a sustained growth trajectory in higher-margin specialized manufacturing services.