Jabil stock enters September 30 earnings with AI revenue at USD 13.6 billion

Jabil (NYSE: JBL) was trading at USD 310.13 on September 24, 2026 at 3:37 p.m. ET, while its fiscal 2026 AI revenue outlook stands at USD 13.6 billion. The company will publish fiscal Q4 and full-year 2026 results before the market opens on September 30, 2026, followed by an investor briefing on fiscal 2027 priorities, according to Jabil.

AI demand drives the numbers

Jabil generated USD 8.8 billion in revenue in fiscal Q3 2026, up 12 percent year over year, while core diluted EPS rose 24 percent to USD 3.16. The figures show that growth is reaching earnings as well as sales, an important distinction ahead of the next guidance update.

Intelligent Infrastructure was the main operating engine in the reported quarter. Revenue in that segment reached USD 4.2 billion, up 21 percent year over year, as cloud, data center and networking programs expanded.

September 30 sets the next test

Jabil's fiscal 2026 outlook calls for USD 35 billion in revenue, core operating margin of 5.8 percent, core diluted EPS of USD 12.70 and adjusted free cash flow above USD 1.4 billion. The revenue forecast is USD 1 billion above the March outlook of USD 34 billion, according to Yahoo Finance.

For fiscal Q4, management's core EPS guidance is USD 3.80 to USD 4.20 and revenue guidance is USD 9.2 billion to USD 10.0 billion. The midpoint implies 16 percent year-over-year revenue growth, placing margin conversion and AI-related demand at the center of the September 30 update.

Jabil stock holds a wide range

Jabil stock was trading at USD 310.13 on the NYSE on September 24, 2026, up USD 1.38 or 0.45 percent from the prior close. The session range was USD 300.28 to USD 312.40, while the 52-week range extends from USD 189.60 to USD 428.93 and market capitalization stands at USD 32,497,619,912.