FINANCE NOTE

Jabil (NYSE: JBL) — Q4 2026 Post Earnings

Operations

Q4 2026
Q4 Revenue ↑ 28.65% YoY $10.62B
Divisions
Intelligent Infrastructure 54.7%
Regulated Industries 32.1%
Connected Living and Digital Commerce 13.2%

Key Earnings Driver

Intelligent Infrastructure Intelligent Infrastructure revenue was approximately $5.8 billion, up 56% year over year, with management stating the upside was driven by AI-related demand remaining very strong and capacity coming online sooner than planned. Regulated Industries revenue increased 9% to $3.4 billion, and Connected Living and Digital Commerce revenue was approximately $1.4 billion, roughly flat year over year.

Key Operating Metrics¹

METRIC

STATUS

Intelligent Infrastructure↑ 56%

🟢 Scaling

Regulated Industries↑ 9%

Connected Living and Digital Commerce→ 0%

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Jabil website and/or SEC filings for Q4, with status based on reported data.