Jabil releases transcript of fiscal 2026 third-quarter earnings call

Jabil Inc.

JBL

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Jabil’s fiscal Q3 2026 earnings call drew CEO Michael Dastoor, CFO Gregory Hebard, IR head Adam Berry, several sell-side analysts.
Quarter topped guidance: revenue USD 8.8 billion, core operating margin 5.8%, core EPS USD 3.16; raised full-year revenue outlook to about USD 35 billion.
AI-related revenue outlook lifted to about USD 13.6 billion; management flagged similar percentage AI growth in FY27 from a larger base.
Q4 outlook: revenue USD 9.2 billion to USD 10 billion; core operating margin about 6.4% at midpoint; core EPS USD 3.8 to USD 4.2.
Won a third hyperscale customer; CEO projected a couple hundred million dollars revenue in FY27, scaling toward USD 1 billion in FY28.

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