Q3 2026 Jabil Inc Earnings Call Transcript
Key Points
- Jabil Inc (JBL) reported a 12% year-over-year revenue growth for Q3, reaching approximately $8.8 billion, surpassing expectations.
- The company achieved strong performance across key metrics, including revenue, margin, EPS, and free cash flow, with core diluted EPS up 24% year over year.
- Intelligent Infrastructure segment saw a 21% year-over-year revenue increase, driven by strong demand in AI-related programs and networking ramp in India.
- Jabil Inc (JBL) raised its fiscal 2026 revenue outlook to approximately $35 billion, reflecting a 17% year-over-year growth.
- The company successfully won its third hyperscale customer, indicating strong growth potential in the AI infrastructure space.
- Inventory days were higher than the targeted range, primarily due to timing of customer shipments in Intelligent Infrastructure.
- The automotive market remains volatile, despite stronger-than-expected performance in the quarter.
- Connected Living & Digital Commerce segment faced a mixed consumer environment, although it performed better than cautious assumptions.
- There are ongoing supply chain challenges, particularly in high bandwidth memory and high-density interconnect PCBs.
- The healthcare segment saw a slight downtick in revenue expectations, although the long-term view remains positive.
Greetings, ladies and gentlemen, and welcome to the Jabil third quarter fiscal year 2026 financial results conference call. (Operator Instructions) As a reminder, this conference is being recorded.
It is now my pleasure to introduce your host, Adam Berry, Investor Relations. Thank you. Please go ahead.
Good morning, and welcome to Jabil's third quarter fiscal 2026 conference call. Joining me on today's call are Chief Executive Officer, Mike Dastoor; and Chief Financial Officer, Greg Hebard. Please note that today's presentation is being live streamed. And during our prepared remarks, we will be referencing slides. To view these slides, please visit the Investor Relations section of jabil.com. After today's presentation concludes, a complete recording will be available on our website for playback.
In addition, we will be making forward-looking statements during this presentation, including, among other things, those regarding the anticipated outlook for our
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