Jabil Raises Fiscal 2026 Guidance, Provides Fiscal 2027 Outlook
Jabil raised fiscal 2026 revenue guidance to $21 billion from $20.5 billion and adjusted EPS guidance to $11.55 from $11.30. For fiscal 2027, it projects revenue of $40 billion and adjusted EPS of $21.50; the company also forecasts total fiscal 2027 revenue of $44.5 billion, up 24%, AI-related revenue of $22.1 billion, up 54%, and Intelligent Infrastructure revenue of $25.6 billion, up 43%.
Jabil Inc. has increased its fiscal 2026 revenue guidance to $21 billion from $20.5 billion and raised its adjusted EPS outlook to $11.55 from $11.30. For fiscal 2027, management projects revenues of $40 billion and adjusted EPS of $21.50, driven by sustained demand for networking and compute infrastructure. The company expects total fiscal 2027 revenues to grow 24% to $44.5 billion, with AI-related revenues projected to rise 54% to $22.1 billion and Intelligent Infrastructure revenues to grow 43% to $25.6 billion.
These updates reflect the company's ongoing focus on AI infrastructure investments and diversified market growth across healthcare, automotive, and energy sectors. Management attributes the positive outlook to an asset-light manufacturing model, improved operating efficiency, and strong cash generation.