Jabil Inc. (JBL) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss

Jabil Inc. (JBL) — Q1 2026 Results

Jabil reported quarterly revenue of $8.3 billion, up 18.7% year‑over‑year, while diluted earnings per share were $1.35, up 53.4% year‑over‑year but below the consensus estimate of $2.72. Revenue topped the consensus of $8.15 billion, driven by higher sales across the business.

Income statement highlights

Revenue: $8.3 billion (+18.7% YoY).

Cost of goods sold: $7.56 billion (+18.4% YoY).

Gross profit: $742 million (+22.4% YoY).

Operating profit: $283 million (+43.7% YoY).

Net income attributable to common shareholders: $146 million (+46.0% YoY).

Diluted EPS: $1.35 (+53.4% YoY; missed the estimate of $2.72).

Cash flow and balance sheet

Cash from operating activities: $323 million (+3.5% YoY).

Purchases of property, plant and equipment (capital expenditures): $95 million (down 2.1% YoY).

Cash and cash equivalents: $1.57 billion (down 23.6% YoY).

Total liabilities: $17.93 billion (+10.8% YoY).

Margins, comparisons and context

Calculated gross margin about 8.9% and operating margin about 3.4%, reflecting year‑over‑year margin expansion.

Net margin was roughly 1.8% for the quarter.

Revenue beat the consensus ($8.15 billion), while EPS missed the consensus ($2.72), indicating top‑line strength but pressure on per‑share earnings.

Overall, Jabil (JBL) showed solid revenue growth and improving operating profitability, with a modest increase in cash from operations but a sizable decline in cash balances year‑over‑year.

Jabil Inc. Insider Trading Activity

Jabil Inc. insiders have traded $JBL stock on the open market 66 times in the past 6 months. Of those trades, 0 have been purchases and 66 have been sales.

Here’s a breakdown of recent trading of $JBL stock by insiders over the last 6 months:

MARK T MONDELLO (Executive Chairman) has made 0 purchases and 26 sales selling 120,000 shares for an estimated $25,236,316.
STEVEN A RAYMUND has made 0 purchases and 3 sales selling 29,387 shares for an estimated $6,456,261.
ANDREW PRIESTLEY (EVP, Global Business Units) has made 0 purchases and 4 sales selling 21,397 shares for an estimated $4,510,642.
STEVEN D BORGES (EVP, Global Business Units) sold 22,443 shares for an estimated $4,488,824
MAY YEE YAP (SVP, Chief Information Officer) has made 0 purchases and 2 sales selling 15,645 shares for an estimated $3,391,437.
FREDERIC E. MCCOY (EVP, Operations) has made 0 purchases and 2 sales selling 13,471 shares for an estimated $2,848,551.
MATTHEW CROWLEY (EVP, Global Business Units) has made 0 purchases and 11 sales selling 7,260 shares for an estimated $1,497,872.
KRISTINE MELACHRINO (EVP, General Counsel) sold 6,579 shares for an estimated $1,403,988
GREGORY B HEBARD (CFO) has made 0 purchases and 5 sales selling 6,086 shares for an estimated $1,299,626.
FRANCIS MCKAY (SVP, Chief Procurement Officer) has made 0 purchases and 2 sales selling 5,921 shares for an estimated $1,264,619.
ADAM E. BERRY (SVP, IR and Communications) sold 4,233 shares for an estimated $848,113
ANOUSHEH ANSARI has made 0 purchases and 2 sales selling 3,500 shares for an estimated $741,683.
GARY K. SCHICK (SVP, CHRO) has made 0 purchases and 6 sales selling 448 shares for an estimated $98,195.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Jabil Inc. Hedge Fund Activity

We have seen 491 institutional investors add shares of Jabil Inc. stock to their portfolio, and 436 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP removed 1,929,869 shares (-30.7%) from their portfolio in Q3 2025, for an estimated $419,109,650
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,339,247 shares (+1157.8%) to their portfolio in Q3 2025, for an estimated $290,844,270
FMR LLC removed 1,062,912 shares (-31.9%) from their portfolio in Q3 2025, for an estimated $230,832,599
JPMORGAN CHASE & CO removed 1,009,126 shares (-43.8%) from their portfolio in Q3 2025, for an estimated $219,151,893
UBS GROUP AG added 930,933 shares (+77.8%) to their portfolio in Q3 2025, for an estimated $202,170,719
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 841,595 shares (+85.7%) to their portfolio in Q3 2025, for an estimated $182,769,186
BNP PARIBAS FINANCIAL MARKETS removed 754,121 shares (-68.4%) from their portfolio in Q3 2025, for an estimated $163,772,457

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Jabil Inc. Analyst Ratings

Wall Street analysts have issued reports on $JBL in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 12/10/2025
Barclays issued a "Overweight" rating on 09/26/2025
JP Morgan issued a "Overweight" rating on 07/17/2025
Stifel issued a "Buy" rating on 07/02/2025

To track analyst ratings and price targets for Jabil Inc., check out Quiver Quantitative's $JBL forecast page.

Jabil Inc. Price Targets

Multiple analysts have issued price targets for $JBL recently. We have seen 4 analysts offer price targets for $JBL in the last 6 months, with a median target of $259.0.

Here are some recent targets:

Ruplu Bhattacharya from B of A Securities set a target price of $262.0 on 12/10/2025
Tim Long from Barclays set a target price of $267.0 on 09/26/2025
Samik Chatterjee from JP Morgan set a target price of $256.0 on 07/17/2025
Ruben Roy from Stifel set a target price of $245.0 on 07/02/2025