Jabil (JBL) reported preliminary, unaudited fourth-quarter fiscal 2026 revenue of $10.6 billion and U.S. GAAP diluted earnings per share of $3.76 for the quarter ended August 31, 2026. Net income was $397 million, while net income attributable to Jabil Inc. was $398 million.
For fiscal 2026, Jabil reported revenue of $36.0 billion and U.S. GAAP diluted EPS of $9.75. The company forecast fiscal 2027 revenue of $44.5 billion and first-quarter fiscal 2027 revenue of $10.6 billion to $11.4 billion.
- Fourth-quarter GAAP operating income was $602 million.
- Fiscal 2026 net revenue was $35.954 billion, compared with $29.802 billion a year earlier.
- Fiscal 2026 GAAP net income was $1.040 billion.
- First-quarter fiscal 2027 GAAP diluted EPS guidance is $2.78 to $3.18.
- Fiscal 2027 outlook includes non-GAAP core diluted EPS of $17.55 and adjusted free cash flow of about $1.6 billion.
$JBL Insider Trading Activity
$JBL insiders have traded $JBL stock on the open market 25 times in the past 6 months. Of those trades, 1 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $JBL stock by insiders over the last 6 months:
- STEVEN D BORGES (EVP, Global Business Units) has made 0 purchases and 3 sales selling 19,126 shares for an estimated $5,722,550.
- MICHAEL DASTOOR (CEO) has made 0 purchases and 2 sales selling 9,467 shares for an estimated $2,713,610.
- ANDREW PRIESTLEY (EVP, Chief Operations Officer) has made 0 purchases and 2 sales selling 7,169 shares for an estimated $2,249,770.
- ADAM E. BERRY (SVP, IR and Corporate Affairs) has made 0 purchases and 2 sales selling 2,585 shares for an estimated $750,246.
- GARY K. SCHICK (SVP, CHRO) has made 0 purchases and 10 sales selling 2,000 shares for an estimated $659,856.
- ANOUSHEH ANSARI sold 2,000 shares for an estimated $600,000
- RAFAEL RENNO (SVP, Global Business Units) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $593,000.
- MAY YEE YAP (SVP, Chief Information Officer) sold 1,634 shares for an estimated $501,220
- N. V. TYAGARAJAN purchased 500 shares for an estimated $149,814
- MATTHEW CROWLEY (EVP, Global Business Units) sold 94 shares for an estimated $32,430
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JBL Hedge Fund Activity
We have seen 585 institutional investors add shares of $JBL stock to their portfolio, and 442 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,719,982 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,048,498,661
- UBS GROUP AG added 1,339,958 shares (+79.4%) to their portfolio in Q2 2026, for an estimated $516,527,009
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 736,655 shares (+inf%) to their portfolio in Q2 2026, for an estimated $283,965,769
- AQR CAPITAL MANAGEMENT LLC added 646,964 shares (+227.9%) to their portfolio in Q2 2026, for an estimated $249,391,682
- BOSTON PARTNERS removed 545,266 shares (-51.1%) from their portfolio in Q2 2026, for an estimated $210,189,137
- BLACKROCK, INC. added 452,717 shares (+4.7%) to their portfolio in Q2 2026, for an estimated $174,513,349
- QUBE RESEARCH & TECHNOLOGIES LTD added 440,845 shares (+95.5%) to their portfolio in Q2 2026, for an estimated $169,936,930
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
