Jabil Inc. Updates Fiscal 2026 Guidance and Provides 2027 Outlook

Jabil raised its fiscal 2026 revenue guidance to $21 billion from $20.5 billion and adjusted EPS guidance to $11.55 from $11.30. For fiscal 2027, management projects revenue of $40 billion and adjusted EPS of $21.50, citing sustained demand for networking and compute infrastructure. The company also forecasts fiscal 2027 revenue growth of 24% to $44.5 billion, with AI-related revenue up 54% to $22.1 billion and Intelligent Infrastructure revenue up 43% to $25.6 billion. Jabil attributed its outlook to AI infrastructure investment, diversified demand across healthcare, automotive and energy, and its asset-light model, operating efficiency and cash generation.