Electronics manufacturer Jabil reported AI-related revenue of $13.6 billion heading into fiscal Q4 2026, representing a major expansion of its supply chain role in hyperscaler buildout.

Jabil (NYSE: JBL) enters its fiscal Q4 and full-year earnings update on September 30, 2026 with AI revenue accelerating to USD 13.6 billion for fiscal 2026. The contract manufacturer will release results before market open, followed by an investor briefing on fiscal 2027 priorities.

The company demonstrated momentum in its fiscal Q3 2026 quarter, generating USD 8.8 billion in revenue, up 12 percent year over year, while core diluted EPS rose 24 percent to USD 3.16. The earnings growth outpacing revenue growth signals margin expansion as AI-driven demand materializes across its customer base.

Jabil's Intelligent Infrastructure segment served as the primary growth engine in the quarter, with revenue reaching USD 4.2 billion, up 21 percent year over year. Cloud, data center and networking programs drove the expansion, reflecting the infrastructure buildout cycle across the sector.

For fiscal 2026, Jabil guided toward USD 35 billion in total revenue—USD 1 billion above its March guidance—with a core operating margin of 5.8 percent, core diluted EPS of USD 12.70 and adjusted free cash flow above USD 1.4 billion. In the September 30 quarter itself, management projected core EPS between USD 3.80 and USD 4.20 on revenue of USD 9.2 billion to USD 10.0 billion, implying midpoint year-over-year revenue growth of 16 percent.

As of September 24, 2026 at 3:37 p.m. ET, Jabil stock traded at USD 310.13 on the NYSE, within a 52-week range of USD 189.60 to USD 428.93, and carried a market capitalization of approximately USD 32.5 billion.