Jabil Inc

Company facts

Industry

Printed Circuit Boards

Headquarters

St Petersburg, Florida

Most recent report

10-Q, filed Jun 30, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 898293

Fiscal year ends

August

Filer status

Large accelerated filer

What to read: May 2026 10-Q

SECSift found 3 of 13 sections worth reading, with 3 positive, 4 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Financial statements with significant acquisition, debt, and buyback activity.
  Notable

  • Spent $891M on share repurchases in nine months ended May 31, 2026; $109M remains.
  • Five largest customers accounted for 36% of net revenue in nine months ended May 31, 2026.

• Management's Discussion (Item 2)

  Detailed financial results, segment performance, liquidity, and capital resources for Q3 FY2026.
  Positive

  • Net revenue grew 11.8% to $8.751B in Q3 2026, led by Intelligent Infrastructure.
  • Intelligent Infrastructure segment grew 21% in Q3 2026, with cloud/data center up 8%.
  • Gross margin expanded to 9.5% from 8.7% in Q3 2026, on product mix shift.
  Notable

  • Started receiving IEEPA tariff refunds; no material impact so far.
  Negative

  • AR days rose to 56 from 46 a year ago, signaling slower collections.
  • Inventory days at 84, up from 74 a year ago, tying up cash.
  • Connected Living segment revenue down 5% YTD 2026, driven by 11% drop in connected living.

• Unregistered Sales and Repurchases (Item 2)

  Buyback pace and remaining authorization dropped sharply to $109M from $400M.
  Notable

  • Jabil issued a warrant to Amazon for up to 1,158,539 ordinary shares in Dec 2024.

What changed: May 2026 vs. Feb 2026

About 5% of JBL's May 2026 10-Q is new information. 14 paragraphs were added, 140 changed, and 22 removed. Below are the most important lines SECSift identified.

• Item 2 54
• Item 1 42
• Item 4 3
• Item 6 3
• Item 5 2