Jabil

Q4 FY2026 EarningsFY26 Q4 results significantly beat consensus, with revenue of $10.62B vs. $8.76B expected (derived from annual mean) and diluted core EPS of $13.09 for the full year, well above the $12.77 expectation. The Intelligent Infrastructure segment drove the surge, up 45% YoY due to massive AI infrastructure demand. Management authorized a $1.5B share repurchase program for FY27, signaling strong confidence in continued AI-driven growth and cash flow generation.