JBL Earnings Results

Actual Outcomes

• • Q4 revenue was $10.616 billion, 10.6% above the prior $9.6 billion guidance midpoint.
• • Q4 core diluted EPS was $4.40, 10.0% above the prior $4.00 guidance midpoint; core operating margin was 6.4%.
• • FY2026 revenue was $35.954 billion, core diluted EPS was $13.09, and adjusted free cash flow was $1.532 billion.
• • FY2027 guidance was $44.5 billion of revenue, a 6.1% core operating margin, $17.55 of core EPS, and about $1.6 billion of adjusted free cash flow.
• • All seven resolved quarterly guides in the eight-quarter calibration finished above midpoint on both revenue and core EPS.
• • No retained call capture identifier or issuer transcript was available at publication; the SEC-filed release was used and no transcript-only claim was made.