Jabil, Inc.
JBL Technology Electronic Components
Jabil, Inc.’s revenue for fiscal 2026 (year ended August 2026) was $36.0 billion, up 20.6% from fiscal 2025. In the quarter to August 2026, revenue grew 28.7%, EPS grew 86.6%, free cash flow grew 7.13% and total debt rose 20.7%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for ten consecutive years; insiders bought in the last twelve months.
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Jabil, Inc. 10-Q filed Jun 30, 2026
Red flags
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Receivables outpacing revenue
Receivables grew 36.7% while revenue grew 11.8% year over year
What changed
Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Apr 8, 2026: 7 added · 2 removed · 26 modified; 16 with only figures updated; 2 moved without change
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Modified · Overview
On February 20, 2026, the U.S. Supreme Court issued a ruling striking down tariffs imposed under the International Emergency Economic Powers Act (“IEEPA”), including, among others, tariffs on imports of certain Canadian, Chinese, and Mexican goods, a universal baseline tariff on imports from most countries, and reciprocal tariffs on select countries.
The global tariff landscape continues to shift rapidlyOn April 20, 2026,with changes impacting businessesthe U.S. Customs andmarkets around the world. We continueBorder Protection launched a system tomonitor the situation, including any potential refunds of such tariffs, and evaluateprocess IEEPA tariff refund claims. The Company will recognize refunds in theimpact on our results of operations. No potential refunds have been recorded in the Condensed Consolidated Financial Statements as we cannot reasonably estimatecondensed consolidated financial statements as and when the amounts are probable and reasonably estimable. During the three months ended May 31, 2026, thefinancial impact. For additional information, refer to Part ICompany began receiving refunds for IEEPA tariffs previously paid,“Item 1A. Risk Factors” of our Annual Reportwhich did not have a material impact onForm 10-K forthefiscal year ended August 31, 2025Company’s results of operations.
34 more changes in this Item, word by word, in Powerpack.
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