Jabil Inc. (JBL) Earnings Analysis

Jabil Inc. (JBL) delivered mixed results in FY2026 on revenue of $74.7B versus the $72.6B estimate (+8.9% YoY) and EPS of $3.95. Below is the full Jabil Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Jabil Inc. (JBL) Earnings Analysis — key stats

Latest reported quarterFY2026
Earnings verdictMixed
Institutional ownership72.5% (13F as of 2026-06-30)
Top 10 holders47.4% (of shares outstanding)
Insider activity1 buys / 11 sells (recent Form 4 filings)
Revenue$74.7B (vs $72.6B est · +2.9% surprise · +8.9% YoY)
EPS$3.95 (vs $3.94 est · +0.3% surprise · +19.8% YoY)
Share price$572.63 (+3.8%)
Market cap$790.0B

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.9.6%10.1M$3.9B+4.7%
Vanguard Capital Management LLC6.5%6.9M$2.7B+3.0%
Texas Yale Capital Corp.6.0%6.3M$2.4B-0.0%
Undisclosed filer5.2%5.4M$2.1B+1.5%
State Street Corp4.7%4.9M$1.9B-0.1%
Wellington Management Group Llp4.1%4.3M$1.7B-4.9%
Primecap Management CO/Ca/3.0%3.2M$1.2B-3.5%
Ubs Group Ag2.9%3.0M$1.2B+79.4%
Geode Capital Management, LLC2.8%3.0M$1.1B+3.1%
Jpmorgan Chase & CO2.6%2.7M$1.0B+52.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Tyagarajan N. V.director2026-07-17Buy500$149815
Renno Rafaelofficer: SVP, Global Business Units2026-07-18Sell272$81875
Schick Gary K.officer: SVP, CHRO2026-07-15Sell2$660
Schick Gary K.officer: SVP, CHRO2026-07-15Sell66$21256
Schick Gary K.officer: SVP, CHRO2026-07-15Sell76$24891
Schick Gary K.officer: SVP, CHRO2026-07-15Sell76$24762
Schick Gary K.officer: SVP, CHRO2026-07-15Sell89$28164
Schick Gary K.officer: SVP, CHRO2026-07-15Sell115$36231

What you'll find

Frequently asked questions

When is Jabil Inc.'s next earnings date?
Magnisto tracks Jabil Inc.'s (JBL) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did Jabil Inc. (JBL) beat or miss earnings?
In FY2026, Jabil Inc. (JBL) posted mixed results — revenue of $74.7B versus the $72.6B estimate (+2.9% surprise) and EPS of $3.95 versus $3.94 expected (+0.3% surprise). Magnisto decodes every Jabil Inc. (JBL) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of Jabil Inc.?
Institutions hold about 72.5% of Jabil Inc.'s (JBL) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.6%), Vanguard Capital Management LLC (6.5%), Texas Yale Capital Corp. (6.0%). Magnisto lists Jabil Inc.'s (JBL) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Jabil Inc. (JBL)?
In the most recent Form 4 filings Magnisto tracks, Jabil Inc. (JBL) insiders recorded 1 purchase and 11 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Jabil Inc. (JBL) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Jabil Inc. (JBL), anchored to the current $572.63 share price, so you can weigh the bull, base and bear cases for Jabil Inc. side by side.
Is Jabil Inc. (JBL) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Jabil Inc. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.