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JBLJabil

Technology · Electronic Components · NYSE

Jabil is one of the leading providers of engineering, supply chain, and manufacturing solutions. 10-K, Item 1

Headquarters
St Petersburg, FL
CEO
Michael Dastoor
Next results
around Dec 16, 2026
Compare with peers → Embed
RevenueFY2017–26 $36.0B+20.6% Highest in 10 years 10-K FY2026 · XBRL Net incomeFY2017–26 $1.0B+58.6% FY2025: $657.0M 10-K FY2026 · XBRL Free cash flowFY2017–26 $1.4B+17.2% Highest in 10 years 10-K FY2026 · XBRL Operating marginFY2017–26 4.7%+0.8 pts 2.2% in FY2017 10-K FY2026 · XBRL

What changed

10-K filed Oct 23, 2026 against Oct 17, 2025
AreaWhat changedSource
Risk factors1 new paragraph, nothing like it in the previous 10-K10-K Item 1A
Inventory growing faster than revenueInventory +58.4% vs revenue +20.6% (+37.7 pts)10-K · XBRL
Critical audit matters changedNew this year: U.S. Income Tax Valuation Allowance (“The Company records a valuation allowance to reduce its deferred tax assets to the amount that is more likely than not to be realized. As explained in Note 1, the Company records the effects of the Global Intangible Low-Taxed Income (“GILTI”) or, as applicable, Net Controlled Foreign Corporation Tes”). No longer listed: Uncertain Tax Positions10-K · XBRL
Accounting checks8 other checks clear, 2 worth a look10-K · XBRL
InsidersNo open-market buys in the last 90 daysForm 4
Filings1 in the last 30 daysEDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Oct 23, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-10-17. Quoted as filed.

  1. jurisdiction. Complying with emerging and changing requirements causes the Company to incur substantial costs and has required and may in the future require the Company to change its business practices. Compliance with these regulations can be costly and any failure to comply could result in legal and reputational risks as well as…
    10-K, Item 1A

Accounting checks

latest 10-K

8 of 10 clear 2 worth a look. Checks, not verdicts.

  • !
    Inventory growing faster than revenueInventory +58.4% vs revenue +20.6% (+37.7 pts)
  • !
    Critical audit matters changedNew this year: U.S. Income Tax Valuation Allowance (“The Company records a valuation allowance to reduce its deferred tax assets to the amount that is more likely than not to be realized. As explained in Note 1, the Company records the effects of the Global Intangible Low-Taxed Income (“GILTI”) or, as applicable, Net Controlled Foreign Corporation Tes”). No longer listed: Uncertain Tax Positions
  • ✓
    Cash from operations $2.0B vs net income $1.0B (FY ending 2026-08-31)
  • ✓
    Same auditor in both 10-Ks: Ernst & Young LLP
  • ✓
    No statement of substantial doubt about going concern
  • ✓
    No 8-K item 4.02 in the last 2 years
  • ✓
    No NT 10-K or NT 10-Q in the last 2 years
  • ✓
    No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • ✓
    No 8-K item 2.06 in the last 2 years
  • ✓
    No 8-K item 1.03 in the last 2 years
How each check works, with sources →

In the last 30 days

All filings →

New risks 1 new paragraphs in Risk Factors in the new 10-K

Work on JBL in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/JBL/export.csv") into a cell.