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Screener / SEC EDGAR /CIK 0000898293 /10-K filed Oct 23, 2026, compared with Oct 17, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
FLEXHPESNDKAMATAPHJBL
NYSE Technology · Electronic Components

Jabil JBL

JBL quote by TradingView

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

Where each dollar of revenue went, FY2026

Revenue of $36.0B through the costs to a net profit of $1.0B · income statement of the 10-K

5% operating margin
Revenue to Gross profit: $3.3BRevenue to Cost of revenue: $32.6BGross profit to Operating profit: $1.7BGross profit to Operating expenses: $1.6BOperating profit to Net profit: $1.0BOperating profit to Tax & other: $662.0MOperating expenses to R&D: $30.0MOperating expenses to Sales, admin & other: $1.6B Revenue: $36.0B REVENUE $36.0B +21% Y/Y Gross profit: $3.3B · 9% margin GROSS PROFIT $3.3B 9% margin · +25% Y/Y Cost of revenue: $32.6B · 91% of revenue COST OF REVENUE $32.6B 91% of revenue Operating profit: $1.7B · 5% margin OPERATING PROFIT $1.7B 5% margin · +44% Y/Y Operating expenses: $1.6B · 4% of revenue OPERATING EXPENSES $1.6B 4% of revenue Net profit: $1.0B · 3% margin NET PROFIT $1.0B 3% margin · +59% Y/Y Tax & other: $662.0M · 2% of revenue TAX & OTHER $662.0M 2% of revenue R&D: $30.0M · 0% of revenue R&D $30.0M 0% of revenue Sales, admin & other: $1.6B · 4% of revenue SALES, ADMIN & OTHER $1.6B 4% of revenue
Gross profit $3.3B 9% margin · +25% Y/Y
Operating profit $1.7B 5% margin · +44% Y/Y
Net profit $1.0B 3% margin · +59% Y/Y
The full income statement, year by year

JBL among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: 20.6%, above 69% of 74 peers (their median 14.0%) REVENUE GROWTH 20.6% · above 69% Gross margin: 9.2%, above 0% of 67 peers (their median 58.0%) GROSS MARGIN 9.2% · above 0% Operating margin: 4.7%, above 4% of 70 peers (their median 23.8%) OPERATING MARGIN 4.7% · above 4% Net margin: 2.9%, above 7% of 74 peers (their median 19.2%) NET MARGIN 2.9% · above 7% FCF margin: 3.8%, above 9% of 70 peers (their median 23.7%) FCF MARGIN 3.8% · above 9% Return on capital: 25.2%, above 82% of 61 peers (their median 12.6%) RETURN ON CAPITAL 25.2% · above 82%
JBL Peer median Below the median

What changed

1 new risk paragraph and 2 accounting facts worth reading about. 10-K filed Oct 23, 2026 against Oct 17, 2025.

Risk factors
1 new paragraph, nothing like it in the previous 10-K
10-K Item 1A
Inventory growing faster than revenue
Inventory +58.4% vs revenue +20.6% (+37.7 pts)
10-K · XBRL
Critical audit matters changed
New 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
10-K · XBRL
Accounting checks
8 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
1 in the last 30 days
EDGAR

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

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 8 checks found nothing to note

  • Inventory growing faster than revenue
    Inventory +58.4% vs revenue +20.6% (+37.7 pts)
  • Critical audit matters changed
    New 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 Aug 31, 2026)
7 more checks with nothing to note
  • 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

In their words

1 paragraph in Risk Factors that was not in the 10-K filed Oct 17, 2025. Quoted as filed.

  1. Item 1A · new paragraph · not in the 10-K filed Oct 17, 2025 10-K, ITEM 1A
    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…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

From the same starting line, FY2017 to FY2026

Revenue, net income and free cash flow, each set to 100 in FY2017. What happened, from the 10-Ks. Not a forecast.

FY2017 = 100
500 1000 100 Revenue: $19.1B in FY2017, $36.0B in FY2026 REVENUE $36.0B · 1.9x Net income: $129.1M in FY2017, $1.0B in FY2026 NET INCOME $1.0B · 8.1x FY2017 = 100FY2022FY2026
Revenue 1.9x $19.1B to $36.0B
Net income 8.1x $129.1M to $1.0B

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$34.7B$28.9B$29.8B$36.0B
Net income$818.0M$1.4B$657.0M$1.0B
Operating cash flow$1.7B$1.7B$1.6B$2.0B
Free cash flow$704.0M$932.0M$1.2B$1.4B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$36.0B ▲ 20.6% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

1 filing in the last 30 days · SEC EDGAR

All filings
New risks1 new paragraphs in Risk Factors in the new 10-K

About the company

Jabil, St Petersburg, FL · from the 10-K filed Oct 23, 2026

Jabil is one of the leading providers of engineering, supply chain, and manufacturing solutions. We deliver comprehensive design, production, and product management services to companies across a diverse range of industries and end markets. Our capabilities span the entire product lifecycle - from innovation, design, and planning to fabrication, assembly, delivery, and post-production - enabling seamless management of resources and materials across global supply chains. Through these integrated services, we help our customers reduce manufacturing costs, enhance supply chain efficiency, minimize inventory risk, lower transportation expenses, and accelerate product fulfillment.

Headquarters
St Petersburg, FL
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
August 31
Last results
Sep 30, 2026
Incorporated in
DE

Email alerts

Sources

The 10-K filed Oct 23, 2026 (open at SEC), compared with the 10-K filed Oct 17, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/JBL/export.csv") into a cell.