Jabil Inc. (JBL) Q3 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• Form 8-K filed June 17, 2026 (accession 0001628280-26-043719), Exhibit 99.1: unaudited condensed consolidated balance sheets (as of May 31, 2026 and August 31, 2025), statements of operations and statements of cash flows for the three and nine months ended May 31, 2026, plus a non-GAAP reconciliation.
• Form 8-K filed March 18, 2026 (accession 0001628280-26-019043), Exhibit 99.1: the same set of unaudited statements for the three and six months ended February 28, 2026.
• Form 8-K filed December 17, 2025 (accession 0001628280-25-057488), Exhibit 99.1: earnings release for the quarter ended November 30, 2025.
• Form 8-K filed September 25, 2025 (accession 0001628280-25-042693), Exhibit 99.1: earnings release for the fourth quarter and fiscal year ended August 31, 2025.

Earnings and guidance

• June 17, 2026 (0001628280-26-043719): Q3 FY26 results, outlook raised. Net revenue $8.8 billion; GAAP operating income $445 million; GAAP diluted EPS $2.59; core operating income $504 million; core diluted EPS $3.16. Fiscal 2026 outlook raised to net revenue of $35 billion, core operating margin of 5.8%, core diluted EPS of $12.70 and adjusted free cash flow of $1.4+ billion (from $34 billion, 5.7%, $12.25 and $1.3+ billion in March). Q4 guidance: revenue $9.2 to $10.0 billion, core operating income $589 to $649 million, core diluted EPS $3.80 to $4.20. Management cited very strong AI infrastructure demand and better-than-expected Automotive and Connected Living results.
• March 18, 2026 (0001628280-26-019043): Q2 FY26 results, outlook raised. Net revenue $8.3 billion; GAAP diluted EPS $2.08; core diluted EPS $2.69. Fiscal 2026 outlook raised to $34 billion revenue and core EPS of $12.25 (from $32.4 billion and $11.55 in December), with core margin of 5.7% and adjusted free cash flow of $1.3+ billion. Q3 guidance was revenue of $8.1 to $8.9 billion and core EPS of $2.83 to $3.23.
• December 17, 2025 (0001628280-25-057488): Q1 FY26 results, outlook raised. Net revenue $8.3 billion; GAAP diluted EPS $1.35; core diluted EPS $2.85. Fiscal 2026 outlook raised to $32.4 billion revenue, 5.7% core margin and $11.55 core EPS (from $31.3 billion, 5.6% and $11.00 in September).
• September 25, 2025 (0001628280-25-042693): Q4 and full-year FY25 results. Q4 revenue $8.3 billion, core diluted EPS $3.29. Fiscal 2025 revenue $29.8 billion, GAAP diluted EPS $5.92, core diluted EPS $9.75. Initial fiscal 2026 outlook: $31.3 billion revenue, 5.6% core margin, $11.00 core EPS, adjusted free cash flow above $1.3 billion.

Acquisitions (both closed)

No Form 8-K in the period reports these deals. Both are described in the Form 10-Q for the quarter ended May 31, 2026 (accession 0001628280-26-046138, Note 15).

• Hanley Energy Group: closed January 2, 2026. Jabil completed the acquisition for cash consideration of $752 million, plus contingent consideration tied to future revenue thresholds. Hanley provides energy management and critical power solutions for data center infrastructure. Recorded assets acquired were $889 million, including $369 million of intangibles and $340 million of goodwill, with the goodwill assigned to Intelligent Infrastructure.
• Rebound Technologies: closed September 1, 2025. Jabil completed the acquisition for cash consideration of $133 million. Rebound is a UK-headquartered supply chain services provider.

Capital actions

• January 23, 2026 (0001193125-26-021086): senior notes issued. Jabil issued $500 million of 4.200% Senior Notes due February 1, 2029 and $500 million of 4.750% Senior Notes due February 1, 2033 in a public offering (underwriting agreement dated January 14, 2026). The 10-Q states the proceeds went to general corporate purposes, including repayment of the $500 million 1.700% Senior Notes due April 2026.
• Share repurchases (0001628280-26-046138, the 10-Q, not an 8-K). Under the 2026 Share Repurchase Program ($1.0 billion authorized in Q4 FY25), 3.7 million shares had been repurchased for $891 million as of May 31, 2026, leaving $109 million. The Q3 earnings release shows $891 million of treasury stock purchases in the nine months.

Board and governance

• October 16-21, 2025 (0001193125-25-244288): Executive Chairman Mark Mondello and directors Kathleen Walters and James Siminoff said they would not seek re-election at the January 22, 2026 annual meeting.
• January 22-28, 2026 (0001193125-26-024377, 0001193125-26-027194): At the annual meeting, directors John Plant and N.V. "Tiger" Tyagarajan did not receive a majority of votes cast. Steven Raymund was named Chairman, and Thomas Edman and Raejeanne Skillern joined the Board. Mondello's employment ended and he signed a consulting agreement running to January 22, 2028. Stockholders ratified Ernst & Young LLP for fiscal 2026 and approved executive compensation on an advisory basis. A stockholder proposal on the right to act by written consent was not approved.
• April 22, 2026 (0001193125-26-170734): The Board rejected the conditional resignations of Plant and Tyagarajan; both remain directors until the 2027 annual meeting.

Not reflected in an 8-K

The Hanley and Rebound closings, and the share repurchase progress above, appear in the Form 10-Q rather than in any current report.