ST. PETERSBURG, FL – Jabil reported third-quarter fiscal 2026 revenue of $8.8 billion, driven by continued strength in AI infrastructure programs and improving performance in several end markets.

The electronics manufacturing services provider posted GAAP operating income of $445 million and non-GAAP core operating income of $504 million. CEO Mike Dastoor said demand tied to AI infrastructure remained extremely strong during the quarter, prompting the company to increase its full-year AI-related revenue expectations.

Jabil also reported better-than-expected results in automotive and connected living markets, contributing to overall performance. Based on the quarter's results and market outlook, the company raised its fiscal 2026 guidance, now forecasting $35 billion in revenue, a 5.8% core operating margin, and more than $1.4 billion in adjusted free cash flow.

The company expects fourth-quarter revenue between $9.2 billion and $10 billion.

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