Jabil expects AI-driven revenue growth to sustain into FY 2027, supporting operating margins above 6%.
Jabil Inc. projected its core operating margin will exceed 6% in fiscal year 2027, driven by continued growth in AI-related revenue. The company cited strong demand and execution in Q3 fiscal 2026, delivering ahead of expectations in revenue, margin, earnings per share, and free cash flow.
Management noted AI revenue growth in FY 2026 is expected to persist at a similar rate into FY 2027. Prior quarters showed resilience in electronics manufacturing services, with margins improving amid supply chain stabilization and cost efficiencies.
The outlook reflects confidence in sustained demand for AI infrastructure and high-performance computing solutions, though no immediate market reaction was detailed.