Slide 1: Third Quarter Fiscal Year 2026 Financial Results
THIRD QUARTER FISCAL YEAR 2026 Financial Results PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 1
Slide 2: Forward Looking Statement
Forward Looking Statement Forward Looking Statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our third quarter of fiscal year 2026; our guidance for future financial performance in our fourth quarter of fiscal year 2026
Slide 3: Financial Update
Financial Update JABIL
Slide 4: Third Quarter FY 2026 Income Highlights
Third Quarter FY 2026 Income Highlights Three Months Ended May 31, 2026 2025 (In millions, except for per share data) Net revenue $8,751 $7,828 U.S. GAAP operating income $445 $403 U.S. GAAP net income $275 $222 U.S. GAAP diluted earnings per share $2.59 $2.03 Core operating income (non-GAAP)1 $504
Slide 5: Third Quarter FY 2026 Segment Results
Third Quarter FY 2026 Segment Results Regulated Industries ▪ Net Revenue increase 4% y/y Connected Living & Digital Commerce ▪ Core margin* (non-GAAP) of 5.6% 16% Intelligent Infrastructure ▪ Net Revenue increase 21% y/y Regulated ▪ Core margin* (non-GAAP) of 6.1% $8.8B Industries 36% REVENUE Connec
Slide 6: Third Quarter FY 2026 Cashflow Highlights
Third Quarter FY 2026 Cashflow Highlights Three Months Ended May 31, ($ millions) 2026 Net cash provided by operating activities $535 Net capital expenditures1 ($176) Adjusted free cash flow (non-GAAP)2 $359 Core EBITDA (non-GAAP)1 $654 Share repurchases $291 1 See U.S. GAAP to non-GAAP reconciliati
Slide 7: Fourth Quarter FY 2026 Guidance
Fourth Quarter FY 2026 Guidance Segment Revenue Guidance Q4 FY26E Regulated Industries $3.3B Intelligent Infrastructure $4.9B Connected Living & Digital Commerce $1.4B Consolidated Guidance Q4 FY26E Net revenue $9.2B - $10.0B U.S. GAAP operating income $526M - $586M U.S. GAAP diluted earnings per sh
Slide 8: Our Outlook
Our Outlook FY26 Financial Plan NET REVENUE CORE OP MARGIN 1 CORE EPS 1 FREE CASH FLOW 1 $ 35.0 5.8% $ 12.70 $1.4+ BILLION BILLION M A N AGEMENT ’S OU T LOOK F OR F Y 2 6 1 See U.S. GAAP to non-GAAP reconciliation in appendix and U.S. GAAP to non-GAAP definitions located at https://investors.jabil.c
Slide 9: Business Update
Business Update JABIL
Slide 10: Thank You
THANK YOU for the integrity, ingenuity, and inspiration you bring to every moment. PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 10
Slide 11: Third Quarter Highlights
Third Quarter Highlights Diversified Portfolio Driving Broad-Based Strength NET REVENUE Renewables & Digital $ 8.8 BILLION Energy Infrastructure Commerce Networking & Comms Healthcare & Packaging Connected CORE OP MARGIN1 Living 5.8% Auto & Transportation CORE DILUTED EPS1 Cloud Capital & Data Cente
Slide 12: Our Diversified Portfolio
Our Diversified Portfolio $ in billions FY26E FY23 FY24 FY25 FY26E Y/Y Var Auto & Transportation $4.4 $4.4 $4.1 $4.4 7% Healthcare & Packaging $5.5 $5.4 $5.4 $5.5 2% Renewable & Energy Infrastructure $3.1 $2.4 $2.4 $2.7 13% Regulated Industries Net Revenue $13.0 $12.3 $11.9 $12.6 6% Core Operating M
Slide 13: Our Outlook
Our Outlook FY26 Financial Plan NET REVENUE CORE OP MARGIN 1 CORE EPS 1 FREE CASH FLOW 1 $ 35.0 5.8% $ 12.70 $1.4+ BILLION BILLION M A N AGEMENT ’S OU T LOOK F OR F Y 2 6 1 See U.S. GAAP to non-GAAP reconciliation in appendix and U.S. GAAP to non-GAAP definitions located at https://investors.jabil.c
Slide 14: FY27 Annual Virtual Investor Briefing
FY27 ANNUAL VIRTUAL INVESTOR BRIEFING Engineering-Led, Supply Chain-Enabled Manufacturing Solutions Strong AI- Diversified Customer Core Related Growth Operating Continues Engagement + Capacity Margin 6%+
Slide 15: FY28+ Long-Term Growth Opportunity
+ FY28+ LONG-TERM GROWTH OPPORTUNITY POWER INFRASTRUCTURE THERMAL MANAGEMENT NETWORKING IT COMPUTE/STORAGE Rack-level Compute Networking Power Cooling Integration
Slide 16: Q&A
JABIL Q&A
Slide 17: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP TO NON-GAAP RECONCILIATIONS
Slide 18: Operating Income, EBITDA and Net Income Non-GAAP Reconciliation
JABIL INC. AND SUBSIDIARIES OPERATING INCOME, EBITDA and NET INCOME NON-GAAP RECONCILIATION (in millions, except for per share data) (Unaudited) Three months ended Nine months ended May 31, 2026 May 31, 2025 May 31, 2026 May 31, 2025 Operating income (U.S. GAAP) $ 445 $ 403 $ 1,102 $ 845 Amortizatio
Slide 19: Made Possible.
MADE POSSIBLE. JABIL | MAdEpossial