Slide 1: Second Quarter Fiscal Year 2026 Financial Results
SECOND 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 second quarter 2026; our guidance for future financial performance in our third quarter of fiscal year 2026 (including, net
Slide 3: Second Quarter FY 2026 Income Highlights
Second Quarter FY 2026 Income Highlights Three Months Ended February 28, 2026 2025 (In millions, except for per share data) Net revenue $8,282 $6,728 U.S. GAAP operating income $374 $245 U.S. GAAP net income $223 $117 U.S. GAAP diluted earnings per share $2.08 $1.06 Core operating income (non-GAAP)1
Slide 4: Second Quarter FY 2026 Segment Results
Second Quarter FY 2026 Segment Results Regulated Industries ▪ Net Revenue increase 10% y/y Connected Living & Digital Commerce ▪ Core margin* (non-GAAP) of 4.8% 15% Intelligent Infrastructure ▪ Net Revenue increase 52% y/y Regulated ▪ Core margin* (non-GAAP) of 5.7% $8.3B Industries 36% REVENUE Conn
Slide 5: Second Quarter FY 2026 Cashflow Highlights
Second Quarter FY 2026 Cashflow Highlights Three Months Ended February 28, ($ millions) 2026 Net cash provided by operating activities $411 Net capital expenditures1 ($51) Adjusted free cash flow (non-GAAP)2 $360 Core EBITDA (non-GAAP)1 $581 Share repurchases $300 1 See U.S. GAAP to non-GAAP reconci
Slide 6: Third Quarter FY26 Guidance
Third Quarter FY26 Guidance Segment Revenue Guidance Q3 FY26E Regulated Industries $3.1B Intelligent Infrastructure $4.2B Connected Living & Digital Commerce $1.2B Consolidated Guidance Q3 FY26E Net revenue $8.1B - $8.9B U.S. GAAP operating income $398M - $458M U.S. GAAP diluted earnings per share $
Slide 7: Business Update
Business Update JABIL
Slide 8: Thank you for the integrity, ingenuity, and inspiration
THANK YOU for the integrity, ingenuity, and inspiration you bring to every moment. PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 8
Slide 9: Second Quarter Highlights
Second Quarter Highlights Diversified Portfolio Driving Broad-Based Strength NET REVENUE Renewables & Digital $ 8.3 BILLION Energy Infrastructure Commerce Networking & Comms Healthcare & Packaging Connected CORE OP MARGIN1 Living 5.3% Auto & Transportation CORE DILUTED EPS1 Cloud Capital & Data Cent
Slide 10: Our Diversified Portfolio
Our Diversified Portfolio $ in billions FY26E FY23 FY24 FY25 FY26E Y/Y Var Auto & Transportation $4.4 $4.4 $4.1 $4.2 2% Healthcare & Packaging $5.5 $5.4 $5.4 $5.6 4% Renewable & Energy Infrastructure $3.1 $2.4 $2.4 $2.7 13% Regulated Industries Net Revenue $13.0 $12.3 $11.9 $12.5 5% Core Operating M
Slide 11: Our Outlook
Our Outlook FY26 Financial Plan NET REVENUE CORE OP MARGIN 1 CORE EPS 1 FREE CASH FLOW 1 $ 34.0 5.7% $ 12.25 $1.3+ 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 12: PUBLIC | ©Jabil Inc. 2025. All Rights Reserved.
PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 12
Slide 13: Key Takeaways Today
Key Takeaways Today 1 2 3 4 5 Strong First Intelligent Regulated CLDC Advancing Stronger Half Infrastructure Industries Through FY26 Outlook Broad-Based Execution & Improving Automation & Momentum Growth Robotics MANAGEMENT’S OUTLOOK FOR FY26 REVENUE CORE OP MARGIN1 CORE EPS1 FREE CASH FLOW1 $34.0B
Slide 14: Q&A
JABIL Q&A
Slide 15: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP TO NON-GAAP RECONCILIATIONS
Slide 16: 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 Six months ended February 28, 2026 February 28, 2025 February 28, 2026 February 28, 2025 Operating income (U.S. GAAP) $ 374 $ 245 $ 657
Slide 17: Made Possible.
MADE POSSIBLE. JABIL | MAdEpossial