Slide 1: First Quarter Fiscal Year 2026 Financial Results
FIRST 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 first quarter 2026; our guidance for future financial performance in our second quarter of fiscal year 2026 (including, net
Slide 3: First Quarter FY 2026 Income Highlights
First Quarter FY 2026 Income Highlights Three Months Ended NOVEMBER 30, 2025 2024 (In millions, except for per share data) Net revenue $8,305 $6,994 U.S. GAAP operating income $283 $197 U.S. GAAP net income $146 $100 U.S. GAAP diluted earnings per share $1.35 $0.88 Core operating income (non-GAAP)1
Slide 4: First Quarter FY 2026 Segment Results
First Quarter FY 2026 Segment Results Regulated Industries ▪ Net Revenue increase 4% y/y Connected Living & Digital Commerce ▪ Core margin* (non-GAAP) of 5.8% 17% Intelligent Infrastructure ▪ Net Revenue increase 54% y/y Regulated ▪ Core margin* (non-GAAP) of 5.2% $8.3B Industries 37% REVENUE Connec
Slide 5: First Quarter FY 2026 Cashflow Highlights
First Quarter FY 2026 Cashflow Highlights Three Months Ended November 30, ($ millions) 2025 Net cash provided by operating activities $323 Net capital expenditures1 ($51) Adjusted free cash flow (non-GAAP)2 $272 Core EBITDA (non-GAAP)1 $600 Share repurchases $300 1 See U.S. GAAP to non-GAAP reconcil
Slide 6: Second Quarter FY26 Guidance
Second Quarter FY26 Guidance Segment Revenue Guidance1 Q2 FY26E Regulated Industries $2.78B Intelligent Infrastructure $3.76B Connected Living & Digital Commerce $1.21B Consolidated Guidance1 Q2 FY26E Net revenue $7.5B - $8.0B U.S. GAAP operating income $312M - $382M U.S. GAAP diluted earnings per s
Slide 7: Business Update
Business Update JABIL
Slide 8: Thank you
Thank you for your commitment and dedication to our customers, communities, and each other. PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 8
Slide 9: First Quarter Highlights
First Quarter Highlights NET REVENUE Renewables & Digital $ 8.3 BILLION Energy Infrastructure Commerce Networking & Comms Healthcare & Packaging Connected CORE OP MARGIN1 Living 5.5% Auto & Transportation CORE DILUTED EPS1 Cloud Capital & Data Center $ 2.85 Equipment Infrastructure 1 See U.S. GAAP t
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 $3.9 -5% Healthcare & Packaging $5.5 $5.4 $5.4 $5.6 4% Renewable & Energy Infrastructure $3.1 $2.4 $2.4 $2.5 4% Regulated Industries Net Revenue $13.0 $12.3 $11.9 $12.0 1% 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 $ 32.4 5.7% $ 11.55 $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: Key Takeaways Today
Key Takeaways Today 1 2 3 4 5 Strong Start & Intelligent Regulated CLDC Advancing Stronger Building Infrastructure Industries Through FY26 Outlook Momentum New Wins & Stabilizing & Automation & Growth Strengthening Robotics MANAGEMENT’S OUTLOOK FOR FY26 REVENUE CORE OP MARGIN1 CORE EPS1 FREE CASH FL
Slide 13: Thank you
Thank you for your commitment and dedication to our customers, communities, and each other. PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 13
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 November 30, 2025 November 30, 2024 Operating income (U.S. GAAP) $ 283 $ 197 Amortization of intangibles 19 13 Stock-based compensation
Slide 17: Made Possible.
MADE POSSIBLE. JABIL | MAdEpossial