Every material Form 8-K Jabil filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Jabil reported preliminary, unaudited first-quarter fiscal 2026 results for the quarter ended November 30, 2025, with net revenue of $8.3 billion, up from $7.0 billion a year earlier, and U.S. GAAP diluted earnings per share of $1.35, up from $0.88. The company raised its fiscal 2026 outlook for revenue, core operating margin and core earnings per share, which shareholders may view as a positive signal on the year ahead.
Q1 net revenue $8.3 billion vs. $7.0 billion a year earlier; U.S. GAAP operating income $283 million vs. $197 million
Q1 core diluted EPS (non-GAAP) $2.85 vs. $2.00 a year earlier; U.S. GAAP diluted EPS $1.35 vs. $0.88
Fiscal 2026 outlook: net revenue $32.4 billion, core operating margin 5.7%, core diluted EPS $11.55, adjusted free cash flow $1.3 billion or more
Q2 fiscal 2026 outlook: net revenue $7.5 billion to $8.0 billion; core diluted EPS $2.27 to $2.67
Jabil said Executive Chairman Mark T. Mondello and directors Kathleen A. Walters and James Siminoff will not seek re-election, with their terms ending at the 2026 Annual Meeting on January 22, 2026. Lead Director Steven Raymund is expected to become board chairman, and the board will shrink to seven members before that meeting, which changes board leadership but reports no financial results.
Mondello, Walters and Siminoff will remain on the board until the 2026 Annual Meeting, with terms concluding January 22, 2026
Lead Director Steven Raymund is expected to assume the role of chairman when Mondello departs
Jabil anticipates a consulting agreement with Mondello effective at the time of his departure
The board approved reducing its size to seven members, effective immediately before the 2026 Annual Meeting
Jabil reported preliminary, unaudited fourth-quarter fiscal 2025 net revenue of $8.3 billion, up from $6.96 billion a year earlier, and core diluted EPS of $3.29, up from $2.30. For fiscal 2026 it expects revenue of about $31.3 billion and core diluted EPS of $11.00, which gives shareholders a numeric baseline for the year ahead.
Q4 fiscal 2025 net revenue $8.3 billion; U.S. GAAP diluted EPS $1.99 vs. $1.18 a year earlier
Fiscal 2025 net revenue $29.8 billion; core diluted EPS $9.75 vs. $8.49; U.S. GAAP diluted EPS $5.92 vs. $11.17, which lapped a $942 million gain in fiscal 2024
Jabil entered a new five-year, $3.2 billion senior unsecured revolving credit facility on June 18, 2025, and terminated its existing $3.2 billion revolving credit agreement from 2020. The facility was undrawn at signing and can potentially be increased by up to $1.0 billion at the lenders' discretion, so it refinances existing borrowing capacity rather than adding new debt.
New $3.2 billion five-year revolving credit facility dated June 18, 2025, undrawn as of signing
Facility may be increased by up to $1.0 billion at lenders' discretion
Existing 2020 credit agreement for $3.2 billion in revolving facilities terminated; company reported no early termination penalties
Current interest rates are 0.075% above the base rate or 1.075% above the benchmark rate
Jabil reported preliminary, unaudited third-quarter fiscal 2025 results, with net revenue of $7.8 billion and U.S. GAAP diluted earnings per share of $2.03, up from $1.06 a year earlier. The company also raised its fiscal 2025 outlook and gave fourth-quarter guidance, with core diluted EPS expected between $2.64 and $3.04.
Third-quarter net revenue was $7.8 billion, compared with $6.8 billion a year earlier.
U.S. GAAP diluted EPS was $2.03 versus $1.06; core diluted EPS (non-GAAP) was $2.55 versus $1.89.
Fourth-quarter guidance: net revenue of $7.1 billion to $7.8 billion and core diluted EPS of $2.64 to $3.04.
Fiscal 2025 outlook includes net revenue of $29 billion and core diluted EPS of $9.33, with adjusted free cash flow of $1.2 billion or more.
Jabil Inc. increased its Board of Directors from nine to ten members and appointed Sujatha Chandrasekaran as a director effective April 16, 2025. The Board determined she is independent under New York Stock Exchange standards, and she will receive standard non-employee director compensation. The filing describes a board change with no financial figures attached and no stated effect on company operations.
Board size increased from nine to ten directors; appointment effective April 16, 2025
Chandrasekaran previously served as Senior Executive Vice President and Chief Digital and Information Officer at CommonSpirit Health
Committee assignments are expected at the Board's next regularly scheduled meeting
Jabil reported preliminary, unaudited second-quarter fiscal 2025 results with net revenue of $6.7 billion, roughly flat with $6.8 billion a year earlier, and core diluted EPS of $1.94, up from $1.68. GAAP diluted EPS fell to $1.06 from $7.31 because the prior-year quarter included a $944 million divestiture gain. The company also raised its fiscal 2025 outlook, with core diluted EPS now expected at $8.95 and third-quarter net revenue guided to $6.7 billion to $7.3 billion.
Q2 net revenue $6.7 billion ($6,728 million) versus $6,767 million a year earlier
Q2 core diluted EPS $1.94 versus $1.68; GAAP diluted EPS $1.06 versus $7.31, which included a prior-year divestiture gain
Fiscal 2025 outlook: net revenue $27.9 billion, core operating margin 5.4%, core diluted EPS $8.95, adjusted free cash flow $1.2 billion or more
Q3 fiscal 2025 guidance: net revenue $6.7 billion to $7.3 billion; core diluted EPS $2.08 to $2.48
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Jabil filing is on SEC EDGAR ↗. 8-K briefs of other companies →