Want to see JBL full AI Analyst Report?
Income by Segment
Reveals the profitability of each business segment, indicating which areas are most lucrative and where there might be challenges in cost management or market competitiveness.Jabil’s income data reflects a deliberate re-segmentation: legacy EMS/DMS were folded into Regulated Industries, Intelligent Industries, and Connected Living, with Intelligent Industries emerging as the primary profit engine. Management’s Q3 commentary—outsized Intelligent/AI wins, a third hyperscaler customer, and raised guidance—validates that shift and helps explain margin expansion. Watch Intelligent segment margins and incremental profitability as new capacity and hyperscaler ramps scale; elevated inventory days, component constraints and near-term ramp inefficiencies are the main risks that could temper earnings leverage despite strong revenue momentum.
Date | EMS | DMS | Regulated Industries | Intelligent Industries | Connected Living & Digital Commerce |
|---|---|---|---|---|---|
May 31, 2026 | $0.00 | $0.00 | $180.00M | $256.00M | $68.00M |
Feb 28, 2026 | $0.00 | $0.00 | $145.00M | $231.00M | $60.00M |
Nov 30, 2025 | $0.00 | $0.00 | $177.00M | $202.00M | $75.00M |
Aug 31, 2025 | $0.00 | $0.00 | $205.00M | $222.00M | $92.00M |
May 31, 2025 | $0.00 | $0.00 | $168.00M | $181.00M | $71.00M |
Feb 28, 2025 | $0.00 | $0.00 | $132.00M | $141.00M | $61.00M |
Nov 30, 2024 | $0.00 | $0.00 | $138.00M | $120.00M | $89.00M |
Aug 31, 2024 | $214.00M | $187.00M | $0.00 | $0.00 | $0.00 |
May 31, 2024 | $195.00M | $155.00M | $0.00 | $0.00 | $0.00 |
Feb 29, 2024 | $145.00M | $193.00M | $0.00 | $0.00 | $0.00 |