Jabil's FY27 AI Revenue Surge Could Redefine Its Growth Story in 2027

Jabil Inc. (JBL) reported strong Q4 fiscal 2026 results and projects AI revenues to surge 54% to $22.1 billion in fiscal 2027. The company expects total revenues of $44.5 billion and core EPS of $17.55, with the Intelligent Infrastructure segment driving growth. However, execution risks remain as Jabil expands capacity globally to support larger customer programs.