JBL Q4 Earnings Call Highlights AI-Led Fiscal 2027 Growth

Jabil Inc. (JBL) reported strong Q4 earnings and provided fiscal 2027 guidance expecting revenues of $44.5B (up 24%) with AI-related revenues reaching $22.1B (54% growth). The company is expanding capacity by 4 million square feet to support over $8B in incremental revenues, while maintaining its asset-light model with capital expenditures between 1.5-2% of revenues. Management expects six Intelligent Infrastructure customers to each generate over $1B in fiscal 2027.