FY26 · Ended Aug 31, 2026 · View SEC filing
Suppliers now finance almost the entire build
Jabil now pays suppliers about as late as inventory and customer payments take combined, so cash ran ahead of profit.
For investorsWhat the AI-driven margin gain depends on from here
For foundersBuilding on suppliers' money: the playbook behind a near-zero cash cycle
Data center work earns a segment margin only slightly above car and medical work, so its size, not markup, drives profit.
Operating income grew more than twice as fast as revenue, the pattern the filing links to fuller factories.
Spending on plant is less than half its share of revenue seven years ago, so most operating cash reaches free cash flow.
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Business Lens describes Jabil from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
