Income StatementBalance SheetCash FlowSegments
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Jabil Business Segments

Business, geographic, and product segment breakdowns

Jabil generates $32.7B in annual revenue across 3 key segments: Connected Living and Digital Commerce ($5.3B), Intelligent Infrastructure ($15.1B), and Regulated Industries ($12.3B). The company-wide operating margin is 4.28%. Based on the Q4 2025 filing.

Connected Living and Digital Commerce (TTM)$5.3BIntelligent Infrastructure (TTM)$15.1BRegulated Industries (TTM)$12.3B
Latest FilingQ4 2025
Report Date2026-04-08
Market Cap$37.4B
P/E Ratio46.21
ROE59.88%

Geographic

Concentration risk, percentage

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Foreign source revenue80.8%77.0%72.5%—72.8%72.6%

Long-Lived Assets

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Other———$1.2B——

Net revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Other$2.2B$2.2B$2.2B$2.2B——

Business Segments

Acquisitions and adjustments

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Intelligent Infrastructure$15.0M$17.0M-$25.0M$0.0$47.0M$336.0M
Connected Living and Digital Commerce$0.0$0.0-$12.0M$0.0$0.0$0.0
Regulated Industries$0.0$132.0M$39.0M$7.0M$0.0$0.0

Change in foreign currency exchange rates

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Regulated Industries-$5.0M-$7.0M$14.0M$3.0M-$1.0M$6.0M
Connected Living and Digital Commerce-$1.0M-$1.0M$4.0M$0.0$0.0$0.0
Intelligent Infrastructure$0.0$0.0$0.0$0.0$0.0$0.0

Net revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Intelligent Infrastructure$2.5B$2.6B$3.4B$3.7B$3.9B$4.0B
Regulated Industries$3.0B$2.7B$3.1B$3.1B$3.1B$3.0B
Connected Living and Digital Commerce$1.5B$1.3B$1.3B$1.4B$1.4B$1.2B

Restructuring, severance and related charges

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Connected Living and Digital Commerce$6.0M-$1.0M$0.0$16.0M$25.0M$3.0M
Intelligent Infrastructure$29.0M$21.0M$8.0M—$5.0M$1.0M
Regulated Industries$21.0M$3.0M$7.0M$49.0M$45.0M$1.0M

Segment expenses

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Intelligent Infrastructure$2.4B$2.5B——$3.7B$3.8B
Regulated Industries$2.8B$2.6B——$2.9B$2.9B
Connected Living and Digital Commerce$1.5B$1.3B——$1.3B$1.2B

Segment income

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Intelligent Infrastructure$120.0M$141.0M——$202.0M$231.0M
Regulated Industries$138.0M$132.0M——$177.0M$145.0M
Connected Living and Digital Commerce$89.0M$61.0M——$75.0M$60.0M

Segment income margin

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Intelligent Infrastructure4.8%5.3%——5.2%5.7%
Connected Living and Digital Commerce5.8%4.5%——5.5%4.9%
Regulated Industries4.7%4.8%——5.8%4.8%