Jabil JBL Business Segments
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Net revenue by Business | ||||||
| Connected Living and Digital Commerce | $1.23B-10.9% | $1.38B-0.5% | $1.39B+3.5% | $1.34B-0.1% | $1.34B-13.0% | |
| Intelligent Infrastructure | $4.03B+4.5% | $3.85B+3.0% | $3.74B+9.0% | $3.43B+29.7% | $2.65B+6.0% | |
| Regulated Industries | $3.03B-1.5% | $3.07B-1.7% | $3.13B+2.3% | $3.06B+11.5% | $2.74B-7.3% | |
| Segment income by Business | ||||||
| Connected Living and Digital Commerce | $60M-20.0% | $75M— | —— | —— | $61M-31.5% | |
| Intelligent Infrastructure | $231M+14.4% | $202M— | —— | —— | $141M+17.5% | |
| Regulated Industries | $145M-18.1% | $177M— | —— | —— | $132M-4.3% | |
| Segment expenses by Business | ||||||
| Connected Living and Digital Commerce | $1.17B-10.4% | $1.3B— | —— | —— | $1.28B-11.9% | |
| Intelligent Infrastructure | $3.8B+4.0% | $3.65B— | —— | —— | $2.51B+5.5% | |
| Regulated Industries | $2.88B-0.5% | $2.9B— | —— | —— | $2.61B-7.4% | |
| Segment income margin by Business | ||||||
| Connected Living and Digital Commerce | 4.9%-0.6pp | 5.5%— | —— | —— | 4.5%-1.3pp | |
| Intelligent Infrastructure | 5.7%+0.5pp | 5.2%— | —— | —— | 5.3%+0.5pp | |
| Regulated Industries | 4.8%-1.0pp | 5.8%— | —— | —— | 4.8%+0.1pp | |
| Restructuring, severance and related charges by Business | ||||||
| Connected Living and Digital Commerce | $3M-88.0% | $25M+2,400% | $1M— | $0+100% | -$1M-117% | |
| Intelligent Infrastructure | $1M-80.0% | $5M+150% | $2M-75.0% | $8M-61.9% | $21M-27.6% | |
| Regulated Industries | $1M-97.8% | $45M+45.2% | $31M+343% | $7M+133% | $3M-85.7% | |
| Acquisitions and adjustments by Business | ||||||
| Connected Living and Digital Commerce | $0— | $0— | $0+100% | -$12M— | $0— | |
| Intelligent Infrastructure | $336M+615% | $47M— | —— | —— | $17M+13.3% | |
| Regulated Industries | $0— | $0-100% | $7M-82.1% | $39M-70.5% | $132M— | |
| Change in foreign currency exchange rates by Business | ||||||
| Connected Living and Digital Commerce | $0— | $0— | $0-100% | $4M+500% | -$1M0.0% | |
| Intelligent Infrastructure | $0— | $0— | $0— | $0— | $0— | |
| Regulated Industries | $6M+700% | -$1M-133% | $3M-78.6% | $14M+300% | -$7M-40.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Jabil break its business down?
- Jabil (JBL) reports net revenue by business across 3 parts — Connected Living and Digital Commerce, Intelligent Infrastructure and Regulated Industries. Each is extracted from the segment footnotes and tracked over time.
- Where does Jabil's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Jabil's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
