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-8.4% | $1.38B-10.5% | $1.39B-14.2% | $1.34B-7.2% | $1.34B-12.9% | |
| Intelligent Infrastructure | $4.03B+52.2% | $3.85B+54.4% | $3.74B+62.1% | $3.43B+50.8% | $2.65B+18.0% | |
| Regulated Industries | $3.03B+10.4% | $3.07B+3.9% | $3.13B+2.8% | $3.06B+0.4% | $2.74B-8.1% | |
| Segment income by Business | ||||||
| Connected Living and Digital Commerce | $60M-1.6% | $75M-15.7% | —— | —— | $61M-47.4% | |
| Intelligent Infrastructure | $231M+63.8% | $202M+68.3% | —— | —— | $141M+20.3% | |
| Regulated Industries | $145M+9.8% | $177M+28.3% | —— | —— | $132M-19.4% | |
| Segment expenses by Business | ||||||
| Connected Living and Digital Commerce | $1.17B-8.7% | $1.3B-10.2% | —— | —— | $1.28B-26.5% | |
| Intelligent Infrastructure | $3.8B+51.5% | $3.65B+53.7% | —— | —— | $2.51B+14.8% | |
| Regulated Industries | $2.88B+10.4% | $2.9B+2.7% | —— | —— | $2.61B-10.1% | |
| Segment income margin by Business | ||||||
| Connected Living and Digital Commerce | 4.9%+0.4pp | 5.5%-0.3pp | —— | —— | 4.5%+2.9pp | |
| Intelligent Infrastructure | 5.7%+0.4pp | 5.2%+0.4pp | —— | —— | 5.3%+4.0pp | |
| Regulated Industries | 4.8%0.0pp | 5.8%+1.1pp | —— | —— | 4.8%+3.5pp | |
| Restructuring, severance and related charges by Business | ||||||
| Connected Living and Digital Commerce | $3M+400% | $25M+317% | $1M— | $0-100% | -$1M-103% | |
| Intelligent Infrastructure | $1M-95.2% | $5M-82.8% | $2M-66.7% | $8M-65.2% | $21M+90.9% | |
| Regulated Industries | $1M-66.7% | $45M+114% | $31M-3.1% | $7M0.0% | $3M-25.0% | |
| Acquisitions and adjustments by Business | ||||||
| Connected Living and Digital Commerce | $0— | $0— | $0+100% | -$12M-1,100% | $0+100% | |
| Intelligent Infrastructure | $336M+1,876% | $47M+213% | —— | —— | $17M— | |
| Regulated Industries | $0-100% | $0— | $7M-26.3% | $39M+311% | $132M+1,289% | |
| Change in foreign currency exchange rates by Business | ||||||
| Connected Living and Digital Commerce | $0+100% | $0+100% | $0-100% | $4M+1,500% | -$1M-500% | |
| Intelligent Infrastructure | $0— | $0— | $0— | $0— | $0— | |
| Regulated Industries | $6M+186% | -$1M+80.0% | $3M+140% | $14M+1,020% | -$7M-660% |
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.
