Jabil Inc
JBLQ4 2025(JBL Q1 FY2026)Derived20% AI
AI Revenue %
20%
AI Fair Value
$5.2B
AI Revenue (Q)
$1.4B
Total Revenue (Q)
$7.0B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q1 FY2026 (Nov 30, 2025): Revenue $8,305M, up 18.7% YoY from $6,994M. Intelligent Infrastructure = $3,853M (46.4% of total), up 54.3% YoY from $2,496M. II segment income = $202M vs $120M (+68.3%). Foreign source revenue dropped to 72.8% from 80.8%, 'primarily driven by domestic revenue growth within our Intelligent Infrastructure segment' -- indicating strong U.S.-based AI data center manufacturing. The II segment's 54% YoY growth strongly suggests accelerating AI infrastructure demand. Jabil also acquired Hanley Energy Group for $751M, a provider of 'energy management and critical power solutions serving the data center infrastructure market.' Conservatively, ~43% of II = ~$1,661M is AI-related. ~$1,661M / $8,305M = 20.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Intelligent Infrastructure revenue: $3,853M out of $8,305M total (46.4%)
10-Q, November 30, 2025, Segment Revenue table
Intelligent Infrastructure segment income: $202M (vs $120M prior year, +68.3%)
10-Q, November 30, 2025, Segment Income table
Foreign source revenue decreased to 72.8% from 80.8%, primarily driven by domestic revenue growth within our Intelligent Infrastructure segment
10-Q, November 30, 2025, Segment geographic note
Jabil completed the acquisition of Hanley Energy Group for cash consideration of $751 million...provider of energy management and critical power solutions serving the data center infrastructure market
10-Q, November 30, 2025, Business Acquisitions Note
AI Products Identified (Ring 1)
AI server assemblyGPU liquid cooling systems800G/1.6T optical transceiversdata center power/cooling infrastructureAI networking equipmentAI rack-scale systemscritical power solutions (Hanley Energy)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
traditional networking equipmentsemi-capital equipmentcloud infrastructure (non-AI)data center energy management (non-AI portion)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI