Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months ended August 31 rose 29% from a year earlier to US$10.6 billion. The GAAP operating margin widened to 5.7% from 4.1% as new capacity came online faster than planned and more hyperscale customers moved into volume production.
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