Jabil IncNYSE: JBL
Information Technology · Electronic Manufacturing Services
$341.75
+1.26%
Vol: 872K
Research Digest
Friday, May 1, 2026
Jabil surges on strong Q2 2026 results with $8.3B revenue (23.9% YoY growth) and $2.69 EPS; company rejoins S&P 500 and announces AI data center partnership.
Jabil delivered exceptional Q2 2026 results with $8.3B revenue (23.9% YoY growth) and EPS of $2.69 (beating $2.46 estimate by 9.35%). The company raised FY2026 guidance to $34B revenue and $12.25 adjusted core EPS. Jabil was upgraded to Strong Buy and rejoins the S&P 500 after seven years. Strategic partnership with Axiado focuses on AI-based cybersecurity for Open Compute Project servers. Stock surged 133.8% over 52 weeks.
Previous Market Intelligence
13 daysApr 30Jabil Q2 fiscal 2026 strong results with 23.9% YoY revenue growth and upgraded to Strong Buy ratingPositive▶
Jabil reported strong fiscal Q2 2026 results with revenue reaching $8.3 billion, marking 23.9% year-over-year growth, and earnings per share of $2.69 beating estimates of $2.46 by 9.35%. The company was upgraded to a Strong Buy rating due to favorable earnings revisions and strong demand in AI-related sectors. Jabil announced a strategic partnership to enhance AI data center capabilities and acquired Hanley Energy to strengthen its position in the growing AI data center market. Geopolitical factors have positively influenced IT spending sentiment. The board declared a quarterly dividend of $0.08 per share payable June 2, 2026. Jabil shares surged 133.8% over the past 52 weeks and rejoined the S&P 500 index after seven years.
Apr 29Jabil Q2 FY2026 revenue hits $8.3B (+23.9% YoY) with EPS beat of $2.69 vs $2.46 consensus; upgraded to Strong BuyPositive▶
Jabil Inc. reported strong Q2 fiscal 2026 results with revenue reaching $8.3 billion, up 23.9% year-over-year, and EPS of $2.69 beating estimates of $2.46 by 9.35%. Company announced strategic partnership to enhance AI data center capabilities amid favorable IT spending sentiment from geopolitical factors. Board declared quarterly dividend of $0.08 per share payable June 2. Upgraded to Strong Buy due to favorable earnings revisions and strong AI-sector demand. Hanley Energy acquisition strengthens AI data center positioning. Stock shows 41.8% YTD gain and 133.2% one-year return with current consensus target of $283.25.
Apr 16Jabil reports Q2 FY2026 revenue of $8.3B (+23% YoY) driven by 52% AI infrastructure growth; fiscal 2026 revenue guidance raised to $34B.Positive▶
Jabil Inc. delivered strong Q2 FY2026 results with revenue of $8.3 billion (23% YoY increase) and net profit of $223 million. The company's Intelligent Infrastructure segment surged 52% YoY, driven by AI-driven tech hardware demand. Management raised full-year FY2026 revenue guidance to $34 billion from $32.4 billion. Multiple analysts raised price targets: Stifel to $290, Argus to $300, and BofA Securities to $295. The stock trades near its 52-week high of $305.94 with 128% return over the past year.
Apr 15Jabil reports Q2 fiscal 2026 EPS of $2.69 (+9.35% beat) on $8.3B revenue (+23% YoY); analysts raise targets to $290-$300.Positive▶
Jabil reported strong Q2 fiscal 2026 earnings on April 8, 2026 with EPS of $2.69 beating $2.46 estimate and revenue of $8.3 billion. Analysts upgraded targets: Stifel to $290, Argus to $300, BofA to $295. Full-year guidance increased to $34B revenue and $12.25 EPS.
Apr 14Jabil raises FY2026 revenue guidance to $34B on strong AI and data center demand.Positive▶
Jabil increased full-year fiscal 2026 revenue outlook to $34B and non-GAAP EPS to $12.25, targeting over $1.3B in free cash flow. Q3 2026 earnings guidance: $2.83-$3.23 EPS. Stock up 5.8% on guidance announcement. Strong growth from AI-driven data center demand and GLP-1 weight-loss drug manufacturing.
Apr 13Jabil raised FY2026 revenue guidance to $34B and EPS to $12.25 on strong AI data center growth momentum.Positive▶
Jabil raised FY2026 guidance with revenue to $34B (from $32.4B) and non-GAAP EPS to $12.25 (from $11.55). Q3 2026 EPS guidance of $2.83-$3.23 (beating $2.83 consensus). Seven analysts rate Buy and one Strong Buy with $283.25 consensus target. CEO Michael Dastoor sold 9,467 shares on April 8 at $286-$289. Stock up 11.5% after earnings.
Apr 10Jabil smashes Q2 estimates with 90.6% net income surge; raises FY2026 outlook to $34B revenue/$12.25 EPS.Positive▶
Jabil delivered blockbuster Q2 2026 results on April 8: $8.28B revenue (+23.1% YoY), net income doubled, diluted EPS nearly doubled to $2.08 (beat estimates). Raised FY2026 outlook to $34B revenue and $12.25 non-GAAP EPS with $1.3B+ free cash flow target. Stock surged 5.24% ($287.14), YTD +24.2%.
Apr 9Jabil raises FY26 outlook on strong AI infrastructure demand; rejoins S&P 500Positive▶
Jabil Inc. posted Q2 FY26 revenue of $8.3 billion (up 23% YoY) driven by AI data center growth and announced its return to the S&P 500 after seven years. The company raised full-year profit and revenue guidance while expanding manufacturing capacity with a $500 million North Carolina plant targeting data center and cloud computing demand.
Apr 8Jabil delivers FY2026 Q2 beats with $2.69 adjusted EPS, raises full-year outlook to $34B revenue.Positive▶
Jabil posted stronger than expected FY2026 Q2 with $2.69 EPS vs $2.51 consensus and raised full-year guidance to $34B. 52% YoY revenue surge in data center segment from AI infrastructure demand. Strong Buy consensus with $265.78 PT.
Apr 7Jabil rejoins S&P 500 after seven years; FY2026 revenue outlook raised to $34 billion.Positive▶
Jabil Inc. achieved S&P 500 re-entry and raised full-year fiscal 2026 revenue guidance to $34 billion, driven by accelerating AI infrastructure demand (80% YoY growth in FY2025). The company reported Q2 FY2026 results with strong growth in the Intelligent Infrastructure segment, which saw 52% year-over-year revenue increase. GLP-1 weight-loss drug manufacturing and healthcare exposure contribute significantly to earnings growth.
Apr 6Jabil lifts FY2026 revenue outlook to $34B amid strong AI and GLP-1 drug device demandPositive▶
Jabil reported Q2 FY2026 results with year-on-year sales and net income growth, issuing Q3 guidance of $8.10-8.90 billion revenue. The company raised full-year FY2026 outlook to $34.00 billion, reflecting strong healthcare exposure and injector-pen manufacturing for weight-loss drugs. AI-related revenue surged 80% YoY in FY2025 and is guided to grow 34.4% in FY2026. Jabil rejoined S&P 500 after seven years. Year-to-date return of 24.2% with 52-week high of $283.76. JP Morgan raised price target from $270 to $300.
Apr 3Jabil raises full-year fiscal 2026 revenue outlook to $34B and highlights $13.1B in AI-related sales potential following strong Q2 results.Positive▶
Jabil reported fiscal Q2 2026 earnings of $8.3B in revenue and $2.69 adjusted EPS, beating expectations and prompting the company to raise full-year fiscal 2026 revenue guidance to $34B. The company highlighted $13.1B in AI-related sales potential and growing exposure to GLP-1 drug manufacturing.
Apr 2Jabil delivers strong Q2 2026 beat and raises full-year guidance, powered by AI data center demandPositive▶
Jabil Inc. reported fiscal Q2 2026 adjusted earnings of $2.69 per share, exceeding consensus of $2.51, and raised full-year outlook on strong AI-driven revenue growth. The company completed acquisition of Hanley Energy Group for approximately $725 million to support AI data center power management. Acquired site in North Carolina for $500 million plant to serve growing data center demand. Analyst price targets increased significantly with Raymond James to $300, BofA to $295, and Stifel to $290. Stock up 91% over past year.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TELTE | $206.58 | -2.40% | +0.9% | 16.8x | 1.26 | $61.8B |
| JBLJABIL | $341.75 | +1.26% | +26.2% | 23.2x | 1.16 | $35.6B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AAPLAPPLE | $280.06 | +3.21% | +4.8% | 28.9x | 1.11 | $3.98T |
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
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Price above both MAs — bullish structure.