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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Jabil (JBL) is 9/10.
Jabil posted Q2 FY2026 with net revenue of $8.3 billion exceeding expectations and core EPS of $2.69 above the outlook, as AI revenue was raised to $13.1 billion representing 46% year-over-year growth on broad momentum across hyperscaler customers. FY2026 guidance was raised substantially with revenue to approximately $34 billion (up $1.6 billion) and core EPS to $12.25 from $11.55, a 6.1% increase marking the second consecutive significant raise. Intelligent Infrastructure was raised $1.1 billion to $16.5 billion with 34% growth, and automotive and renewables showed signs of recovery. East Coast liquid cooling retrofit was completed 2-3 months ahead of schedule.
Scored from Jabil’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.96B | -17.7% | $1.18 | +1.7% | 9.5% | 4.6% | 2.0% | $411M |
| FY2025 Q1 | $6.99B | -16.6% | $0.88 | -40.1% | 8.7% | 2.8% | 1.4% | $215M |
| FY2025 Q2 | $6.73B | -0.6% | $1.06 | -85.5% | 8.6% | 3.6% | 1.7% | $218M |
| FY2025 Q3 | $7.83B | +15.7% | $2.03 | +91.5% | 8.7% | 5.1% | 2.8% | $320M |
| FY2025 Q4 | $8.25B | +18.5% | $1.99 | +68.6% | 9.5% | 4.1% | 2.6% | $419M |
| FY2026 Q1 | $8.30B | +18.7% | $1.35 | +53.4% | 8.9% | 3.4% | 1.8% | $228M |
| FY2026 Q2 | $8.28B | +23.1% | $2.08 | +96.2% | 9.0% | 4.7% | 2.7% | $506M |
| FY2026 Q3 | $8.75B | +11.8% | $2.59 | +27.6% | 9.5% | 5.1% | 3.1% | $351M |