Loading…
Loading…
Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ruplu Bhattacharya | Bank of America | 18 | 0% |
| Steve Fox | Fox Advisors | 14 | 7% |
| Melissa Fairbanks | Raymond James | 14 | 0% |
| Mark Delaney | Goldman Sachs | 12 | 17% |
| Dave Vogt | UBS | 10 | 20% |
| Samik Chatterjee | JPMorgan | 6 | 0% |
| George Wang | Barclays | 5 | 0% |
| Tim Long | Barclays | 4 | 0% |
| Manmohanpreet Singh | JPMorgan | 3 | 0% |
| Ruben Roy | Stifel | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 18 | 0% |
| Raymond James | 1 | 14 | 0% |
| Fox Advisors | 1 | 14 | 7% |
| Goldman Sachs | 1 |
| 12 |
| 17% |
| UBS | 1 | 10 | 20% |
| JPMorgan | 2 | 9 | 0% |
| Barclays | 2 | 9 | 0% |
| Stifel | 2 | 4 | 0% |
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.
Cloud & AI | Margin | Demand | Competitive Dynamics | Revenue Growth | Innovation & R&D | Trade Tariffs | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 5 | 4 | 1 | 4 | 3 | 2 | 2 |
| 2025Q2 | 6 | 1 | 5 | 2 | 4 | 3 | 4 | 3 |
| 2025Q3 | 6 | 4 | 3 | 3 | 3 | 1 | 2 | |
| 2025Q4 | 4 | 4 | 1 | 3 | 1 | 2 | 1 | |
| 2026Q1 | 8 | 4 | 4 | 1 | 2 | 3 | ||
| 2026Q2 | 8 | 6 | 5 | 3 | 3 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 6 | 6 | 4 | 8 | 8 |
| Margin | 5 | 1 | 4 | 4 | 4 | 6 |
| Demand | 4 | 5 | 3 | 1 | 4 | 5 |
| Competitive Dynamics | 1 | 2 | 3 | 3 | 1 | 3 |
| Revenue Growth | 4 | 4 | 3 | 1 | ||
| Innovation & R&D | 3 | 3 | 1 | 2 | 3 | |
| Trade Tariffs | 2 | 4 | 2 | 2 | ||
| Guidance Reliability | 2 | 3 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JBL Jabil | 9 | +23.1% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |