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Sentiment · FY2026 Q3
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ruplu Bhattacharya | Bank of America | 20 (0%) |
| Steven Fox | Fox Advisors | 16 (6%) |
| Melissa Fairbanks | Raymond James | 15 (0%) |
| Mark Delaney | Goldman Sachs | 14 (29%) |
| Dave Vogt | UBS | 11 (27%) |
| Samik Chatterjee | JPMorgan | 7 (14%) |
| George Wang | Barclays | 5 (0%) |
| Tim Long | Barclays | 5 (0%) |
| Ruben Roy | Stifel | 4 (50%) |
| Luke Junk | Robert W. Baird | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 20 (0%) |
| Fox Advisors | 1 | 16 (6%) |
| Raymond James | 1 | 15 (0%) |
| Goldman Sachs | 1 |
| 14 (29%) |
| UBS | 1 | 11 (27%) |
| JPMorgan | 2 | 10 (10%) |
| Barclays | 2 | 10 (0%) |
| Stifel | 2 | 6 (33%) |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 | Innovation & R&D | Revenue Growth | Trade Tariffs | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 5 | 4 | 1 | 3 | 4 | 2 | 2 |
| 2025Q2 | 6 | 1 | 5 | 2 | 3 | 4 | 4 | 3 |
| 2025Q3 | 6 | 4 | 3 | 3 | 1 | 3 | 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 |
| Innovation & R&D | 3 | 3 | 1 | 2 | 3 | |
| Revenue Growth | 4 | 4 | 3 | 1 | ||
| Trade Tariffs | 2 | 4 | 2 | 2 | ||
| Guidance Reliability | 2 | 3 | 1 | 3 | 1 |
What JBL and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we acquired the photonics business from Intel a few years ago”
Jabil acquired Intel's silicon photonics business, which now underpins Jabil's co-packaged optics and silicon photonics capabilities for AI data center interconnect.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JBL Jabil | 9 | +23.1% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| KEYS Keysight Technologies | 9 | +23.3% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |