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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ruplu Bhattacharya | Bank of America | 22 questions · 5% challenging |
| Steven Fox | Fox Advisors | 17 questions · 6% challenging |
| Melissa Fairbanks | Raymond James | 16 questions · 0% challenging |
| Mark Delaney | Goldman Sachs | 15 questions · 27% challenging |
| Dave Vogt | UBS | 12 questions · 25% challenging |
| Samik Chatterjee | JPMorgan | 7 questions · 14% challenging |
| George Wang | Barclays | 5 questions · 0% challenging |
| Tim Long | Barclays | 5 questions · 0% challenging |
| Ruben Roy | Stifel | 4 questions · 50% challenging |
| Luke Junk | Robert W. Baird | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 22 questions · 5% challenging |
| Fox Advisors | 1 analyst | 17 questions · 6% challenging |
| Raymond James | 1 analyst | 16 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 15 questions · 27% challenging |
| UBS | 1 analyst | 12 questions · 25% challenging |
| JPMorgan | 3 analysts | 11 questions · 9% challenging |
| Barclays | 2 analysts | 10 questions · 0% challenging |
| Stifel | 2 analysts | 6 questions · 33% challenging |
Jabil delivered a broad-based beat in its fiscal third quarter, with revenue of approximately $8.8 billion up 12% year-over-year and $250 million above the midpoint of guidance. GAAP diluted EPS was $2.59 while core diluted EPS reached $3.16, up 24% year-over-year, as Intelligent Infrastructure revenue grew 21% to $4.2 billion on strong AI-related demand and that segment's core operating margin expanded 80 basis points. Management raised its full-year fiscal 2026 outlook to approximately $35 billion in revenue and roughly $12.70 in core EPS, lifted its fiscal 2026 AI-related revenue target to approximately $13.6 billion (up $500 million from March and about 50% growth), and won a third hyperscale customer. Looking ahead, Jabil guided to core operating margin above 6% in fiscal 2027 and announced an early-stage AI data center manufacturing alliance with Adani Enterprises in India, with meaningful contributions not expected until fiscal 2028.
Cloud & AI | Margin | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Innovation & R&D | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 5 | 4 | 4 | 1 | 2 | 3 | 2 |
| 2025Q2 | 6 | 1 | 5 | 4 | 2 | 3 | 3 | 4 |
| 2025Q3 | 6 | 4 | 3 | 3 | 3 | 1 | 2 | |
| 2025Q4 | 4 | 4 | 1 | 1 | 3 | 1 | 2 | |
| 2026Q1 | 8 | 4 | 4 | 1 | 3 | 2 | ||
| 2026Q2 | 8 | 6 | 5 | 3 | 1 | 3 | ||
| 2026Q3 | 5 | 3 | 3 | 2 | 1 | 3 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 6 | 6 | 4 | 8 | 8 | 5 |
| Margin | 5 | 1 | 4 | 4 | 4 | 6 | 3 |
| Demand | 4 | 5 | 3 | 1 | 4 | 5 | 3 |
| Revenue Growth | 4 | 4 | 3 | 1 | 2 | ||
| Competitive Dynamics | 1 | 2 | 3 | 3 | 1 | 3 | 1 |
| Guidance Reliability | 2 | 3 | 1 | 3 | 1 | 3 | |
| Innovation & R&D | 3 | 3 | 1 | 2 | 3 | ||
| Trade Tariffs | 2 | 4 | 2 | 2 |
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Calendar quarter Q2 2026Earnings call Jun 17, 2026
FY2026 Q3 in brief
Jabil delivered a broad-based beat in its fiscal third quarter, with revenue of approximately $8.8 billion up 12% year-over-year and $250 million above the midpoint of guidance.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
GAAP revenue YoY +11.8% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Jabil (JBL), FY2026 Q3: 9/10. Scores: Jabil’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: JBL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| 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 Q3Selected | $8.75B | +11.8% | $2.59 | +27.6% | 9.5% | 5.1% | 3.1% | $351M |
| FY2026 Q4 | $10.62B | +28.6% | $3.73 | +87.4% | 9.4% | 5.5% | 3.7% | $638M |
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).
What JBL and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We recently made the Hanley acquisition.”
Jabil's Hanley acquisition, in modular power distribution and energy systems, is running ahead of expectations at higher margins.
“While it is still early days, Adani Enterprises and Jabil are targeting a strategic alliance to build an AI data center infrastructure platform in India.”
Jabil and Adani Enterprises are targeting a strategic alliance to build multi-gigawatt AI data center infrastructure manufacturing in India, a potential FY2028 contributor.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JBL Jabil | 9 | +11.8% | |
| APH Amphenol | 9 | +55.0% | |
| COHR Coherent, Inc. | 9 | +33.7% | |
| FLEX Flex Ltd. | 9 | +20.6% | |
| FTV Fortive | 6 | -27.8% | |
| GLW Corning Inc. | 9 | +16.6% | |
| GRMN Garmin | 9 | +11.4% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +371.6% | |
| TDY Teledyne Technologies | 9 | +9.8% | |
| TEL TE Connectivity | 8 | +13.8% | |
| TRMB Trimble Inc. | 9 | +11.0% |