Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide through three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. Its services include electronic hardware and embedded software design for analog, digital, radio frequency, power, sensor, and optical applications, as well as product design, plastic and metal components, enclosures, sub-assemblies, and systems. The company also offers cloud data center server platforms, medical and consumer health devices, automotive assemblies, digital commerce ecosystems, and smart controls for buildings and utilities. Jabil Inc. was formerly known as Jabil Circuit, Inc. and changed its name in June 2017; it was founded in 1966 and is based in Saint Petersburg, Florida.
Jabil's AI-Driven Guidance Raise and India Expansion Lift Outlook
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Guidance Raise on AI Demand Jabil raised its full-year profit and revenue forecasts, citing extremely strong AI infrastructure demand. This directly boosts investor confidence and pushes the stock up because it signals future earnings will be higher than previously expected.
This is the core new event that drove the stock to a record high and answers why JBL is moving.
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Q3 Beat and Third Hyperscaler Jabil beat quarterly estimates and secured a third hyperscale customer, reinforcing its AI growth strategy. This matters because it shows the company can repeatedly win large contracts, supporting a higher stock price.
It provides concrete evidence of execution and future revenue, key to the bullish case.
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India Manufacturing Expansion Jabil more than doubled its India footprint and workforce, partnering with Adani for AI data center infrastructure. This expands capacity to meet rising demand, which should drive future revenue and lift the stock.
It is a new strategic move that supports long-term growth and addresses supply constraints.
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Jabil Beats on AI Demand, Raises Outlook and Buyback
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Q4 Earnings Beat and Strong AI Infrastructure Growth Jabil reported Q4 revenue of $10.62 billion, up 28.6% and beating estimates by 10%, with adjusted EPS of $4.40. AI infrastructure revenue jumped 56% and made up 55% of sales, showing the company is a key supplier for AI data centers. This strong demand pushes the stock up.
This is the core new event that directly answers why JBL is moving: a big earnings beat driven by AI demand.
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Raised Fiscal 2027 Guidance and New $1.5 Billion Buyback Jabil guided fiscal 2027 revenue to $44.5 billion, up 24%, and core EPS to $17.55, both above consensus. It also announced a new $1.5 billion share repurchase plan and aims to return over 80% of free cash flow to shareholders. This boosts investor confidence and supports the stock price.
Guidance and buyback are new forward-looking catalysts that affect future earnings and shareholder returns.
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Akamai Authorizes $1.7 Billion Memory Component Purchase Akamai authorized Jabil to buy about $1.7 billion of memory components on its behalf, tied to Akamai's expanded AI contract with Anthropic. This shows Jabil's role in the AI supply chain and could lead to more revenue, pushing the stock up.
This is a new, specific deal that highlights Jabil's growing AI-related business and demand.
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Fiscal 2026 Revenue Outlook Raised to ~$35 Billion Jabil raised its fiscal 2026 revenue outlook to about $35 billion, implying 17% growth, on momentum in AI and improving automotive and other end markets. This shows management's confidence in continued strong demand across its diversified portfolio.
This is a new outlook update that signals future growth and supports the positive investment case.
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Jabil's AI Surge Drives Upbeat Guidance and Buyback
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AI Revenue Growth and Q4 Beat Jabil's AI revenue is set to hit $13.6B in fiscal 2026, up 51%, and Q4 revenue of $10.62B beat estimates by 10%, with AI making up 55% of sales. This shows the AI boom is fueling strong financial performance.
This point directly explains the main driver of Jabil's strong quarter and future growth expectations.
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Raised Fiscal 2027 Guidance and New Buyback Management raised fiscal 2027 revenue guidance to $44.5B and announced a new $1.5B buyback, with plans to return over 80% of free cash flow. This signals confidence in future cash generation and boosts shareholder returns.
This point highlights new capital return plans and forward guidance that directly influence investor sentiment and stock price.
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Akamai Deal Validates AI Supply-Chain Role Akamai's $1.7B memory purchase authorization further validates Jabil's critical role in the AI supply chain. This external endorsement reinforces Jabil's position as a key enabler of AI infrastructure.
This point shows third-party validation of Jabil's AI supply-chain importance, a new development this period.
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AI Dependence and Valuation Risks Risks include heavy dependence on AI demand, potential cyclicality if the boom cools, and shares already up 436% over five years, leaving less margin for error. These factors could pressure the stock if AI growth slows.
This point provides a balanced view by highlighting key risks that could negatively impact Jabil's stock price.
News & notes movingJBL
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Jabil Guides Fiscal 2027 Core EPS to $17.55 as AI Revenue Set to Jump 54%
Jabil reported fourth-quarter revenue up 29% year over year and core earnings per share up 34% to $4.40, and guided fiscal 2027 core EPS to $17.55, another gain of about 34%. The company generated $14.4 billion of AI-related revenue in fiscal 2026 and expects $22.1 billion in fiscal 2027, a 54% increase, with six customers in the segment expected to top $1 billion each in fiscal 2027. Jabil supported $36.0 billion of revenue in fiscal 2026 on just $470 million of net capital spending, lifting core return on invested capital to 59%, nearly triple the fiscal 2020 level, and buybacks absorbed about $1.1 billion of free cash flow during the year. On the risk side, chief supply chain officer Francis McKay said memory is being pulled toward AI and hyperscale buyers, squeezing other markets, and Connected Living is expected to shrink 15% to $2.3 billion, while healthcare fell short in the fourth quarter on equipment delays and a slipped customer program. Jabil is adding more than $8.5 billion of revenue in fiscal 2027, which management called unprecedented, and a second hyperscale customer is expected to pass 10% of total revenue, while net inventory days of 64 remain above the 55 to 60 day target.
JBL · Capital · Positive Jabil guided fiscal 2027 core EPS to $17.55 (~34% growth) after Q4 revenue rose 29% and core EPS rose 34% to $4.40.
JBL · Demand · Positive AI-related revenue is set to jump 54% to $22.1 billion in fiscal 2027, with six customers expected to top $1 billion each.
JBL · Supply · Negative Memory is being pulled toward AI and hyperscale buyers, squeezing other markets, and net inventory days of 64 remain above the 55-60 day target.
Jabil Posts Strong Q4 Results as AI Infrastructure Demand Accelerates
Jabil reported fiscal fourth-quarter adjusted earnings of $4.40 per share, up roughly 34% from $3.29 a year ago and 8% above the Zacks EPS Consensus of $4.06, while revenue climbed 28.6% year over year to $10.62 billion, comfortably surpassing expectations of $9.62 billion by nearly 10%. The standout was Jabil's Intelligent Infrastructure business, where revenue surged 56% to approximately $5.8 billion as AI-related demand accelerated beyond management's already-strong expectations, with the company also benefiting from better-than-expected performance in automotive and transportation as well as renewable and energy infrastructure products. Management expects the momentum to continue in fiscal 2027, projecting revenue to increase 24% to $44.5 billion, adjusted EPS to jump 34% to $17.55, and core operating margin to expand 30 basis points to 6.1%. Year to date, Jabil stock is up 30%, roughly on par with its Zacks Electronics-Manufacturing Services Industry and ahead of the S&P 500 and Nasdaq's gains of 11% and 16%, respectively, and JBL trades at a reasonable 19X forward earnings multiple, a modest discount to the S&P 500's 21X and its Zacks industry average of 24X. Jabil stock lands a Zacks Rank #3 (Hold), suggesting better buying opportunities could still be ahead.
TTM Technologies Posts Record Q2 Revenue of $1.00 Billion, Up 37.4%
TTM Technologies reported record quarterly net sales of $1.00 billion for its second quarter, up 37.4% year on year and 4.8% above analysts' expectations, with next-quarter revenue guidance also exceeding consensus. Chief Executive Officer Edwin Roks credited robust Data Center and Networking demand, which rose 91% year on year, along with 33% growth in the Medical, Industrial and Instrumentation end market and 14% growth in Aerospace and Defense. The stock has fallen 6% since the results and trades at $123.42. Across the 10 electronic components and manufacturing stocks tracked in the group, revenues beat consensus by 4.7% and next-quarter revenue guidance came in 6.3% above estimates, with share prices up 2.1% on average since reporting. Amphenol led the group with revenue of $8.76 billion, up 55% year on year, while Jabil posted $10.62 billion, up 28.6%, and Plexus reported $1.30 billion, up 28.1%; Rogers was the weakest, with revenue of $216.8 million, up 6.9%, and a significant miss on earnings per share.
Jabil Lifts Fiscal 2026 Revenue Outlook to About $35 Billion on Diversified Portfolio
Jabil Inc. raised its fiscal 2026 revenue expectations to approximately $35 billion, implying roughly 17% year-over-year growth, as management pointed to continued momentum in AI-related businesses and improving conditions in automotive and other end markets. The outlook follows a third quarter in which revenues rose 12% year over year to $8.75 billion, with growth of 4% in Regulated Industries, 21% in Intelligent Infrastructure and 5% in Connected Living & Digital Commerce. Jabil's portfolio spans automotive, healthcare, renewable energy, capital equipment, cloud and data center infrastructure, networking, connected devices and digital commerce, and management continues to target a balanced mix so that no single product or product family becomes an outsized contributor to operating income or cash flow. Over a 10-year observation window, the company's EPS Linearity was 74.9% against an industry median of 55.9%, while 10-year EPS growth was 25% versus an industry median of 21.7%. Jabil shares have gained 48.6% in the past year, trailing the Electronic-Manufacturing Services industry's growth of 56.5%, and trade at 18.78 forward earnings versus 19.98 for the industry, with its 2026 earnings estimate unchanged over the past 60 days and a Zacks Rank #2 (Buy).
JBL · Demand · Positive Jabil raised fiscal 2026 revenue outlook to ~$35B on momentum in AI-related businesses and improving automotive/end-market conditions.
Jabil Set to Report Earnings Wednesday With Revenue Growth Expected at 17.1%
Jabil will report its latest quarterly results Wednesday before the bell, with the market expecting revenue to grow 17.1% year on year, slowing from the 18.5% increase it recorded in the same quarter last year. Last quarter, the electronics manufacturing services provider beat analysts' revenue expectations, reporting revenues of $8.75 billion, up 11.8% year on year, and also delivered an impressive beat of analysts' EPS guidance for next quarter estimates, with revenue guidance for next quarter exceeding analysts' expectations. Most analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings, and Jabil has a history of exceeding Wall Street's expectations. Among Jabil's peers in the tech hardware and electronics segment, only TD SYNNEX has reported results so far, exceeding analysts' revenue estimates with year-on-year sales growth of 37.7%, though its stock was down 8.6% on the results. Jabil is up 4.5% over the last month, while the broader tech hardware and electronics group has underperformed with share prices down 4.9% on average, and it heads into earnings with an average analyst price target of $427.33 compared to the current share price of $319.00.
JBL · Capital · Neutral Jabil is the subject, heading into Wednesday's earnings with expected 17.1% revenue growth and a history of beats, but no actual result yet.
SNX · Capital · Neutral TD SYNNEX is cited as the only peer to have reported, beating revenue estimates with 37.7% growth though its stock fell 8.6%.
Micron Leads Light Tech Earnings Week With Jabil and Accenture
Micron Technology headlines a relatively light technology earnings calendar this week, with the memory chip leader set to report fiscal fourth-quarter results after the market closes on Wednesday, Sept. 30. The Zacks Consensus Estimate calls for Micron Q4 earnings of $31.45 per share, a 938% increase from EPS of $3.03 in the prior-year quarter, on sales projected to soar nearly 350% to $50.86 billion from $11.32 billion a year ago, with surging demand for high-bandwidth memory used in AI infrastructure remaining the central story. Electronics manufacturer Jabil is scheduled to report fiscal fourth-quarter results before Wednesday's opening bell, with the consensus estimate calling for EPS of $4.05, up 23% from the prior-year period, on revenue of $9.61 billion, representing more than 16% growth. Accenture will round out the week's notable tech reports, announcing fiscal fourth-quarter results before the market opens Thursday, Oct. 1, with the consensus estimate calling for earnings of $3.19 per share, up 5% year over year, and revenue projected to rise more than 2% to $18.01 billion. Investors will watch Micron's outlook for DRAM and NAND pricing, HBM demand and gross margins, while Jabil's cloud and data-center exposure and Accenture's enterprise technology spending trends offer additional reads on AI-related demand.
MU · Demand · Positive Micron's Q4 results are expected to surge on strong demand for high-bandwidth memory used in AI infrastructure.
ACN · Capital · Neutral Accenture is set to report fiscal Q4 results with modest EPS and revenue growth estimates, but no actual results or company-specific development is reported.
JBL · Capital · Neutral Jabil is scheduled to report fiscal Q4 results with consensus EPS and revenue growth estimates, but no actual results or company-specific development is reported.
Jabil shares jumped 4.8% in afternoon trading after Akamai Technologies authorized the electronics manufacturing services provider to buy approximately $1.7 billion of memory components on Akamai's behalf. Akamai disclosed the authorization in a filing, saying the purchase supports capital spending tied to its expanded agreement with Anthropic, which now totals $11.6 billion of contractual commitment over seven years. Akamai said capital spending tied to that commitment is about $5.5 billion, and that 2026 capital spending would rise by about $1.7 billion to pre-purchase components, including memory. Jabil was already Akamai's contract manufacturer under a 2019 agreement, and the filing does not say how much of the $1.7 billion Jabil keeps. After the initial pop, the shares cooled to $319.80, up 2.9% from the previous close.
Jabil has been added to the FTSE All-World Index, a global equity benchmark tracking large and mid-cap stocks that is widely followed by index funds and ETFs allocating across developed and emerging markets. The inclusion can raise the US-based electronics manufacturer's visibility among global asset managers that track or reference the index in their allocation frameworks. Jabil, which provides engineering, production, and supply chain services for global brands, is a US$31.4b business sitting squarely in the large cap segment many broad market indices track. The index status can pull in benchmark-tracking capital, but it does not change underlying execution risks already flagged, including tariffs that could affect demand and inventory levels that may pressure cash flows. The clearest test will be upcoming disclosures on AI-related manufacturing volumes and India facility utilization, particularly whether management commentary and segment data tie back to the 40% AI revenue growth expectations without further strain in inventory days or tariff-related commentary.
JBL · Capital · Positive Jabil added to the FTSE All-World Index, which can pull in benchmark-tracking capital and raise visibility among global asset managers.
Corning Falls 12.7% on $2 Billion Stock Sale; Baldwin Insurance Jumps 7.9% on $7.7 Billion Take-Private
Corning shares fell 12.7% on Monday after the glass and electronic component manufacturer disclosed an at-the-market equity distribution agreement with Goldman Sachs to sell up to $2 billion of its common stock. Baldwin Insurance Group rose 7.9% after announcing a definitive agreement to be taken private through a majority investment by Sequence Holdings and DFO Management in an all-cash deal valued at approximately $7.7 billion. Gartner gained 7.7% as it kicked off its IT Symposium/Xpo conference, highlighting major technology trends and emphasizing how agentic artificial intelligence and modern governance are reshaping public sector operations. Jabil dropped 5.1% after Goldman Sachs lowered its price target on the shares to $375, while Accenture rose 5.2% after Morgan Stanley raised its price target on the stock to $175.
Pharmaceutical EMS Market to Reach $51.91 Billion by 2031
The global pharmaceutical electronic manufacturing services market is projected to grow from USD 32.69 billion in 2025 to USD 51.91 billion by 2031, at a compound annual growth rate of 8.10%. North America held 46.36% of the market in 2025, while Asia-Pacific is forecast to grow fastest at an 11.24% CAGR. PCB assembly and integration accounted for 40.13% of revenue in 2025, and pharmaceutical manufacturing equipment electronics represented 42.27%. Jabil reported 14% growth in its healthcare segment in 2025 and acquired Pharmaceutics International in February 2025 to expand aseptic filling and lyophilization capabilities. High capital requirements for cleanrooms and automated assembly lines remain a key barrier to entry.
JBL · Demand · Positive Jabil's healthcare segment grew 14% and it acquired Pharmaceutics International to expand capabilities, benefiting from EMS market growth.
Jabil Expects AI Revenue to Reach $13.6 Billion in Fiscal 2026
Jabil is projecting AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion a year earlier, driven by strong demand across the AI data-center buildout. The company is expanding manufacturing capacity in the United States, Mexico, and India, and won its third hyperscale customer in the third quarter. Jabil and Adani Enterprise are exploring a strategic alliance to build a multi-gigawatt AI data-center infrastructure manufacturing platform in India. Supply chain risks remain, with lead times increasing for high-bandwidth memory and high-density interconnect PCBs. Jabil shares have gained 68.4% over the past year, and fiscal 2026 earnings estimates have risen 3.07% to $12.74 over the past 60 days.
UBS upgrades Jabil to buy on AI growth, raises estimates
UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively. UBS expects AI-related revenue to grow at least 50% in fiscal 2027 to about $20.3 billion, supported by capacity expansion in Memphis and North Carolina and growing demand from major hyperscalers including Amazon, Meta and Google. The bank also sees additional growth from the Hanley acquisition and stronger demand for data-center infrastructure, and expects operating margin to rise to about 6% in fiscal 2027 from an estimated 5.8% in fiscal 2026. UBS raised its fiscal 2027 and 2028 revenue estimates by about 6% and EPS estimates by 6% and 10%, respectively, following supply-chain checks pointing to stronger demand, with Amazon and Meta expected to contribute roughly $1 billion each in incremental revenue and a third hyperscaler, believed to be Google, providing another growth tailwind later in fiscal 2027.
Jabil Stock May Trade at a Discount on Cash Flow Despite a Very Large 5 Year Gain
Jabil stock has delivered a 436.5% return over the past five years, yet valuation checks suggest the shares still trade at a discount to intrinsic value estimates. A Discounted Cash Flow model using last twelve month free cash flow of about $1.2 billion points to an estimated intrinsic value of about $515 per share, implying a roughly 38.8% discount to the current share price. On an earnings basis, Jabil trades at a P/E of about 38.3 times, below a fair P/E estimate of about 44.3 times that reflects the company's growth profile and profitability. Recent Q3 2026 results included higher guidance and new AI data center contracts expected to contribute from fiscal 2028, supporting the cash flow outlook. The key question for investors is whether the discount reflects genuine mispricing or a cushion for execution risk and cash flow uncertainty.
Artificial Intelligence › AI Server OEM & System Integration ▲Demand
JBL · Capital · Positive DCF and P/E analysis suggest shares trade at a discount to intrinsic value, with recent Q3 results and AI contracts supporting cash flow outlook.
Jabil Opens AI-Enabled Logistics Hub in Penang and Declares Quarterly Dividend
Jabil Inc. has opened a next-generation, AI-enabled 417,000-square-foot Intelligent Logistics Hub in Penang, Malaysia, and declared a quarterly dividend of US$0.08 per share for shareholders of record on August 14, 2026. The Penang facility features extensive automation, a digital twin platform, and a planned rooftop solar system, aiming to improve end-to-end material flow and handling of sensitive components while supporting higher-efficiency, lower-carbon logistics for complex electronics supply chains. The company also announced a new US$1,500 million share repurchase authorization, underscoring a focus on capital efficiency alongside operational optimization. These moves come as Jabil targets $53.9 billion in revenue and $2.0 billion in earnings by 2029, requiring 17.0% yearly revenue growth and a $1.1 billion earnings increase from $862.0 million today. Analysts note that while the hub is additive to efficiency, near-term risks from softer end-market demand and high automation costs could pressure margins and cash flow.
Celestica Posts 53% Revenue Growth, Trades at 30 Forward P/E Ahead of Q2 Earnings
Celestica is set to report second-quarter earnings on July 27, with the stock trading at a forward price-to-earnings ratio of 30 while delivering 53% revenue growth and sitting 30% below its 52-week high. The company's first-quarter fiscal 2026 revenue reached $4.05 billion, up 52.8% year over year, and adjusted earnings per share of $2.16 beat the consensus estimate of $2.08, marking the fifth straight earnings beat. Management raised full-year fiscal 2026 guidance to $19.0 billion in revenue and $10.15 in adjusted earnings per share, up from $17.0 billion and $8.75 just one quarter earlier. Celestica is growing more than four times faster than Flex and runs margins roughly 200 basis points above Jabil's full-year guide, with hyperscaler customers including Google TPU systems and a 2027 Co-packaged Optics switch win anchoring future revenue.
Jabil shares fall 17.4% since last earnings despite raised guidance
Jabil shares have dropped 17.4% since its last earnings report, underperforming the S&P 500. The company reported third-quarter fiscal 2026 core earnings of $3.16 per share, up 23.9% year over year and above the Zacks Consensus Estimate of $3.12, while net revenues rose 11.8% to $8.75 billion, exceeding the consensus of $8.63 billion. Intelligent Infrastructure revenue climbed 21% to roughly $4.2 billion, driven by AI-related cloud and data center demand, and management raised its fiscal 2026 outlook to approximately $35 billion in revenue, core operating margin of about 5.8%, and core diluted earnings per share of roughly $12.70. The company now expects AI-related revenue of approximately $13.6 billion in fiscal 2026, up from a prior forecast of $13.1 billion, and secured a third hyperscale customer during the quarter. Despite the strong results and upward estimate revisions, the stock has declined over the past month.
Cloud & Digital Infrastructure › Mega-cap Hyperscalers ▲Demand
Artificial Intelligence › AI Server OEM & System Integration Demand
JBL · Capital · Positive Jabil reported strong Q3 earnings beat, raised guidance, and increased AI revenue forecast, but stock fell 17.4% since earnings.
Jabil declares quarterly dividend of $0.08 per share
Jabil Inc. announced that its Board of Directors declared a quarterly dividend of $0.08 per share of common stock. The dividend is payable on September 2, 2026 to shareholders of record as of August 14, 2026. Jabil has paid consecutive quarterly cash dividends on its common shares since May 15, 2006.
Jabil Opens Next-Generation Intelligent Logistics Hub in Penang
Jabil Inc. has opened a next-generation Intelligent Logistics Hub in Penang, Malaysia. The facility spans approximately 417,000 square feet in the Valdor Industrial Park and leverages AI-enabled capabilities to streamline inventory management, enhance traceability, and deploy autonomous robots. It accommodates around 52,300 pallet positions and features a fully Automated Storage and Retrieval System, high-bay stacker cranes, and an integrated fleet of about 160 autonomous mobile robots. The hub was delivered by PTT Synergy Group Berhad through its subsidiary PROTT Sdn. Bhd. and supports end-to-end material flow including kitting, sequencing, and just-in-time delivery to production lines. Jabil, which first established a presence in Penang in 1995, now employs more than 14,000 people across eight Malaysian facilities.
Jabil, CECO Environmental, and Klarna Group Identified as Top Earnings Acceleration Stocks for Second Half of 2026
Zacks Investment Research has identified Jabil Inc., CECO Environmental Corp., and Klarna Group plc as the three best earnings acceleration stocks to buy for the second half of 2026, based on a screen of accelerating quarter-over-quarter EPS growth rates. The screen required that the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods' growth rates, and that the projected EPS growth rate for the upcoming quarter exceeds that of prior periods, narrowing a universe of roughly 7,735 stocks down to just three. Jabil, a global provider of engineering, manufacturing, and supply-chain solutions, carries a Zacks Rank #1 (Strong Buy) and an expected current-year earnings growth rate of 30.1%. CECO Environmental, which provides industrial air quality, water treatment, and energy transition solutions, also holds a Zacks Rank #1 and has an expected current-year earnings growth rate of 120.2%. Klarna Group, a digital bank and flexible payments provider, is rated Zacks Rank #1 with an expected current-year earnings growth rate of 105.1%.
Jabil Upgraded to Zacks Rank #1 Strong Buy on Rising Earnings Estimates
Jabil has been upgraded to a Zacks Rank #1, or Strong Buy, reflecting an upward trend in earnings estimates. The Zacks Consensus Estimate for the company has increased 5.5% over the past three months, with analysts now expecting earnings of $9.39 per share for the fiscal year ending August 2025. The upgrade places Jabil in the top 5% of more than 4,000 Zacks-covered stocks, a group that has historically generated an average annual return of 25% since 1988. The improvement in earnings estimates signals an improving underlying business, which could translate into buying pressure and a higher stock price.
Celestica's Industrial & Smart Energy solutions span automation, robotics, renewable energy, battery storage, solar inverters and EV charging infrastructure, positioning the company to benefit from long-term industrial and energy transformation. The company provides end-to-end support from product design to supply chain management, leveraging a global manufacturing network to optimize sourcing and resilience. Competitors Jabil and Sanmina also serve the sector with control systems, power solutions, and grid infrastructure. Celestica shares have surged 123.9% over the past year, outpacing the industry's 99.3% growth, and trade at a forward price-to-earnings ratio of 29.2 versus the industry average of 26.17. Earnings estimates for 2026 and 2027 remain at $10.16 and $14.60, respectively, and the stock carries a Zacks Rank #3 (Hold).
Jabil Stock Soars 68% YTD on AI Infrastructure Demand
Jabil stock has surged 68% year-to-date, driven by explosive demand for AI servers, networking equipment, and data-center infrastructure. The electronics manufacturing services company reported third-quarter fiscal 2026 revenue of $8.8 billion, up 12% year-over-year, with core diluted EPS climbing 24% to $3.16. Its Intelligent Infrastructure segment, which includes AI-related hardware, generated $4.2 billion in revenue, a 21% increase, and is projected to reach $4.9 billion in the fourth quarter. Jabil now expects around $13.6 billion in AI-related revenue for fiscal 2026, a 50% jump over fiscal 2025. Analysts rate the stock a consensus Strong Buy with an average price target of $449.18, implying 17% upside.
Electronics Manufacturing Services Market to Reach USD 853.05 Billion by 2030
The global electronics manufacturing services market is projected to grow from USD 648.51 billion in 2025 to USD 853.05 billion by 2030, at a compound annual growth rate of 5.6%. The automotive application segment is expected to record the second-highest CAGR during the forecast period, driven by vehicle electrification, adoption of advanced driver-assistance systems, and integration of connected technologies. Asia Pacific is projected to exhibit the highest regional CAGR, fueled by manufacturing relocations and investments in electronics production. Key players in the market include Flex Ltd., Hon Hai Precision Industry Co., Ltd., Jabil Inc., Pegatron Corporation, and Wistron Corporation.
StockStory highlights Jabil as a profitable stock to watch, flags Rapid7 and CONMED as sells
StockStory identified Jabil as a profitable stock with solid fundamentals to watch, while recommending investors avoid Rapid7 and CONMED. Jabil, with a $33.59 billion revenue base and a 34.7% return on capital, has seen earnings per share growth outpace revenue due to share buybacks. Rapid7 faces flat billings and declining operating margins as costs rise faster than revenue. CONMED struggles with weak constant currency growth and flat projected sales, limiting its competitive position against larger peers.
StockStory highlights three market-beating stocks with strong earnings growth
StockStory identified three stocks that have delivered market-beating returns, driven by robust sales growth, expanding margins, and rising returns on capital. Hubbell posted a five-year return of 194%, supported by 10.2% annual sales growth and a 7.2 percentage point increase in free cash flow margin. Jabil achieved a 541% five-year return, with $33.59 billion in revenue and a return on invested capital of 34.7%. WisdomTree returned 183% over five years, with 22.5% annual revenue growth over the last two years and a 52% annual earnings per share growth rate over the same period.
HUBB · Capital · Positive Article highlights strong sales growth, expanding margins, and rising returns on capital as drivers of market-beating returns.
JBL · Capital · Positive Article highlights strong revenue and high return on invested capital as drivers of market-beating returns.
WT · Capital · Positive Article highlights strong revenue growth and earnings per share growth as drivers of market-beating returns.
Zacks Recommends Three AI-Powered EMS Stocks for Second-Half Gains
Zacks Investment Research recommends three electronics manufacturing services stocks—Celestica, Jabil, and Sanmina—as buys for the second half of 2026, citing strong AI-driven demand. Celestica is expected to grow revenue 53.8% and earnings 67.9% this year, with its consensus earnings estimate rising 13.6% over the past 60 days. Jabil is projected to increase revenue 14.2% and earnings 27.7% for its fiscal year ending August 2026, while Sanmina is forecast to achieve revenue growth of 75.5% and earnings growth of 85.8% for its fiscal year ending September 2026. All three companies carry a Zacks Rank #2, or Buy, and have long-term growth rates well above the S&P 500's 17.6%.
Artificial Intelligence › AI Server OEM & System Integration ▲Demand
JBL · Demand · Positive Zacks recommends Jabil as a buy due to strong AI-driven demand, with projected revenue growth of 14.2% and earnings growth of 27.7%.
SANM · Demand · Positive Zacks recommends Sanmina as a buy due to strong AI-driven demand, with projected revenue growth of 75.5% and earnings growth of 85.8%.
StockStory Highlights Jabil, Motorola Solutions, and EQT as Large-Cap Stocks with Long-Term Potential
StockStory identified Jabil, Motorola Solutions, and EQT as three large-cap stocks with attractive long-term potential. Jabil, with a market cap of $39.76 billion, reported $33.59 billion in revenue and an 18.4% annual earnings per share growth over five years, alongside a 34.7% return on capital. Motorola Solutions, valued at $68.12 billion, achieved 9.5% annual revenue growth over five years and a 19.2% free cash flow margin. EQT, the largest U.S. natural gas producer by daily volume with a $32.02 billion market cap, posted 15.4% annual revenue growth over ten years and expanded its EBITDA margin by 27 percentage points over five years.
Baird analyst Luke Junk raised the firm's price target on Jabil Inc. to $440 from $355 and maintained an Outperform rating on June 18, 2026. Goldman Sachs also raised its target to $482 from $384 with a Buy rating, citing a strong quarter and accelerating AI-related revenue growth. Jabil reported Q3 core EPS of $3.16 on revenue of $8.8 billion, both above consensus, and raised its fiscal 2026 outlook for revenue, margins, EPS, and free cash flow.
JBL · Capital · Positive Baird and Goldman Sachs raised price targets and maintained positive ratings after Jabil beat Q3 estimates and raised FY2026 guidance.
Jabil Inc. shares have surged 63.1% year-to-date, significantly outperforming the Nasdaq Composite's 14.1% gain. Over the past three months, the stock is up 43.8% versus the Nasdaq's 20% rise, and over 52 weeks it has rallied 81.7% compared to the Nasdaq's 35.7% return. The company, valued at a market cap of $39.2 billion, recently reported third-quarter revenue of $8.75 billion and adjusted earnings per share of $3.16, both exceeding analyst estimates. Despite the strong results, shares dipped marginally on June 17 and are trading 13.3% below their 52-week high of $428.93. Analysts remain highly optimistic with a consensus Strong Buy rating and a Street-high price target of $430, implying a 15.6% premium from current levels.
Jabil Opens New Manufacturing Facility in Pune, India
Jabil Inc. has expanded its manufacturing footprint in India by opening a new facility in Pune, Maharashtra. The company increased its manufacturing space from 500,000 to 1.2 million square feet and nearly doubled its workforce to 11,000 over the past year. Jabil also recently partnered with Adani Group to build an AI and data center infrastructure manufacturing platform. The expansion is supported by India's favorable policies, improving infrastructure, and skilled workforce, and a recent agreement with the Maharashtra government is expected to accelerate growth. Jabil currently carries a Zacks Rank of 3, or Hold.
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JBL · Demand · Positive Jabil opens new facility in Pune, expanding manufacturing space and workforce, supported by favorable policies and partnership with Adani Group for AI/data center infrastructure.
Adani Group · Demand · Positive Adani Group partnered with Jabil to build an AI and data center infrastructure manufacturing platform, indicating demand for its services.
Jabil more than doubles India footprint to 1.2 million square feet to drive AI and tech exports
Jabil has inaugurated a new advanced manufacturing facility in Pune, more than doubling its physical footprint in India from 500,000 square feet to 1.2 million square feet over the past year. The state-of-the-art plant will serve domestic technology demands and international export markets, specializing in complex technology infrastructure. To support the expanded footprint within the Maharashtra Industrial Development Corporation zone, Jabil has scaled its regional workforce from 5,000 to nearly 11,000 employees. The facility focuses on high-precision engineering and electronic components across high-growth verticals including AI-enabled cloud data center infrastructure, telecom, automotive, and digital commerce. The opening follows a recently signed Memorandum of Understanding with the State Government of Maharashtra and was formally inaugurated on June 16, 2026, with Maharashtra Chief Minister Devendra Fadnavis and Jabil COO Andrew Priestley in attendance.
JBL · Demand · Positive Jabil expands India footprint to serve AI and tech exports, indicating strong end-customer demand for its manufacturing services.
Jabil Q3 Earnings Beat Estimates on AI Infrastructure Strength
Jabil reported third-quarter fiscal 2026 results that surpassed expectations, driven by robust AI infrastructure demand. Core earnings rose 23.9% to $3.16 per share, beating the Zacks Consensus Estimate of $3.12, while net revenues climbed 11.8% to $8.75 billion, exceeding the $8.63 billion consensus. The Intelligent Infrastructure segment, which accounted for 48% of total revenue, saw a 21% revenue increase to approximately $4.2 billion, with networking and communications revenue up more than 50%. Jabil raised its fiscal 2026 outlook, now expecting revenues of about $35 billion, core earnings per share of roughly $12.70, and AI-related revenue of approximately $13.6 billion, up from a prior forecast of $13.1 billion.
Jabil projects core operating margin above 6% for fiscal 2027
Jabil projects its core operating margin will exceed 6% in fiscal 2027, driven by sustained AI-related revenue growth. CEO Michael Meheryar Dastoor said AI-related revenue is expected to grow at a similar percentage rate in fiscal 2027 as in fiscal 2026, when it is now forecast to reach approximately $13.6 billion, up from a prior outlook of $13.1 billion and $9 billion in fiscal 2025. The company also raised its full-year adjusted free cash flow forecast to more than $1.4 billion and reported third-quarter revenue of approximately $8.8 billion with core operating margin of 5.8%. Jabil won a third hyperscale customer during the quarter and expects that relationship to contribute a couple of hundred million dollars in fiscal 2027 before ramping to $1 billion and beyond in fiscal 2028.
Netflix denies Lionsgate acquisition interest, AST SpaceMobile launches satellites, Jabil hits record high
Netflix has denied reports that it is interested in acquiring Lionsgate, according to a spokesperson cited by The Wrap, causing Lionsgate shares to fall about 6% after a recent rally. AST SpaceMobile shares rose 4% after the company successfully launched three Bluebird satellites, numbers 8, 9, and 10, aboard a SpaceX Falcon 9 rocket, with plans to have 45 satellites in orbit by year-end. Jabil shares climbed 4.5% to a record high after the contract electronics maker raised its full-year guidance, with Baird analyst Luke Juk noting upside from connected living and digital commerce and calling the company a multifaceted enabler of key secular trends including AI.
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