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Jabil expects strong Q2 2026 results, boosted by AI-driven demand for data center infrastructure.
Jabil is set to report second-quarter 2026 earnings on March 18, 2026, with analysts expecting $2.56 EPS and $7.75 billion in revenue.
The company raised its fiscal 2026 AI revenue outlook to $12.1 billion, reflecting 35% year-over-year growth, driven by surging demand for data center infrastructure like liquid-cooled server racks.
Management projects Q2 revenue between $7.5 billion and $8 billion, with EPS of $2.27 to $2.67, signaling potential 16% revenue and 27% earnings growth.
Jabil has beaten estimates in each of the past four quarters and is accelerating facility retrofits to meet demand.
The stock, trading at a forward P/E of 22, is seen as attractively valued amid strong AI-driven momentum.
Jabil espera resultados sólidos en el segundo trimestre de 2026, impulsados por la demanda impulsada por la IA para la infraestructura de centros de datos.