1 analysts' median target is $282[FMP target], stock is $355, -20.6% upside potential. After Q2 +7.2% EPS beat[FMP earnings], the stock moved +2.6%.
B = MoonshotScore 46[9-pillar formula] + Council 2/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $8.6B[FMP est], EPS $3.08[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q2 EPS +7.2% beat[FMP] but the stock +2.6% D+1[FMP D+1]. Greg Hebard promised $95.0M CapEx + a sequential decline in Q4 during the Q2 earnings call[Greg Hebard capex transcript].
Watchlist
Intelligent Infrastructure Guidance Increase
intelligent_infrastructure_guidance_increase
Jabil is increasing its fiscal 2026 outlook for the Intelligent Infrastructure segment by $1.1 billion to $16.5 billion.
"We now believe our Intelligent Infrastructure segment will be approximately $16.5 billion, an increase of $1.1 billion over our previous expectations and 34% growth over fiscal 2025, driven by incremental growth in all 3 of our end markets in that segment."
- Michael Meheryar Dastoor, CEO - Q2 FY26 Earnings Call - March 18, 2026
Fy26 Revenue Eps Guidance Increase
fy26_revenue_eps_guidance_increase
Jabil is raising its fiscal 2026 revenue outlook to $34 billion and its diluted earnings per share outlook to $12.25.
"For fiscal 2026, we now expect revenues of approximately $34 billion, an increase of approximately $1.6 billion from a prior outlook of $32.4 billion. We're also raising our full year diluted earnings per share outlook to $12.25, up from $11.55."
- Michael Meheryar Dastoor, CEO - Q2 FY26 Earnings Call - March 18, 2026
Ai Revenue Outlook Increase
ai_revenue_outlook_increase
Jabil is further increasing its fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December, bringing the total to roughly $13.1 billion.
"Building on the strong results and positive momentum across segment, we're further increasing our fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December bringing the total to roughly $13.1 billion."
- Michael Meheryar Dastoor, CEO - Q2 FY26 Earnings Call - March 18, 2026
Cloud Dci Growth
cloud_dci_growth
Jabil anticipates its cloud and data center infrastructure end market will reach $10.4 billion in fiscal 2026.
"We now believe our cloud and data center infrastructure end market will be $10.4 billion, up approximately $600 million for the year relative to our forecast from 90 days ago, driven primarily by 2 factors."
- Michael Meheryar Dastoor, CEO - Q2 FY26 Earnings Call - March 18, 2026
Regulated Industries Improvement
regulated_industries_improvement
Jabil is seeing signs of improvement in the automotive and renewables sectors within its Regulated Industries segment.
"We're seeing some momentum behind the bounce off the bottom for the end markets we play in. For fiscal 2026, we are increasing our Regulated outlook by approximately $500 million versus our December view to $12.5 billion."
- Michael Meheryar Dastoor, CEO - Q2 FY26 Earnings Call - March 18, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ken Griffin, Buffett), 2 bearish (Klarman, Munger), 2 neutral (Ray Dalio, Jim Simons).
How is it calculated? ->Quality business, but price is high.
How is it calculated? ->Past Performance
Q2 (March 18, 2026): EPS $2.69 vs $2.51 est[FMP], +7.2% beat. D+1 movement: +2.6%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q2: EPS $2.69 vs $2.51 beat[FMP], stock +2.6% D+1[FMP].
No RPO/backlog concentration disclosed in Q2 earnings call.
Q2 CapEx $95.0M[FMP cashflow]. Q2 op margin 4.7%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Tuesday evening. The framework is ready on this page: Q4 EPS threshold $3.08[FMP], CapEx threshold "below $95.0M"[Greg Hebard]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This JBL (JBL) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.