Description

Jabil: Expanding Across Compute, Power, and Cooling to Capture the Next Data Center Supercycle!

Jabil Inc. reported a second quarter for fiscal 2026 that exceeded expectations across multiple financial metrics, demonstrating a broad-based strength in its diversified portfolio. The company posted net revenue of $8.3 billion, surpassing guidance, with core operating income of $436 million and a core operating margin of 5.3%. Core diluted earnings per share was $2.69, outperforming forecasts and indicating operational efficiency. Revenue gains were driven primarily by the Intelligent Infrastructure segment, which generated $4 billion—up 52% year-over-year—led by cloud and data center infrastructure, networking and communications, and capital equipment. The Regulated Industries segment also performed well with $3 billion in revenue, growing 10% year-over-year, propelled mainly by automotive and renewables markets. The Connected Living & Digital Commerce segment, while down 8% in revenue to $1.