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).
Corning Incorporated
Meta Platforms Inc.Jabil Circuit IncJabil raised fiscal 2026 revenue outlook to ~$35B on momentum in AI-related businesses and improving automotive/end-market conditions.
Flex Ltd