Jabil Q2 Revenue Rises 11.8% to $8.75 Billion, Beating Estimates

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3▲4 ▼0Impact / 5
Summary · why it matters

Jabil reported Q2 revenues of $8.75 billion, up 11.8% year on year and 2.3% above analysts' expectations, as the electronic components and manufacturing sector closed an exceptional quarter in which the 10 tracked stocks beat consensus revenue estimates by 4% and guided next-quarter revenue 6% above consensus. Jabil also beat analysts' EPS guidance for next quarter estimates, though its stock is down 17.6% since reporting and trades at $309.38. Amphenol posted the group's fastest growth, with revenues of $8.76 billion, up 55% year on year and 5.6% above expectations, and its stock is up 14.6% at $82.40. Rogers delivered the weakest performance against analyst estimates and the slowest revenue growth in the group, with revenues of $216.8 million, up 6.9% year on year and 0.8% above expectations, alongside a significant miss of analysts' EPS estimates, yet its stock is up 17% at $139.45. Knowles reported revenues of $166.8 million, up 14.3% year on year and 6.3% above expectations, the biggest analyst estimate beat of the group, while Plexus reported revenues of $1.30 billion, up 28.1% year on year and 5.8% above expectations.

Impact on assets 6

Semiconductors▲ · 4 stocks
Jabil Circuit Inc
JBL
▲ PositiveCapitalrelevance

Jabil beat Q2 revenue estimates with $8.75B, up 11.8% year on year, and beat next-quarter EPS guidance.

Amphenol Corporation
APH
▲ PositiveDemandrelevance

Amphenol posted the group's fastest growth with revenues up 55% year on year and 5.6% above expectations.

Knowles Cor
KN
▲ PositiveDemandrelevance

Knowles reported revenues of $166.8M, up 14.3% year on year and the biggest analyst estimate beat of the group.

Rogers Corporation
ROG
± MixedCapitalrelevance

Rogers had the weakest revenue growth and a significant EPS miss, though its stock rose 17%.

Information Technology▲ · 1 stocks
Plexus Corp
PLXS
▲ PositiveDemandrelevance

Plexus reported revenues of $1.30B, up 28.1% year on year and 5.8% above expectations.

Cloud & Digital Infrastructure▲ · 1 stocks
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