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Core Insights - Jabil, Inc. (JBL) reported strong first-quarter fiscal 2026 results, with both net income and revenues exceeding the Zacks Consensus Estimate, driven by growth in data center infrastructure, capital equipment, and healthcare markets [1] Financial Performance - Net income on a GAAP basis was $146 million or $1.35 per share, up from $100 million or 88 cents in the prior-year quarter, primarily due to top-line growth [2] - Non-GAAP net income for the quarter was $309 million or $2.85 per share, compared to $228 million or $2 per share in the prior-year quarter, surpassing the Zacks Consensus Estimate of $2.72 [2] - Revenues increased to $8.3 billion from $6.99 billion year-over-year, beating the consensus estimate of $8.07 billion, with strong demand in the Intelligent Infrastructure segment [3] Segment Performance - The Regulated Industries segment contributed 37% to revenues, showing a 4% year-over-year growth driven by healthcare and packaging markets [3] - The Intelligent Infrastructure segment accounted for 46% of total revenues, surging 54% year-over-year, supported by demand in capital equipment, AI-related cloud, and data center infrastructure [4] - The Connected Living & Digital Commerce segment contributed 17% of total revenues, experiencing a 10% year-over-year decline due to soft demand for consumer-driven products, although growth in digital commerce partially mitigated this trend [4] Profitability Metrics - Gross profit was $742 million, up from $606 million in the year-ago quarter [5] - Non-GAAP operating income was $454 million, an increase from $347 million in the prior-year period, with a non-GAAP operating margin of 5.5%, up from 5% [5] Cash Flow and Liquidity - Jabil generated $323 million of net cash from operating activities, compared to $312 million a year ago [6] - As of November 30, 2025, the company had $1.57 billion in cash and cash equivalents, with $2.38 billion in notes payable and long-term debt [6] - Free cash flow stood at $272 million, compared to $226 million a year ago [6] Future Outlook - Management anticipates AI data center infrastructure, healthcare, and advanced warehouse and retail automation to be key growth drivers in 2026 [7] - For fiscal 2026, revenues are projected at $32.4 billion, with non-GAAP earnings per share expected to be $11.55, and the company aims to generate over $1.3 billion in adjusted free cash flow [7]

Group 1: Toro Co Performance - Toro Co reported quarterly earnings of 91 cents per share, exceeding the analyst consensus estimate of 87 cents per share [1] - The company achieved quarterly sales of $1.066 billion, surpassing the analyst consensus estimate of $1.048 billion [1] - Following the earnings report, Toro's shares rose by 7% to $77.82 [1] Group 2: Other Notable Stock Movements - DBV Technologies SA shares increased by 35.5% to $24.36 after meeting primary endpoints in the Phase 3 VITESSE trial [3] - Udemy Inc gained 26.5% to $6.79 due to an all-stock merger agreement with Coursera [3] - Kodiak Sciences Inc jumped 16.7% to $28.16 after announcing a public offering of common stock [3] - Hut 8 Corp rose 16.3% to $42.88 following a partnership to accelerate AI infrastructure deployment and a $7.0 billion lease agreement [3] - Canopy Growth Corp increased by 16.2% to $2.13 amid reports of potential reclassification of marijuana [3] - Recursion Pharmaceuticals Inc gained 13.2% to $4.76 after an upgrade from JP Morgan [3] - Two Harbors Investment Corp surged 13.2% to $11.21 due to an acquisition announcement [3] - Quantumscape Corp gained 7.7% to $11.66 after signing a joint development agreement with a top-10 global automaker [3] - Jabil Inc reported better-than-expected earnings, leading to a 7% increase in shares to $227.50 [3]

苹果供应商捷普科技(JBL.US)涨超8%，报230美元。消息面上，捷普科技公布2026财年第一季度业绩， 营收同比增长18.74%，达到83亿美元，超过分析师预期的80.9亿美元；调整后每股收益为2.85美元，亦 超过分析师预期的2.7美元。展望2026财年，因数据中心需求旺盛，捷普科技将核心每股收益指引从11 美元上调至11.55美元，分析师预期为11.07美元；净营收指引从313亿美元上调至324亿美元，分析师预 期为314.2亿美元。(格隆汇) ...

分组1 - Jabil reported quarterly earnings of $2.85 per share, exceeding the Zacks Consensus Estimate of $2.72 per share, and up from $2 per share a year ago, representing an earnings surprise of +4.78% [1] - The company achieved revenues of $8.31 billion for the quarter ended November 2025, surpassing the Zacks Consensus Estimate by 2.81%, and up from $6.99 billion year-over-year [2] - Jabil has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - Jabil shares have increased approximately 47.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $2.45 on revenues of $7.5 billion, and for the current fiscal year, it is $11.05 on revenues of $31.32 billion [7] - The Electronics - Manufacturing Services industry, to which Jabil belongs, is currently ranked in the top 3% of over 250 Zacks industries, indicating strong performance potential [8]

Company Performance - Jabil Inc (NYSE:JBL) reported adjusted earnings of $2.85 per share, exceeding market expectations of $2.70 per share, with quarterly sales of $8.305 billion compared to forecasts of $8.086 billion [3] - Vyne Therapeutics Inc (NASDAQ:VYNE) shares surged 66% to $0.67 following the announcement of a definitive merger agreement with Yarrow Bioscience [10] - Agape ATP Corp (NASDAQ:ATPC) shares increased by 55% to $0.14, with management stating they are unaware of any undisclosed corporate developments explaining recent stock volatility [10] - Aditxt Inc (NASDAQ:ADTX) shares rose 51% to $2.14 after filing a definitive proxy statement for a special stockholder virtual meeting scheduled for January 30, 2026 [10] - Vistagen Therapeutics Inc (NASDAQ:VTGN) shares fell 79% to $0.90 after the PALISADE-3 Phase 3 study did not meet its primary endpoint [10] - Children's Place Inc (NASDAQ:PLCE) shares dropped 34% to $4.83 following disappointing third-quarter financial results [10] - Kyverna Therapeutics Inc (NASDAQ:KYTX) shares declined 31% to $7.08 after announcing a $100 million public offering of common stock [10] Market Trends - Information technology stocks experienced a slight decline of 0.1% on Wednesday [2] - Energy shares increased by 1% on the same day [1] - Asian markets closed mostly higher, with Japan's Nikkei up 0.26%, Hong Kong's Hang Seng up 0.92%, and China's Shanghai Composite rising 1.19% [8] - European shares showed mixed results, with the eurozone's STOXX 600 gaining 0.3% while Germany's DAX 40 fell 0.2% [7]

Jabil (NYSE:JBL) Q1 2026 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsSteven Fox - Founder and CEOGreg Hebard - EVP of CFOAdam Berry - Senior Vice President of IR and CommunicationsNone - Company RepresentativeRuplu Bhattacharya - DirectorRuben Roy - Managing Director of Equity ResearchMike Dastoor - CEOConference Call ParticipantsDavid Vogt - Managing Director and Senior Equity AnalystMark Delaney - Managing Director and Senior Equity AnalystMelissa Fairbanks - Equity Research AnalystTim ...

Jabil (NYSE:JBL) Q1 2026 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsSteven Fox - Founder and CEOGreg Hebard - CFOAdam Berry - Senior Vice President of IR and CommunicationsRuplu Bhattacharya - DirectorNone - Company RepresentativeRuben Roy - Managing Director of Equity ResearchMike Dastoor - CEOConference Call ParticipantsDavid Vogt - Managing Director and Senior Equity AnalystMark Delaney - Managing Director and Senior Equity AnalystMelissa Fairbanks - Equity Research AnalystTim Long - ...

Financial Data and Key Metrics Changes - Net revenue for Q1 was $8.3 billion, at the high end of guidance, with core operating income of $454 million and a core operating margin of 5.5% [4][5] - Core diluted earnings per share for Q1 was $2.85, at the upper end of guidance, while GAAP diluted earnings per share was $1.35 [4][5] - The company ended the quarter with a net debt to core EBITDA ratio of 1.2 times and cash balances of $1.6 billion [7] Performance by Business Segment - Regulated industries generated $3.1 billion in revenue, up 4% year over year, with a core operating margin of 5.8% [5][14] - Intelligent Infrastructure revenue was $3.9 billion, driven by strength in cloud and data center infrastructure, with a core operating margin of 5.2% [5][12] - Connected Living and Digital Commerce revenue was $1.4 billion, with a core operating margin of 5.5% [6][15] Market Data and Key Metrics Changes - Intelligent Infrastructure is expected to see revenue growth of 42% year over year in Q2, driven by strong demand across various sectors [8][12] - Regulated industries are projected to generate $2.78 billion in revenue for Q2, reflecting a 2% year-over-year increase [8] - Connected Living and Digital Commerce revenue is expected to decline by 10% in Q2 due to planned program attrition [8] Company Strategy and Development Direction - The company is focused on margin expansion, capital efficiency, and sustained cash generation, with a strong emphasis on AI-related revenue growth [9][16] - The acquisition of Hanley Energy is expected to enhance capabilities in modular power distribution and energy systems for next-generation data centers [12][49] - The company anticipates a diversified revenue mix, with Intelligent Infrastructure leading growth, and expects to raise full-year guidance for revenue and core EPS [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the diversified portfolio and the ability to navigate changing market conditions [9][17] - The outlook for fiscal 2026 has been raised, with expectations of approximately $32.4 billion in revenue, an increase of $1.1 billion from prior estimates [16] - Management noted that all three segments are contributing to the better-than-expected performance, with Intelligent Infrastructure showing particularly strong results [11][17] Other Important Information - The company repurchased $300 million of shares under its existing share repurchase authorization during Q1 [7] - The core tax rate for Q2 and the full year is expected to be 21% [8] Q&A Session Summary Question: Can you provide more color on the new wins in the intelligent infrastructure space? - Management highlighted that the intelligent infrastructure segment is outperforming, with significant revenue increases driven by recent program wins and strong demand in cloud and data center infrastructure [22][23] Question: What are the prospects for operating margins in fiscal 2027? - Management indicated that while they are focused on FY26, they feel optimistic about achieving above 6% operating margins in FY27, driven by better mix and capacity utilization [27][28] Question: How is the healthcare business expected to evolve? - Management noted that the healthcare business remains solid, with ongoing demand across various platforms, and they are actively pursuing M&A opportunities to enhance capabilities [39][40] Question: What is the outlook for the automotive segment? - Management remains cautiously optimistic about the automotive segment, expecting potential upside in 2027 and 2028 as they continue to invest in powertrain-agnostic technologies [55][56] Question: Can you discuss the impact of the Hanley acquisition? - Management emphasized that the Hanley acquisition will enhance their capabilities in power and energy management solutions, providing a platform for ongoing revenue streams [49][50]

捷普科技将2026财年调整后每股收益指引从11.00美元上调至11.55美元，高于市场预期的11.11美元；将 2026财年销售指引从3130亿美元上调至3240亿美元，高于市场预期的3152.3亿美元。 智通财经APP获悉，周三，捷普科技(JBL.US)盘前涨逾7%，截至发稿，报228.0美元。消息面上，捷普 科技第一财季净营收为83.1亿美元，一年前为69.9亿美元，FactSet调查的分析师预计为80.3亿美元。核 心每股收益为2.85美元，高于一年前的2美元，FactSet调查的分析师预计为2.70美元。该公司预计第二季 度调整后每股收益为2.27至2.67美元，高于预期的2.39美元；预计销售额为75亿至80亿美元，高于预期 的75.15亿美元。 ...