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。 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。 ...

Financial Performance - Q1 FY26 - Net revenue reached $8305 million, a 19% increase year-over-year[6] - U S GAAP operating income was $283 million, compared to $197 million in the previous year[6] - Core operating income (non-GAAP) amounted to $454 million, up from $347 million[6] - Core diluted earnings per share (non-GAAP) were $2 85, an increase from $2 00[6] Cash Flow Highlights - Q1 FY26 - Net cash provided by operating activities was $323 million[10] - Adjusted free cash flow (non-GAAP) reached $272 million[10] - Core EBITDA (non-GAAP) totaled $600 million[10] - Share repurchases amounted to $300 million[10] FY26 Outlook - The company anticipates net revenue of $32 4 billion and a core operating margin of 5 7%[26, 30] - Core EPS is projected to be $11 55, with free cash flow exceeding $1 3 billion[26, 30]

Core Insights - Jabil forecasts annual revenue and profit exceeding Wall Street estimates, driven by demand for data centers fueled by artificial intelligence [1] Group 1: Company Performance - Jabil anticipates strong financial performance, with revenue and profit projections above market expectations [1] Group 2: Market Trends - The company aims to leverage the increasing demand for electronic components in data centers, particularly due to the rise of artificial intelligence applications [1]

Financial Performance - Jabil reported net revenue of $8.3 billion for the first quarter of fiscal year 2026, a 19% increase from $6.994 billion in the same period last year[18]. - Core operating income (Non-GAAP) for the quarter was $454 million, with core diluted earnings per share (Non-GAAP) at $2.85, reflecting strong operational performance[6]. - The company raised its fiscal year 2026 outlook to a net revenue target of $32.4 billion, with a core operating margin (Non-GAAP) of 5.7% and core diluted earnings per share (Non-GAAP) of $11.55[5]. - For the second quarter of fiscal year 2026, Jabil expects net revenue between $7.5 billion and $8.0 billion, with core diluted earnings per share (Non-GAAP) projected to be between $2.27 and $2.67[4]. - Jabil's net income for the first quarter was $146 million, up from $100 million year-over-year, with diluted earnings per share increasing to $1.35 from $0.88[18]. - Net income for the three months ended November 30, 2025, was $146 million, compared to $100 million for the same period in 2024, representing a 46% increase[20]. - Operating income (U.S. GAAP) increased to $283 million in Q1 2025 from $197 million in Q1 2024, a growth of 43.6%[21]. - Core operating income (Non-GAAP) rose to $454 million, up from $347 million year-over-year, reflecting a 30.8% increase[21]. - Diluted earnings per share (U.S. GAAP) increased to $1.35 from $0.88, a growth of 53.4%[21]. Cash Flow and Assets - Adjusted free cash flow (Non-GAAP) is expected to exceed $1.3 billion for fiscal year 2026, supporting ongoing investments and shareholder returns[5]. - Jabil's total assets increased to $19.276 billion as of November 30, 2025, up from $18.543 billion at the end of the previous fiscal year[16]. - The company maintained strong free cash flow expectations while focusing on profitable growth and margin expansion[3]. - Adjusted free cash flow (Non-GAAP) for the three months ended November 30, 2025, was $272 million, compared to $226 million in the prior year, marking a 20.4% increase[23]. - Net cash provided by operating activities was $323 million, slightly up from $312 million in the same quarter last year[23]. - Cash and cash equivalents at the end of the period decreased to $1,572 million from $2,058 million year-over-year, a decline of 23.5%[20]. Restructuring and Charges - The company incurred $76 million in restructuring, severance, and related charges during the three months ended November 30, 2025[21]. - The company recorded $15 million in acquisition and divestiture-related charges during the three months ended November 30, 2025[21]. - The company reported a net cash used in financing activities of $503 million, compared to $312 million in the same period last year[20]. Growth Drivers - Jabil's Intelligent Infrastructure segment is a key growth driver, benefiting from increased demand in cloud, data center infrastructure, and networking[3].

Core Insights - U.S. stock futures are trading mixed, with several companies expected to report earnings today [1] Company Summaries - **Jabil Inc. (NYSE:JBL)**: Expected to report quarterly earnings of $2.69 per share on revenue of $8.07 billion. Shares gained 1.4% to $215.50 in after-hours trading [1] - **Children's Place Inc. (NASDAQ:PLCE)**: Reported worse-than-expected third-quarter results with losses of 18 cents per share against an estimate of 70 cents per share. Quarterly sales were $339.466 million, missing the estimate of $370.290 million. Shares fell 32.1% to $4.99 in after-hours trading [1] - **General Mills Inc. (NYSE:GIS)**: Analysts expect quarterly earnings of $1.02 per share on revenue of $4.78 billion. Shares rose 0.4% to $47.19 in after-hours trading [1] - **Lennar Corp (NYSE:LEN)**: Reported fourth-quarter revenue of $9.37 billion, exceeding estimates of $9.02 billion. Adjusted earnings were $2.03 per share, missing estimates of $2.21 per share. Shares fell 4.1% to $112.74 in after-hours trading [1] - **Micron Technology Inc. (NASDAQ:MU)**: Expected to report quarterly earnings of $3.93 per share on revenue of $12.81 billion. Shares rose 0.3% to $233.21 in after-hours trading [1]

Core Insights - Investors are showing a bullish sentiment towards Jabil (NYSE:JBL), with significant options trading activity indicating potential upcoming movements in the stock [1][2]. Options Trading Activity - A total of 10 uncommon options trades for Jabil were identified, with a sentiment split of 60% bullish and 40% bearish. The total amount for puts was $225,951, while calls amounted to $214,355 [2][3]. - The major market movers are focusing on a price range between $190.0 and $330.0 for Jabil over the last three months, indicating a strategic interest in this price band [4]. - The volume and open interest metrics for Jabil's options reveal fluctuations linked to substantial trades within the strike price spectrum from $190.0 to $330.0 over the past 30 days [5]. Options Snapshot - Notable options trades include: - A bullish put sweep with a total trade price of $125.6K at a strike price of $195.00 [9] - A bullish call trade with a total trade price of $47.2K at a strike price of $200.00 [9] - Additional bullish put and call trades with significant volumes and total trade prices, indicating strong investor interest [9]. Company Overview - Jabil Inc. is a U.S.-based company that provides engineering, manufacturing, and supply chain solutions across various industries, operating through three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce [10]. - The company has a global presence, operating in markets such as the U.S., Mexico, China, Malaysia, and Singapore [10]. Analyst Insights - An industry analyst has set an average target price of $262.0 for Jabil, maintaining a Buy rating on the stock [11][12].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - Jabil, Inc. (JBL) is set to report first-quarter fiscal 2026 earnings on December 17, with sales and earnings estimates at $8.01 billion and $2.7 per share respectively [1][7] - The company has a strong earnings surprise history, exceeding expectations in the last four quarters with an average surprise of 8.78% [3][4] Earnings Performance - Jabil's earnings estimates for 2025 and 2026 have remained unchanged over the past 60 days [1] - The company has an Earnings ESP of -0.09% and a Zacks Rank of 3 (Hold), indicating uncertainty regarding an earnings beat for the upcoming quarter [5][6] Business Developments - Jabil is expanding its AI and data center capabilities with the launch of the J 422G server, aimed at high-performance computing and AI applications [8] - The company has signed an agreement to acquire Hanley Energy Group, enhancing its power management solutions for data centers [9] - A partnership with Inno to invest in a facility in Thailand will produce battery energy storage system enclosures, improving vertical integration and supply chain diversification [10] Revenue Projections - The Regulated Industries vertical is expected to report revenues of $3.05 billion, up from $2.95 billion a year ago, driven by demand in healthcare and packaging [11] - The Intelligent Infrastructure segment is projected to grow significantly, with revenues estimated at $3.67 billion, up from $2.49 billion [12] - However, revenues from Connected Living & Digital Commerce are expected to decline to $1.28 billion from $1.54 billion due to softness in consumer-centric products [11] Market Performance - Over the past year, Jabil's stock has increased by 64.7%, underperforming compared to industry growth of 102.2% and peers like Flex Ltd. and Celestica Inc. [13] Valuation Metrics - Jabil's shares are trading at a forward price/earnings ratio of 19.11, lower than the industry average of 24.96 [14] Growth Drivers - The growth in AI-related infrastructure and capital equipment markets is expected to drive demand for Jabil's solutions as enterprises integrate AI into operations [17] - Jabil's global presence and connected factory network enhance its reliability and adaptability to market changes [18] Competitive Landscape - The electronics manufacturing industry is highly competitive, with companies like Flex and Celestica also expanding into the AI data center market [19] - Customer concentration risks and the cyclical nature of the semiconductor industry pose challenges to Jabil's growth [20] Overall Outlook - Jabil is positioned to benefit from growth in the Intelligent Infrastructure segment, supported by a diverse portfolio and robust supply chain [21]

Saint Petersburg, Florida-based Jabil Inc. (JBL) is a global manufacturing services provider that designs, engineers, and produces electronic and mechanical solutions for leading companies across industries such as healthcare, automotive, industrial, cloud, and consumer electronics. With a market cap of $23.8 billion, the company offers digital prototyping, printed electronics, device integration, circuit designing, and volume board assembly services. Companies worth $10 billion or more are generally des ...

Jabil Inc. (NYSE:JBL) will release earnings results for its first quarter before the opening bell on Wednesday, Dec. 17.Analysts expect the Saint Petersburg, Florida-based company to report quarterly earnings at $2.72 per share, up from $2.00 per share in the year-ago period. The consensus estimate for Jabil's quarterly revenue is $8.07 billion. Last year, it reported $6.99 billion in revenue, according to Benzinga Pro.On Nov. 4, Jabil agreed to acquire Hanley Energy Group.Shares of Jabil fell 5.1% to close ...