What is Jabil's expected AI revenue for fiscal 2026?

Jabil expects AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion in fiscal 2025.

How does Jabil's stock performance compare to its competitors?

Jabil gained 36.2% year to date, outperforming Celestica which rose 5.7%, but underperformed Flex Ltd., which gained 81.2%.

AI Stocks & MarketsAI Business & IndustryYahoo Finance AISep 7, 2026Sep 8, 2026, 01:00 JST

Jabil up 36.2% YTD on AI, but risks remain

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3 Key Points

What happened
Jabil has gained 36.2% year to date, beating the Electronic Manufacturing Services industry's 23.6% growth. It expects AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion in fiscal 2025.
Why it matters
The stock outperformed the sector and S&P 500, but underperformed Flex Ltd., which gained 81.2%. Celestica rose only 5.7%, so investors face diverging performance among competitors in AI infrastructure.
What to watch
Management flagged component availability as a factor that could affect fiscal 2027 performance. Jabil's reliance on a limited number of suppliers and customers remains a key risk to sustained growth.

WHO IT HITSInvestors in Jabil (JBL) and its competitors Flex and Celestica are affected. Supply chain disruptions or major customer spending changes could materially affect Jabil's revenues, while demand from hyperscalers like Amazon, Microsoft, and Google drives growth.

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Context & Analysis

Jabil's gains reflect its expanding role in AI infrastructure, serving hyperscalers like Amazon, Microsoft, and Google. The company's diversification across compute, storage, and other areas allows customers to source more from one partner, but growth brings exposure to component shortages and customer concentration. The company is expanding capacity in North Carolina, Memphis, and India to meet demand.

Management's emphasis on component availability for fiscal 2027 suggests supply chain resilience is a critical factor. The semiconductor market's cyclicality and volatility in verticals like automotive may also affect performance. Jabil's ability to manage supply chain risks and maintain customer relationships will likely determine whether its growth trajectory continues.

FAQ

What is Jabil's expected AI revenue for fiscal 2026?: Jabil expects AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion in fiscal 2025.
How does Jabil's stock performance compare to its competitors?: Jabil gained 36.2% year to date, outperforming Celestica which rose 5.7%, but underperformed Flex Ltd., which gained 81.2%.

Yahoo Finance AIRead Original Article

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