Jabil (JBL) Q2 FY26 earnings call

Earnings call· Feb 2026 (Q2 FY26)· Information Technology· Mar 18, 2026

Source: earnings call transcript

Jabil delivered a strong second quarter, surpassing revenue and earnings expectations, primarily driven by robust performance in its Intelligent Infrastructure segment, particularly from AI data center build-out. The company also saw broad-based outperformance across other areas, including automotive and renewables, indicating market recovery. Management expressed confidence in achieving its full-year outlook and maintaining strong cash generation, with a focus on margin expansion and capital efficiency.

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JBL operating KPIs by quarter

JBL operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Feb 2025 Q2 FY25	Aug 2025 Q4 FY25	Aug 2026 Q4 FY26	Change vs prior quarter
Manufacturing sites US	30 And finally, with 30 sites in the US, our manufacturing footprint here has never been bigger than it is today. Source: earnings call transcript	30+ With more than 30 sites in the US, our footprint here has never been larger. Source: earnings call transcript	40+ It's worth highlighting that we now have more than 40 sites in the US as we continue to support our customers' reshoring activities. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.