Jabil is trading up as the market continues to react to the company’s stronger-than-expected fiscal second-quarter results and the upward revision to its fiscal 2026 outlook announced on March 18, 2026. The update reinforced that demand remains robust in Intelligent Infrastructure, particularly cloud and data-center infrastructure, helping keep incremental buyers engaged even after the initial earnings move. (investors.jabil.com)

In the Q2 release, Jabil reported net revenue of $8.3 billion and core (non-GAAP) diluted EPS of $2.69. Management raised its fiscal 2026 outlook to $34.0 billion of revenue and $12.25 of core diluted EPS, alongside adjusted free cash flow of $1.3+ billion—numbers that support a higher earnings power narrative tied to AI-related buildouts. (investors.jabil.com)

Jabil emphasized broad-based strength led by Intelligent Infrastructure, citing continued momentum across cloud and data-center infrastructure, networking/communications, and capital equipment, while also noting improving trends in parts of Regulated Industries. For the next quarter, Jabil guided fiscal Q3 revenue to $8.1 billion–$8.9 billion and core EPS to $2.83–$3.23, which helps underpin expectations that the AI-driven cycle can carry through the back half of FY2026. (investors.jabil.com) (benzinga.com)

After a sharp run-up, investors will focus on whether Jabil can sustain operating leverage as volumes rise and whether AI/data-center mix continues to expand without pressuring execution. The next catalyst is follow-through on the company’s Q3 guideposts—especially the pace of Intelligent Infrastructure demand and any updates that refine the FY2026 trajectory implied by the raised targets. (investors.jabil.com)