Jabil Q3 EPS of $3.16, Revenue $8.8 B Driven by AI Infrastructure
JBL•Jabil posted Q3 EPS of $3.16, beating estimates of $3.12, and net revenue of $8.8 billion versus forecasts of $8.61 billion. Extremely strong AI infrastructure demand and robust Automotive and Connected Living performance drove the upside, while a partnership with Adani Group will build AI data-center manufacturing in India.
1. Strong Q3 Results
Jabil delivered third-quarter EPS of $3.16 versus a $3.12 consensus and net revenue of $8.8 billion versus $8.61 billion expected, underscoring broad-based operational strength across its segments.
2. AI Infrastructure Demand
Management cited “extremely strong” demand for AI infrastructure as the primary growth driver, boosting order volumes and prompting an upward revision to its 2026 profit outlook.
3. Adani Group Partnership
Jabil entered a strategic joint venture with Adani Group in India to establish a manufacturing platform for AI data-center infrastructure, combining Jabil’s electronics expertise with Adani’s infrastructure capabilities.
