在AI驱动的对数据中心基础设施的需求的推动下,Jabil预期Q2 2026结果会很大。 Jabil expects strong Q2 2026 results, boosted by AI-driven demand for data center infrastructure.

Jabil定于2026年3月18日报告2026年的第二季度收入,分析人员预计收入为2.56 EPS和77.5亿美元。 Jabil is set to report second-quarter 2026 earnings on March 18, 2026, with analysts expecting $2.56 EPS and $7.75 billion in revenue. 该公司将其2026年AI的财政收入前景提高到121亿美元,反映了35%的年年增长率,其驱动力是对液态冷却服务器架等数据中心基础设施需求的激增。 The company raised its fiscal 2026 AI revenue outlook to $12.1 billion, reflecting 35% year-over-year growth, driven by surging demand for data center infrastructure like liquid-cooled server racks. 管理项目管理项目 " Q2 " 收入在75亿至80亿美元之间,EPS收入为2.27美元至267美元,表明潜在的收入增长16%,收入增长27%。 Management projects Q2 revenue between $7.5 billion and $8 billion, with EPS of $2.27 to $2.67, signaling potential 16% revenue and 27% earnings growth. 贾比勒在过去四个季度中每个季度都击败了估计数,并正在加速设施改造以满足需求。 Jabil has beaten estimates in each of the past four quarters and is accelerating facility retrofits to meet demand. 在AI驱动的强劲势头下,这些股票以22个前期P/E进行交易,被视为具有吸引力的价值。 The stock, trading at a forward P/E of 22, is seen as attractively valued amid strong AI-driven momentum.