CEO Mike Dastoor commented on the results, stating, "Jabil delivered a very strong second quarter, with results ahead of our expectations across revenue, core operating margin, and core EPS. Our better-than-expected performance in the quarter was broad-based, reflecting the strength of our diversified portfolio and was led by continued momentum in Intelligent Infrastructure, where demand remains robust across cloud and data center infrastructure, networking and communications, and capital equipment. We also saw encouraging improvement in Regulated Industries, with automotive and renewables performing better than we anticipated earlier in the year."
Given the strength of the second-quarter results and increasing confidence in the back half of the year, Jabil has raised its fiscal 2026 outlook for revenue and core EPS. The company anticipates third-quarter net revenue to be between $8.1 billion and $8.9 billion, with U.S. GAAP operating income projected between $398 million and $458 million. The outlook for diluted earnings per share is expected to range from $2.36 to $2.76.
Jabil's commitment to profitable growth, disciplined execution, margin expansion, and strong cash generation remains a priority as it aims to deliver long-term value for its shareholders. The company will hold a conference call today at 8:30 a.m. ET to discuss its earnings for the second quarter of fiscal year 2026, with a live audio webcast available on its Investor Relations website.
