Group 1 - Jabil's shares increased by 1.8% following strong quarterly results, outperforming the S&P 500 index which fell by 1.2% [1] - For Q1 fiscal 2026, Jabil reported net revenue of $8.3 billion, a 19% year-over-year increase, and core net income of $309 million, up 36% [2] - Both revenue and core net income exceeded analyst expectations, with estimates of $8 billion and $2.69 per share respectively [3] Group 2 - Jabil provided guidance for fiscal 2026, projecting net revenue of $32.4 billion and core net income of $11.55 per share, surpassing analyst forecasts of $31.6 billion and $11.12 [4] - The company's intelligent infrastructure segment is expected to benefit from growing demand driven by artificial intelligence and data center expansions [5] - Jabil's performance reflects strong growth across multiple segments, not limited to its intelligent infrastructure business [5]

Core Insights - Jabil Inc. reported first-quarter fiscal 2026 results that exceeded analyst expectations and raised its full-year guidance, indicating stronger-than-anticipated performance [1] Financial Performance - Adjusted earnings for the first quarter were $2.85 per share, surpassing the analyst estimate of $2.69 by approximately 6% [1] - Revenue for the first quarter reached $8.3 billion, exceeding the consensus forecast of $8.0 billion and showing significant improvement from the same period last year [1] Future Projections - For the second quarter of fiscal 2026, Jabil projected revenue between $7.5 billion and $8.0 billion, with adjusted earnings expected to range from $2.27 to $2.67 per share [2] - The company raised its full-year fiscal 2026 outlook, now expecting revenue of $32.4 billion, above the prior analyst consensus of $31.6 billion [2] - Adjusted earnings per share for the full year were increased to $11.55, exceeding the previous consensus estimate of $11.12 [2] - Jabil maintained its forecast for adjusted free cash flow of more than $1.3 billion [2]

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Core Insights - Jabil, Inc. (JBL) reported strong first-quarter fiscal 2026 results, with both net income and revenues exceeding the Zacks Consensus Estimate, driven by growth in data center infrastructure, capital equipment, and healthcare markets [1] Financial Performance - Net income on a GAAP basis was $146 million or $1.35 per share, up from $100 million or 88 cents in the prior-year quarter, primarily due to top-line growth [2] - Non-GAAP net income for the quarter was $309 million or $2.85 per share, compared to $228 million or $2 per share in the prior-year quarter, surpassing the Zacks Consensus Estimate of $2.72 [2] - Revenues increased to $8.3 billion from $6.99 billion year-over-year, beating the consensus estimate of $8.07 billion, with strong demand in the Intelligent Infrastructure segment [3] Segment Performance - The Regulated Industries segment contributed 37% to revenues, showing a 4% year-over-year growth driven by healthcare and packaging markets [3] - The Intelligent Infrastructure segment accounted for 46% of total revenues, surging 54% year-over-year, supported by demand in capital equipment, AI-related cloud, and data center infrastructure [4] - The Connected Living & Digital Commerce segment contributed 17% of total revenues, experiencing a 10% year-over-year decline due to soft demand for consumer-driven products, although growth in digital commerce partially mitigated this trend [4] Profitability Metrics - Gross profit was $742 million, up from $606 million in the year-ago quarter [5] - Non-GAAP operating income was $454 million, an increase from $347 million in the prior-year period, with a non-GAAP operating margin of 5.5%, up from 5% [5] Cash Flow and Liquidity - Jabil generated $323 million of net cash from operating activities, compared to $312 million a year ago [6] - As of November 30, 2025, the company had $1.57 billion in cash and cash equivalents, with $2.38 billion in notes payable and long-term debt [6] - Free cash flow stood at $272 million, compared to $226 million a year ago [6] Future Outlook - Management anticipates AI data center infrastructure, healthcare, and advanced warehouse and retail automation to be key growth drivers in 2026 [7] - For fiscal 2026, revenues are projected at $32.4 billion, with non-GAAP earnings per share expected to be $11.55, and the company aims to generate over $1.3 billion in adjusted free cash flow [7]

Group 1: Toro Co Performance - Toro Co reported quarterly earnings of 91 cents per share, exceeding the analyst consensus estimate of 87 cents per share [1] - The company achieved quarterly sales of $1.066 billion, surpassing the analyst consensus estimate of $1.048 billion [1] - Following the earnings report, Toro's shares rose by 7% to $77.82 [1] Group 2: Other Notable Stock Movements - DBV Technologies SA shares increased by 35.5% to $24.36 after meeting primary endpoints in the Phase 3 VITESSE trial [3] - Udemy Inc gained 26.5% to $6.79 due to an all-stock merger agreement with Coursera [3] - Kodiak Sciences Inc jumped 16.7% to $28.16 after announcing a public offering of common stock [3] - Hut 8 Corp rose 16.3% to $42.88 following a partnership to accelerate AI infrastructure deployment and a $7.0 billion lease agreement [3] - Canopy Growth Corp increased by 16.2% to $2.13 amid reports of potential reclassification of marijuana [3] - Recursion Pharmaceuticals Inc gained 13.2% to $4.76 after an upgrade from JP Morgan [3] - Two Harbors Investment Corp surged 13.2% to $11.21 due to an acquisition announcement [3] - Quantumscape Corp gained 7.7% to $11.66 after signing a joint development agreement with a top-10 global automaker [3] - Jabil Inc reported better-than-expected earnings, leading to a 7% increase in shares to $227.50 [3]

苹果供应商捷普科技(JBL.US)涨超8%，报230美元。消息面上，捷普科技公布2026财年第一季度业绩， 营收同比增长18.74%，达到83亿美元，超过分析师预期的80.9亿美元；调整后每股收益为2.85美元，亦 超过分析师预期的2.7美元。展望2026财年，因数据中心需求旺盛，捷普科技将核心每股收益指引从11 美元上调至11.55美元，分析师预期为11.07美元；净营收指引从313亿美元上调至324亿美元，分析师预 期为314.2亿美元。(格隆汇) ...

分组1 - Jabil reported quarterly earnings of $2.85 per share, exceeding the Zacks Consensus Estimate of $2.72 per share, and up from $2 per share a year ago, representing an earnings surprise of +4.78% [1] - The company achieved revenues of $8.31 billion for the quarter ended November 2025, surpassing the Zacks Consensus Estimate by 2.81%, and up from $6.99 billion year-over-year [2] - Jabil has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - Jabil shares have increased approximately 47.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $2.45 on revenues of $7.5 billion, and for the current fiscal year, it is $11.05 on revenues of $31.32 billion [7] - The Electronics - Manufacturing Services industry, to which Jabil belongs, is currently ranked in the top 3% of over 250 Zacks industries, indicating strong performance potential [8]

Company Performance - Jabil Inc (NYSE:JBL) reported adjusted earnings of $2.85 per share, exceeding market expectations of $2.70 per share, with quarterly sales of $8.305 billion compared to forecasts of $8.086 billion [3] - Vyne Therapeutics Inc (NASDAQ:VYNE) shares surged 66% to $0.67 following the announcement of a definitive merger agreement with Yarrow Bioscience [10] - Agape ATP Corp (NASDAQ:ATPC) shares increased by 55% to $0.14, with management stating they are unaware of any undisclosed corporate developments explaining recent stock volatility [10] - Aditxt Inc (NASDAQ:ADTX) shares rose 51% to $2.14 after filing a definitive proxy statement for a special stockholder virtual meeting scheduled for January 30, 2026 [10] - Vistagen Therapeutics Inc (NASDAQ:VTGN) shares fell 79% to $0.90 after the PALISADE-3 Phase 3 study did not meet its primary endpoint [10] - Children's Place Inc (NASDAQ:PLCE) shares dropped 34% to $4.83 following disappointing third-quarter financial results [10] - Kyverna Therapeutics Inc (NASDAQ:KYTX) shares declined 31% to $7.08 after announcing a $100 million public offering of common stock [10] Market Trends - Information technology stocks experienced a slight decline of 0.1% on Wednesday [2] - Energy shares increased by 1% on the same day [1] - Asian markets closed mostly higher, with Japan's Nikkei up 0.26%, Hong Kong's Hang Seng up 0.92%, and China's Shanghai Composite rising 1.19% [8] - European shares showed mixed results, with the eurozone's STOXX 600 gaining 0.3% while Germany's DAX 40 fell 0.2% [7]

Financial Data and Key Metrics Changes - Net revenue for Q1 was $8.3 billion, at the high end of guidance, with core operating income of $454 million and a core operating margin of 5.5% [5][10] - Core diluted earnings per share for Q1 was $2.85, at the upper end of guidance, while GAAP diluted earnings per share was $1.35 [5][6] - The company expects total revenue for Q2 to be in the range of $7.5 billion to $8 billion, with core operating income expected to be between $375 million and $435 million [10][11] Performance by Business Segment - Regulated industries generated $3.1 billion in revenue, up 4% year over year, with a core operating margin of 5.8% [6][17] - Intelligent Infrastructure revenue was $3.9 billion, driven by strength in cloud and data center infrastructure, with a core operating margin of 5.2% [7][8] - Connected Living and Digital Commerce revenue was $1.4 billion, with a core operating margin of 5.5% [8][18] Market Data and Key Metrics Changes - The company anticipates regulated industries' revenue of $2.78 billion for Q2, up 2% year on year, and Intelligent Infrastructure revenue of $3.76 billion, up 42% year on year [9][10] - Connected Living and Digital Commerce revenue is expected to decline by 10% to $1.21 billion due to planned program attrition [10][18] Company Strategy and Development Direction - The company is focused on margin expansion, capital efficiency, and sustained cash generation, with a strong emphasis on AI-related revenue growth [19][20] - The acquisition of Hanley Energy is expected to enhance capabilities in modular power distribution and energy systems for next-generation data centers [15][56] - The company is raising its fiscal 2026 revenue guidance to approximately $32.4 billion, an increase of $1.1 billion from prior outlook [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the diversified portfolio and the ability to navigate changing market conditions [20] - The company expects AI-related revenue to grow approximately 35% year over year, up from the previously expected 25% [16][20] - Management remains cautiously optimistic about the automotive sector, indicating potential upside in 2027 and beyond [62] Other Important Information - Cash flow from operations in Q1 was $323 million, with adjusted free cash flow of $272 million [8][9] - The company repurchased $300 million of shares under its existing share repurchase authorization [9] Q&A Session Summary Question: Can you provide more color on the new wins in the intelligent infrastructure space? - Management highlighted that the intelligent infrastructure is outperforming, with significant contributions from cloud and data center infrastructure, and recent program wins with a second hyperscale customer in Mexico [25][26] Question: What are the prospects for operating margins in fiscal 2027? - Management indicated that they feel confident about achieving above 6% operating margins in fiscal 2027, with a strong pipeline and ongoing efficiencies [29][31] Question: How is the healthcare business expected to evolve? - Management noted that the healthcare business remains solid, with expectations for growth driven by drug delivery platforms and ongoing demand across diagnostics [32][34] Question: What is the outlook for automotive and transport? - Management remains cautiously optimistic about the automotive sector, indicating that while 2026 may be conservative, there is potential for upside in 2027 and beyond [62] Question: How does the company plan to meet demand in the cloud business? - Management discussed ongoing capacity planning and retrofitting efforts to ensure they can meet demand, particularly in their East Coast facility [46][47] Question: What is the impact of the Hanley acquisition on the business? - Management expects the Hanley acquisition to be modestly accretive in 2026, enhancing capabilities in power and energy management solutions [27][56]

Financial Data and Key Metrics Changes - Net revenue for Q1 was $8.3 billion, at the high end of guidance, with core operating income of $454 million and a core operating margin of 5.5% [5][6] - Core diluted earnings per share for Q1 was $2.85, also at the upper end of guidance [6] - GAAP operating income was $283 million, and GAAP diluted earnings per share was $1.35 [5] Performance by Business Segment - Regulated Industries generated $3.1 billion in revenue, up 4% year-over-year, with a core operating margin of 5.8%, up 110 basis points year-over-year [6][7] - Intelligent Infrastructure revenue was $3.9 billion, driven by strength in Cloud and Data Center Infrastructure, with a core operating margin of 5.2%, up 40 basis points year-over-year [7][8] - Connected Living and Digital Commerce revenue was $1.4 billion, with a core operating margin of 5.5% [8] Market Data and Key Metrics Changes - Inventory days for the quarter were 70 days, consistent with targeted range [8] - Cash flow from operations in Q1 was $323 million, with adjusted free cash flow of $272 million [8][9] Company Strategy and Development Direction - The company is focused on margin expansion, capital efficiency, and sustained cash generation, with a diversified portfolio driving performance [11][19] - The acquisition of Hanley Energy is expected to enhance capabilities in modular power distribution and energy systems for next-generation data centers [15][19] - The company anticipates AI-related revenue of approximately $12.1 billion in fiscal 2026, representing 35% year-over-year growth [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to fiscal 2026, with all segments contributing to better-than-expected performance [12][20] - The outlook for fiscal 2026 has been raised, with expected revenue of approximately $32.4 billion, an increase of $1.1 billion from prior estimates [19] - Management remains cautiously optimistic about the automotive sector, expecting potential upside in 2027 [62] Other Important Information - The company repurchased $300 million of shares under its existing share repurchase authorization [9] - The core tax rate for Q2 and the full year is expected to be 21% [10] Q&A Session Summary Question: Can you provide more color on the new wins in Intelligent Infrastructure? - Management highlighted that the AI strategy is working well due to a holistic view of data centers, with significant revenue increases expected from Cloud and DCI [25][26] Question: What are the expectations for operating margins in fiscal 2027? - Management indicated that they feel confident about achieving above 6% operating margins in fiscal 2027, with strong pipeline visibility [30][31] Question: How is the healthcare business expected to evolve? - Management noted that the healthcare business remains solid, with ongoing demand across various platforms, and is actively pursuing M&A opportunities to enhance capabilities [32][45] Question: What is the outlook for the automotive sector? - Management remains cautiously optimistic, indicating that while 2026 may be conservative, there is potential for upside in 2027 [62] Question: How is the company planning for capacity in the Cloud business? - Management mentioned ongoing retrofitting and expansion plans to meet demand, with a consistent CapEx outlook [48][49]