Jabil CEO Says AI Infrastructure Demand Remains 'Extremely Strong'
Key takeaways
- Jabil CEO Says AI Infrastructure Demand Remains 'Extremely Strong' Anusuya Lahiri Mon, June 22, 2026 at 12:31 AM GMT+7 7 min read JBL Jabil Inc.
- The company reported adjusted earnings of $3.16 per share, topping the analyst consensus estimate of $3.10.
- Revenue from the Regulated Industries segment increased 4% from a year earlier, while Intelligent Infrastructure revenue climbed 21%.
Jabil CEO Says AI Infrastructure Demand Remains 'Extremely Strong' Anusuya Lahiri Mon, June 22, 2026 at 12:31 AM GMT+7 7 min read JBL Jabil Inc. stock rose on Wednesday after the manufacturing services provider reported better-than-expected fiscal third-quarter 2026 results and raised its full-year guidance, supported by strong demand for artificial intelligence infrastructure.
The company reported adjusted earnings of $3.16 per share, topping the analyst consensus estimate of $3.10. Revenue increased 12% year over year to $8.75 billion, exceeding analysts’ expectations of $8.61 billion. Cash and cash equivalents totaled $1.36 billion as of May 31.
Revenue from the Regulated Industries segment increased 4% from a year earlier, while Intelligent Infrastructure revenue climbed 21%. Connected Living & Digital Commerce revenue rose 5%.