Jabil Expects AI Revenue to Reach $13.6 Billion in Fiscal 2026

EarningsM&A · Partnership Impact 4
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Summary · why it matters

Jabil is projecting AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion a year earlier, driven by strong demand across the AI data-center buildout. The company is expanding manufacturing capacity in the United States, Mexico, and India, and won its third hyperscale customer in the third quarter. Jabil and Adani Enterprise are exploring a strategic alliance to build a multi-gigawatt AI data-center infrastructure manufacturing platform in India. Supply chain risks remain, with lead times increasing for high-bandwidth memory and high-density interconnect PCBs. Jabil shares have gained 68.4% over the past year, and fiscal 2026 earnings estimates have risen 3.07% to $12.74 over the past 60 days.

Impact on stocks 3

Semiconductors▲ · 1 stocks
Jabil Circuit Inc
JBL
▲ PositiveDemandrelevance

Projects AI revenue growth to $13.6B in FY2026 driven by strong AI data-center demand.

Information Technology▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks

Theme Impact 6

Off-coverage companies 1

Adani Enterprises LimitedPrivate▲ Positive
Demandrelevance

Exploring strategic alliance with Jabil for AI data-center infrastructure manufacturing in India.

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