Jabil 3QFY26 EPS Preview and SOTP Analysis

Goldman Sachs maintains a Buy rating on Jabil and raises its price target to $384, citing strong momentum in AI-driven datacenter infrastructure and potential guidance upgrades.

Key Takeaways

• 1.Goldman Sachs expects Jabil to report strong 3QFY26 results and raise its FY26 guidance due to robust demand in datacenter and AI markets.
• 2.The Cloud & Datacenter segment is becoming a major revenue driver, expected to account for over 30% of total revenue in FY26.
• 3.Sum-of-the-parts analysis suggests Jabil's datacenter assets are undervalued relative to peers like Flex, supporting a higher price target of $384.

Table of Contents

• Jabil Circuit Inc. (JBL)
• Ratios & Valuation
• Growth & Margins (%)
• Income Statement ($ mn)
• Balance Sheet ($ mn)
• Cash Flow ($ mn)
• Sum of the parts analysis
• Rating, price target, and key risks
• Disclosure Appendix

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