Jabil (JBL) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $4.40
- Estimate
- $4.08
- Surprise
- +8.0%
- Score at report (before → after)
- 6.0 → 6.0/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Jabil (JBL) beat the $4.08 estimate with adjusted EPS of $4.40 — a clear 8.0% upside surprise. TrendMatrix's engine moved from Sell (6.0/10) to Hold at 6.0/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates JBL Hold at 5.8/10.
4 of the last 4 quarters beat the estimate; this quarter's +8.0% surprise compares with a +5.2% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
- Positive news sentiment (+0.57)
What argues against it
- Concentration risk — Supplier: single-source components
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
- Sector modifier (Technology): -0.8
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $295.63
- Price target
- $374.39
- Stop
- $275.86
- Upside to target
- +26.6%
- Reward-to-risk
- 2.7:1
The stock trades at 29.4× trailing but 13.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-01 — shown for context, not personalized investment advice.
JBL at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Electronic Components
- Market cap
- $30.06B
- P/E (fwd)
- 13.9
- P/E (ttm)
- 29.4
- 52-week range
- $189.60–$428.93
- Off 52-week high
- 31.1%
- RSI (14)
- 37
- Volume vs avg
- 0.63×
- Score today
- 5.8/10