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 Sell at 6.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +8.0% surprise compares with a +5.2% four-quarter average. Next scheduled report: 2026-12-16.
What supports the rating
- Strong earnings beat streak (4/4)
- Attractive valuation
What argues against it
- Concentration risk — Supplier: single-source components
- Leverage penalty (D/E 2.5): -1.5
- Negative momentum
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
- $280.99
- Price target
- $369.75
- Stop
- $264.00
- Upside to target
- +31.6%
- Reward-to-risk
- 3.5:1
The stock trades at 28.4× trailing but 12.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-21 — 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
- $29.04B
- P/E (fwd)
- 12.5
- P/E (ttm)
- 28.4
- 52-week range
- $189.60–$428.93
- Off 52-week high
- 34.5%
- RSI (14)
- 40
- Volume vs avg
- 0.73×
- Score today
- 6.4/10