Jabil's Strong Growth Justifies A Little More Optimism
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Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(12min)CommentsSummaryJabil Inc. delivered strong Q1 FY2026 results, with 18.7% revenue growth and robust segment performance, particularly in Intelligent Infrastructure.JBL's Intelligent Infrastructure segment surged 54% year over year, driven by AI hardware and data center demand; Hanley Energy acquisition should further enhance growth.Despite Connected Living and Digital Commerce segment weakness, strategic pruning aims to optimize long-term operations, with management expecting a 27% revenue decline in that segment.JBL stock remains attractively valued versus peers and, despite a near-doubling in share price, merits a soft Buy rating given ongoing growth and favorable multiples. Sundry Photography/iStock Editorial via Getty Images On December 17th, the management team at Jabil Inc. (JBL) announced financial results for the first quarter of the company's 2026 fiscal year. I was excited by the opportunity to revisit theThis article was written byDaniel Jones36.07K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.