Jabil shares reached an all-time high on February 6, 2026 at $259.74, up more than 54% year-over-year. Recent acquisitions including Hanley Energy Group ($725M+) and a strategic investment partnership with Eagle Harbor Technologies position the company to strengthen its AI data center infrastructure capabilities and power management offerings.
Cyborg Score Rationale
Q1 FY2026 results showed strong performance with $8.3B revenue, and management raised fiscal 2026 guidance to $32.4B revenue with 5.7% core operating margin and $1.3B+ adjusted free cash flow. Strategic AI infrastructure positioning and strong momentum offset elevated valuation metrics.
Top Insights
The company is banking on an artificial intelligence-driven boom for data centers to drive profitability above Wall Street estimates.
Hanley Energy Group acquisition ($725M) closing in Q1 2026 adds critical power, energy management, and lifecycle services for data centers.
Manufacturing partnership with Eagle Harbor Technologies enhances plasma stability and yields in advanced semiconductor fabrication.
Strong operational efficiency with 47.82% ROE and 33.96% ROIC, generating $1.19B free cash flow in trailing twelve months.
Named Competitors
Flex — Electronics manufacturing services and supply chain solutions
Celestica — Specialized end-to-end electronics and hardware solutions
Plexus — Electronics manufacturing and engineering services
Benchmark Electronics — Contract manufacturing and test services
Recent Developments
(February 2026) Stock reached all-time high of $259.74, up 54% YoY
(January 2026) Strategic minority investment and manufacturing collaboration with Eagle Harbor Technologies for semiconductor RF/pulsed-power solutions
(January 2026) Agreement to acquire Hanley Energy Group for $725M+ to strengthen AI data center infrastructure capabilities
(December 2025) Q1 FY2026 results exceeded expectations with $8.3B revenue and raised full-year guidance
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