Jabil 受 AI 基础设施推动而盈利超预期，但随着投资者评估其营收增长与利润率的未来可持续性，股价波动较大。
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那 Jabil 公司呢？我们昨天和 Fastmarket 团队稍微谈过这个。今天实际利润公布了。是的，看看该股目前的反应很有意思。该股目前略微走高。在盘前交易阶段，它承受了一些压力。
现在它在波动。略微下跌。所以，我们现在在各个方向上都摇摆不定。情况在我们说话间不断变化。我认为投资者正试图理解它的业绩。
What about the Jabil company? We talked a little about this yesterday with the Fastmarket team . And today the actual profits were released. Yes, it's interesting to see how the stock reacts at the moment.
The stock is slightly higher at the moment. In the pre-trading phase, he was under some pressure. It is fluctuating now. It's slightly less. So, we are floundering in every direction now.
The situation changes as we speak. I think investors are trying to understand its results.
我实际上取得了一些强劲的业绩。营收增长 28%，达到 106 亿美元。因此，超出了预期。调整后每股收益达到 4.40 美元，也超出了预期。他们将增长归因于整个 2026 财年的人工智能基础设施。
他们创造了约 360 亿美元的营收和 13.09 美元的调整后每股收益。
I have actually achieved some strong results. Revenue increased by 28% to reach $10.6 billion. Therefore, it exceeded expectations. Adjusted earnings per share reached $4.40 , which also exceeded expectations.
They attributed the growth to artificial intelligence infrastructure throughout fiscal year 2026 . They generated approximately $36 billion in revenue and $13.09 in adjusted earnings per share.
我们知道 Gabel 是在人工智能领域幕后运作的参与者。他们帮助大公司设计和制造产品。他们……这关乎在这里构建人工智能基础设施。他们的工作多种多样，无论是汽车、医疗保健、能源基础设施、国防和航天、仓储，还是这里的零售自动化。
所以，他们，你知道，我们有点把他们视为人工智能走向前台背后的幕后元素。Jabil 是其中的重要组成部分。
We know that Gabel is a player who works behind the scenes in the field of artificial intelligence. They help large companies engineer and manufacture their products. They ... this is about building the AI infrastructure here.
Their work is diverse, whether we are talking about automobiles , healthcare, energy infrastructure, defense and space, warehousing, or retail automation here. So, they are, you know, we kind of think of them as a behind-the-scenes element of how this artificial intelligence gets to the forefront. Jabil is a big part of that.
这又是一次明显的超预期表现，但投资者似乎正试图确定现在该往哪个方向走，因为该股上涨超过 1%。业绩公布前存在一些很高的预期，这可能就是我们最初看到的波动的原因。
Once again, it was a clear outperformance, but investors appear to be trying to determine which way to go now, as stocks rise by more than 1%. There were some high expectations before the results were released, and that may be the reason for the fluctuation we saw initially here.
我们现在对未来 Jabil 的期待，是将客户需求转化为可持续的营收增长。那么，从当前开始的增长轨迹会是怎样的？利润率呢？它能否在提高盈利能力的同时应对更大的复杂性？这是两个令投资者担忧的问题，Nicole。
What we are looking for now in the future from Jabil is to turn customer demand into sustainable revenue growth. So, what does the growth trajectory look like from here? Profit margins ?
Can it handle greater complexity while improving profitability? Those are two issues that concern investors, Nicole.
这个频道对 $JBL 的历次判断
Schwab Network 在这只股票上只有这一条判断。