Jabil released the transcript of its fiscal 2026 second-quarter earnings call attended by CEO Michael Dastoor, CFO Greg Hebard and SVP of Investor Relations Adam Berry. CFO Greg Hebard said Q2 net revenue was USD 8.3 billion and Intelligent Infrastructure revenue rose 52% year-over-year to USD 4 billion. CEO Michael Dastoor raised fiscal 2026 guidance to about USD 34 billion in revenue and core EPS of USD 12.25, while keeping expected core operating margin at about 5.7%. Dastoor said the company increased its fiscal 2026 AI-related revenue outlook to about USD 13.1 billion and expects Intelligent Infrastructure segment revenue of about USD 16.5 billion. Management also said it expects Q3 revenue of USD 8.1 billion to USD 8.9 billion and core diluted EPS of USD 2.83 to USD 3.23.

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