Jabil vs NetApp
Jabil and NetApp are compared to help you understand their business models, financial performance, and market context. The page presents a neutral, accessible overview of how each company operates, the markets they serve, and the drivers behind their positioning. Educational content, not financial advice.
Jabil and NetApp are compared to help you understand their business models, financial performance, and market context. The page presents a neutral, accessible overview of how each company operates, th...
Why It's Moving
Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades
- Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
- Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
- Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.
Analysts Boost NTAP Earnings Outlook as AI Momentum Fuels Value Debate
- One analyst lifted fiscal 2026 earnings estimates in recent weeks, pushing the consensus higher by $0.02 to $7.88 per share, reflecting optimism on sustained profitability.
- NetApp's role in powering Super Bowl LX data operations underscores its real-world traction in high-stakes environments, boosting visibility for hybrid cloud and AI capabilities.
- Diverging Wall Street views spotlight AI wins—over 125 in Q1, more than doubling year-over-year—potentially offsetting traditional revenue pressures with scalable growth.
Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades
- Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
- Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
- Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.
Analysts Boost NTAP Earnings Outlook as AI Momentum Fuels Value Debate
- One analyst lifted fiscal 2026 earnings estimates in recent weeks, pushing the consensus higher by $0.02 to $7.88 per share, reflecting optimism on sustained profitability.
- NetApp's role in powering Super Bowl LX data operations underscores its real-world traction in high-stakes environments, boosting visibility for hybrid cloud and AI capabilities.
- Diverging Wall Street views spotlight AI wins—over 125 in Q1, more than doubling year-over-year—potentially offsetting traditional revenue pressures with scalable growth.
Investment Analysis
Jabil
JBL
Pros
- Jabil surpassed Q4 2025 earnings and revenue expectations, demonstrating strong operational execution and demand.
- Diversified portfolio with strategic focus on AI-related businesses, including a new AI manufacturing facility, supports growth prospects.
- Robust financial performance with FY2025 revenue growth and projected EPS growth through FY2027 maintains strong analyst interest.
Considerations
- Stock valuation appears stretched with a high price-to-earnings ratio compared to sector averages, indicating potential overvaluation risk.
- Significant net income decline in 2025 despite revenue growth raises concerns about profitability sustainability.
- Stock price volatility and recent price declines suggest sensitivity to broader economic and market uncertainty.
NetApp
NTAP
Pros
- NetApp benefits from strong positioning in data storage and cloud infrastructure, critical areas in enterprise IT growth.
- Consistent revenue and profitability, supported by strategic investments in cloud software and services.
- Strong cash flow generation and solid balance sheet enable ongoing investments and shareholder return.
Considerations
- Exposure to cyclical IT spending trends creates potential earnings volatility under economic downturns.
- Competition from large cloud providers and storage innovators pressures margins and market share.
- Dependency on enterprise IT capital expenditure cycles may limit near-term growth acceleration.
Related Market Insights
Apple's Supply Chain: The Hidden Winners Behind iPhone Success
Discover the hidden investment opportunities in Apple's supply chain. Learn how key suppliers like TSMC, ASML, and Skyworks benefit from iPhone success.
Aimee Silverwood | Financial Analyst
August 3, 2025
Related Market Insights
Apple's Supply Chain: The Hidden Winners Behind iPhone Success
Discover the hidden investment opportunities in Apple's supply chain. Learn how key suppliers like TSMC, ASML, and Skyworks benefit from iPhone success.
Aimee Silverwood | Financial Analyst
August 3, 2025
Jabil (JBL) Next Earnings Date
Jabil's next earnings date is estimated for March 19, 2026, covering the second quarter of fiscal year 2026. This follows the company's most recent first-quarter FY2026 report released on December 17, 2025. The date aligns with historical patterns, though not yet officially confirmed by the company.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings release is scheduled for February 26, 2026, which will cover the Q3 fiscal 2026 results. This date has been confirmed by the company's investor relations office as the target release date. The earnings announcement will provide investors with NetApp's financial performance for the third quarter of their fiscal year 2026.
Jabil (JBL) Next Earnings Date
Jabil's next earnings date is estimated for March 19, 2026, covering the second quarter of fiscal year 2026. This follows the company's most recent first-quarter FY2026 report released on December 17, 2025. The date aligns with historical patterns, though not yet officially confirmed by the company.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings release is scheduled for February 26, 2026, which will cover the Q3 fiscal 2026 results. This date has been confirmed by the company's investor relations office as the target release date. The earnings announcement will provide investors with NetApp's financial performance for the third quarter of their fiscal year 2026.
Which Baskets Do They Appear In?
Powering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketWhich Baskets Do They Appear In?
Powering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
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