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 Surges on Q2 Earnings Beat and Upbeat 2026 Outlook Tied to AI Boom
- Q2 sales hit $8.28 billion with $223 million net income, beating expectations and signaling strength in high-value AI programs.
- Full-year 2026 revenue outlook lifted to $34 billion, reflecting confidence in sustained growth from intelligent infrastructure and cloud tech.
- New collaboration on thin-film lithium niobate photonics for AI data centers leverages Jabil's manufacturing prowess to tap hyperscale opportunities.
NetApp's Record Margins and Earnings Beat Fuel Optimism for 2026 Growth
- EPS of $2.12 topped estimates by a penny, with revenue at $1.71 billion showing steady 4% year-over-year growth and strength outside one-time spot deals.
- Operating margins soared to a record 31.1%, up 110 basis points, highlighting profitability gains from recurring cloud and subscription revenue streams.
- Management touted fiscal 2026 as their strongest year yet, amid rising AI demand that's bolstering demand for NetApp's data management solutions.
Jabil Surges on Q2 Earnings Beat and Upbeat 2026 Outlook Tied to AI Boom
- Q2 sales hit $8.28 billion with $223 million net income, beating expectations and signaling strength in high-value AI programs.
- Full-year 2026 revenue outlook lifted to $34 billion, reflecting confidence in sustained growth from intelligent infrastructure and cloud tech.
- New collaboration on thin-film lithium niobate photonics for AI data centers leverages Jabil's manufacturing prowess to tap hyperscale opportunities.
NetApp's Record Margins and Earnings Beat Fuel Optimism for 2026 Growth
- EPS of $2.12 topped estimates by a penny, with revenue at $1.71 billion showing steady 4% year-over-year growth and strength outside one-time spot deals.
- Operating margins soared to a record 31.1%, up 110 basis points, highlighting profitability gains from recurring cloud and subscription revenue streams.
- Management touted fiscal 2026 as their strongest year yet, amid rising AI demand that's bolstering demand for NetApp's data management solutions.
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
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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
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Jabil (JBL) Next Earnings Date
Jabil reported its Q2 fiscal 2026 earnings on March 18, 2026, covering the quarter ended February 2026. The next earnings release for Q3 fiscal 2026 is typically expected in late June 2026, consistent with the company's historical quarterly pattern. Investors should monitor official announcements for the precise date and details.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings report is estimated for May 28, 2026, though the company has not officially announced the specific date. This report will cover the company's Q3 fiscal year 2026 results. Based on historical patterns, the earnings announcement is expected to occur after market close, followed by a conference call for investors. Analysts are currently modeling earnings per share of approximately $2.25 for this quarter.
Jabil (JBL) Next Earnings Date
Jabil reported its Q2 fiscal 2026 earnings on March 18, 2026, covering the quarter ended February 2026. The next earnings release for Q3 fiscal 2026 is typically expected in late June 2026, consistent with the company's historical quarterly pattern. Investors should monitor official announcements for the precise date and details.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings report is estimated for May 28, 2026, though the company has not officially announced the specific date. This report will cover the company's Q3 fiscal year 2026 results. Based on historical patterns, the earnings announcement is expected to occur after market close, followed by a conference call for investors. Analysts are currently modeling earnings per share of approximately $2.25 for this quarter.
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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