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 Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike
- Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
- Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
- Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.
NetApp Powers Ahead with Q1 Earnings Beat and AI-Optimized Data Tools Launch
- Q1 revenues hit $1.559 billion, up from $1.541 billion last year, with non-GAAP net income per share guidance of $7.60-$7.90 signaling robust profitability ahead.
- Secured #1 market share in all-flash storage for Q1 2025, highlighting NetApp's dominance in high-performance data solutions critical for AI workloads.
- Launched NetApp Trident 25.06 and new management systems, enhancing Kubernetes scalability, security, and disaster recovery to meet exploding containerized app needs.
Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike
- Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
- Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
- Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.
NetApp Powers Ahead with Q1 Earnings Beat and AI-Optimized Data Tools Launch
- Q1 revenues hit $1.559 billion, up from $1.541 billion last year, with non-GAAP net income per share guidance of $7.60-$7.90 signaling robust profitability ahead.
- Secured #1 market share in all-flash storage for Q1 2025, highlighting NetApp's dominance in high-performance data solutions critical for AI workloads.
- Launched NetApp Trident 25.06 and new management systems, enhancing Kubernetes scalability, security, and disaster recovery to meet exploding containerized app needs.
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 (JBL) is scheduled to report its first quarter fiscal year 2026 earnings on Wednesday, December 17, 2025. This release covers the quarter ending November 2025, following the company's confirmed announcement. Estimates for subsequent quarters, such as Q2, point to mid-March 2026 based on historical patterns.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings date for Q3 FY2026 is targeted for February 26, 2026. This release will cover the quarter ending in late January 2026. Investors should note that while this aligns with the company's guidance and analyst estimates, official confirmation may follow prior to the event.
Jabil (JBL) Next Earnings Date
Jabil (JBL) is scheduled to report its first quarter fiscal year 2026 earnings on Wednesday, December 17, 2025. This release covers the quarter ending November 2025, following the company's confirmed announcement. Estimates for subsequent quarters, such as Q2, point to mid-March 2026 based on historical patterns.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings date for Q3 FY2026 is targeted for February 26, 2026. This release will cover the quarter ending in late January 2026. Investors should note that while this aligns with the company's guidance and analyst estimates, official confirmation may follow prior to the event.
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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