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
JBL Gears Up for Pivotal Q2 Earnings as AI Momentum Fuels Analyst Optimism
- Analysts maintain a 'Strong Buy' consensus, spotlighting JBL's AI-related revenue poised for 34% growth this fiscal year after an 80% surge last year.
- Intelligent Infrastructure segment rocketed 54% in Q1 FY2026, underscoring hyperscaler wins like a second customer nearing $1B in revenue.
- Free cash flow jumped to $272M in Q1 from $226M a year ago, signaling sharp financial efficiency as JBL ramps U.S. manufacturing for AI data centers.
NetApp's Q3 Earnings Beat Ignites Investor Optimism for AI-Driven Growth
- EPS beat estimates by $0.05, with record 31.1% operating margins showcasing sharp cost discipline and profitability gains.
- All-flash array revenue surged 11% year-over-year, underscoring booming enterprise demand for high-performance storage.
- Upbeat FY26 guidance projects revenue of $6.77-6.92 billion, backed by AI product launches and cloud services strength.
JBL Gears Up for Pivotal Q2 Earnings as AI Momentum Fuels Analyst Optimism
- Analysts maintain a 'Strong Buy' consensus, spotlighting JBL's AI-related revenue poised for 34% growth this fiscal year after an 80% surge last year.
- Intelligent Infrastructure segment rocketed 54% in Q1 FY2026, underscoring hyperscaler wins like a second customer nearing $1B in revenue.
- Free cash flow jumped to $272M in Q1 from $226M a year ago, signaling sharp financial efficiency as JBL ramps U.S. manufacturing for AI data centers.
NetApp's Q3 Earnings Beat Ignites Investor Optimism for AI-Driven Growth
- EPS beat estimates by $0.05, with record 31.1% operating margins showcasing sharp cost discipline and profitability gains.
- All-flash array revenue surged 11% year-over-year, underscoring booming enterprise demand for high-performance storage.
- Upbeat FY26 guidance projects revenue of $6.77-6.92 billion, backed by AI product launches and cloud services strength.
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 scheduled for March 18, 2026, covering the second quarter of fiscal year 2026. This release, set before market open, will be followed by a conference call at 8:30 a.m. ET to discuss results. Investors should monitor for updates, as the prior Q1 2026 report occurred on December 17, 2025.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings date is estimated for May 28, 2026, following the recent Q3 fiscal 2026 release on February 26, 2026. This report will cover Q4 fiscal 2026 results, aligning with the company's historical pattern of late-May announcements for its April-ending quarter. The exact date remains unconfirmed by the company, with estimates ranging to early June based on prior cycles.
Jabil (JBL) Next Earnings Date
Jabil's next earnings date is scheduled for March 18, 2026, covering the second quarter of fiscal year 2026. This release, set before market open, will be followed by a conference call at 8:30 a.m. ET to discuss results. Investors should monitor for updates, as the prior Q1 2026 report occurred on December 17, 2025.
NetApp (NTAP) Next Earnings Date
NetApp's next earnings date is estimated for May 28, 2026, following the recent Q3 fiscal 2026 release on February 26, 2026. This report will cover Q4 fiscal 2026 results, aligning with the company's historical pattern of late-May announcements for its April-ending quarter. The exact date remains unconfirmed by the company, with estimates ranging to early June based on prior cycles.
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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