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FLEX vs JBL
Flex Ltd. (FLEX) vs Jabil Inc. (JBL) Earnings Recap: Recent Results and AI-Driven Growth
Key Takeaways
- Both FLEX and JBL delivered strong quarterly earnings beats, fueled by demand in data centers and AI infrastructure.
- JBL reported Q2 FY2026 revenue of $8.3 billion (up 23% YoY) and core EPS of $2.69, raising FY2026 guidance to $34 billion revenue and $12.25 core EPS.
- FLEX posted Q3 FY2026 net sales of $7.1 billion (up 8% YoY) with record adjusted EPS of $0.87, lifting FY2026 outlook to $27.2-$27.5 billion in sales.
- Both companies highlighted robust AI-related growth, with JBL's Intelligent Infrastructure segment up 52% YoY.
- JBL shows higher revenue scale and EPS growth, while FLEX emphasizes margin expansion to 6.3% for FY2026.
- Free cash flow remains strong for both, supporting share repurchases and investments in high-growth areas.
Earnings Context and Why This Comparison Matters
Flex Ltd. (FLEX) and Jabil Inc. (JBL) are leading electronics manufacturing services (EMS) providers, competing in supply chain solutions for tech, healthcare, and industrial sectors. Their recent earnings underscore the sector's resilience amid AI and data center booms. As hyperscalers ramp up infrastructure spending, both firms benefit from diversified portfolios, but differences in scale, margins, and end-market exposure create compelling head-to-head dynamics for investors tracking EMS performance.
Jabil Inc. Focus
Jabil released Q2 fiscal 2026 results on March 18, 2026, reporting net revenue of $8.3 billion, a 23% increase year-over-year from $6.7 billion. U.S. GAAP diluted EPS reached $2.08, up from $1.06, while core diluted EPS hit $2.69, surpassing expectations. Core operating income was strong at a 5.3% margin, driven by 52% growth in the Intelligent Infrastructure segment from AI data centers and cloud demand. Regulated industries added stability with steady contributions. The company raised full-year FY2026 guidance to approximately $34 billion in revenue (from $32.4 billion prior) and core EPS of $12.25 (up from $11.55), with adjusted free cash flow over $1.3 billion. Q3 guidance projects $8.1-$8.9 billion in revenue and core EPS of $2.83-$3.23.
Flex Ltd. Context
Flex reported Q3 fiscal 2026 results on February 4, 2026, with net sales of $7.1 billion, up 8% year-over-year. GAAP EPS was $0.64, and adjusted EPS achieved a record $0.87. Adjusted operating margin expanded to 6.5%, reflecting disciplined execution in data centers and improving industrial/health markets. The company updated FY2026 guidance to $27.2-$27.5 billion in net sales (6% growth at midpoint, up from prior $26.7-$27.3 billion), 6.3% adjusted operating margin, and adjusted EPS of $3.21-$3.27. Q4 outlook includes $6.75-$7.05 billion in sales and adjusted EPS of $0.83-$0.89, with over 80% free cash flow conversion for the year. Flex's fiscal year ends March 31.
Head-to-Head Earnings and Market Comparison
JBL outpaces FLEX in revenue scale and growth rate, with Q2 revenue 17% larger and 23% YoY expansion versus FLEX's 8%, tied to outsized AI infrastructure gains. JBL's core EPS of $2.69 dwarfs FLEX's $0.87 adjusted figure, supported by higher absolute profitability, though FLEX boasts superior margins (6.5% vs. 5.3%) and faster EPS growth outlook (22% FY2026). Both face supply chain risks but leverage AI tailwinds; JBL's regulated industries provide diversification, while FLEX emphasizes portfolio optimization. Market sentiment favors JBL's raised guidance, but FLEX's cash discipline appeals to value investors.
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Tickeron AI Verdict
Tickeron AI currently favors JBL with 65% probability over the next 6-12 months, citing superior revenue momentum, EPS scale, and aggressive FY2026 guidance amid AI demand. FLEX remains competitive on margins and stability (35% probability), but JBL's growth trajectory edges it ahead.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FLEX is a StrongBuy and JBL is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FLEX’s FA Score shows that 2 FA rating(s) are green whileJBL’s FA Score has 4 green FA rating(s).
- FLEX’s FA Score: 2 green, 3 red.
- JBL’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FLEX’s TA Score shows that 6 TA indicator(s) are bullish while JBL’s TA Score has 5 bullish TA indicator(s).
- FLEX’s TA Score: 6 bullish, 3 bearish.
- JBL’s TA Score: 5 bullish, 4 bearish.
Price Growth
FLEX (@Electronic Components) experienced а +7.62% price change this week, while JBL (@Electronic Components) price change was +8.16% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.16%. For the same industry, the average monthly price growth was +13.62%, and the average quarterly price growth was +26.26%.
Reported Earning Dates
FLEX is expected to report earnings on May 06, 2026.
JBL is expected to report earnings on Jun 18, 2026.
Industries' Descriptions
@Electronic Components (+4.16% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| FLEX | JBL | FLEX / JBL | |
| Capitalization | 31B | 34.8B | 89% |
| EBITDA | 1.89B | 1.99B | 95% |
| Gain YTD | 39.490 | 44.892 | 88% |
| P/E Ratio | 37.79 | 44.51 | 85% |
| Revenue | 26.8B | 32.7B | 82% |
| Total Cash | 3.06B | 1.83B | 167% |
| Total Debt | 5.02B | 4.39B | 114% |
FLEX | JBL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 3 | |
SMR RATING 1..100 | 51 | 18 | |
PRICE GROWTH RATING 1..100 | 37 | 3 | |
P/E GROWTH RATING 1..100 | 7 | 25 | |
SEASONALITY SCORE 1..100 | 75 | 3 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FLEX's Valuation (57) in the Electronic Components industry is in the same range as JBL (70). This means that FLEX’s stock grew similarly to JBL’s over the last 12 months.
JBL's Profit vs Risk Rating (3) in the Electronic Components industry is in the same range as FLEX (6). This means that JBL’s stock grew similarly to FLEX’s over the last 12 months.
JBL's SMR Rating (18) in the Electronic Components industry is somewhat better than the same rating for FLEX (51). This means that JBL’s stock grew somewhat faster than FLEX’s over the last 12 months.
JBL's Price Growth Rating (3) in the Electronic Components industry is somewhat better than the same rating for FLEX (37). This means that JBL’s stock grew somewhat faster than FLEX’s over the last 12 months.
FLEX's P/E Growth Rating (7) in the Electronic Components industry is in the same range as JBL (25). This means that FLEX’s stock grew similarly to JBL’s over the last 12 months.
| FLEX | JBL | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | 1 day ago 58% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 84% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 73% |
| Advances ODDS (%) | 1 day ago 75% | 1 day ago 75% |
| Declines ODDS (%) | N/A | 16 days ago 65% |
| BollingerBands ODDS (%) | 1 day ago 60% | 1 day ago 60% |
| Aroon ODDS (%) | 1 day ago 82% | 1 day ago 73% |
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