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Apple Supplier Jabil Lifts Annual Forecast Amid AI-Driven Data Center Boom

/in /tarafından

Jabil Inc., a major electronics components manufacturer and key supplier to Apple, has raised its full-year profit and revenue forecasts, citing soaring demand for data center infrastructure driven by the rapid adoption of artificial intelligence technologies.

The company’s shares rose approximately 5% in premarket trading on Tuesday after it surpassed Wall Street expectations for its fiscal third quarter.

Highlights from the Report:

  • Fiscal 2025 revenue forecast raised to $29 billion from $27.9 billion.

  • Adjusted earnings per share (EPS) outlook increased to $9.33, up from $8.95.

  • Q3 revenue rose 15.7% year-over-year to $7.83 billion, beating analyst expectations of $7.06 billion (LSEG data).

  • Adjusted Q3 EPS was $2.55, above the expected $2.31.

Strategic Investment:

Jabil also announced a $500 million investment in the United States over the coming years to expand support for cloud and AI data center infrastructure customers, underscoring the company’s strategic pivot toward high-growth digital infrastructure markets.

CEO Mike Dastoor emphasized the momentum:

“Our intelligent infrastructure segment remains a critical growth engine, benefiting from accelerating AI-driven demand.”

This performance positions Jabil as a key player in the supply chain supporting the global AI boom, and its forward-looking strategy appears aimed at securing long-term growth through investments in infrastructure and technology innovation.

Jabil Raises 2025 Profit and Revenue Forecast Amid Data Center Demand

/in /tarafından

Jabil (JBL.N) has raised its 2025 profit and revenue forecast, driven by strong demand for data center infrastructure amid the surge in artificial intelligence (AI) adoption. The electronic component maker surpassed Wall Street expectations for its second-quarter earnings, leading to a 6.5% rise in premarket trading on Thursday.

The AI boom has increased demand for data centers, benefiting Jabil and fueling growth in its semiconductor fabrication and test equipment business.

For the second quarter ending February 28, Jabil reported:

  • Adjusted earnings per share (EPS): $1.94, exceeding analysts’ estimate of $1.83 (LSEG data).

  • Quarterly revenue: $6.73 billion, above the forecasted $6.41 billion.

Following these strong results, Jabil updated its full-year projections:

  • Adjusted profit forecast: $8.95 per share, up from the previous $8.75.

  • Revenue forecast: $27.9 billion, revised from $27.3 billion.

Based in St. Petersburg, Florida, Jabil continues to capitalize on AI-driven growth and expanding data center investments, reinforcing its market position in high-tech manufacturing.