<p>捷普公司（Jabil Inc. (JBL)）已召开其 2026 财年第一季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>捷普公司以强劲的业绩和指引开启 2026 财年</p>
<p>捷普 2026 财年第一季度的财报电话会议展示了乐观与谨慎的结合，公司超出了财务预期，并在智能基础设施领域表现出显著增长。尽管在连接生活和数字商务方面面临挑战，并对汽车收入持谨慎态度，但会议的整体情绪显然是积极的，预示着财年的良好开端。</p>
<h2>在各项指标上超出预期</h2>
<p>捷普在 2026 财年第一季度的关键财务指标上超出了预期。收入达到 83 亿美元，标志着公司指引范围的高端。公司还实现了 5.5% 的核心营业利润率，并报告核心摊薄每股收益为 2.85 美元，进一步巩固了其强劲的财务表现和运营效率。</p>
<h2>智能基础设施显著增长</h2>
<p>智能基础设施部门成为主要的增长驱动力，贡献了 39 亿美元的收入。云计算和数据中心基础设施，加上网络终端市场，推动了这一扩张。该部门的核心营业利润率较去年提高了 40 个基点，突显了捷普在高需求领域的成功。</p>
<h2>强劲的现金流和财务状况</h2>
<p>捷普的财务状况依然稳健，第一季度的调整后自由现金流为 2.72 亿美元，全年预计为 13 亿美元。公司在季度末拥有 16 亿美元现金，并维持 1.2 倍的净债务与核心 EBITDA 比率，反映出其稳健的资产负债表和有效的资本管理。</p>
<h2>上调全年指引</h2>
<p>捷普在其 2026 财年展望中强调信心，上调全年收入指引 1.1 亿美元至 324 亿美元。此外，公司还将核心营业利润率预期提高至 5.7%，展示了其对维持强劲的收入增长和运营表现的承诺。</p>
<h2>人工智能驱动的收入增长</h2>
<p>与人工智能相关的收入预计将成为捷普业绩的重要贡献者，预计同比增长约 35%。2026 财年与人工智能相关的收入预计将达到 121 亿美元，强调了捷普对前沿技术和创新的战略关注。</p>
<h2>连接生活和数字商务收入下降</h2>
<p>尽管整体势头积极，连接生活和数字商务部门的收入预计将同比下降 11%，原因是客户削减和计划中的项目流失。然而，公司指出数字商务中存在一些积极增长，预示着未来复苏的机会。</p>
<h2>利息支出增加</h2>
<p>捷普预计 2026 财年的利息支出将上升至约 2.7 亿美元，主要由于收购 Hanley Energy Group 和再融资高级票据所产生的额外债务。尽管这些新增成本值得关注，但它们反映了捷普持续的战略投资。</p>
<h2>汽车收入展望下降</h2>
<p>公司对 2026 财年的汽车收入持谨慎展望，预计在 2027-2028 财年之前不会出现显著的增长前景。这种保守的态度反映了汽车行业的不确定性，但为未来几年的潜在上行留出了空间。</p>
<h2>前瞻性指引</h2>
<p>在其前瞻性指引中，捷普强调了对利润率扩张、资本效率和持续现金流生成的关注。公司预计 2026 财年第二季度的总收入将在 75 亿至 80 亿美元之间，核心营业收入预计在 3.75 亿至 4.35 亿美元之间。核心摊薄每股收益预计在 2.27 至 2.67 美元之间，而第二季度 GAAP 摊薄每股收益预计在 1.70 至 2.19 美元之间。捷普仍致力于在第二季度和整个财年实现 21% 的核心税率，强化其运营优先事项。</p>
<p>总之，捷普公司在 2026 财年开局强劲，超出预期并上调了年度指引。尽管承认某些业务部门面临挑战和成本增加，但公司对人工智能驱动的收入增长和智能基础设施的乐观态度为进一步成功奠定了基础。投资者和分析师将密切关注捷普在未来几个季度中应对机遇和挑战的进展。</p>

捷普

<p>捷普公司报告了强劲的 2026 财年第一季度业绩，收入达到 83 亿美元，超出财务预期，核心营业利润率为 5.5%。智能基础设施部门推动了显著增长，贡献了 39 亿美元的收入。捷普将全年收入指引上调至 324 亿美元，预计与人工智能相关的收入将同比增长 35%。尽管在连接生活和数字商务方面面临挑战，以及对汽车行业的前景持谨慎态度，捷普对 2026 财年仍持乐观态度，强调利润率扩张和资本效率</p>

<p>Jabil Inc. ((JBL)) has held its Q1 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>捷普公司（Jabil Inc. (JBL)）已召开其 2026 财年第一季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<li>解锁对冲基金级别的数据和强大的投资工具，帮助您做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，使您的投资组合始终处于最大潜力的状态</li>
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</div><p>Jabil Inc. Starts Fiscal 2026 Strong with Robust Performance and Guidance</p>
<div class="lb-trans"><p>捷普公司以强劲的业绩和指引开启 2026 财年</p>
</div><p>Jabil’s first-quarter fiscal 2026 earnings call showcased a combination of optimism and caution, with the company exceeding financial expectations and demonstrating remarkable growth in Intelligent Infrastructure. Despite challenges in Connected Living and Digital Commerce and a cautious outlook for automotive revenue, the overall sentiment of the call was decidedly positive, signaling a promising start to the fiscal year.</p>
<div class="lb-trans"><p>捷普 2026 财年第一季度的财报电话会议展示了乐观与谨慎的结合，公司超出了财务预期，并在智能基础设施领域表现出显著增长。尽管在连接生活和数字商务方面面临挑战，并对汽车收入持谨慎态度，但会议的整体情绪显然是积极的，预示着财年的良好开端。</p>
</div><h2>Exceeding Expectations Across Metrics</h2>
<div class="lb-trans"><h2>在各项指标上超出预期</h2>
</div><p>Jabil surpassed expectations across key financial metrics in Q1 of fiscal 2026. Revenue reached $8.3 billion, marking the high end of the company’s guidance range. The company also achieved a core operating margin of 5.5% and reported core diluted earnings per share of $2.85, reinforcing its strong financial performance and operational efficiency.</p>
<div class="lb-trans"><p>捷普在 2026 财年第一季度的关键财务指标上超出了预期。收入达到 83 亿美元，标志着公司指引范围的高端。公司还实现了 5.5% 的核心营业利润率，并报告核心摊薄每股收益为 2.85 美元，进一步巩固了其强劲的财务表现和运营效率。</p>
</div><h2>Significant Growth in Intelligent Infrastructure</h2>
<div class="lb-trans"><h2>智能基础设施显著增长</h2>
</div><p>The Intelligent Infrastructure segment emerged as a major growth driver, contributing $3.9 billion in revenue. Cloud and data center infrastructure, coupled with networking end markets, fueled this expansion. The segment saw a 40-basis-point improvement in its core operating margin compared to the prior year, underscoring Jabil’s success in tapping into high-demand sectors.</p>
<div class="lb-trans"><p>智能基础设施部门成为主要的增长驱动力，贡献了 39 亿美元的收入。云计算和数据中心基础设施，加上网络终端市场，推动了这一扩张。该部门的核心营业利润率较去年提高了 40 个基点，突显了捷普在高需求领域的成功。</p>
</div><h2>Strong Cash Flow and Financial Position</h2>
<div class="lb-trans"><h2>强劲的现金流和财务状况</h2>
</div><p>Jabil’s financial position remains robust, with adjusted free cash flow of $272 million for Q1 and a projection of $1.3 billion for the full year. The company ended the quarter with $1.6 billion in cash and maintained a net debt to core EBITDA ratio of 1.2x, reflecting its solid balance sheet and effective capital management.</p>
<div class="lb-trans"><p>捷普的财务状况依然稳健，第一季度的调整后自由现金流为 2.72 亿美元，全年预计为 13 亿美元。公司在季度末拥有 16 亿美元现金，并维持 1.2 倍的净债务与核心 EBITDA 比率，反映出其稳健的资产负债表和有效的资本管理。</p>
</div><h2>Raised Full-Year Guidance</h2>
<div class="lb-trans"><h2>上调全年指引</h2>
</div><p>Highlighting confidence in its fiscal 2026 outlook, Jabil raised its full-year revenue guidance by $1.1 billion to $32.4 billion. Additionally, the company improved its core operating margin expectations to 5.7%, showcasing its commitment to maintaining strong top-line growth and operational performance.</p>
<div class="lb-trans"><p>捷普在其 2026 财年展望中强调信心，上调全年收入指引 1.1 亿美元至 324 亿美元。此外，公司还将核心营业利润率预期提高至 5.7%，展示了其对维持强劲的收入增长和运营表现的承诺。</p>
</div><h2>AI-Driven Revenue Growth</h2>
<div class="lb-trans"><h2>人工智能驱动的收入增长</h2>
</div><p>AI-related revenue is poised to be a significant contributor to Jabil’s performance, with expected growth of approximately 35% year-over-year. Fiscal 2026 AI-related revenue is projected to reach $12.1 billion, emphasizing Jabil’s strategic focus on cutting-edge technologies and innovation.</p>
<div class="lb-trans"><p>与人工智能相关的收入预计将成为捷普业绩的重要贡献者，预计同比增长约 35%。2026 财年与人工智能相关的收入预计将达到 121 亿美元，强调了捷普对前沿技术和创新的战略关注。</p>
</div><h2>Connected Living and Digital Commerce Revenue Decline</h2>
<div class="lb-trans"><h2>连接生活和数字商务收入下降</h2>
</div><p>Despite overall positive momentum, revenue from the Connected Living and Digital Commerce segment is expected to decline by 11% year-over-year due to customer pruning and planned program attrition. Nevertheless, the company noted some positive growth within Digital Commerce, signaling opportunities for future recovery.</p>
<div class="lb-trans"><p>尽管整体势头积极，连接生活和数字商务部门的收入预计将同比下降 11%，原因是客户削减和计划中的项目流失。然而，公司指出数字商务中存在一些积极增长，预示着未来复苏的机会。</p>
</div><h2>Increased Interest Expense</h2>
<div class="lb-trans"><h2>利息支出增加</h2>
</div><p>Jabil anticipates interest expenses to rise to approximately $270 million for fiscal 2026, driven by additional debt stemming from the Hanley Energy Group acquisition and refinanced senior notes. While these added costs are noteworthy, they reflect Jabil’s ongoing strategic investments.</p>
<div class="lb-trans"><p>捷普预计 2026 财年的利息支出将上升至约 2.7 亿美元，主要由于收购 Hanley Energy Group 和再融资高级票据所产生的额外债务。尽管这些新增成本值得关注，但它们反映了捷普持续的战略投资。</p>
</div><h2>Decline in Automotive Revenue Outlook</h2>
<div class="lb-trans"><h2>汽车收入展望下降</h2>
</div><p>The company forecasted a cautious outlook for automotive revenues in fiscal 2026, with significant growth prospects not expected until fiscal 2027-2028. This conservative approach reflects uncertainties in the automotive sector but leaves room for potential upside in future years.</p>
<div class="lb-trans"><p>公司对 2026 财年的汽车收入持谨慎展望，预计在 2027-2028 财年之前不会出现显著的增长前景。这种保守的态度反映了汽车行业的不确定性，但为未来几年的潜在上行留出了空间。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>In its forward-looking guidance, Jabil emphasized its focus on margin expansion, capital efficiency, and sustained cash flow generation. The company projects total revenue between $7.5 billion and $8 billion for Q2 fiscal 2026, with core operating income estimated to range from $375 million to $435 million. Core diluted earnings per share are expected to be between $2.27 and $2.67, while Q2 GAAP diluted earnings per share is forecasted at $1.70 to $2.19. Jabil remains committed to achieving a core tax rate of 21% for both Q2 and the full fiscal year, reinforcing its operational priorities.</p>
<div class="lb-trans"><p>在其前瞻性指引中，捷普强调了对利润率扩张、资本效率和持续现金流生成的关注。公司预计 2026 财年第二季度的总收入将在 75 亿至 80 亿美元之间，核心营业收入预计在 3.75 亿至 4.35 亿美元之间。核心摊薄每股收益预计在 2.27 至 2.67 美元之间，而第二季度 GAAP 摊薄每股收益预计在 1.70 至 2.19 美元之间。捷普仍致力于在第二季度和整个财年实现 21% 的核心税率，强化其运营优先事项。</p>
</div><p>In summary, Jabil Inc. delivered a strong start to fiscal 2026, exceeding expectations and raising guidance for the year. While challenges in certain business segments and increased costs are acknowledged, the company’s optimism in AI-driven revenue growth and Intelligent Infrastructure sets the stage for further success. Investors and analysts alike will be keenly watching Jabil’s progress as it navigates opportunities and challenges in the coming quarters.</p>
<div class="lb-trans"><p>总之，捷普公司在 2026 财年开局强劲，超出预期并上调了年度指引。尽管承认某些业务部门面临挑战和成本增加，但公司对人工智能驱动的收入增长和智能基础设施的乐观态度为进一步成功奠定了基础。投资者和分析师将密切关注捷普在未来几个季度中应对机遇和挑战的进展。</p>
</div>

捷普公司在 2026 财年第一季度交出强劲的收益表现