End-market PerformanceDespite some end markets like EV and 5G expected to decline, strength in Cloud/DCI is likely to offset these challenges.
Operational ChallengesJabil’s facility for GLP-1 drugs in Croatia remains idle, which could be a slight operational margin headwind.
Revenue GuidanceDespite solid results, the stock is expected to trade lower due to the FY26 guidance coming in below investor expectations.