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Wednesday, September 30, 2026

2 companies from our universe report on this day.

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Before MarketJBL
After MarketMU
Before Market Open1 company
Earnings Preview

Jabil Inc. (JBL)

Before Market
Servers & Compute · Q4
Consensus EPS$4.07Revenue est$9.7BMkt cap$33B
Beat 7 of last 7 quarters. Consensus: $9.71B rev / $4.07 EPS. YoY growth (latest Q): +12% revenue, +24% EPS.
Price: $319 — YTD +49.6% — 52-wk $190 to $429 — Mkt cap $33B
Multiples: EV/EBITDA 18.1x — P/E 42x — Fwd P/E 25x

The bar looks high: AI revenue is already guided to ~$13.6B (+~50% YoY) and confirmed peers beat and raised, while EV/EBITDA at 14.0x sits above Q3 FY2025–Q1 FY2026 levels of 10.1x–12.3x. The real story is whether Jabil can convert that AI growth into margin expansion and FCF while closing the third hyperscaler deal and bringing North Carolina online. A good quarter likely clears the current guide; a great quarter would pair an II beat with upward margin/FCF revision and a clear FY2027 AI bridge.

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After Market Close1 company
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Silicon Design · Q4
Consensus EPS$31.72Revenue est$51.3BMkt cap$1190B
Beat 7 of last 7 quarters. Consensus: $51.33B rev / $31.72 EPS. YoY growth (latest Q): +346% revenue, +1215% EPS.
Price: $1054 — YTD +207.5% — 52-wk $164 to $1255 — Mkt cap $1.2T
Multiples: EV/EBITDA 14.4x — P/E 20x — Fwd P/E 7x

The bar looks high: FQ3 showed exceptional q/q growth across all four units and data center revenue above $25B annualized over $100B, while EV/EBITDA has already re-rated to 12.6x from 7.3x. The real story tonight is whether SCA traction and supply additions can convert that momentum into durable margins, not just a beat. A good quarter likely means continued SCA coverage progress; a great one could require quantified FY2027 CapEx/R&D discipline and clearer visibility that customer concentration is being managed.

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These previews are generated from our company intelligence files, evidence packs, and supply chain data. All claims are sourced from company filings and earnings transcripts. This is not investment advice.