FLEX

Flex Ltd. has completed its acquisition of EPC Power, adding advanced power conversion and grid-forming technologies to its Cloud and Power Infrastructure (CPI) portfolio. EPC Power brings 15 GW of deployed technology and supports next-generation 800-volt data center systems. Flex expects 65-75% CPI revenue growth in fiscal 2027, ahead of its planned separation into Axiom Solutions International in Q1 calendar 2027.

Q3 earnings season shows mixed results with 38 S&P 500 companies reporting 48.7% earnings growth (boosted by Micron) and 84.2% EPS beats. Key stocks analyzed include NVIDIA benefiting from AI infrastructure demand, Philip Morris transitioning to smoke-free products with strong pricing power, and Home Depot facing discretionary spending headwinds but investing in digital and Pro segments. Additional coverage includes CPI Aerostructures, Flex, Suncor Energy, and Honda.

Jabil Inc. is expanding its automotive portfolio to capitalize on the growing adoption of electric vehicles, advanced driver-assistance systems, and connected mobility solutions. The company offers services spanning ADAS, infotainment, battery management, charging equipment, and LiDAR technologies. Jabil has outperformed its industry peers with a 53.2% gain over the past year and trades at a lower valuation than competitors, with earnings estimates rising for 2027 and 2028.

Jabil Inc. (JBL) reported strong Q4 fiscal 2026 results and projects AI revenues to surge 54% to $22.1 billion in fiscal 2027. The company expects total revenues of $44.5 billion and core EPS of $17.55, with the Intelligent Infrastructure segment driving growth. However, execution risks remain as Jabil expands capacity globally to support larger customer programs.

Amphenol, a maker of connectors and cables for AI infrastructure, is trading near all-time highs with strong fundamentals. Despite a 311.6% three-year gain, the company's Q2 results show 55% sales growth, 67% EPS growth, and a healthy book-to-bill ratio of 1.23, suggesting continued momentum. While the stock has underperformed peers this year, recent quarterly trends favor Amphenol, and analysts suggest the next leg of growth may still be ahead.

Jabil Inc. reported Q3 revenues of $8.75 billion, up 12% year-over-year, driven by strength across multiple verticals including Regulated Industries, Intelligent Infrastructure, and Connected Living & Digital Commerce. The company targets $35 billion in fiscal 2026 revenues, representing approximately 17% year-over-year growth. Jabil's diversified end-market exposure and increasing AI infrastructure involvement support its long-term growth outlook.

Jabil (JBL) is set to report Q4 fiscal 2026 earnings on Sept. 30 with consensus estimates of $9.61 billion in sales and $4.05 EPS. The company is expanding AI infrastructure capabilities through new facilities in India and Malaysia, with AI-related revenue projected at $13.6 billion for 2026.

However, weakness in consumer products and automotive segments remain concerns. JBL trades at a valuation discount to peers and holds a Zacks Rank #2 (Buy) rating.