金吾财讯 | 捷普 (JBL) 盘前高开，报403美元，涨7.52%。
消息面上，公司公布第三财季经营数据，营收、利润均超出市场预期，消息落地后周三盘前股价维持震荡持平。截至 5 月 31 日的财季内，企业非 GAAP 每股收益 3.16 美元，同比上涨 23%；营收 88 亿美元，同比增长 12%。企业 CEO 迈克・达斯图尔表示，AI 基础设施相关订单需求旺盛，汽车、智能家居业务同步改善，带动全板块经营数据走强。
公司全面上调 2026 财年各项指引，全年收入预期由 340 亿美元上调至 350 亿美元，非 GAAP 每股收益由 12.25 美元上调至 12.70 美元，调整后自由现金流预期提升至 14 亿美元以上，核心营业利润率上调 0.1 个百分点至 5.8%。第四财季业绩区间同步上调，营收预期中值 96 亿美元、每股收益中值 4 美元，均高于市场一致预测。管理层同时对 2027 财年经营前景保持乐观，后续将持续聚焦盈利增长与资本使用效率优化。
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