Jabil
Sector unknown·JBL · USA (SEC 10-K)·Fiscal year to 31/08/2025
The Company derives its revenue from providing comprehensive electronics design, production and product management services.
Exposure profile
Derived from what the company itself writes. Empty directions mean the report doesn't mention themes of that type.
In their own words
Grouped by theme, from the management review in the annual report. A · The company itself is a verbatim quote, B · From the report is without a verified quote.
Data centres
Technology
Market
“On October 1, 2024, the Company completed the acquisition of Mikros Technologies LLC (“Mikros Technologies”) for consideration transferred of $63 million. Mikros Technologies is a leader in the engineering and manufacturing of liquid cooling solutions for thermal management.”
Annual report 2025A · The company itself
Market
“The Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (“AI”) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries.”
Annual report 2025A · The company itself
Chains in: Artificial intelligence strengthens
Chains out: this strengthens Electricity, strengthens Copper
Automation and robotics
Technology
StrategyPositive impact: strengthens
“2025 Restructuring Plan On September 24, 2024, the Company’s Board of Directors approved a restructuring plan to align our support infrastructure to further optimize organizational effectiveness. This action includes headcount reductions across our Selling, General, and Administrative (“SG&A”) and manufacturing cost base and capacity realignment (the “2025 Restructuring Plan”).”
Annual report 2025A · The company itself
Automotive
End markets
Market
“The Regulated Industries segment is focused on regulated markets and includes revenues from customers primarily in the automotive and transportation, healthcare and packaging, and renewable energy infrastructure industries.”
Annual report 2025A · The company itself
Contract manufacturers as a business (EMS, CMO, CRO)
End markets
Market
“The Company derives its revenue from providing comprehensive electronics design, production and product management services.”
Annual report 2025A · The company itself
Chains in: Biotech and drug development strengthens
E-commerce
Technology
Market
“The Connected Living and Digital Commerce segment is focused on digitalization and automation, including warehouse automation and robotics, and includes revenues from customers primarily in the connected living and digital commerce industries.”
Annual report 2025A · The company itself
Healthcare and hospitals
End markets
Market
“The Regulated Industries segment is focused on regulated markets and includes revenues from customers primarily in the automotive and transportation, healthcare and packaging, and renewable energy infrastructure industries.”
Annual report 2025A · The company itself
Chains in: Ageing population strengthens, GLP-1 and obesity treatment mixed effect
Medical devices
Technology
Market
“Pii is a contract development and manufacturing organization specializing in early stage, clinical, and commercial volume aseptic filling, lyophilization, and oral solid dose manufacturing. The acquisition is expected to enhance the Company’s existing Regulated Industries service offerings, which includes the development and commercial production of auto-injectors, pen injectors, inhalers, and on-body pumps.”
Annual report 2025A · The company itself
Chains in: Ageing population strengthens
Packaging
Raw materials and inputs
Market
“The Regulated Industries segment is focused on regulated markets and includes revenues from customers primarily in the automotive and transportation, healthcare and packaging, and renewable energy infrastructure industries.”
Annual report 2025A · The company itself
Chains out: this weakens Beer and beverages
Semiconductor industry
End markets
Market
“The Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (“AI”) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries.”
Annual report 2025A · The company itself
Chains in: Artificial intelligence strengthens
Telecoms and 5G
Technology
Market
“The Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (“AI”) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries.”
Annual report 2025A · The company itself
Warehouse and logistics automation
Technology
Market
“The Connected Living and Digital Commerce segment is focused on digitalization and automation, including warehouse automation and robotics, and includes revenues from customers primarily in the connected living and digital commerce industries.”
Annual report 2025A · The company itself
Artificial intelligence
Technology
DriverPositive impact: strengthens
“(2)Increase in net revenue from prior periods is primarily driven by domestic revenue growth in our Intelligent Infrastructure segment during the fiscal year ended August 31, 2025.”
Annual report 2025A · The company itself
Chains out: this strengthens Data centres, strengthens Semiconductors and electronic components, strengthens Semiconductor industry
Climate change and extreme weather
Macro
DriverNegative impact: weakens
“(2)Charges recorded during the fiscal year ended August 31, 2025, relate primarily to costs associated with damage from Hurricanes Helene and Milton, which impacted our operations in St. Petersburg, Florida, and Asheville and Hendersonville, North Carolina.”
Annual report 2025A · The company itself
Chains out: this weakens Agriculture and food production
Competitors mentioned in the report
No named competitors in the report.
Financial figures
| Revenue latest fiscal year | 29.8 bn USD |
| Revenue growth vs. the year before, same method | 3.2 % |
| EBITDA reported by the company | 1.86 bn USD |
| Net debt debt incl. leasing minus cash | 1.43 bn USD |
| Diluted EPS per share | 5.92 USD |
Source: 10-K (SEC) A. See the report
Criteria
| Profit | ✓ |
| Growing | ✓ |
| Healthy balance sheet | ✓ |
Only the criteria that can be computed from financial statements on this page. The remaining criteria (such as price and dividend) need a share price and are in the analysis.
Figures are in the report's currency (USD), not converted to DKK. Quotes are shown as the company's own words in English.