Jabil reported FY2025 revenue of $29.8 billion and Q2 FY2026 revenue of $8.3 billion. The thesis depends on cloud and AI hardware demand, manufacturing mix, margin resilience, cash flow, inventory and debt discipline.
Jabil: AI hardware exposure still has to beat low-margin manufacturing math
NYSEJBLCoverage BootstrapJabil Inc.
Thesis summary
Jabil reported FY2025 revenue of $29.8 billion and Q2 FY2026 revenue of $8.3 billion. The thesis depends on cloud and AI hardware demand, manufacturing mix, margin resilience, cash flow, inventory and debt discipline.
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