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SEC filings, financial facts, source resources, and Goglides workspace context for Jabil Inc..
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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.
OpenAfya is a profitable Brazilian medical education platform built around scarce regulated medical-school seats. The thesis rests on seat maturation, tuition durability, cash conversion and whether the newer physician ecosystem can grow without undermining margin
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