Slide 1: Second Quarter Fiscal Year 2025 Financial Results
SECOND QUARTER FISCAL YEAR 2025 Financial Results PUBLIC | ©Jabil Inc. 2024. All Rights Reserved. 1
Slide 2: Forward Looking Statement
Forward Looking Statement Forward Looking Statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our second quarter of fiscal year 2025; our guidance for future financial performance in our third quarter of fiscal year 2025
Slide 3: Second Quarter FY 2025 Income Highlights
Second Quarter FY 2025 Income Highlights Three Months Ended February 28, February 29, (In millions, except for per share data) 2025 2024 Net revenue $6,728 $6,767 U.S. GAAP operating income $245 $1,131 U.S. GAAP net income $117 $927 U.S. GAAP diluted earnings per share $1.06 $7.31 Core operating inc
Slide 4: Second Quarter FY 2025 Segment Results
Second Quarter FY 2025 Segment Results Regulated Industries ▪ Net Revenue decrease 8% y/y Connected Living & Digital Commerce ▪ Core margin* (non-GAAP) of 4.8% 20% Intelligent Infrastructure ▪ Net Revenue increase 18% y/y Regulated ▪ Core margin* (non-GAAP) of 5.3% $6.7B Industries 41% REVENUE Conne
Slide 5: Second Quarter FY 2025 Cashflow Highlights
Second Quarter FY 2025 Cashflow Highlights THREE MONTHS ENDED FEBRUARY 28, ($ millions) 2025 Net cash provided by operating activities $334 Net capital expenditures1 ($73) Adjusted free cash flow (non-GAAP)2 $261 Core EBITDA (non-GAAP)1 $488 Share repurchases $404 1 See U.S. GAAP to non-GAAP reconci
Slide 6: Third Quarter FY25 Guidance
Third Quarter FY25 Guidance Segment Revenue Guidance Q3 FY25E Regulated Industries $3.0B Intelligent Infrastructure $2.8B Connected Living & Digital Commerce $1.2B Consolidated Guidance Q3 FY25E Net revenue $6.7B - $7.3B U.S. GAAP operating income $282M - $352M U.S. GAAP diluted earnings per share $
Slide 7: Business Update
Business Update JABIL
Slide 8: Thank you
Thank you for your commitment and dedication to our customers, communities, and each other. PUBLIC | ©Jabil Inc. 2024. All Rights Reserved. 8
Slide 9: Global Operations Enable Manufacturing at Scale
Global Operations Enable Manufacturing at Scale 100+ Sites Strategically Located Around the World ASIA Bandung Hachioji Penang Singapore Wuhan Batu Kawan Ho Chi Minh Pune Sungai Petani Wuxi Beijing Hsinchu Sanchong Suzhou Changhua Huangpu Shanghai Taichung GLOBAL HEADQUARTERS Gotemba Kulim Shenzhen
Slide 10: Second Quarter Highlights
Second Quarter Highlights NET REVENUE Renewables & Digital $ 6.7 BILLION Energy Infrastructure Commerce Networking & Comms Healthcare & Packaging CORE OP MARGIN1 Connected Living 5.0% Auto & CORE DILUTED EPS1 Transportation Cloud 1.94 & Data Center $ Capital Infrastructure Equipment 1 See U.S. GAAP
Slide 11: Our Diversified Portfolio
Our Diversified Portfolio FY25E $ in billions FY23 FY24 FY25E Y/Y Var Auto & Transportation $4.4 $4.4 $3.9 -11% Healthcare & Packaging $5.5 $5.4 $5.4 0% Renewable & Energy Infrastructure $3.1 $2.4 $2.4 0% Regulated Industries Net Revenue $13.0 $12.3 $11.7 -5% Core Operating Margin 5.0% 5.3% Capital
Slide 12: Our Outlook: FY25 Financial Guidance
Our Outlook FY25 Financial Guidance NET REVENUE CORE OP MARGIN 1 CORE EPS 1 FREE CASH FLOW 1 $27.9 5.4% $ 8.95 $1.2+ BILLION BILLION M A N AGEMENT ’S OU T LOOK F OR F Y 2 5 1 See U.S. GAAP to non-GAAP definitions and reconciliations located at https://investors.jabil.com/ PUBLIC | ©Jabil Inc. 2024.
Slide 13: Q&A
JABIL Q&A
Slide 14: Made Possible.
MADE POSSIBLE. JABIL | MAdEpossial
Slide 15: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP TO NON-GAAP RECONCILIATIONS
Slide 16: Operating Income, EBITDA and Net Income Non-GAAP Reconciliation
JABIL INC. AND SUBSIDIARIES OPERATING INCOME, EBITDA and NET INCOME NON-GAAP RECONCILIATION (in millions, except for per share data) (Unaudited) Three months ended Six months ended February 28, 2025 February 29, 2024 February 28, 2025 February 29, 2024 Operating income (U.S. GAAP) $ 245 $ 1,131 $ 44