Slide 1: 2021 Fourth Quarter Earnings
2021 FOURTH QUARTER EARNINGS September 29, 2021
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 the fourth quarter and full fiscal year 2021; our guidance for future financial performance in our first quarter of fiscal year
Slide 3: Fourth Quarter FY 2021 Highlights
Fourth Quarter FY 2021 Highlights ✓ Revenue NET REVENUE Year-over-year growth in Mobility, Automotive • and Healthcare $ 7.4 BILLION CORE OP MARGIN* ✓ Core Operating Margin* • Solid operating leverage 4.2% CORE EARNINGS PER SHARE1 ✓ Core Earnings Per Share1 $1.44 • Strong year-over-year growth *Core
Slide 4: Income Highlights Q4 & FY21
Fourth Quarter & FY21 Income Highlights THREE MONTHS ENDED FISCAL YEAR ENDED AUGUST 31, AUGUST 31, (In millions, except for per share data) 2021 2020 2021 2020 Net revenue $7,409 $7,300 $29,285 $27,266 U.S. GAAP operating income $265 $197 $1,055 $500 U.S. GAAP net income $175 $68 $696 $54 U.S. GAAP
Slide 5: Segment Results FY21
Fourth Quarter FY21 Segment Results DIVERSIFIED MANUFACTURING SERVICES (DMS) ▪ Net Revenue Increase of 9.7% ▪ Core margin* (non-GAAP) of 4.1% ELECTRONICS MANUFACTURING SERVICES (EMS) EMS $7.4B ▪ Net Revenue Decrease of 6.4% 47% DMS ▪ Core margin* (non-GAAP) of 4.3% REVENUE 53% TOTAL COMPANY ▪ Net Re
Slide 6: First Quarter FY22 Guidance
First Quarter FY22 Guidance Segment Revenue Guidance Q1 FY21 Q1 FY22E YoY Change ▪ Diversified Manufacturing Services $4.2B $4.7B Increase 10% ▪ Electronics Manufacturing Services $3.6B $3.6B 0% Consolidated Guidance Q1 FY22E Net revenue $8.0B - $8.6B U.S. GAAP operating income $321M - $381M U.S. GA
Slide 7: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP to Non-GAAP Reconciliations 7
Slide 8: 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 Fiscal year ended August 31, 2021 August 31, 2020 August 31, 2021 August 31, 2020 Operating income (U.S. GAAP) $ 265 $ 197 $ 1,055 $ 500