Slide 1: Fourth Quarter & Fiscal Year 2022 Results
FOURTH QUARTER & F I S C A L Y E A R 2 0 2 2 R E S UL T S BUSINESS CONFIDENTIAL / ©Jabil Inc. 2022. All Rights Reserved.
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 2022; our guidance for future financial performance in our first quarter of fiscal year
Slide 3: Fourth Quarter Income Highlights
Fourth Quarter Income Highlights THREE MONTHS ENDED AUGUST 31, (In millions, except for per share data) 2022 2021 Net revenue $9,030 $7,409 U.S. GAAP operating income $409 $265 U.S. GAAP net income $315 $175 U.S. GAAP diluted earnings per share $2.25 $1.16 Core operating income (non-GAAP)1 $447 $314
Slide 4: Fourth Quarter Segment Results
Fourth Quarter Segment Results Income Highlights DIVERSIFIED MANUFACTURING SERVICES (DMS) ▪ Net Revenue Increase of 12.6% ▪ Core margin* (non-GAAP) of 5.1% ELECTRONICS MANUFACTURING SERVICES (EMS) EMS $9.0B DMS ▪ Net Revenue Increase of 32.3% 51% REVENUE 49% ▪ Core margin* (non-GAAP) of 4.8% TOTAL C
Slide 5: FY22 Income Highlights
FY22 Income Highlights FISCAL YEAR ENDED AUGUST 31, (In millions, except for per share data) 2022 2021 Net revenue $33,478 $29,285 U.S. GAAP operating income $1,393 $1,055 U.S. GAAP net income $996 $696 U.S. GAAP diluted earnings per share $6.90 $4.58 Core operating income (non-GAAP)1 $1,543 $1,241
Slide 6: Our Portfolio: Revenue by End-Markets
Our Portfolio Revenue by End-Markets DIVERSIFIED MANUFACTURING ELECTRONICS MANUFACTURING $ in billions FY21 FY22 $ in billions FY21 FY22 Auto & Transportation $2.2 $3.1 Digital Print & Retail $2.3 $3.1 Healthcare & Packaging $4.5 $5.0 Industrial & Semi-Cap $3.4 $4.0 Connected Devices $4.5 $4.7 5G Wi
Slide 7: First Quarter FY23 Guidance
First Quarter FY23 Guidance Segment Revenue Guidance Q1 FY22 Q1 FY23E YoY Change ▪ Diversified Manufacturing Services $4.7B $4.8B Increase 2% ▪ Electronics Manufacturing Services $3.9B $4.5B Increase 15% Consolidated Guidance Q1 FY23E Net revenue $9.0 - $9.6 U.S. GAAP operating income $367M - $427M
Slide 8: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP to Non-GAAP Reconciliations
Slide 9: 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, 2022 August 31, 2021 August 31, 2022 August 31, 2021 Operating income (U.S. GAAP) $ 409 $ 265 $ 1,393 $ 1,0