Jabil Inc. · NYSE:JBL
Jabil — Shareholder Meeting (January 2018)
29 slides from Jabil's shareholder meeting presentation, January 2018
Slide 1: Shareholder Meeting January 2018
SHAREHOLDER MEETING JANUARY 2018
Slide 2: Thank You Frank Newman
Thank You Frank Newman “I have been honored to serve on the Jabil Board and am immensely proud of all that has been accomplished over the years” …Frank Newman.
Slide 3: Board of Directors
Board of Directors Timothy Tom Mark Steve Main Sansone Mondello Raymund David Martha Anousheh John Chris Stout Brooks Ansari Plant Holland
Slide 4: Forward Looking Statement
Forward Looking Statement During the course of today’s presentation and during the question and answer portion of this program we will make forward-looking statements regarding future events or the future financial performance of Jabil. We remind you that such statements are merely predictions and a
Slide 5: Shareholder Meeting
SHAREHOLDER MEETING JANUARY 2018
Slide 6: Proposal 1: Election of Directors
Proposal 1 1. Election of Directors. Anousheh Ansari Martha F. Brooks Christopher S. Holland Timothy L. Main Mark T. Mondello John C. Plant Steven A. Raymund Thomas A. Sansone David M. Stout PUBLIC | ©Jabil Inc. 2017. All Rights Reserved.
Slide 7: Proposals 2 - 4
Proposals 2 - 4 2. Ratification of the Appointment of Ernst & Young LLP. 3. Approval (on an advisory basis) of the frequency of future advisory stockholder votes to approve Jabil’s executive compensation. 4. Approval (on an advisory basis) of Jabil’s Executive Compensation. PUBLIC | ©Jabil Inc. 2017
Slide 8: Business Update
JABIL Business Update
Slide 9: Thanks and Welcome
THANKS AND WELCOME ❖ Jabil Colleagues and Team Members ❖ Frank Newman ❖ Chris Holland
Slide 10: Top-of-Mind for Our Leadership Team
TOP-OF-MIND FOR OUR LEADERSHIP TEAM The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ?
Slide 11: No Doubt That Results Matter
NO DOUBT THAT RESULTS MATTER The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ? Results, Results Oriented
Slide 12: Balanced in Our Thinking and Our Actions
BALANCED IN OUR THINKING AND OUR ACTIONS The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ?
Slide 13: The Who
THE WHO The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ?
Slide 14: The Who
THE WHO AMERICAS Canada Brazil Mexico United States GLOBAL HEADQUARTERS ST. PETERSBURG, FL EUROPE, MIDDLE EAST & AFRICA (EMEA) ASIA Austria Ireland Scotland China Singapore Belgium Italy South Africa India South Korea France Israel Spain Indonesia Taiwan Finland Netherlands Ukraine Japan Vietnam Ger
Slide 15: The Who
THE WHO
Slide 16: Making the World Better, Safer, Healthier
MAKING THE WORLD -- BETTER, SAFER, HEALTHIER ✓ Caring for our Employees ✓ Giving back to the Communities in which we work ✓ Focusing on Diversity-of-thought and Inclusion ✓ Fixating on Always doing what’s Right
Slide 17: The Why
THE WHY The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ?
Slide 18: The Why
THE WHY Networking / Communications Auto & Transportation Defense & Aero Healthcare Semi-Capital Equipment Computing & Storage White Goods Mobility Energy & Industrial Print & Retail Lifestyles Consumer Packaging
Slide 19: The How
THE HOW The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ?
Slide 20: The How
THE HOW ▪ SMART FACTORY ▪ MATERIAL TECHNOLOGIES ▪ DIGITAL PLATFORMS ▪ AUTOMATION / ROBOTICS ▪ ADDITIVE MANUFACTURING ▪ DOMAIN EXPERTISE ▪ DATA INTELLIGENCE ▪ PRECISION TOOLING ▪ AUGMENTED REALITY Our Sizable Scale, Our Disciplined Approach, Our Autonomous Market-facing Structure
Slide 21: The What
THE WHAT The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ? Results, Results Oriented
Slide 22: The What: FY2017 Highlights
THE WHAT Fiscal Year 17 Revenue • Our DMS Segment grew 9% year-on-year • Our EMS Segment expanded core margins by 50 bps year-on-year 42% • The team deliveredFY 17 EPS of $2.11* (13% growth over FY16) Core $19.1B HIGHLI 58% GHTSof $1.25bb • Strong Cash generation • Returned $370mm in Capital to Shar
Slide 23: Thoughtful Allocation of Capital
THOUGHTFUL ALLOCATION OF CAPITAL Organic Growth R&D M&A $3.5 Billion Cash Flow from Operations (FY17-FY19E) Share Dividends Buybacks
Slide 24: The Where
THE WHERE The WHO ? The WHERE ? The WHY ? The WHAT ? The HOW ?
Slide 25: The Where
THE WHERE To be the Most Technologically Advanced and Trusted Manufacturing Solutions Company … while keeping our people SAFE, while always RESPECTING the environment, while conducting our business with perfect TRUST and INTEGRITY.
Slide 26: The Where
THE WHERE
Slide 27: The Where
THE WHERE To be the Most Technologically Advanced and Trusted Manufacturing Solutions Company … while keeping our people SAFE, while always RESPECTING the environment, while conducting our business with perfect TRUST and INTEGRITY.
Slide 28: The Where
THE WHERE ➢ We Build Stuff and so much more. ➢ Traditional Manufacturing is gone. ➢ Digital Platforms are integral to our factories and beyond. The Eco-system is becoming exponentially more complicated, resulting in fewer and fewer doing what we do -- That’s GREAT news for Jabil !!
Slide 29: In Closing . . .
IN CLOSING . . . “ ISN’T IT FUNNY HOW DAY-BY-DAY NOTHING CHANGES, BUT WHEN YOU LOOK BACK SO MUCH IS DIFFERENT ? ” - C.S. LEWIS