Slide 1: Third Quarter Fiscal Year 2025 Financial Results
THIRD QUARTER FISCAL YEAR 2025 Financial Results PUBLIC | ©Jabil Inc. 2025. 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 third quarter of fiscal year 2025; our guidance for future financial performance in our fourth quarter of fiscal year 2025
Slide 3: Third Quarter FY 2025 Income Highlights
Third Quarter FY 2025 Income Highlights Three Months Ended May 31, May 31, (In millions, except for per share data) 2025 2024 Net revenue $7,828 $6,765 U.S. GAAP operating income $403 $261 U.S. GAAP net income $222 $129 U.S. GAAP diluted earnings per share $2.03 $1.06 Core operating income (non-GAAP
Slide 4: Third Quarter FY 2025 Segment Results
Third Quarter FY 2025 Segment Results Regulated Industries ▪ Net Revenue flat y/y Connected Living & Digital Commerce ▪ Core margin* (non-GAAP) of 5.5% 17% Intelligent Infrastructure ▪ Net Revenue increase 51% y/y Regulated ▪ Core margin* (non-GAAP) of 5.3% $7.8B Industries 39% REVENUE Connected Liv
Slide 5: Third Quarter FY 2025 Cashflow Highlights
Third Quarter FY 2025 Cashflow Highlights THREE MONTHS ENDED MAY 31, ($ millions) 2025 Net cash provided by operating activities $406 Net capital expenditures1 ($80) Adjusted free cash flow (non-GAAP)2 $326 Core EBITDA (non-GAAP)1 $571 Share repurchases $339 1 See U.S. GAAP to non-GAAP reconciliatio
Slide 6: Fourth Quarter FY25 Guidance
Fourth Quarter FY25 Guidance Segment Revenue Guidance Q4 FY25E* Regulated Industries $2.9B Intelligent Infrastructure $3.3B Connected Living & Digital Commerce $1.3B Consolidated Guidance Q4 FY25E Net revenue $7.1B - $7.8B U.S. GAAP operating income $331M - $411M 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. 2025. All Rights Reserved. 8
Slide 9: Our Global Footprint Enables Manufacturing at Scale
Our Global Footprint Enables Manufacturing at Scale 100+ Facilities Strategically Located Around the World ASIA Bandung Gotemba Kulim Singapore Weihai Batu Kawan Hachioji Penang Sungai Petani Wuxi Beijing Ho Chi Minh Pune Suzhou Changhua Hsinchu Shanghai Taichung Chuping Huangpu Shenzhen Taipei GLOB
Slide 10: Third Quarter Highlights
Third Quarter Highlights NET REVENUE Renewables & Digital $ 7.8 BILLION Energy Infrastructure Commerce Networking & Comms Healthcare & Packaging CORE OP MARGIN1 Connected Living 5.4% Auto & CORE DILUTED EPS1 Transportation Cloud 2.55 & Data Center $ Capital Infrastructure Equipment 1 See U.S. GAAP t
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 $2.3 -4% Regulated Industries Net Revenue $13.0 $12.3 $11.6 -6% 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 $29.0 5.4% $ 9.33 $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. 2025.
Slide 13: Jabil FY26 Annual Investor Briefing
JABIL FY26 ANNUAL INVESTOR BRIEFING Engineering Led, Supply Chain Enabled, Manufacturing Solutions
Slide 14: Q&A
JABIL Q&A
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 Nine months ended May 31, 2025 May 31, 2024 May 31, 2025 May 31, 2024 Operating income (U.S. GAAP) $ 403 $ 261 $ 845 $ 1,695 Amortizatio
Slide 17: Made Possible.
MADE POSSIBLE. JABIL | MAdEpossial