Slide 1: Fourth Quarter & Fiscal Year 2025 Financial Results and Investor Briefing
FOURTH QUARTER & FISCAL YEAR 2025 Financial Results and Investor Briefing 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 fourth quarter and fiscal year 2025; our guidance for future financial performance in our first quarter of fiscal year 2026
Slide 3: Today's Agenda
Today’s Agenda Welcome & Opening Remarks Adam Berry, SVP, IR & Corporate Affairs Financial Review & Outlook Greg Hebard, CFO Regulated Industries Steve Borges, EVP, Regulated Industries Intelligent Infrastructure Matt Crowley, EVP, Intelligent Infrastructure Connected Living & Digital Commerce Andy
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Slide 5: Fourth Quarter and FY 2025 Income Highlights
Fourth Quarter and FY 2025 Income Highlights THREE MONTHS ENDED FISCAL YEAR ENDED AUGUST 31, AUGUST 31, (In millions, except for per share data) 2025 2024 2025 2024 Net revenue $8,252 $6,964 $29,802 $28,883 U.S. GAAP operating income $337 $318 $1,182 $2,013 U.S. GAAP net income $218 $138 $657 $1,388
Slide 6: Fourth Quarter FY 2025 Segment Results
Fourth Quarter FY 2025 Segment Results Regulated Industries ▪ Net Revenue increase 3% y/y Connected Living & Digital Commerce ▪ Core margin* (non-GAAP) of 6.5% 17% Intelligent Infrastructure ▪ Net Revenue increase 62% y/y Regulated ▪ Core margin* (non-GAAP) of 5.9% $8.3B Industries 38% REVENUE Conne
Slide 7: Fourth Quarter and FY 2025 Cashflow Highlights
Fourth Quarter and FY 2025 Cashflow Highlights Fourth Quarter Fiscal Year Ended Ended August 31, August 31, ($ millions) 2025 2025 Net cash provided by operating activities $588 $1,640 Net capital expenditures1 ($83) ($322) Adjusted free cash flow (non-GAAP)2 $505 $1,318 Core EBITDA (non-GAAP)1 $674
Slide 8: Financial Flexibility
Financial Flexibility Balanced Capital Structure F IN A N C IAL ST REN G T H ($ in millions) 4,000 1. Balance sheet debt of $2.9B, as of August 31, 2025 3,500 3,000 2. Credit Agency Ratings/Outlook2 2,500 • Moody’s: Baa3 / Stable 2,000 • S&P: BBB- / Stable 1,500 • Fitch: BBB- / Stable 1,000 500 - FY
Slide 9: Consistent Shareholder Return
Consistent Shareholder Return Supported by a Current $1 Billion Share Repurchase Authorization Cumulative Shareholder Returns Shares Outstanding FY13-FY25 ($ in millions) 220 Share Repurchases Dividends 200 47% reduction 180 160 203 194 192 $7.7B 140 187 178 165 154 150 120 144 135 131 114 107 100 F
Slide 10: First Quarter FY26 Guidance
First Quarter FY26 Guidance Segment Revenue Guidance Q1 FY26E Regulated Industries $3.05B Intelligent Infrastructure $3.67B Connected Living & Digital Commerce $1.29B Consolidated Guidance Q1 FY26E Net revenue $7.7B - $8.3B U.S. GAAP operating income $263M - $343M U.S. GAAP diluted earnings per shar
Slide 11: Jabil's Financial Performance
Jabil’s Financial Performance What We’re Doing is Working CORE OP INCOME & CORE OP MARGIN1 CORE EPS1 FREE CASH FLOW1 (In millions) (In millions) $1,318 $1,733 $1,543 $1,588 $1,620 $9.75 $8.63 $8.49 $1,026 $1,055 $1,241 5.5% 5.4% $7.65 $810 5.0% $5.61 $640 $877 $864 4.6% $503 $461 4.2% $2.98 $2.90 3.
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Slide 13: Segments: Regulated Industries End-Markets
REGULATED INTELLIGENT CONNECTED LIVING & SEGMENTS INDUSTRIES INFRASTRUCTURE DIGITAL COMMERCE END-MARKETS AUTOMOTIVE & HEALTHCARE & RENEWABLES & ENERGY TRANSPORTATION PACKAGING INFRASTRUCTURE PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 13
Slide 14: Automotive & Transportation
Automotive & Transportation ADAS / AV CONNECTIVIT Y ELECTRIFICATION SOF T WARE-DEFINED VEHICLES PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 14
Slide 15: Renewables & Energy Infrastructure
Renewables & Energy Infrastructure RENEWABLES ENERGY INFRASTRUCTURE BUILDING TECHNOLOGIES PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 15
Slide 16: Healthcare
Healthcare MEDICAL DEVICES DIAGNOSTICS ORTHOPEDICS PHARMACEUTICAL DELIVERY SYSTEMS PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 16
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Slide 18: Segments: Intelligent Infrastructure End-Markets
REGULATED INTELLIGENT CONNECTED LIVING & SEGMENTS INDUSTRIES INFRASTRUCTURE DIGITAL COMMERCE END-MARKETS CAPITAL CLOUD & DATA CENTER NET WORKING & EQUIPMENT INFRASTRUCTURE COMMUNICATIONS PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 18
Slide 19: Capital Equipment
Capital Equipment WAFER FABRICATION AUTOMATED TEST EQUIPMENT EQUIPMENT PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 19
Slide 20: Cloud & Data Center Infrastructure
Cloud & Data Center Infrastructure SERVERS & STORAGE DATA CENTER INFRASTRUCTURE PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 20
Slide 21: Networking & Communications
Networking & Communications NET WORKING COMMUNICATIONS PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 21
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Slide 23: Segments: Connected Living & Digital Commerce
REGULATED INTELLIGENT CONNECTED LIVING & SEGMENTS INDUSTRIES INFRASTRUCTURE DIGITAL COMMERCE END-MARKETS CONNECTED DIGITAL LIVING COMMERCE PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 23
Slide 24: Digital Commerce
Digital Commerce POINT OF SALE WAREHOUSE IN-STORE PAYMENT SELF-SERVICE AUTOMATION DIGITALIZATION SYSTEMS PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 24
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Slide 26: Jabil Fiscal 2025: A More Profitable and Resilient Company
Jabil Fiscal 2025 A More Profitable and Resilient Company C ORE OP REV EN UE M A RG IN 1 C ORE EP S 1 F REE C A SH F LOW 1 C ORE ROIC 1 $29.8B 5.4% $9.75 $1.3B 54% Delivered Strong financial strong Robust Robust AI growth Resilient portfolio performance financial performance AI growth 1 See U.S. GAA
Slide 27: Our Competitive Success Is Driven by Five Key Pillars
Our Competitive Success Is Driven by Five Key Pillars Scale, Automation & Team & Culture Rationalization AI in Our of Execution & Diversification Factories Regional Supply Chain Manufacturing Orchestration Footprint PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 27
Slide 28: Our Team
Our Team Aligned and Focused with ~200 Years of Jabil Tenure STEVE MAT T ANDY FRED FRANK BORGES CROWLEY PRIESTLEY MCCOY MCKAY 32 YEA RS 7 YEA RS 29 YEA RS 24 YEA RS 28 YEA RS REGULATED INTELLIGENT CONNECTED LIVING & GLOBAL PROCUREMENT & INDUSTRIES INFRASTRUCTURE DIGITAL COMMERCE OPERATIONS SUPPLY CH
Slide 29: A Global Footprint Designed for Speed, Resilience, and Growth
A Global Footprint Designed for Speed, Resilience, and Growth 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 T
Slide 30: A Stronger, More Balanced Global Footprint
A Stronger, More Balanced Global Footprint Regional scale and a growing U.S. footprint align with accelerating AI growth Regionalized manufacturing footprint Multi-regional supply chains for resilience and agility Consistent capabilities across regions and end-markets Automation enables scalable, ef
Slide 31: Focused Segments, Balanced Portfolio
Focused Segments, Balanced Portfolio Long-term Partnerships CONNECTED LIVING & DIGITAL COMMERCE REGULATED INDUSTRIES INTELLIGENT INFRASTRUCTURE PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 31
Slide 32: Global Supply Chain Scale and Complexity: A Core Differentiator
Global Supply Chain Scale and Complexity: A Core Differentiator 38,000+ 40,000+ 700,000+ $25B+ Global Suppliers SKUs Parts Global Spend 150 3,000 3,000 1,500 Categories & Procurement & Buyers Planners Commodities Supply Chain Experts PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 32
Slide 33: Automation & AI in Our Factories
Automation & AI in Our Factories FUTURE STATE HIGHLIGHTS Fully automated and digitally connected operations Fast, scalable launches and growth-readiness Consistent global customer experience A workplace that attracts and retains top technical and leadership talent PUBLIC | ©Jabil Inc. 2025. All Righ
Slide 34: Our Diversified Portfolio
Our Diversified Portfolio FY26E $ in billions FY23 FY24 FY25 FY26E Y/Y Var Auto & Transportation $4.4 $4.4 $4.1 $3.9 -5% Healthcare & Packaging $5.5 $5.4 $5.4 $5.6 4% Renewable & Energy Infrastructure $3.1 $2.4 $2.4 $2.4 0% Regulated Industries Net Revenue $13.0 $12.3 $11.9 $11.9 0% Core Operating M
Slide 35: Our Outlook: FY26 Financial Plan
Our Outlook FY26 Financial Plan NET REVENUE CORE OP MARGIN 1 CORE EPS 1 FREE CASH FLOW 1 $ 31.3 5.6% $ 11.00 $1.3+ BILLION BILLION M A N AGEMENT ’S OU T LOOK F OR F Y 2 6 1 See U.S. GAAP to non-GAAP definitions and reconciliations located at https://investors.jabil.com/ PUBLIC | ©Jabil Inc. 2025. Al
Slide 36: Capital Allocation Framework
Capital Allocation Framework Balanced and Thoughtful ORG A N IC ST RA T EG IC SH A REH OLDER IN V EST MENT A C QUISITION S RETURN S • Focus on highest-return • New capabilities • 80% of Free Cash Flow areas returned to shareholders • Enter higher-value • AI Infrastructure markets with distinctive •
Slide 37: Our Long-Term Financial Targets
Our Long-Term Financial Targets Where We are Heading GROSS EXPAND CORE CORE EARNINGS STRONG FREE CORE RETURN CAPITAL REVENUE PROFIT OPERATING PER SHARE CASH FLOW ON INVESTED RETURNED TO GROW TH MARGINS MARGINS GROW TH CONVERSION1 CAPITAL SHAREHOLDERS 5% - 7% 9% - 10% 6%+ 12% - 15% 100%+ 30%+ 80% 1 F
Slide 38: Thank You
THANK YOU for the integrity, ingenuity, and inspiration you bring to every moment. PUBLIC | ©Jabil Inc. 2025. All Rights Reserved. 38
Slide 39: Key Takeaways Today
Key Takeaways Today 1 2 3 4 5 Strength of Regulated Intelligent Portfolio Shift Disciplined Diversified Industries Infrastructure in Connected Capital Model Resilience & Growth Engine Living & Digital Allocation Opportunity Commerce MANAGEMENT’S OUTLOOK FOR FY26 REVENUE CORE OP MARGIN1 CORE EPS1 FRE
Slide 40: Q&A
Q&A Mike Greg Steve Matt Andy Adam Dastoor Hebard Borges Crowley Priestley Berry
Slide 41: Made Possible.
MADE POSSIBLE. JABIL | MAdEpossial
Slide 42: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP TO NON-GAAP RECONCILIATIONS
Slide 43: 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, 2025 August 31, 2024 August 31, 2025 August 31, 2024 Operating income (U.S. GAAP) $ 337 $ 318 $ 1,182 $ 2,0