Jabil said Intelligent Infrastructure segment net revenue increased 51% for the 3 months ended May 31, 2025, citing a 40% increase in revenues from existing customers within its cloud and data center infrastructure business and a 13% increase in revenues from existing customers within its capital equipment business.

1. 01

   Jabil said Intelligent Infrastructure segment net revenue increased 51% for the 3 months ended May 31, 2025, citing a 40% increase in revenues from existing customers within its cloud and data center infrastructure business and a 13% increase in revenues from existing customers within its capital equipment business.

2. 02

   The company said Connected Living and Digital Commerce segment net revenue decreased 7% for the 3 months and 27% for the 9 months, citing a 30% decrease in revenues primarily driven by the divestiture of the Mobility Business for the 9-month period.

3. 03

   Jabil said it expects to recognize approximately $200 million in pre-tax restructuring and other related costs over the course of fiscal 2025 in connection with the 2025 Restructuring Plan. The company said the charges are expected to result in net cash expenditures of approximately $100 million to $130 million that will be payable over fiscal years 2025 and 2026.

4. 04

   As of May 31, 2025, Jabil had approximately $1.5 billion in cash and cash equivalents, and available unused borrowing capacity under its existing revolving credit facilities of $4.0 billion. The company said $3.2 billion was available under the Existing Credit Facility.

Key figures

Quarter ended May 31, 2025

Revenue

$7.8B

Operating income

$403M

Net income

$222M

EPS

$2.03

Gross profit

$681M

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.