Jabil Inc. has recently released its 10-K report, providing insights into its operations and financial performance. The company, which operates globally, offers electronics design, production, and product management services, with a focus on two segments: Electronics Manufacturing Services and Diversified Manufacturing Services. These services include electronic circuit design, plastic and metal enclosure design, three-dimensional mechanical design, computer-assisted design, and product and process validation services. Additionally, the company provides systems assembly, test, direct-order fulfillment, and configure-to-order services across various industries, such as 5G, wireless and cloud, automotive and transportation, healthcare and packaging, and mobility.
In the fiscal year ended August 31, 2025, Jabil Inc. reported a net revenue of $29.8 billion, representing a 3.2% increase from the previous year. However, compared to fiscal year 2023, there was a 16.8% decrease in net revenue. The company's gross profit for the same period was $2.6 billion, and the operating income stood at $1.2 billion. The net income attributable to Jabil Inc. was reported at $657 million, with basic earnings per share at $6.00 and diluted earnings per share at $5.92.
Jabil Inc. operates in three reporting segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The company's cost of revenue includes the cost of electronic components and materials, labor, and manufacturing overhead. It also manages working capital, collects deposits from customers related to the purchase of inventory, and negotiates cost of materials adjustments with customers. The company's operating results are impacted by the level of capacity utilization of manufacturing facilities, indirect labor costs, and selling, general, and administrative expenses.
The company's management regularly reviews financial and non-financial performance indicators to assess its operating results, with a focus on liquidity, inventory turns, days in accounts receivable, days in inventory, and days in accounts payable. Jabil Inc. also highlights its critical accounting policies and estimates, such as revenue recognition, inventory valuation, long-lived assets, and income taxes.
As the company continues to navigate the global economic environment and potential impacts on its customers and end-markets, it emphasizes the importance of managing costs and capital resources effectively. Additionally, Jabil Inc. notes the impact of tariffs on its operations and its efforts to recover tariff costs by passing them on to customers.
The market has reacted to these announcements by moving the company's shares 1.38% to a price of $209.74. For the full picture, make sure to review JABIL INC's 10-K report.
