Q2 2025 Jabil Inc Earnings Call Transcript
Key Points
- Jabil Inc (JBL) reported strong Q2 results with $6.7 billion in revenue, a 3% increase year-on-year when excluding the divested mobility business.
- Core operating income for the quarter was $334 million, with core operating margins at 5%.
- The Intelligent Infrastructure segment saw an 18% year-on-year revenue increase, driven by strong demand in AI-related cloud, data center infrastructure, and capital equipment markets.
- Jabil Inc (JBL) anticipates free cash flow for the year to exceed $1.2 billion, reflecting strong cash flow generation.
- The company is well-positioned to navigate potential tariff impacts due to its large-scale global manufacturing footprint and significant US presence.
- The Regulated Industries segment reported an 8% year-on-year revenue decrease due to weakness in renewable energy and EV markets.
- The Connected Living and Digital Commerce segment experienced a 13% year-on-year revenue decline, impacted by the Mobility divestiture.
- Inventory days increased to 80 days, slightly above the targeted range, due to timing within the Intelligent Infrastructure segment.
- Jabil Inc (JBL) remains cautious about the EV and renewable energy markets, reflecting appropriate caution in its guidance.
- The company faces potential challenges from geopolitical situations and tariff implementations, which could impact end customer demand.
Greetings, and welcome to Jabil's second-quarter fiscal-year 2025 conference call and webcast. (Operator Instructions) As a reminder, this conference is being recorded.
It is now my pleasure to introduce your host, Adam Berry, Investor Relations. Thank you. You may begin.
Good morning, and welcome to Jabil's second-quarter fiscal-year 2025 conference call. Joining me on today's call are Chief Financial Officer, Greg Hebard; and Chief Executive Officer, Mike Dastoor. Please note that today's presentation is being live streamed. And during our prepared remarks, we will be referencing slides. To view these slides, please visit the Investor Relations section of jabil.com. After today's presentation concludes, a complete recording will be available on website for playback.
In addition, we will be making forward-looking statements during this presentation, including, among other things, those regarding the anticipated outlook for our business, such as our
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