Jabil Inc (STU:JBL)
€ 282 -7.6 (-2.62%) Market Cap: 29.63 Bil Enterprise Value: 31.85 Bil PE Ratio: 40.19 PB Ratio: 25.51 GF Score: 77/100

Jabil Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 02:45PM GMT
Unidentified Participant 1

Good morning, everyone, and welcome to the fireside chat with Jabil. I have the pleasure of hosting Mike Dastoor, who is the Chief Executive Officer; and Matt Crowley, who's EVP of Intelligent Infrastructure for Jabil.

Thank you both for coming to the conference, and thank you to the audience as well.

Questions & Answers

Unidentified Participant 1

Mike, maybe I'll kick it off with you and Matt, feel free to jump in here. But a lot of investors I talk to what's been more sort of surprised to them as has been the significant repositioning over the last 5- to 7-years for Jabil. As you sit here today, you have 40% of your revenue exposure linked to AI, including some proprietary capabilities like optical while the interaction in your power products via Hanley.

So when you now think about the next 5- to 7-years. What do you see as Jabil's role in AI infrastructure landscape in particular?

Mike Dastoor
Jabil Inc - Chief Executive Officer and Director

Sure. So I think, first of

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