Sector: Information Technology | Focus: Electronic Manufacturing Services
HQ: St. Petersburg, Florida
Financial Risks
Jabil faces risks from customer order fluctuations, component shortages and price increases, financially troubled customers, international operations complexities, regulatory changes, potential litigation, and currency fluctuations. Restructuring charges, acquisitions, and divestitures also pose risks. The company's reliance on a limited number of customers and international operations exposes it to significant market and economic risks.
Financial Upside
Jabil's significant net revenue ($28.9B in FY2024) and net income ($1.4B in FY2024) indicate strong financial performance. The divestiture of the Mobility Business generated substantial pre-tax cash proceeds ($2.2B). The company has significant available borrowing capacity ($4B) and has repurchased shares of common stock under various programs. Future acquisitions and share repurchases are also potential upside opportunities.
