Jabil Inc.


SKU: JBL Category:


This is our first report on diversified manufacturing services and solutions provider, Jabil Inc. The company has maintained a strong diversification strategy which has helped it perform despite a difficult supply chain environment and widely reported shutdowns in China. The strong demand within EMS, partially offset by sporadic Covid-19 challenges within DMS, was the primary factor in the quarter’s revenue, which came in at about $8.3 billion, exceeding the management’s forecast. As demand in all end markets continues to outpace supply, overall enterprise revenue increased by 15% year over year and 10% sequentially in the last quarter. During the quarter, the company further collaborated with two companies, SolarEdge and Cardo Systems, to expand its supply chain. We initiate coverage on Jabil with a ‘Buy’ rating.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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