Financial PerformanceJabil recently reported a beat in F2Q, showing strength in Capital Equipment, AI-related cloud, and Data Center Infrastructure.
Growth PotentialMultiple avenues for growth in cloud, semicap, healthcare, and in the longer-term EVs indicate potential for strong expansion.
Guidance And ForecastsJabil raised FY25 guidance, indicating confidence despite uncertainties related to macro, government policy, and impact from tariffs.
Strategic PartnershipsThe warrant issue with Amazon shows growth potential as it incentivizes Amazon to deepen the relationship with Jabil and provide more business opportunities.