Jabil’s Strong AI Growth Overshadowed by a Myriad of Weak Segments

Jabil has surfaced as an oft-overlooked cloud and data center beneficiary, as the company’s strong growth in AI-related segments is mired behind multiple low-growth segments. Simply put, Jabil’s 37% guided growth in Cloud & Data Center Infrastructure -- to account for nearly 23% of fiscal 2025 revenue -- would be impossible to see by looking at just top-line growth as revenue is expected to decline (3.4%) YoY in FY25.

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