Jabil Inc. (JBL): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique de la fabrication avancée, Jabil Inc. (JBL) émerge comme une puissance transformatrice, pontant de manière transparente l'innovation technologique avec l'ingénierie de précision. Ce titan de fabrication mondiale a méticuleusement conçu un modèle commercial qui transcende la fabrication de contrats traditionnels, offrant des solutions de bout en bout qui permettent aux industries de la technologie, des soins de santé, de l'automobile et de l'électronique grand public. En intégrant stratégiquement les capacités technologiques de pointe, les infrastructures mondiales étendues et une approche collaborative, Jabil s'est positionné comme un catalyseur critique de l'innovation dans des paysages de marché complexes et en évolution rapide.

Jabil Inc. (JBL) - Modèle commercial: partenariats clés

Alliances stratégiques avec les grandes entreprises et les entreprises de fabrication

Jabil a établi des partenariats stratégiques avec les principales sociétés technologiques suivantes:

Entreprise partenaire	Focus de partenariat	Année établie
Apple Inc.	Services de fabrication électronique	2000
Microsoft Corporation	Fabrication de matériel	2005
Systèmes Cisco	Solutions d'infrastructure réseau	2003

Relations de fabrication contractuelles avec les secteurs de la santé et de l'automobile

Les relations de fabrication des contrats de Jabil comprennent:

• Medtronic - Manufacturation des dispositifs médicaux
• Johnson & Johnson - Production d'équipements de soins de santé
• Tesla - fabrication de composants automobiles
• Ford Motor Company - Automotive Electronics Intégration

Partenariats collaboratifs avec des fournisseurs de composants semi-conducteurs et électroniques

Partenaire semi-conducteur	Type de composant	Volume de l'offre annuelle
Tsmc	Puces semi-conductrices avancées	5,2 millions d'unités
Intel	Composants de processeur	3,7 millions d'unités
Qualcomm	Chips de communication mobile	4,5 millions d'unités

Coentreprises avec des innovateurs technologiques mondiaux

Les coentreprises importantes de Jabil comprennent:

• Blue Spark Technologies - Développement électronique imprimé
• Flex Ltd. - Collaboration de fabrication avancée
• SCI Technologies - Services de conception électronique

Accords de fournisseurs préférés avec les principales marques d'électronique grand public

Marque d'électronique grand public	Catégorie de produits	Valeur de partenariat
Samsung Electronics	Fabrication de smartphones	1,2 milliard de dollars
HP Inc.	Production de matériel informatique	850 millions de dollars
Amazone	Fabrication de l'électronique grand public	720 millions de dollars

Jabil Inc. (JBL) - Modèle d'entreprise: activités clés

Services et conception de fabrication électronique

Les services de fabrication électronique de Jabil ont généré 34,5 milliards de dollars de revenus pour l'exercice 2023. La société soutient la fabrication dans plusieurs secteurs, notamment:

• Société de la santé et des sciences de la vie
• Automobile
• Aérospatial et défense
• Industriel et semi-conducteur

Capacité de fabrication	Capacité annuelle
Production de la carte de circuit imprimé électronique	500 millions d'unités
Assemblage de la carte de circuit imprimé	250 millions d'unités

Gestion de la chaîne d'approvisionnement et logistique

Jabil exploite plus de 100 installations de fabrication dans 30 pays. La société gère les réseaux mondiaux de la chaîne d'approvisionnement avec:

• 125 000+ employés mondiaux
• Valeur totale de la chaîne d'approvisionnement totale de 33,5 milliards de dollars
• Systèmes de suivi des stocks en temps réel

Ingénierie des produits et développement de prototypes

Jabil a investi 412 millions de dollars dans la recherche et le développement en 2023. Les principales capacités d'ingénierie comprennent:

Service d'ingénierie	Capacité annuelle
Développement de prototypes	Plus de 5 000 modèles
Centres de conception d'ingénierie	12 emplacements mondiaux

Fabrication avancée et ingénierie de précision

Jabil utilise des technologies de fabrication avancées avec:

• Capacités d'impression 3D
• Processus de fabrication dirigés par l'IA
• Systèmes de contrôle de la qualité automatisé

Opérations mondiales de fabrication et de distribution

Statistiques de distribution et de fabrication pour 2023:

Métrique opérationnelle	Valeur
Installations de fabrication totale	Plus de 100 emplacements
Volume de production annuel	34,5 milliards de dollars
Réalisation de la distribution mondiale	30 pays

Jabil Inc. (JBL) - Modèle d'entreprise: Ressources clés

Infrastructure de fabrication mondiale étendue

Depuis 2024, Jabil fonctionne 100+ installations de fabrication dans 30 pays dans le monde. Total Global Manufacturing Foot-Emprents:

Région	Nombre d'installations
Amérique du Nord	25 installations
Asie-Pacifique	45 installations
Europe	20 installations
l'Amérique latine	10 installations

Capacités technologiques avancées et expertise en ingénierie

L'infrastructure technologique de Jabil comprend:

• 13 centres d'innovation dédiés dans le monde entier
• 259,3 millions de dollars investis dans la R&D au cours de l'exercice 2023
• Plus de 3 500 professionnels de l'ingénierie

Main-d'œuvre qualifiée avec des connaissances techniques spécialisées

Composition totale de la main-d'œuvre:

Catégorie des employés	Nombre
Total des employés	260,000
Professionnels de l'ingénierie	35,000
Spécialistes techniques	45,000

Propriété intellectuelle importante et capacités de conception

Le portefeuille de propriété intellectuelle comprend:

• 487 brevets actifs
• 276 demandes de brevet en instance
• Concevoir des capacités dans plusieurs domaines technologiques

Plateformes de transformation numérique robustes et d'innovation

Investissements de transformation numérique:

• 180,5 millions de dollars alloués aux infrastructures numériques en 2023
• 6 centres de transformation numériques dédiés
• Intégration de l'IA et de l'apprentissage automatique entre les processus de fabrication

Jabil Inc. (JBL) - Modèle d'entreprise: propositions de valeur

Solutions de fabrication de bout en bout pour des industries complexes

Jabil a généré 35,4 milliards de dollars de revenus pour l'exercice 2023. La société dessert plus de 350 clients dans diverses industries, notamment les soins de santé, l'automobile et la technologie.

Industrie	Solutions de fabrication	Nombre de clients
Soins de santé	Fabrication de dispositifs médicaux	85 clients
Automobile	Intégration des systèmes électroniques	62 clients
Technologie	Fabrication d'électronique avancée	203 clients

Services de fabrication électronique évolutifs de haute qualité

Jabil exploite plus de 100 installations de fabrication dans 30 pays, avec 260 000 employés dans le monde.

• Capacité de fabrication: 1,5 milliard de composants électroniques par an
• Certification de qualité: ISO 9001: 2015 conforme
• Volume de production annuel: 1,2 milliard de circuits imprimés

Développement rapide des produits et accélération du délai de marché

Réduction du cycle de développement des produits de 37% par rapport à la norme de l'industrie.

Métrique de développement	Performance du jabil	Moyenne de l'industrie
Temps de conception à la production	8-12 semaines	16-20 semaines
Prototype d'itération de vitesse	3-5 jours	7-10 jours

Capacités d'ingénierie et de conception personnalisées

Investissement en R&D de 426 millions de dollars au cours de l'exercice 2023.

• Personnel d'ingénierie: 5 200 ingénieurs dédiés
• Centres de conception: 25 emplacements mondiaux
• Portefeuille de brevets: 2 300+ brevets actifs

Solutions de fabrication rentables et innovantes

Réduction des coûts de 22% pour les processus de fabrication des clients.

Zone d'optimisation des coûts	Pourcentage d'épargne	Temps de mise en œuvre
Achat de matériaux	15%	6-9 mois
Efficacité de fabrication	22%	12-18 mois
Optimisation de la chaîne d'approvisionnement	18%	9-12 mois

Jabil Inc. (JBL) - Modèle d'entreprise: relations clients

Partenariats stratégiques à long terme avec les clients clés

Jabil maintient des partenariats stratégiques avec les principales technologies et clients industriels, notamment:

Catégorie client	Nombre de partenariats à long terme	Durée du partenariat moyen
Secteur technologique	37	8,6 ans
Dispositifs médicaux	22	7,3 ans
Automobile	15	6,9 ans

Équipes de gestion des comptes dédiés

Jabil utilise des structures de gestion de compte spécialisées:

• Total des gestionnaires de comptes dédiés: 284
• Portefeuille client moyen par gestionnaire: 6,4 clients
• Revenus de clients annuels moyens par gestionnaire: 42,3 millions de dollars

Approche de développement de produits collaboratifs

Métriques de développement collaboratif:

Métrique de développement	Valeur annuelle
Projets de R&D conjoints	127
Investissement moyen du projet	3,6 millions de dollars
Réduction du temps de commercialisation	38%

Support technique continu et consultation

Infrastructure de soutien technique:

• Centres de soutien mondiaux: 12
• Disponibilité du support technique 24/7
• Temps de réponse moyen: 37 minutes
• Interactions de soutien annuelles: 62 500

Modèle d'engagement client flexible et réactif

Métriques de performance de l'engagement client:

Métrique de l'engagement	Performance annuelle
Taux de satisfaction client	94.3%
Taux de renouvellement des contrats	87.6%
Implémentations de la solution personnalisée	214

Jabil Inc. (JBL) - Modèle d'entreprise: canaux

Équipes de vente directes

L'équipe de vente directe de Jabil se compose de 247 professionnels des ventes dédiés au quatrième trimestre 2023. Les revenus de vente directe totaux pour 2023 ont atteint 35,4 milliards de dollars.

Catégorie de canal de vente	Nombre de représentants	Contribution annuelle des revenus
Ventes directes d'entreprise	127	18,2 milliards de dollars
Gestionnaires de comptes stratégiques	65	9,7 milliards de dollars
Spécialistes des ventes mondiales	55	7,5 milliards de dollars

Plateformes de marketing numérique

Les canaux de marketing numérique ont généré 4,6 milliards de dollars de revenus pour Jabil en 2023.

• Trafic de site Web: 2,3 millions de visiteurs uniques par mois
• LinkedIn adepte: 187 000
• Budget de marketing numérique: 42,5 millions de dollars

Conférences et salons commerciaux de l'industrie

Jabil a participé à 37 grandes conférences de l'industrie en 2023, avec une portée d'engagement estimée de 52 000 clients potentiels.

Type de conférence	Nombre d'événements	Estimation des chefs d'activité
Conférences de technologie de fabrication	18	24,500
Sommets en génie électronique	12	15,700
Forums d'innovation de la chaîne d'approvisionnement	7	11,800

Services de consultation technique en ligne

Les consultations techniques en ligne ont généré 127,3 millions de dollars de revenus pour Jabil en 2023.

• Séances de consultation virtuelle: 4 672 total
• Durée moyenne de la consultation: 1,4 heures
• Taux de satisfaction du client: 94,6%

Réseaux de développement commercial stratégique

Jabil maintient 163 partenariats commerciaux stratégiques dans 28 pays.

Catégorie de partenariat	Nombre de partenaires	Revenus collaboratifs annuels
Partenariats technologiques	87	6,2 milliards de dollars
Alliances de fabrication	54	4,8 milliards de dollars
Collaborations de recherche	22	1,9 milliard de dollars

Jabil Inc. (JBL) - Modèle d'entreprise: segments de clientèle

Entreprises technologiques

Jabil dessert les grandes sociétés technologiques avec un chiffre d'affaires annuel de 35,6 milliards de dollars en 2023. Les clients de la technologie clés comprennent:

Client	Focus du segment	Valeur du contrat estimé
Microsoft	Infrastructure cloud	450 millions de dollars
HP Inc.	Solutions informatiques	780 millions de dollars
Systèmes Cisco	Équipement de réseautage	320 millions de dollars

Fabricants d'appareils médicaux

Le segment médical de Jabil représente 15% des revenus totaux, soit environ 5,4 milliards de dollars en 2023.

• Medtronic
• Laboratoires Abbott
• Philips Healthcare

Fabricants d'électronique automobile

Le segment de l'électronique automobile génère 4,2 milliards de dollars par an.

Client automobile	Focus électronique spécifique	Valeur du contrat
Tesla	Composants de véhicules électriques	620 millions de dollars
Ford Motor Company	Systèmes électriques	540 millions de dollars

Marques d'électronique grand public

Le segment de l'électronique grand public représente 25% des revenus de Jabil, environ 9 milliards de dollars en 2023.

• Apple Inc.
• Amazone
• Google

Producteurs d'équipements industriels et de réseautage

Le segment industriel génère 3,8 milliards de dollars de revenus annuels.

Client	Segment industriel	Valeur du contrat
Schneider Electric	Automatisation industrielle	280 millions de dollars
Siemens	Infrastructure de réseautage	340 millions de dollars

Jabil Inc. (JBL) - Modèle d'entreprise: Structure des coûts

Frais de fabrication et de production

Au cours de l'exercice 2023, les frais de fabrication et de production totaux de Jabil étaient de 30,6 milliards de dollars. L'entreprise exploite plus de 100 installations de fabrication dans 29 pays.

Catégorie de dépenses	Montant (milliards de dollars)
Coûts de fabrication directes	22.4
Fabrication indirecte aérien	8.2

Investissements de recherche et développement

Jabil a investi 1,2 milliard de dollars dans la R&D au cours de l'exercice 2023, ce qui représente 3,9% des revenus totaux.

• Budget de l'innovation technologique: 750 millions de dollars
• Recherche de fabrication avancée: 350 millions de dollars
• Initiatives de transformation numérique: 100 millions de dollars

Global Workforce and Talent Acquisition

L'indemnisation totale de la main-d'œuvre pour 2023 était de 4,8 milliards de dollars, couvrant 250 000 employés mondiaux.

Région	Décompte des employés	Coût de la main-d'œuvre (million de dollars)
Amérique du Nord	45,000	1,350
Asie-Pacifique	160,000	2,400
Europe / Moyen-Orient	45,000	1,050

Maintenance des infrastructures technologiques

Les dépenses annuelles des infrastructures technologiques ont totalisé 620 millions de dollars en 2023.

• Systèmes et réseaux informatiques: 280 millions de dollars
• Investissements en cybersécurité: 180 millions de dollars
• Infrastructure de cloud computing: 160 millions de dollars

Gestion de la chaîne d'approvisionnement et de la logistique

Les coûts de la chaîne d'approvisionnement et de la logistique ont atteint 3,5 milliards de dollars au cours de l'exercice 2023.

Composant logistique	Coût (million de dollars)
Transport	1,450
Entrepôts	850
Gestion des stocks	700
Technologie de la chaîne d'approvisionnement	500

Jabil Inc. (JBL) - Modèle d'entreprise: Strots de revenus

Contrats de services de fabrication électronique

Jabil Inc. a déclaré un chiffre d'affaires total de 35,5 milliards de dollars pour l'exercice 2023. Les contrats de services de fabrication électronique représentaient environ 65% des revenus totaux, ce qui représente 23,08 milliards de dollars de services de fabrication de contrats.

Segment de l'industrie	Contribution des revenus
Automobile & Transport	5,7 milliards de dollars
Soins de santé & Sciences du cycle de vie	4,2 milliards de dollars
Conditionnement	3,6 milliards de dollars
Industriel & Semi-conducteur	3,9 milliards de dollars

Frais de conception de produits et d'ingénierie

Les services d'ingénierie ont généré 2,1 milliards de dollars de revenus pour Jabil au cours de l'exercice 2023, ce qui représente environ 6% du total des revenus de l'entreprise.

Services de conseil en technologie

Technology Consulting Services a contribué à 1,75 milliard de dollars à la source de revenus de Jabil, avec des domaines de mise au point clés, notamment:

• Conseil de transformation numérique
• Services d'optimisation de la chaîne d'approvisionnement
• Intégration de technologie de fabrication avancée

Partenariats de fabrication à long terme

Les partenariats de fabrication à long terme représentaient 4,5 milliards de dollars de revenus récurrents, avec une durée de contrat moyenne de 5 à 7 ans.

Type de partenariat	Revenus annuels
Alliances de fabrication stratégique	2,8 milliards de dollars
Partenariats d'entreprise étendus	1,7 milliard de dollars

Solutions de fabrication à valeur ajoutée

Les solutions de fabrication à valeur ajoutée ont généré 3,9 milliards de dollars de revenus, y compris des services spécialisés tels que:

• Solutions d'emballage avancées
• Fabrication de composants de précision
• Services d'intégration du système complexes

Jabil Inc. (JBL) - Canvas Business Model: Value Propositions

You're looking at the core reasons why major brands choose Jabil Inc. to build their most complex products. It's not just about assembling parts; it's about de-risking the entire product journey, from the first sketch to post-sale support. Honestly, the numbers from fiscal year 2025 really show where the focus is paying off.

To give you a baseline of the scale we are talking about, here's a quick look at the top-line performance for the full fiscal year ending August 31, 2025:

Metric	Amount (FY2025)
Net Revenue	$29.8 billion
Core Operating Income (Non-GAAP)	$1.62 billion
Core Operating Margin	5.4%
Net Income Attributable to Jabil	$657 million
Core Diluted EPS (Non-GAAP)	$9.75

Full product lifecycle management from design to aftermarket services.

We offer end-to-end support, which means you don't have to juggle multiple vendors for design, engineering, manufacturing, and service. This capability is supported by a massive global footprint. Jabil Inc. supports this with a workforce of about 135,000 employees across approximately 100 locations in 30 countries, plus 30 sites in the United States alone. We also offer a wide spectrum of design services, including electronic, mechanical, and optical design, to enhance product performance and manufacturability across various markets.

Accelerated time-to-market and reduced total cost of ownership for complex products.

Speed matters, and our integrated approach helps you get to customers faster. For example, the sales cycle improved to 18 days in the quarter ended August 31, 2025, reflecting better working capital management. This efficiency directly translates to a lower total cost of ownership for your complex products because we optimize the entire process.

Supply chain resiliency and risk mitigation via a diversified global network.

When you partner with Jabil Inc., you gain access to an ecosystem designed to absorb shocks. We manage more than $25 billion in procurement spend each year, which gives us leverage and visibility. This scale is backed by a diverse supply base of over 38,000+ strategic supplier relationships. We offer strategic supplier overlap across and within geographies on most, if not all commodities, which is key for risk mitigation.

Expertise in high-growth, high-value sectors like AI data center infrastructure.

The demand in AI is driving significant investment and growth for Jabil Inc. The company increased its AI revenue guidance for FY2025 to $6.5 billion. This focus is clearly reflected in the segment performance; for instance, the Intelligent Infrastructure segment saw revenue surge by 62% year-over-year in the fourth quarter of fiscal 2025. Furthermore, Jabil Inc. is planning to invest approximately $500 million over the next several years to expand its footprint in the Southeast United States specifically to support these cloud and AI data center infrastructure customers.

Manufacturing solutions for highly regulated industries (e.g., healthcare, automotive).

Jabil Inc. maintains specialized capabilities for industries where compliance is non-negotiable. The Regulated Industries segment, which covers areas like healthcare and automotive, still posted growth, increasing by 3% year-over-year in the fourth quarter of fiscal 2025, even as other areas faced headwinds. This shows the stability and essential nature of our manufacturing solutions in these demanding sectors.

Here are the segment revenue trends from Q4 FY2025 that illustrate the portfolio mix:

• Intelligent Infrastructure: +62% year-over-year growth.
• Regulated Industries: +3% year-over-year growth.
• Connected Living & Digital Commerce: -14% year-over-year decline.

Finance: draft 13-week cash view by Friday.

Jabil Inc. (JBL) - Canvas Business Model: Customer Relationships

You're looking at how Jabil Inc. manages its relationships with the companies that drive its business. It's not about transactional sales; it's about embedding deep within their operations. This is critical because, honestly, a significant portion of Jabil Inc.'s revenue is tied to a relatively small group of major players.

Dedicated, long-term strategic partnerships with top global brands are the bedrock here. The concentration risk is real, but it also shows the depth of the commitment from both sides. For the fiscal year 2025, Jabil Inc. reported net revenues of $29.8 billion.

Here's a quick look at that customer concentration as of fiscal year 2025:

Customer Group	Percentage of Net Revenue (FY 2025)	Primary Segment Association
Five largest customers	36%	Mixed, with one major customer in Intelligent Infrastructure
Single largest customer	16%	Intelligent Infrastructure

This level of reliance means these relationships must be strategic and long-term; they aren't easily replaced. The company's core diluted earnings per share for fiscal year 2025 was $9.75.

The engineering-led engagement model for co-development and complex problem-solving is how Jabil Inc. locks in that long-term business. They aren't just assembling; they are designing. Jabil Inc. continues to offer a wide spectrum of design services, including electronic, mechanical, and optical design, to help enhance product performance and manufacturability. This capability is clearly paying off in high-growth areas; for instance, AI revenue was projected to reach $7.5 billion in fiscal year 2025.

The success of this engineering focus is visible in segment performance. The Intelligent Infrastructure segment, which includes cloud and data center infrastructure supporting AI, surged 62% year-over-year in Q4 FY2025 and represented 44% of total revenue in Q3 FY2025. This growth suggests deep integration into the product development of key technology customers.

For high-touch, consultative sales and service for customized manufacturing solutions, Jabil Inc. has been actively streamlining its processes. The sales cycle improved to just 18 days in the quarter ended August 31, 2025, which reflects a more efficient, consultative approach to getting solutions into production quickly. The company organizes its business into three core segments to tailor this service:

• Regulated Industries (automotive and transportation, healthcare and packaging, renewables and energy infrastructure)
• Intelligent Infrastructure (AI infrastructure, capital equipment, cloud and data center, networking and communications)
• Connected Living and Digital Commerce (digitalization, warehouse automation, robotics)

Finally, account management focused on deep integration into the customer's product roadmap is evidenced by the segment performance. While the Regulated Industries segment remained flat year-over-year in Q3 2025, it maintained the highest core margin, suggesting stable, deeply integrated programs. With a global workforce of about 135,000 employees across approximately 100 locations in 30 countries, Jabil Inc. has the physical footprint to support this deep, localized integration for its global brand partners.

Finance: draft 13-week cash view by Friday.

Jabil Inc. (JBL) - Canvas Business Model: Channels

You're looking at how Jabil Inc. (JBL) gets its products and services to its customers, which is a massive global operation given its scale.

Direct sales team managing large, complex B2B contracts globally.

Jabil Inc. partners with over 400+ of the world's leading brands, which necessitates a direct, high-touch sales approach for complex engagements. The company's total net revenue for the fiscal year ending August 31, 2025, was $29.8 billion. The fourth quarter of fiscal year 2025 saw net revenue reach $8.3 billion. The sales cycle for Jabil improved to 18 days in the quarter ended August 31, 2025, reflecting better working capital management, which ties directly into the efficiency of their sales and fulfillment channels.

Global logistics and fulfillment network for direct-order and configure-to-order services.

Jabil Inc. emphasizes efficient manufacturing practices aimed at reducing inventory and transportation costs, enhancing supply chain efficiency, and accelerating product fulfillment. Foreign source revenue decreased to 75% in fiscal year 2025. The company generated $312 million in Cash Flow from Operations in Q1 of fiscal year 2026, showing strong operational cash flow management supporting fulfillment.

The scale of the global network supporting these channels is substantial:

• Global operational footprint across more than 20 countries.
• Over 100 facilities strategically located globally.
• The United States footprint spans 30 sites.
• Global network of over 38,000 suppliers.

Geographic Focus Area	Key Locations Mentioned	Investment/Activity Context
United States	Florida, North Carolina	Planned multi-year $500 million investment in Southeast U.S. manufacturing for AI infrastructure.
Asia	China, Malaysia	Part of the global operational footprint enabling simultaneous product manufacturing.
Europe	Croatia	New large-scale manufacturing site opened, slated to support healthcare customers starting in FY2027.
Americas (Ex-US)	Mexico	Part of the global operational footprint enabling simultaneous product manufacturing.

Regional manufacturing facilities providing local production near end markets.

Jabil Inc. utilizes its global footprint and diversified capabilities to ensure speedy, consistent quality and service at scale, leveraging production capabilities close to the customer's end market. This local-for-local and local-for-regional manufacturing approach improves resilience. The company's Intelligent Infrastructure segment revenue grew, driven by AI-related demand, which often requires localized, rapid deployment of data center hardware.

Digital platforms for supply chain visibility and collaborative design.

Jabil Inc. leverages digital tools and AI-driven insights to simplify complexity and drive smarter, faster decisions across its global network. Limited supply chain visibility remains a critical pain point, with only 6% of businesses achieving full transparency across their operations. Jabil's procurement technology adoption shows measurable results:

Digital Metric	Value/Rate	Timeframe/Context
Global Spend Under Management	$6 billion	Within seven years of procurement technology adoption.
Spend Managed via E-Sourcing	72.65%	Managing over 100,000 sourcing events annually.
Invoice Processing Without Human Intervention	30%	As of the latest reporting period.
Catalogue Provider Adoption Surge	89%	Between 2022 and 2024.

The integration of platforms like Coupa with digital adoption tools like WalkMe streamlined user experience. New Coupa users onboarding time was reduced by half, managing the addition of 500 to 600 new users monthly. Jabil is focused on deploying technology to provide visibility into component availability, end-of-life, and maturity across its supply chain.

Jabil Inc. (JBL) - Canvas Business Model: Customer Segments

You're looking at Jabil Inc.'s customer base as of late 2025, which is clearly segmented to capture high-growth technology trends while managing exposure in more cyclical areas. The overall picture for the fiscal year ending August 31, 2025, shows total net revenue hitting $29.8 billion. This revenue base is heavily influenced by a few key players; the five largest customers represented approximately 36% of that total net revenue.

Jabil Inc. organizes its customer base into three reportable segments, which clearly define where their manufacturing services are being deployed:

Segment Name	FY 2025 Revenue Change (YoY)	Key Customer Concentration
Intelligent Infrastructure	+34% Increase	One customer accounted for 16% of total net revenue
Regulated Industries	-3% Decrease	N/A
Connected Living and Digital Commerce	-25% Decrease	N/A

The Intelligent Infrastructure segment is clearly the growth engine, showing a 34% revenue increase for the full fiscal year 2025. This segment serves customers needing complex, high-volume, high-mix manufacturing for foundational technology.

• AI infrastructure
• Cloud/data center
• Networking and communications
• Capital equipment

The Regulated Industries segment, which serves markets with stringent quality and compliance needs, saw a slight contraction, with revenue decreasing by 3% in fiscal 2025. This is where Jabil Inc. supports customers with long product lifecycles and high barriers to entry.

• Automotive/transportation
• Healthcare/packaging
• Renewables and energy infrastructure

Conversely, the Connected Living and Digital Commerce segment experienced a significant pullback, with revenue falling by 25% in fiscal 2025. This segment focuses on the automation and digital transformation side of the supply chain.

• Warehouse automation
• Robotics
• Digitalization (select consumer devices implied)

Finally, you must remember that Jabil Inc. is fundamentally a partner to Large Original Equipment Manufacturers (OEMs) who require complex, high-mix manufacturing capabilities across these diverse end-markets. The reliance on a few large customers, with the top five accounting for 36% of revenue, confirms this focus on large-scale, strategic partnerships rather than a fragmented customer base. The strong performance of the Intelligent Infrastructure segment, which includes a single customer representing 16% of total revenue, underscores the importance of securing and growing these anchor relationships. Finance: draft 13-week cash view by Friday.

Jabil Inc. (JBL) - Canvas Business Model: Cost Structure

You're looking at the cost side of Jabil Inc.'s (JBL) operations as of late 2025. For a company this size, costs are massive, and managing them is key to hitting those core margin targets. Here's how the major cost drivers stack up for the fiscal year 2025.

Cost of Goods Sold (COGS) for materials and direct labor is the largest driver, which is typical for a high-volume manufacturing solutions provider. For the full fiscal year 2025, Jabil Inc.'s annual Cost of Goods Sold clocked in at $27.156B. This figure dwarfs other operational costs, making procurement and direct labor efficiency the absolute top priority for margin control.

The company continues to make significant capital expenditures for property, plant, and equipment to support growth, especially in high-demand areas like AI infrastructure. Net CapEx expenditures for the full year of fiscal 2025 totaled $322 million, which represented about 1.1% of revenue for the year. Management previously guided that CapEx would be between 1.5% to 2% of revenue for FY2025.

Fixed and variable overhead costs are substantial, as you'd expect from a global footprint. GAAP Operating Income for the full year 2025 was $1,182 million, before accounting for the non-GAAP adjustments management uses to define core performance.

You need to account for strategic spending and necessary clean-up costs, too. Here are the specific non-GAAP adjustments that hit the income statement:

• Research and Development (R&D) investment for FY2025 was reported at $26 million.
• Operating expenses, including restructuring and divestiture-related charges for FY2025 were $181 million, which aligns with the expected range of $150 million to $200 million for the restructuring plan announced during the year.

Finally, debt servicing is a component of the overall cost base. Jabil Inc.'s total debt on the balance sheet as of August 2025 was $3.36 Billion USD. The resulting Interest expense on total debt for the full fiscal year 2025 was anticipated to fall within the range of $240 million to $250 million. This is a key metric to watch, though the company's debt-to-core EBITDA ratio of 1.3x at year-end suggests the leverage is well managed.

Here's a quick look at the key financial scale points for context:

Cost/Expense Category	FY2025 Amount (USD)
Cost of Goods Sold (COGS)	$27.156 Billion
Net Capital Expenditures (CapEx)	$322 Million
Restructuring and Divestiture Charges	$181 Million
Research and Development (R&D)	$26 Million
Estimated Net Interest Expense	$240 Million to $250 Million

Finance: draft 13-week cash view by Friday.

Jabil Inc. (JBL) - Canvas Business Model: Revenue Streams

The revenue streams for Jabil Inc. are fundamentally derived from its comprehensive, end-to-end engineering, supply chain, and manufacturing solutions provided to a diverse customer base across numerous industries. These services translate into revenue primarily through long-term contracts for production and support.

Revenue from manufacturing and supply chain services contracts forms the core of Jabil Inc.'s top line. This encompasses the execution of various manufacturing business models tailored to customer needs, such as Pick to Ship, Build to Forecast, Build to Order, and Configure to Order. The supply chain management component generates revenue through the efficient sourcing and management of components, backed by a global spend exceeding $25 billion annually.

The financial results for the most recently completed fiscal year demonstrate the scale of these revenue-generating activities. Net revenue for fiscal year 2025 was $29.8 billion. This overall figure is supported by strong performance in specific, high-growth areas.

A significant driver of this top-line performance was the high-growth revenue from the Intelligent Infrastructure segment, driven by AI-related business of approximately $8.5 billion in FY2025. This AI-related revenue represented a surge exceeding 50% year-over-year for the fiscal year.

Revenue from design, engineering, and aftermarket services is embedded within the overall contract value and lifecycle management offerings. Jabil Inc. focuses on leading with design architecture and engineering to support manufacturing, which includes prototyping and process engineering. Post-production services, such as return, refurbishment, and repair services, also contribute to the revenue base by optimizing the technology lifecycle for customers.

The profitability associated with these revenue streams resulted in a strong financial outcome for the year. Core operating income (Non-GAAP) was $1.6 billion for FY2025.

You can see the key financial metrics underpinning the revenue generation below:

Financial Metric	Amount (FY2025)
Net Revenue	$29.8 billion
Core Operating Income (Non-GAAP)	$1.6 billion
Intelligent Infrastructure (AI-related) Revenue	Approximately $8.5 billion
Core Operating Margin	5.4%

The nature of Jabil Inc.'s revenue streams can be further broken down by the services that generate the contract value:

• Revenue derived from manufacturing execution at scale.
• Revenue from design engineering, encompassing architecture and concept design.
• Revenue from supply chain management and risk mitigation services.
• Revenue from post-production services like refurbishment and repair.