Jabil Inc
JBLQ1 2025(JBL Q2 FY2025)Derived14% AI
AI Revenue %
14%
AI Fair Value
$3.7B
AI Revenue (Q)
$2.1B
Total Revenue (Q)
$15.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (Feb 28, 2025): Net revenue $6,728M. Six-month Intelligent Infrastructure segment income = $261M vs $206M prior year (+26.7%). Given growing AI infrastructure demand and Jabil's increasing role as a key AI hardware manufacturer (liquid cooling, optical transceivers, AI server racks), raising AI estimate to 14%. Conservatively, ~40% of the growing Intelligent Infrastructure segment is AI-related this quarter. ~$942M / $6,728M = 14.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Intelligent Infrastructure six-month segment income: $261M (vs $206M prior year six months)
10-Q, February 28, 2025, Segment Income table
Net revenue Q2 FY2025: $6,728M (vs $6,767M prior year)
10-Q, February 28, 2025, Income Statement
AI Products Identified (Ring 1)
AI server assemblyGPU liquid cooling systemsoptical transceiversdata center power/coolingAI networking equipment
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
traditional networking equipmentsemi-capital equipmentcloud infrastructure (non-AI)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI