Jabil Inc
JBLQ2 2024(JBL Q3 FY2024)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$1.0B
AI Revenue (Q)
$541.2M
Total Revenue (Q)
$6.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 (May 31, 2024): EMS $3,397M, DMS $3,368M, Total $6,765M. Post-mobility divestiture, Jabil's portfolio is more concentrated in industrial/infrastructure. AI server, liquid cooling, and optical transceiver volumes continuing to ramp. Raising to 8%. ~$541M / $6,765M = 8.0%.
Analyzed by claude-opus-4-6
Quoted Figures
EMS $3,397M, DMS $3,368M, Total $6,765M
10-Q, May 31, 2024, Segment Revenue table
AI Products Identified (Ring 1)
AI server componentsGPU liquid cooling systemsoptical transceiversdata center power infrastructure
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.
cloud and data center infrastructurenetworking and storage
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix