Jabil Inc (MEX:JBL)

MXN 1910 0 (0%) Market Cap: 241.38 Bil Enterprise Value: 252.86 Bil PE Ratio: 10.27 PB Ratio: 5.51 GF Score: 56/100

Jabil Inc at Goldman Sachs Industrials & Materials Conference Transcript

May 10, 2023 / 02:55PM GMT

Release Date Price: MXN1336.53

Transcript

Mark Trevor Delaney

Goldman Sachs Group, Inc., Research Division - Equity Analyst

Okay. Great. So thank you, everybody, for joining us. My name is Mark Delaney, and I lead coverage of Jabil. I'm very pleased to be hosting for Fred McCoy, EVP and the CEO of Jabil's EMS business; and Adam Berry, the VP of Investor Relations.

As many of you know, Jabil is one of the largest manufacturing companies in the world with over $30 billion of annual revenue. Jabil reports in two segments that are about similar in size, the Diversified Manufacturing segment, which serves our markets, including electric vehicles, health care and mobility; and then the Electronics Manufacturing Services segment that Fred runs and that includes products for end markets, including renewables, data center, 5G, networking and capital equipment.

Actually, before we get going, I had an interesting anecdote, I was thinking about it this morning. So if I go back to February of 2020, we had our tech conference in San Francisco. I remember Adam was the very first person to say, "oh, nobody at Jabil is shaking hands right now

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