Jabil AI Revenue Jumps 51 Percent

Jabil Inc. (NYSE:JBL) reported Q3 FY2025 results on June 17, 2025. AI-driven Intelligent Infrastructure revenue surged approximately 51% year over year to $3.4 billion. The following analysis provides distinct insights into strategy, capital allocation, and future growth scaffolding based directly on management’s commentary and disclosures.

Management noted their multi-site U.S. manufacturing base now exceeds 30 locations. The company announced a new Southeastern U.S. site, with a planned $500 million investment over several years, to support surging AI data center infrastructure demand.

This expansion positions Jabil to capture incremental hyperscaler and AI ecosystem opportunities while reinforcing its competitive advantage in localized, resilient manufacturing.

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Source Fool.com