2016 JABIL ANALYST & INVESTOR MEETING SEPTEMBER 27, 2016

Transcription

1 2016 JABIL ANALYST & INVESTOR MEETING 1 SEPTEMBER 27, 2016

2 Forward Looking Statements Forward looking statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our full fiscal year 2016; and our estimated positioning for future financial performance in our fiscal years 2017 through 2019 (including, net revenue, segment net revenue, cash flow from operations, core operating income, core margin, segment core margin, and core diluted earnings per share results). The statements in this presentation are based on current expectations, forecasts and assumptions involving risks and uncertainties that could cause actual outcomes and results to differ materially from our current expectations. Such factors include, but are not limited to: our determination as we finalize our financial results for our full fiscal year 2016 that our financial results and conditions differ from our current preliminary unaudited numbers set forth herein; unexpected, adverse seasonal impacts on demand; performance in the markets in which we operate; changes in macroeconomic conditions; the occurrence of, success and expected financial results from, product ramps; our ability to maintain and improve costs, quality and delivery for our customers; whether our restructuring activities and the realignment of our capacity will adversely affect our cost structure, ability to service customers and labor relations; changes in technology; competition; anticipated growth for us and our industry that may not occur; managing rapid growth; managing rapid declines in customer demand and other related customer challenges that may occur; our ability to successfully consummate acquisitions and divestitures; managing the integration of businesses we acquire; risks associated with international sales and operations; retaining key personnel; and our dependence on a limited number of large customers. Additional factors that could cause such differences can be found in our Annual Report on Form 10-K for the fiscal year ended August 31, 2015, subsequent Reports on Forms 10-Q and 8-K and our other securities filings. We assume no obligation to update these forward-looking statements. 2

3 Engineered Solutions Group Mike Loparco, Executive Vice President & CEO, ESG 3

4 50 Years of Building Relationships with Great Brands Creating Custom Solutions with Jabil s Workcell DNA Automotive & Transportation Connected Consumer & B2C Energy & Industrial Print & Retail 4

5 Megatrends A Catalyst for Innovation Increasing Electronics Content Alternative Energy Connectivity and IoT Mass Customization 5

6 Automotive From PCB Supplier to Innovation & Supply Chain Partner YESTERDAY TODAY TOMORROW & BEYOND Connectivity Electronics LED Electronics Infotainment Systems Heads Up Display (HUD) Handsfree Kit Electronics Advanced Driver Assistance Systems Electric Vehicle Powertrain 6 45% CAGR / CY Connected Car 100 Million Lines+ of Code in One Car CES 2016

7 Print From 2D to Large Form Factor, Digital Print & 3D YESTERDAY TODAY TOMORROW & BEYOND 7 9% CAGR / CY Digital Print 45% CAGR / CY D Print

8 Energy & Industrial From Electronics Supplier to Complex High Level Assembly YESTERDAY TODAY TOMORROW & BEYOND Wind Advanced Solar Battery Storage 8 14% CAGR / CY Wind Power Increases the Jabil Available Market from $1B (PCBA only) to $24B for full assembly

9 Connected Consumer From Core Electronics to Connecting Homes into the Cloud YESTERDAY TODAY TOMORROW & BEYOND 9 21% CAGR / CY Connected Home

10 Capabilities Leveraging Jabil s Developed Expertise Automation Complex Large Form Factor Manufacturing 3D/Additive Printing Digital Supply Chain Alternative Energy Increasing Electronics Content Connectivity and IoT Mass Customization 10

11 New Service Levels: Rapid Product Development and Automated Ramp-to-Scale Jabil s design team brings a lot to the table and having designers at the factory is huge. Not only will this accelerate our time-to-market, it will enable our internal teams to focus on the true innovation of our next-gen products. Dan Brady, Vice President, Manufacturing and Supply Chain 11

12 New Offerings: InControl Proprietary Real-time Advanced Supply Chain & Risk Management YESTERDAY TODAY TOMORROW & BEYOND 12

13 13 New Markets: Leveraging Jabil s Expertise to Enter Attractive New Markets

14 ESG Bridging Today and Tomorrow 3D Printing InControl Large Scale System Integration IoT Connected Solutions Offerings New Customer Segments 14

15 Tomorrow Begins Today With Engineered Solutions Group 15

16 16 THANK YOU