Jabil Inc. · NYSE:JBL

Jabil — Jabil Circuit — Q4 2006 Earnings Presentation

10 slides from Jabil's earnings presentation, Sep 26, 2006

  1. Slide 1: Fourth Quarter & Fiscal Year 2006

    Fourth Quarter & Fiscal Year 2006 September 26, 2006

  2. Slide 2: Forward-Looking Statement

    Forward-Looking Statement We may make forward-looking statements, including those regarding our unaudited fourth quarter and fiscal year 2006 net revenues and certain other financial measures, our currently expected first fiscal quarter 2007 and full fiscal year 2007 net revenues, the anticipated da

  3. Slide 3: Q4 2006 Revenue Results

    Q4 2006 Revenue Results Fourth Quarter 2006 Net revenue: Increased 45 percent on a year over year basis to $3.0 billion and increased 14 percent from the prior sequential quarter. Three months ended August 31, 2006 August 31, 2005 (In millions) (In millions) Net revenue $ 2,955.2 $ 2,036.6 2

  4. Slide 4: 2006 Revenue Results

    2006 Revenue Results Fiscal Year 2006 Net revenue: Increased 36 percent on a year over year basis to $10.3 billion compared to $7.5 billion for fiscal 2005. Twelve months ended August 31, 2006 August 31, 2005 (In millions) (In millions) Net revenue $ 10,267.0 $ 7,524.4 3

  5. Slide 5: Fourth Quarter 2006 Sequential Industry Sector Results

    Fourth Quarter 2006 Sequential Industry Sector Results Automotive: Decreased 4 percent. Computing & Storage: Increased 14 percent. Consumer: Decreased 5 percent. Instrumentation & Medical: Increased 9 percent. Networking: Increased 141 percent. Peripherals: Decreased 10 percent. Telecommunications:

  6. Slide 6: Quarterly Industry Sectors (Percentage of Net Revenue)

    Quarterly Industry Sectors (Percentage of Net Revenue) Q1 Q2 Q3 Q4 FY06 FY06 FY06 FY06 FY06 Automotive 6% 6% 5% 5% 5% Computing & Storage 10% 12% 12% 12% 12% Consumer 38% 34% 38% 31% 36% Instrumentation & Medical 16% 17% 18% 17% 17% Networking 12% 12% 9% 18% 13% Peripherals 7% 8% 8% 6% 7% Telecommun

  7. Slide 7: Fourth Quarter & Fiscal Year 2006 Financial Metrics

    Fourth Quarter & Fiscal Year 2006 Financial Metrics • Sales cycle for the quarter was 14 days. • Annualized inventory turns for the quarter were eight turns. • Fourth quarter capital expenditures were approximately $95 million. • Cash and cash equivalent balances were $774 million at the end of the

  8. Slide 8: Fiscal Year 2007 Revenue Guidance

    Fiscal Year 2007 Revenue Guidance First fiscal quarter 2007 net revenue is estimated to be in a range of $3.1 to $3.3 billion, or an increase of five to twelve percent sequentially. Fiscal 2007 net revenue is estimated to increase 20 percent over fiscal 2006. 7

  9. Slide 9: First Quarter 2007 Sequential Sector Expectations

    First Quarter 2007 Sequential Sector Expectations Automotive: Consistent. Computing & Storage: Consistent. Consumer: Increase 30 percent. Instrumentation & Medical: Consistent. Networking: Consistent. Peripherals: Increase 5 percent. Telecommunications: Decrease 30 percent. 8

  10. Slide 10: Slide 10

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