JBL Latest Report
1min read Performance of the Current Financial Report
Based on JBL's financial data as of February 28, 2025, the Company's total operating revenue was US$6.728 billion. Although lacking historical data for comparison, the figure indicates the Company's revenue level in this financial cycle.
Key Data in the Financial Report
1. JBL's operating revenue as of November 30, 2024 was US$6.994 billion, a year-on-year decrease of 16.61%.
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2. The revenue for the first quarter of 2025 was US$7 billion, a year-on-year increase of 1%.
3. The Company expects a full-year revenue of US$27.3 billion in 2025, with a core operating margin of 5.4%.
4. The revenue from the Intelligent Infrastructure segment was US$2.5 billion, a year-on-year increase of 5%.
Peer Comparison
1. Industry-wide Analysis: The electronic manufacturing industry showed a certain growth trend in 2025, driven by technological advancements and increased market demand. Domestic consumption and AI technological innovation are expected to be the main driving forces. The consumer electronics market, stimulated by policies, will drive the demand for electronic components and semiconductors, especially in the smartphone and home appliance sectors.
2. Peer Evaluation Analysis: Compared to peers, JBL's total operating revenue is at a medium level. Although lacking specific historical data for comparison, JBL's potential in new products and market expansion still exists.
Summary
JBL's total operating revenue in 2025 shows a relatively stable level, although it decreased compared to the previous year's data, but the Company's performance still has growth potential in the current market environment. The increase in market demand and the overall positive industry trend provide opportunities for jbl.
Opportunities
1. Growing Market Demand: With the recovery of the electronic industry, JBL has the opportunity to benefit.
2. Emerging Technologies: The promotion of AI technology is expected to increase the demand for JBL's products.
3. Expanded Markets: JBL's revenue growth in the Intelligent Infrastructure segment indicates its competitiveness in a specific niche market.
4. Business Restructuring: JBL's restructuring plan may improve its operational efficiency and market response capability.
Risks
1. Intensified Industry Competition: The acquisition of JBL by BYD Electronics may affect its market share and increase competition pressure.
2. Economic Fluctuations: Global economic uncertainty may affect the overall performance of the electronic industry, which in turn affects JBL's revenue.
3. Dependence on Specific Markets: JBL's revenue dependence in the Intelligent Infrastructure segment may bring certain risks, and if the market fluctuates, it will affect the overall revenue.
4. Lack of New Products: Although JBL's recent performance is good, the lack of new products may affect its long-term growth potential.
