🚨 Jeff Lutz dropping insights every $TSLA investor should hear!@thejefflutz says Elon’s 3 “trains” are moving fast!AI hardware, self-driving, and the race to super-intelligence 🔥MASSIVE progress in just the past year!@cyberbulls1 @TeslaBoomerMama https://t.co/ew8a6btTup ...

Financial Data and Key Metrics Changes - Jabil reported Q3 net revenue of $7.8 billion, a 16% increase year over year, exceeding guidance by $800 million [5][10] - Core operating income reached $420 million with core operating margins at 5.4%, a 20 basis point improvement year over year [6][10] - Core diluted earnings per share for Q3 was $2.55, up 35% compared to the same quarter last year [6][10] Performance by Business Segment - Regulated Industries segment revenue was $3.1 billion, flat year over year, reflecting softness in EV and renewable markets [7] - Intelligent Infrastructure segment revenue was $3.4 billion, up approximately 51% year on year, driven by AI-related cloud and data center infrastructure demand [7][8] - Connected Living and Digital Commerce segment revenue was $1.3 billion, down approximately 7% year over year, mainly due to softness in consumer-driven products [8] Market Data and Key Metrics Changes - Inventory days decreased to 74 days, with cash flow from operations at $406 million for Q3 [9][10] - The company expects Q4 revenue for Regulated Industries to be $2.9 billion, down 5% year on year, while Intelligent Infrastructure is projected to grow to $3.3 billion, up approximately 42% year over year [11][12] Company Strategy and Development Direction - Jabil is focusing on expanding its U.S. manufacturing footprint, particularly in AI and data center infrastructure, with a planned investment of $500 million over several years [19][20] - The company aims to enhance core margins and optimize cash flow while returning value to shareholders through share repurchases [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate geopolitical uncertainties and highlighted the strength of its diversified portfolio [14][25] - The company raised its revenue guidance for fiscal 2025 to approximately $29 billion, expecting core diluted earnings per share of $9.33 for the year [25][26] Other Important Information - Jabil's debt to core EBITDA ratio is approximately 1.4 times, indicating a healthy balance sheet [10] - The company repurchased $339 million of its shares in Q3 and is on track to complete a $1 billion share repurchase authorization in Q4 [10] Q&A Session Summary Question: What is the expected growth in AI-related revenues for fiscal 2026 and beyond? - Management indicated that AI-related revenue is projected to reach approximately $8.5 billion for fiscal 2025, with further guidance to be provided in September [32][34] Question: What needs to happen for operating margins to reach 6% or more? - Management noted that improving capacity utilization and focusing on higher-margin business segments could help achieve this goal [37][39] Question: How is the company assessing risks related to strong sales potentially being due to pull-in buying? - Management clarified that the revenue beat was primarily in capital equipment and cloud data center infrastructure, with minimal tariff impact [42][43] Question: What is the focus of the new U.S. manufacturing investment? - The investment aims to diversify the customer base and expand capabilities in AI and data center infrastructure, not just support existing customers [46][47] Question: How does the company view capital allocation between M&A and buybacks? - Management emphasized a commitment to returning value to shareholders through buybacks while remaining open to strategic acquisitions that enhance capabilities [100][102]

These last two weeks have been uncomfortable for investors as the stock market has rapidly corrected nearly 10% off its recent highs. Fresh news about incoming tariffs, major federal spending cuts and rising geopolitical tensions have created an environment of uncertainty as the new administration shakes up the global economy.While it can be easy to get caught up in the bearish news, and I do believe this remains a market where investors should be cautious, buying opportunities are beginning to arise. Most ...