JB

JABIL INC stock research

Feb 28, 2025

FY2025 Q2

JABIL (JBL) Gross Margin — Quarter Ended Feb 28, 2025

Revenue and gross profit both decreased from the prior quarter and from the same quarter last year. The gross margin weakened slightly compared to the prior quarter and more noticeably compared to the year-ago quarter.

Gross margin takeaway

Quarter ended Feb 28, 2025 · FY2025 Q2

Revenue and gross profit both decreased from the prior quarter and from the same quarter last year. The gross margin weakened slightly compared to the prior quarter and more noticeably compared to the year-ago quarter.

  • The most observable margin driver is the relationship between gross profit and revenue: gross profit declined proportionally more than revenue, resulting in a lower gross margin.
  • Compared to the prior quarter, revenue and gross profit were lower, while cost of revenue also decreased but not enough to maintain the previous gross margin. Compared to the same quarter one year ago, revenue was slightly lower, gross profit was lower, and cost of revenue was higher, leading to a lower gross margin.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

8.6%

Gross profit

$576.0M

Revenue

$6.7B

Cost of revenue

$6.2B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

-0.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
May 31, 2024$6.8B$608.0M$6.2B9.0%
Aug 31, 2024$7.0B$663.0M$6.3B9.5%
Nov 30, 2024$7.0B$606.0M$6.4B8.7%
Feb 28, 2025$6.7B$576.0M$6.2B8.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Nov 30, 2024

-0.1 pts

Year-over-year change

Feb 29, 2024

-0.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most observable margin driver is the relationship between gross profit and revenue: gross profit declined proportionally more than revenue, resulting in a lower gross margin.

Compared to the prior quarter, revenue and gross profit were lower, while cost of revenue also decreased but not enough to maintain the previous gross margin. Compared to the same quarter one year ago, revenue was slightly lower, gross profit was lower, and cost of revenue was higher, leading to a lower gross margin.

Monitor the trend of gross profit relative to revenue in upcoming quarters to assess margin stability.