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Mark Trevor Delaney

Managing Director and Senior Equity Analyst at Goldman Sachs Group Inc.

Mark Trevor Delaney is a Managing Director and Senior Equity Analyst at Goldman Sachs, specializing in technology, consumer discretionary, and industrials, with a primary focus on U.S. large-cap companies. He covers leading firms including Flex, Jabil, Tesla, Nvidia, Amazon, Broadcom, and Rivian, with a consistent record of performance—holding a 64% success rate, an average return of 19% per recommendation, and top-200 analyst rankings on platforms such as TipRanks. Delaney began his analyst career in the early 2010s, making his first public stock recommendation in 2014, and has since documented over 960 price targets and ratings with Goldman Sachs. He holds senior research credentials, is FINRA registered, and is recognized for achieving a target price met ratio above 83%, with notable high-return calls such as a 588% return on Vertiv Holdings Co.

Mark Trevor Delaney's questions to JABIL (JBL) leadership

Question · Q4 2025

Mark Trevor Delaney questioned Jabil's data center capacity management for Q1 and FY26, including 24/7 operations and preparations for liquid cooling. He also sought clarity on the margin dynamics within the Intelligent Infrastructure business for FY26 and the long term, considering robust top-line growth and competitive landscape.

Answer

Matt Crowley (EVP - Global Business Units, Jabil) explained the continued use of 24/7 operations, utilization of underutilized U.S. sites, and ongoing retrofitting of factories for liquid cooling to prepare for 2027. Regarding margins, Matt indicated that while some areas like silicon photonics and data center infrastructure are accretive, the segment's overall margins are managed to enterprise targets, with ongoing investments in future capabilities.

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Question · Q4 2025

Mark Trevor Delaney asked how Jabil is managing capacity for data center-related products in Q1 and FY26, given sites running 24/7, and what this means for the shape of growth. He also inquired about the margin dynamics within the Intelligent Infrastructure business, specifically the mid-5% range for FY26 despite robust top-line growth, and the long-term profitability outlook amidst competition.

Answer

Matt Crowley, EVP of Intelligent Infrastructure, Jabil, explained that Jabil continues 24/7 operations, utilizes underutilized U.S. capacity (e.g., Salt Lake City for chillers), and is retrofitting U.S. factories for liquid cooling to prepare for future transitions, positioning for 2027. Regarding margins, Matt Crowley stated that specific capabilities like silicon photonics and data center infrastructure are expected to be accretive, while other business aligns with enterprise targets. He also noted ongoing investments in new capabilities for future positioning.

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