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    Melissa Fairbanks

    known speaker at Raymond James

    Melissa Dailey Fairbanks is Vice President of Equity Research at Raymond James, specializing in the technology sector with a primary focus on semiconductors and the IT supply chain. She covers major U.S. companies including Nvidia Corporation and has established an impressive performance record, ranking in the top 7% of Wall Street analysts with a 73% success rate and an average return of 25.2% per rating over the past year. Fairbanks began her analyst career after graduating cum laude from the University of Michigan with a bachelor's degree in business administration, and she is recognized for her expertise in financial modeling, industry trend analysis, and data-driven decision-making. She is a known speaker at prominent industry conferences and holds professional credentials for equity research within the financial sector.

    Melissa Fairbanks's questions to JABIL (JBL) leadership

    Melissa Fairbanks's questions to JABIL (JBL) leadership • Q1 2025

    Question

    Asked for an update on the automotive and transport end markets, specifically regarding EV weakness, and inquired about the new post-divestiture seasonality of the business.

    Answer

    The company sees near-term weakness and uncertainty in the EV market outside of China but remains positioned to support various platforms (ICE, hybrid, EV). The business's seasonality is now less pronounced; the second-half margin ramp is driven by the timing of program ramps (DCI, warehouse automation), the recovery in higher-margin semi-cap, and cost optimization efforts, not just the absence of the former Mobility business.

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    Melissa Fairbanks's questions to JABIL (JBL) leadership • Q4 2024

    Question

    Inquired about pricing pressure from hyperscalers in the data center space, sought an update on the healthcare equipment business (robotics, imaging), and asked about any impact on customer planning from the upcoming election.

    Answer

    Management stated that while pricing pressure from customers is constant and part of the business, it's not unusually high and presents opportunities for Jabil to add value. In healthcare, the company sees growth in diagnostics, robotic surgery equipment, and GLP-1 related devices. Regarding the election, there is a slight 'wait-and-see' approach from customers in the EV and renewables markets, but management is confident in the long-term drivers for these sectors regardless of the outcome.

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