JBL · 10-K filed 17 Oct 2025 · year to 31 Aug 2025

Jabil

21 named things its latest annual report says its results depend on, each in the company's own words. 16 of them are also named by other companies we've read.

Read the filing on SEC.gov ↗

Customers

Customer A

earns from · 16%named as a risk

In fiscal year 2025, our five largest customers accounted for approximately 36% of our net revenue and 87 customers accounted for approximately 90% of our net revenue.Business (Item 1)

Also named by LITE, MRVL, ONTO, ZBRA

Customer B

earns from · 11%named as a risk

(2)Sales to this customer were reported in the Connected Living and Digital Commerce segment.Business (Item 1)

Also named by LITE, ONTO, ZBRA

Cloud-based service providers

earns fromnamed as a risk

For example, cloud-based service providers are cyclically different from our traditional customers, creating changes to our historical revenue patterns and increasing the complexity of the management of our working capital requirements.Risk factors (Item 1A)

Also named by MCO

Places

China

operates innamed as a risk

In particular, a significant portion of our manufacturing, design, support and storage operations are conducted in our facilities in China, and revenues associated with our China operations are important to our success.Risk factors (Item 1A)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

Israel

depends onnamed as a risk

In addition, we source some parts from certain suppliers located in Israel.Risk factors (Item 1A)

Also named by AIOT, AKAM, AMAT, AMGN, APP, ASTS, AVY, BSX and 31 more

Red Sea shipping

named as a risk

•the Israel-Hamas war, attacks on shipping vessels in the Red Sea, the possibility of military activity in countries near or adjacent to Israel, and the sanctions and other actions that have or may be taken by other governments around the world in response could impact the Company although we have limited business in Israel;Risk factors (Item 1A)

Hazards

Hurricanes in Florida

operates innamed as a risk

We are susceptible to losses and interruptions caused by hurricanes (including in Florida, where our headquarters are located), earthquakes, power shortages, telecommunications failures, water or other natural resource shortages, tsunamis, floods, typhoons, drought, fire, extreme weather conditions, rising sea level, geopolitical events such as direct or indirect terrorist acts or acts of war, other natural or manmade disasters, boycotts and sanctions, or widespread criminal activities.Risk factors (Item 1A)

Commodities and inputs

Aluminum

depends onnamed as a risk

Although the impact of the Russia/Ukraine conflict on our supply chain has not been significant, some sub-tier suppliers providing raw materials such as palladium, neon gas, and high-grade aluminum are partially dependent on supply from the regions that may be impacted by the conflict.Risk factors (Item 1A)

Also named by AAON, ACHR, ALSN, AYI, BA, BALL, BF/B, BWA and 59 more

Semiconductors

depends onnamed as a risk

In fiscal year 2023, our supply chain was impacted by component shortages, most notably in the semiconductor industry.Risk factors (Item 1A)

Also named by AAPL, AIOT, ARW, AXON, CARR, CAT, CIEN, CSCO and 16 more

Oil

exposed to its pricenamed as a risk

Certain of the components that we use in our manufacturing activities are petroleum-based.Risk factors (Item 1A)

Also named by AYI, BAX, BSM, GM, GRC, J, JEF, MHK and 6 more

Palladium

depends onnamed as a risk

Also named by LKQ, MXL, TTMI, VSH

Chinese yuan renminbi

exposed to its pricenamed as a risk

Forward foreign exchange contracts will generally expire in less than three months and are primarily denominated in Chinese yuan renminbi, Euro, Indian Rupee, Malaysian Ringgit, and Mexican peso.Market risk (Item 7A)

Also named by CB, HPQ

Single-source components

depends onnamed as a risk

Some of the products we manufacture require one or more components that are only available from a single source.Risk factors (Item 1A)

Also named by CGNX

Neon gas

depends onnamed as a risk

Regulators

U.S. Food and Drug Administration (FDA)

subject tonamed as a risk

We are required to register with the U.S. Food and Drug Administration (“FDA”) and are subject to periodic inspection by the FDA for compliance with the FDA’s Quality System Regulation (“QSR”), including current Good Manufacturing Practices (cGMPs).Risk factors (Item 1A)

Also named by A, ABBV, ABT, AMGN, ARE, ARWR, ATR, AXGN and 112 more

China National Medical Products Administration

subject tonamed as a risk

In China, the National Medical Products Administration controls and regulates the manufacture and commerce of healthcare products.Risk factors (Item 1A)

Also named by COO, CYRX, KVUE, PROF

Laws and programs

OECD global minimum tax

subject to · 15%named as a risk

Our effective tax rate and cash tax liability could be adversely impacted by these rules in future years.Risk factors (Item 1A)

Also named by AAPL, APP, ARW, AXP, BAC, BALL, CB, CBRE and 15 more

U.S. tariffs (2025)

subject tonamed as a risk

Beginning in February 2025, the U.S. implemented tariffs on a variety of countries and commodities, including, among others, tariffs on aluminum and steel derivative products, imports of certain Canadian and Mexican goods, and imports of Chinese goods, universal tariffs on imports from most countries, and reciprocal tariffs on select countries.Risk factors (Item 1A)

Also named by A, AAPL, ACHR, ADI, AEHR, AEP, AIOT, AKAM and 170 more

U.S. Foreign Corrupt Practices Act (FCPA)

subject tonamed as a risk

•risk of non-compliance with the U.S. Foreign Corrupt Practices Act (the “FCPA”) or similar regulations in other jurisdictions;Risk factors (Item 1A)

Also named by A, ADBE, ADP, AIR, AJG, ALB, AME, AMZN and 112 more

Japan Pharmaceutical Affairs Laws

subject tonamed as a risk

In Japan, the Pharmaceutical Affairs Laws regulate the manufacture and commerce of healthcare products.Risk factors (Item 1A)

European Union medical device regulations

subject tonamed as a risk

Continued noncompliance to the EU regulations could stop the flow of products into the EU from us or from our customers.Risk factors (Item 1A)