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More on Jabil: FQ2 guidance is for revenue of $4.3B-$4.5B and EPS of $0.50-$0.58 vs. a consensus...

More on Jabil: FQ2 guidance is for revenue of $4.3B-$4.5B and EPS of $0.50-$0.58 vs. a consensus of $4.38B and $0.59. A 20% Y/Y increase in diversified manufacturing services, including a 51% increase for the Specialized Services sub-unit, fueled the beat. Tero Kuittinen wonders if this was due to RIM (a Jabil client) transferring orders from Celestica. Enterprise/infrastructure services +17%, High Velocity sales -20%. $129M in shares repurchased. JBL +5.8% AH. FLEX +0.8%. (PR)
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