Kenny Wilson

Kenny Wilson became CEO of Jabil in 2024, leading one of the world's largest electronics manufacturing services (EMS) companies. Jabil operates over 100 manufacturing facilities in 30 countries, providing end-to-end product design, engineering, and manufacturing services for some of the world's largest technology, healthcare, and automotive companies. Apple historically represented a significant portion of Jabil's revenue, though the company has been strategically diversifying its customer base. Jabil's competitive advantage lies in its global manufacturing footprint and engineering capabilities that allow it to produce highly complex products at scale — from server racks for hyperscale data centers to medical devices, automotive electronics, and consumer technology. The company has benefited significantly from the AI infrastructure buildout, as hyperscaler customers require massive volumes of server and networking hardware. Wilson is continuing the strategic pivot toward higher-margin diversified manufacturing while managing the planned wind-down of certain mobility-related businesses. Wilson's execution on customer diversification, AI-related infrastructure demand capture, margin expansion, and the strategic simplification of Jabil's portfolio are the primary drivers of the stock. The secular growth of data center buildouts, healthcare technology, and EV electronics provides structural demand tailwinds.