01.捷普集团(JBL.US)2025年第一季度业绩电话会：25财年第一季度，公司营收达70亿美元，同比增长1%，运营利润3.47亿美元，利润率5%。智能基础设施板块营收25亿美元，同比增长5%。第二财季，总营收预计61-67亿美元，运营利润2.86-3.46亿美元。全年营收预计273亿美元，核心运营利润率5.4%。人工智能相关营收预计达65亿美元。公司积极回购股票，80%的自由现金流用于此目的。电动汽车和可再生能源市场疲软，但云业务成为未来增长驱动力。

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