Jacobs Solutions Inc.

$147.83

+0.51%

2026-09-03 11:43:31 EDT+$0.75

Industrials

Engineering & Construction

NYSE

Active Trading

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, ...

Price Action of J

$147.83

+0.51%+$0.75

High—

Low—

52W High-11.3%

Rel. vol—

Interval

Range6.3h

Volume—SMA5SMA10

—

Jacobs Solutions Inc. is a global professional services firm headquartered in Dallas, Texas, with nearly 47,000 employees operating across more than 40 countries. Founded in 1947 by Joseph J. Jacobs, the company has evolved into a leader in engineering, consulting, and technical services, generating approximately $12 billion in annual revenue. ...Jacobs Solutions Inc. is a global professional services firm headquartered in Dallas, Texas, with nearly 47,000 employees operating across more than 40 countries. Founded in 1947 by Joseph J. Jacobs, the company has evolved into a leader in engineering, consulting, and technical services, generating approximately $12 billion in annual revenue. Jacobs operates primarily in two segments: Infrastructure and Advanced Facilities, and Consulting. Its services encompass consulting, planning, architecture, design, engineering, and project/program/construction management, as well as long-term operation of facilities. The firm serves a diverse clientele across sectors including consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport. As of the latest financial data, Jacobs has a market capitalization of about $17.13 billion, with a price-to-earnings ratio of 50.5 and a dividend yield of 0.9%. The company maintains a strong commitment to innovation and sustainability, leveraging digital tools and advanced technologies to address complex challenges. Financially, Jacobs shows robust cash flow with operating cash flow per share of $6.20 and free cash flow per share of $5.44. Its revenue per share stands at $119.90, and book value per share is $27.41. The company's debt-to-equity ratio is 1.24, indicating moderate leverage. Leadership is helmed by CEO Bob Pragada, who also chairs the Board of Directors, supported by a team of experienced executives. Jacobs continues to expand its global footprint through strategic acquisitions and partnerships, focusing on high-growth areas like advanced manufacturing, environmental remediation, and digital transformation. The company's corporate culture emphasizes collaboration and talent development, aiming to attract and retain top professionals. With a history spanning over seven decades, Jacobs remains at the forefront of delivering integrated solutions that enhance infrastructure resilience and societal outcomes.ExpandCollapse

Founded

1947

Employees

47000

CEO

Robert V. Pragada

Full Name

Jacobs Solutions Inc.

Sector

Industrials

Industry

Engineering & Construction

ROE

9.81%

Market Cap

$17.46B

Current Ratio

1.29

WACC

7.25%

ROIC

6.05%

Contact Information

https://www.jacobs.com

214 583 8500

1999 Bryan Street, Dallas, TX 75201

Key Metrics of J

Snapshot

Latest / TTM · 6 periods

Market Cap

$17.46B

ROCE

8.3%

EV / EBITDA

22.45x

-2.6% YoY

FCF Yield

3.7%

+0.3% YoY

Cash Conversion Cycle

38.0d

Current Ratio

1.29

Quick take

TTM —

Positive CCC

Financial Highlights of J

Profitability trend

Latest / TTM · 6 periods

Gross Margin

22.1%

Net Margin

2.4%

P/E Ratio

51.41x

n/a

Debt / Equity

1.24

n/a

Current Ratio

1.29

Dividend Yield

0.9%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of J

Upcoming

Sep 18, 2026In 14 days
Dividend payment
$1.36 per share
Sep 26, 2026In 22 days
FY2026 · Estimated annual results
Est. EPS $7.26 · Revenue $9.56B · 7 analysts
Dec 26, 2026
Q1 FY2027 · Estimated results
Est. EPS $1.83 · Revenue $2.42B · 4 analysts
Mar 26, 2027
Q2 FY2027 · Estimated results
Est. EPS $1.90 · Revenue $2.49B · 1 analysts

Recent history

Aug 21, 2026
Ex-dividend date
$1.36 per share
Aug 4, 2026
Q3 FY2026 · Results reported
EPS $1.15 · Revenue $4.08B
View filing
May 5, 2026
Q2 FY2026 · Results reported
EPS $-0.34 · Revenue $3.69B
View filing
Feb 3, 2026
Q1 FY2026 · Results reported
EPS $1.12 · Revenue $3.29B
View filing
Nov 20, 2025
FY2025 · Annual results
EPS $2.38 · Revenue $12.03B
View filing
Aug 5, 2025
Q3 FY2025 · Results reported
EPS $1.55 · Revenue $3.03B
View filing

Financial Statements of J

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$12.0B	+4.6%	+10.3%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$290.2M	-64.0%	+397.6%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+24.8%	+0.7%	-7.6%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+7.2%	+19.2%	+420.1%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+2.4%	-65.6%	+369.8%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$607.5M	-34.9%	+185.4%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+5.0%	-37.8%	+177.4%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	74.4%	+23.0%	-10.3%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.30x	+8.4%	-10.2%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$11.3B	-4.3%	-1.7%

Actual vs Estimate

A Sep 26Q Jun 26

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	2.38 vs 6.06	-60.7%	1.15 vs 1.83	-37.0%
Revenue Surprise	$12.0B vs $12.0B	+0.1%	$4.1B vs $2.4B	+69.6%

Insider Transactions of J

Acquisitions (A)

Since May 15, 2026

Disposals (D)

Since May 15, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 7, 2026	Hill Patrick	officer: PRESIDENT	Common Stock	D	11,701	$143.67
Aug 7, 2026	Hill Patrick	officer: PRESIDENT	Common Stock	D	5,500	$145.00
Jul 8, 2026	Miller Shannon	officer: President	Common Stock	D	52	$129.70
Jun 8, 2026	Kachhela Jiten	officer: President	Common Stock	A	8,337	$119.96
Jun 8, 2026	Kachhela Jiten	officer: President	Common Stock	—	0	—

Earnings Call Transcript of J

1 transcript segments

Q3 2026

Unknown Speaker

Operator: Hello everyone. Thank you for joining us, and welcome to the Jacobs Fiscal Third Quarter 2026 Earnings Conference Call and Webcast. I will now hand the conference over to Bert Subin, Senior Vice President of Investor Relations. Please go ahead. Bert Subin: Thank you, operator, and welcome, everyone. Following market close, we issued our earnings announcement, filed our Form 10-Q and posted a slide presentation on our website, which we'll reference during the call. I would like to refer you to Slide 2 of the presentation for information about our forward-looking statements, non-GAAP financial measures and operating metrics. Now let's turn to the agenda on Slide 3. Speaking on today's call will be Jacobs' Chair and CEO, Bob Pragada; and CFO, Venk Nathamuni. Bob will begin by providing comments on the business as well as highlights of our third quarter results, and a recap of notable awards. Venk will then provide a detailed review of our financial performance, including commentary on end market trends, cash flow and balance sheet data as well as our updated outlook. Finally, Bob will provide closing remarks. Then we'll open up the call for questions. With that, I'll turn it over to our Chair and CEO, Bob Pragada. Robert Pragada: Good afternoon, everyone, and thank you for joining us to discuss our third quarter 2026 business performance. We delivered strong results in Q3. I'll quickly highlight a few key takeaways. First, adjusted EPS grew approximately 14% to $1.84, supported by more than 8% adjusted net revenue growth, all organic, and more than 100 basis points of year-on-year margin expansion. Second, I&AF posted nearly $2.1 billion in net revenue, a 10% increase year-over-year and a quarterly record for the segment. And third, our backlog grew 27% to $29 billion, setting another new record with a trailing 12-month book-to-bill of 1.4x on gross revenue and 1.2x on net revenue. As we look ahead, we see continued strong underlying business momentum as reflected by our third consecutive guidance raise for FY '26, which Venk will walk through in more detail shortly. Turning to Slide 4. We provide a detailed overview of the quarter. We are very pleased with our Q3 results as strong operating performance paired with our lower share count drove the sixth straight quarter of double-digit growth in adjusted EPS. Our margin profile continues to trend higher with our business achieving an adjusted EBITDA margin above 15% in Q3, up over 100 basis points year-over-year and up almost 200 basis points when compared to the same period in 2024. The combination of strong annual margin expansion, high single-digit organic growth and continued share repurchases enabled by strong free cash flow generation has created a powerful earnings growth algorithm. Further, we are seeing convergence of backlog growth and overall revenue growth, and we are positioned to deliver another strong bookings performance in Q4. Turning to Slide 5. I'd like to highlight a …

Leadership Team of J

11 executives

Name	Title	Compensation	Gender	Year Born	Status
Robert V. Pragada	Chief Executive Officer & Chair of the Board	USD 3,068,292	Male	1968	Active
Joanne E. Caruso	Executive Vice President, Chief Legal & Administration Officer	USD 1,447,057	Female	1961	Active
Venkatesh R. Nathamuni	Executive Vice President & Chief Financial Officer	USD 1,320,735	Male	—	Active
Patrick X. Hill	Executive Vice President & President of Global Operations	USD 1,256,084	Male	1974	Active
Shannon Miller	Special Advisor to the CEO	USD 1,015,275	Female	1977	Active
Rabon W. Johnson	Senior Vice President and GM of Advanced Engineering, Research & Operations	—	—	—	Active
Bert Subin	Senior Vice President of Investor Relations	—	Male	—	Active
Robert Shepherd Duff	Senior Vice President of Buildings & Infrastructure	—	Male	1959	Active
Thomas H. McDuffie	Senior Vice President of Buildings & Infrastructure	—	Male	1949	Active
William Benton Allen Jr.	Chief Accounting Officer	—	Male	1964	Active
Cheryl Lim	Chief Human Resources Officer	—	Female	1970	Active

Recent News of J

Zacks Investment Research8/6/2026Neutral

Is Jacobs Stock a Buy as Strong Growth Meets Execution & Debt Risks?

J pairs record backlog and higher guidance with margin gains, but debt and execution risks keep the investment case balanced.

Zacks Investment Research8/6/2026Neutral

How Jacobs' AI Infrastructure Push Could Drive Its Next Growth Phase

J is expanding its AI infrastructure role beyond data centers, with record backlog and broader project exposure supporting its next growth phase.

Zacks Investment Research8/6/2026Neutral

Jacobs Stock Jumps 11.5% in a Month: Can This Rally Keep Running?

J's 11.5% rally is backed by record backlog, AI-driven demand and higher guidance, but valuation and execution remain key watchpoints.

Zacks Investment Research8/5/2026Neutral

Jacobs Q3 Earnings Meet Estimates, Revenues Up Y/Y, Stock Down

J's Q3 revenues top estimates as record backlog and AI-related infrastructure demand support growth, even as the stock fell after results.

MarketBeat8/5/2026Neutral

Jacobs Solutions Q3 Earnings Call Highlights

Jacobs Solutions NYSE: J reported fiscal third-quarter 2026 results marked by organic revenue growth, margin expansion and a record backlog, prompting the company to raise its full-year outlook for the third consecutive quarter.

Historical Employee Count of J

Current

43,000

Change

-4.44%

Minimum

43,000

Maximum

60,000

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Sep 26, 2025	43,000	10-K	Nov 20, 2025	View
Sep 27, 2024	45,000	10-K	Nov 25, 2024	View
Sep 29, 2023	60,000	10-K	Nov 21, 2023	View
Sep 30, 2022	60,000	10-K	Nov 21, 2022	View
Oct 1, 2021	55,000	10-K	Nov 23, 2021	View

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Jacobs Solutions Inc.