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Sangeetha Jain

Director and Equity Research Analyst at Keybanc Capital Markets,inc /oh/

Sangita Jain is a Director and Equity Research Analyst at KeyBanc Capital Markets, specializing in construction, engineering, and alternative energy sectors. She covers major companies such as AECOM, Ballard Power Systems, Bloom Energy, Comfort Systems USA, Dycom Industries, EMCOR Group, Fluor, Jacobs Solutions, KBR, MasTec, Parsons, Plug Power, Primoris Services, and Quanta Services, consistently providing actionable research for investors. Jain began her equity research career at J.P. Morgan and Lehman Brothers before joining KeyBanc in August 2016, advancing to her current position after serving as Senior Associate on the Utilities and Alternative Energy team. She holds a CFA charter, an MBA from New York University, an economics degree from Presidency College Kolkata, and has Series 7, 63, 86, and 87 securities licenses.

Sangeetha Jain's questions to JACOBS SOLUTIONS (J) leadership

Question · Q1 2026

Sangeeta Jain followed up on the cash flow, asking for clarification on the Q1 cash flow reversal expected in Q2 and the timing of anticipated cash tax payments in the first half. Jain also inquired about the Sizewell C contract in the UK, specifically its size and the potential for future scope increases.

Answer

CFO Venk Nathamuni explained that the strong Q1 free cash flow was primarily due to excellent working capital performance and a one-time customer timing item (revenue/cash collected in Q1, subcontractor paid later) that will reverse in Q2. He confirmed cash tax payments are a Q2 phenomenon but reiterated confidence in positive free cash flow for the first half. Chair and CEO Bob Pragada clarified that Jacobs is performing enabling works and program management for Sizewell C, which will continue into 2026, and there is opportunity for continued scope growth due to a strong client relationship.

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Sangeetha Jain's questions to AECOM (ACM) leadership

Question · Q3 2025

Sangeetha Jain of KeyBanc Capital Markets inquired about the interplay between using overseas technical centers and adopting AI, and asked about the outlook for Net Service Revenue (NSR) growth for the next fiscal year.

Answer

Chairman & CEO Troy Rudd explained that overseas enterprise capability centers and AI are complementary, with AI supporting teams regardless of location to enhance overall capabilities. Chief Financial & Operations Officer Gaurav Kapoor stated that while NSR growth is trending to the lower end of the guidance range for the current year, the strong backlog and win rates provide confidence in the long-term algorithm of 5% to 8% growth for the upcoming year.

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