JACOBS SOLUTIONS (J) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for JACOBS SOLUTIONS.

Analyst Coverage

Research analysts who have asked questions during JACOBS SOLUTIONS earnings calls.

Andrew J. Wittmann

Robert W. Baird & Co.

8 questions for J

Also covers: ABM, ACM, APG +17 more

Sangita Jain

KeyBanc Capital Markets

7 questions for J

Also covers: ACM, CTRI, DY +9 more

Michael Dudas

Vertical Research Partners

6 questions for J

Also covers: AA, ACM, ARCH +15 more

Sabahat Khan

RBC Capital Markets

6 questions for J

Also covers: ACM, ATS, DOOO +9 more

Steven Fisher

UBS

6 questions for J

Also covers: ACM, AGCO, BBCP +22 more

Andy Kaplowitz

Citigroup Inc.

5 questions for J

Also covers: ACM, APG, ATKR +12 more

Jamie Cook

Truist Securities

5 questions for J

Also covers: ACM, AGCO, AME +17 more

Jerry Revich

Goldman Sachs Group Inc.

5 questions for J

Also covers: AGCO, ALSN, ATMU +28 more

Adam Bubes

Goldman Sachs Group, Inc.

3 questions for J

Also covers: ACM, CAMP, CLH +8 more

Chad Dillard

AllianceBernstein

3 questions for J

Also covers: CAT, CMI, DE +6 more

Andrew Kaplowitz

Citigroup

2 questions for J

Also covers: ACM, AOS, APG +29 more

Charles Albert Dillard

Bernstein

2 questions for J

Also covers: CAT, CMI, DE +6 more

Judah Aronovitz

UBS Group AG

2 questions for J

Also covers: ACM, FLR, MLM +2 more

Kevin Wilson

Truist Securities

2 questions for J

Also covers: ACM, CGNX, URI

Mike Dudas

Vertical Research Partners

2 questions for J

Also covers: MLM, PWR

Jerry Revitch

Wells Fargo & Company

1 question for J

Natalia

Citi

1 question for J

Sangeetha Jain

KeyBanc Capital Markets

1 question for J

Also covers: ACM

Latest news

Recent press releases and 8-K filings for J.

Jacobs selected to design one of the world’s largest coastal gate systems

New Projects/Investments

Jacobs was chosen by the Gulf Coast Protection District to lead engineering design of the Bolivar Roads Gate System, a central element of the Coastal Texas Project along the Texas Gulf Coast.
The barrier will protect over 6 million residents and safeguard $800 billion in regional assets while maintaining operations on the Houston Ship Channel.
Backed by nearly $1 billion in state funding, the Coastal Texas Project is a partnership with the U.S. Army Corps of Engineers and the Texas General Land Office.
Jacobs brings expertise from more than 1,000 global resilience projects, with approximately $12 billion in annual revenue and 43,000 employees.

16 hours ago

Press Release

Jacobs Solutions announces Q1 2026 results

Earnings

Guidance Update

M&A

Strong Q1 performance: adjusted EPS +15% to $1.53, net revenue +8%, and adjusted EBITDA $303 million (13.4% margin)
Record backlog of $26.3 billion, up 21% YoY, with trailing 12-month book-to-bill at 1.4x
Raised FY 2026 outlook: net revenue growth to 6.5–10%, adjusted EPS to $6.95–$7.30, and free cash flow margin to 7–8.5% (EBITDA margin 14.4–14.7%)
Q1 free cash flow of $365 million, dividend increased to $0.36, share repurchases accelerated, net leverage ~0.8x; agreed to acquire remaining stake in PA Consulting

1 day ago

Transcript

Jacobs announces Q1 2026 results

Earnings

Guidance Update

M&A

Jacobs delivered strong Q1 results with adjusted EPS of $1.53, up 15% YoY, on 8% net revenue growth and 13.4% EBITDA margin
Backlog rose 21% to $26.3 billion with trailing 12-month book-to-bill at 1.4x and Q1 book-to-bill at 2.0x
Announced acquisition of the remaining stake in PA Consulting to bolster digital and AI advisory capabilities; expects $16 M–$20 M in cost synergies and EPS accretion within 12 months
Generated $365 million in Q1 free cash flow, raised quarterly dividend by 12.5% to $0.36/share, and committed to returning at least 60% of FCF; net leverage stood below 0.8x pre-deal
Increased FY 2026 guidance: net revenue growth to 6.5%–10%, adjusted EPS to $6.95–$7.30, free cash flow margin to 7%–8.5%

1 day ago

Transcript

Jacobs reports Q1 FY2026 results

Earnings

Guidance Update

Share Buyback

Jacobs reported GAAP gross revenue of $3.3 B (+12.3% y/y) and adjusted net revenue of $2.25 B (+8.2% y/y); GAAP net income was $125 M versus a loss last year, and adjusted net income was $182 M (+9.7% y/y). Adjusted EBITDA was $303 M (+7.3% y/y) and adjusted EPS $1.53 (+15.0% y/y).
Backlog climbed to $26.3 B from $21.8 B a year ago, with Q1 book-to-bill at 2.0x (TTM 1.4x).
End markets drove growth: Life Sciences & Advanced Manufacturing revenue +31.3% to $952 M, Critical Infrastructure +6.5% to $1.162 B, and Water & Environmental +1.7% to $825 M.
Strong cash flow: operating cash flow $381 M, free cash flow $365 M, $252 M of shares repurchased, and quarterly dividend raised 12.5% to $0.36/share.
Raised FY2026 outlook to 6.5–10.0% adjusted net revenue growth, 14.4–14.7% adjusted EBITDA margin, and $6.95–$7.30 adjusted EPS.

1 day ago

Presentation

Jacobs reports Q1 2026 results and raises full-year guidance

Earnings

Guidance Update

M&A

Delivered adjusted EPS of $1.53, up 15% YoY, supported by 8% net revenue growth in Q1 2026.
Achieved adjusted EBITDA of $303 M (13.4% margin), adjusted net revenue +8%, and a record $26.3 B backlog (+21% YoY; TTM book-to-bill 1.4×).
Announced agreement to acquire the remaining stake in PA Consulting, moving to full ownership to enhance digital consulting and AI advisory capabilities.
Raised FY 2026 outlook to 6.5%–10% net revenue growth, $6.95–$7.30 adjusted EPS, and 7.0%–8.5% free cash flow margin.

1 day ago

Transcript

Jacobs Solutions announces Q1 2026 results

Earnings

Share Buyback

Guidance Update

Jacobs reported Q1 FY2026 gross revenue of $3.3 billion (+12.3% y/y) and adjusted net revenue of $2.3 billion (+8.2% y/y).
GAAP EPS was $1.11 (vs. $(0.10) in Q1 2025) and adjusted EPS of $1.53 (+15.0% y/y).
Backlog reached $26.3 billion (+20.6% y/y) with a Q1 book-to-bill of 2.0x (TTM 1.4x).
Returned capital via $252 million in share repurchases and a 12.5% dividend increase.
Raised FY 2026 outlook: adjusted net revenue growth to 6.5–10.0%, adjusted EPS to $6.95–7.30, and free cash flow margin to 7.0–8.5%.

1 day ago

8-K

Jacobs Solutions reports Q1 FY2026 results

Earnings

Guidance Update

Share Buyback

Gross revenue of $3.3 billion (+12.3% y/y) and adjusted net revenue of $2.3 billion (+8.2% y/y) in fiscal Q1 2026.
GAAP net earnings of $125.0 million (vs. net loss of $17.1 million in Q1 2025) and adjusted EPS of $1.53 (+15.0% y/y).
Backlog grew 20.6% y/y to $26.3 billion with a Q1 book-to-bill of 2.0x (TTM 1.4x).
Repurchased $252 million of shares, increased dividend by 12.5%, and raised FY 2026 guidance for adjusted net revenue growth to 6.5–10.0%, adjusted EPS to $6.95–7.30, and free cash flow margin to 7.0–8.5%.

1 day ago

Press Release

Jacobs Solutions completes annual meeting, reelects board and raises dividend

Proxy Vote Outcomes

Dividends

Board Change

At the January 28, 2026 Annual Meeting, 10 directors were re-elected with 88.09% of shares present (104,035,217 shares) constituting a quorum.
Shareholders approved the company’s executive compensation in an advisory vote (For: 88,531,750; Against: 3,148,090; Abstain: 892,997) and ratified Ernst & Young LLP as auditor for FY 2026 (For: 97,496,534; Against: 6,406,592; Abstain: 132,091).
Effective January 29, 2026, the Board made committee composition changes, adding members to the Audit, Human Resource and Compensation, and Sustainability and Risk Committees.
The Board declared a 12.5% increase to the quarterly dividend to $0.36 per share, payable March 20, 2026 (record date February 20, 2026).

1 day ago

8-K

Jacobs AGM 2026 approves board slate and outlines strategic priorities

Proxy Vote Outcomes

M&A

Board Change

Board changes and votes: Peter J. Robertson retired, Diane Bryant joined the board; all 10 director nominees were elected with ~97.03% support, the executive compensation advisory passed with 96.56%, and Ernst & Young’s appointment was ratified with 93.83%.
Strategic update: FY 2025 was characterized as an inflection point with a narrowed focus on water & environmental, life sciences & advanced manufacturing, and critical infrastructure, and the launch of a formal enterprise AI roadmap and governance model.
M&A intent: Announced intention to acquire the remaining shares of PA Consulting, expected to close in Q2 FY 2026 subject to regulatory approvals.
Talent initiatives: Introduced Jacobs University as a global learning hub and the Talent Work Marketplace to bolster employee development and cross-company mobility.

7 days ago

Transcript

Jacobs AGM 2026 confirms board and strategic priorities for FY2025 inflection

Proxy Vote Outcomes

M&A

Shareholders re-elected 10 directors with at least 97.03% support, approved executive compensation with 96.56% votes in favor, and ratified Ernst & Young as auditor with 93.83% approval.
Fiscal 2025 marked an inflection point, with Jacobs refocused into three end-market sectors: water & environmental, life sciences & advanced manufacturing, and critical infrastructure.
Announced intent to acquire the remaining shares of PA Consulting, expected to close in Q2 FY2026 pending regulatory approvals.
Launched an enterprise-wide AI roadmap and governance model to scale delivery, enhance client value, and improve internal efficiency.