Jacobs Solutions
NYSE: J
Stock price
138.59 USD
(+23.8%) 5 years
Financial Performance
5Y price score: 30
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 239.8%
%
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105.6
52-week range
168.4
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
3.9 %
Dividend Yield TTM
1 %
Market cap $
$ 16,365
Price / Earnings TTM
48.6
Price / Book TTM
5
PEG TTM
(0.8)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(11.1) %
28 %
239.8 %
Free cash flow per share growth
61.3 %
(2.5) %
61 %
Earnings per share growth
(25.8) %
(17.1) %
(0.8) %
Founded: 1,947
Employees: 45,000
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q3 (Aug 4, 2026)
1) Strong Financial Performance - Adjusted EPS grew approximately 14% to $1.84. - Adjusted net revenue increased by more than 8%, all organic. - Adjusted EBITDA margin reached 15.2%, up 109 basis points year-over-year. - Consolidated backlog rose 27% to a record $29 billion, with a trailing 12-month book-to-bill ratio of 1.4x on gross revenue and 1.2x on net revenue.
2) Segment Highlights and Growth Drivers - Infrastructure and Advanced Facilities (I&AF) segment net revenue grew 10% year-over-year, with operating profit up 14%. - Life Sciences and Advanced Manufacturing saw a 24% increase in net revenue, driven by strong demand in data centers and semiconductor sectors. - Water & Environmental segment net revenue growth was slightly above 1%, with expectations for improvement in Q4 due to recent project wins.
3) Operational Challenges and Market Dynamics - PA Consulting experienced temporary disruptions due to changes in U.K. governmental leadership, delaying project start dates, but is expected to return to normal operations. - Environmental sector faced headwinds, but recent awards in both public and private sectors are anticipated to drive growth moving forward.
4) Guidance and Future Outlook - Fiscal year 2026 adjusted net revenue growth range increased to 9.5% to 10%, with adjusted EBITDA margin guidance narrowed to 14.7% to 14.8%. - Adjusted EPS guidance raised to $7.20 to $7.30, implying nearly 19% year-on-year growth at the midpoint. - Q4 expectations include an adjusted EBITDA margin of approximately 16% and year-over-year net revenue growth of about 14%.
5) Investor Considerations and Missing Context - The call provided a strong outlook for fiscal year 2027, but specific growth rates and detailed guidance were deferred to future communications. - There was no detailed discussion on international growth specifics beyond general trends, particularly in the Middle East.
Bottom line: Jacobs is positioned for continued growth with strong financial results, a robust backlog, and strategic wins across key sectors. The company’s focus on AI infrastructure and environmental projects suggests a promising outlook for shareholders, despite some operational challenges in specific segments.
Annual Reports, Presentations And IR Contacts
Go to the websiteJacobs Solutions — Financial Overview, Stock Price, Market Cap
Jacobs Solutions is a company. Founded in 1947. As of October 9, 2026, the company's market capitalization is $16364845790 with a current stock price of $138.59.