Jacobs Solutions
NYSE: J
Stock price
131.75 USD
(+Infinity%) NaN day
Financial Performance
5Y price score: 28
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: 218.5%
US$ Per
Share
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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 %
Dividend Yield TTM
1 %
Market cap $
$ 15,557
Price / Earnings TTM
40.5
Price / Book TTM
4.7
PEG TTM
(0.7)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(4.5) %
25 %
218.5 %
Free cash flow per share growth
(31.8) %
(2.5) %
61 %
Earnings per share growth
(62.3) %
(17.1) %
(0.8) %
Founded: 1,947
Employees: 45,000
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (May 5, 2026)
1) Strong Financial Performance - Adjusted EPS increased by 22% to $1.75, driven by 9% organic net revenue growth. - Gross revenue rose 27% YoY, marking the highest growth since the separation of the government services business in 2024. - Adjusted EBITDA reached $327 million, growing more than 14%, with a margin of 14.1%, up 70 basis points YoY. - Backlog grew 22% YoY to a record $27 billion, with a trailing 12-month book-to-bill ratio of 1.4x.
2) Strategic Acquisitions and Market Leadership - Completed the acquisition of PA Consulting, enhancing capabilities in national security and public investments. - Jacobs ranked as the #1 design firm by Engineering News-Record for the seventh time in eight years, reflecting strong organic growth. - Significant project wins include contracts in water and environmental sectors, and expansions in critical infrastructure, particularly in aviation and data centers.
3) Sector-Specific Growth and Opportunities - Life sciences and advanced manufacturing net revenue grew 12%, the highest since reporting began in late 2024. - Data center business expanded by over 100% YoY, with a strong pipeline driven by AI infrastructure demands. - Critical infrastructure saw 9% net revenue growth, bolstered by transportation and energy sectors.
4) Guidance and Future Outlook - Increased FY '26 guidance for adjusted net revenue growth to 8% to 10.5%, adjusted EBITDA margin to 14.6% to 14.9%, and adjusted EPS to $7.10 to $7.35. - Anticipate continued strong performance in Q3 with an adjusted EBITDA margin of approximately 15% and a margin above 16% in Q4. - Long-term targets reaffirmed, with expectations for 6% to 8% organic growth CAGR through FY '29.
5) Challenges and Considerations - Adjusted free cash outflow of $272 million in Q2 due to timing items related to the PA acquisition, impacting cash flow reporting. - Net leverage at 2.1x, above the target range, but expected to return below 2x by year-end as cash flow strengthens in the second half. - The transcript lacks specific details on the impact of macroeconomic conditions on future performance.
Bottom line: Jacobs is demonstrating robust growth and operational strength, supported by strategic acquisitions and a strong backlog. The company is well-positioned to capitalize on emerging opportunities in AI and infrastructure, making it an attractive prospect for investors looking for growth in the engineering and consulting sectors.
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 July 20, 2026, the company's market capitalization is $15557155808 with a current stock price of $131.75.