Jacobs Solutions
Advises, designs and manages infrastructure and advanced-facility projects from strategy through delivery.
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Profile
Sells advisory, design, program-delivery and lifecycle-management services for infrastructure, advanced manufacturing, energy, environmental, life-sciences, transportation and water clients. Infrastructure & Advanced Facilities generates most revenue, complemented by wholly owned PA Consulting's innovation and transformation work.
Provides advisory, feasibility, planning, design, program delivery and lifecycle management through Infrastructure & Advanced Facilities and wholly owned PA Consulting. Work spans advanced manufacturing, cities and places, energy, environmental services, life sciences, transportation and water, with digital, data, cybersecurity and transformation capabilities supporting the asset lifecycle.
Serves government and private-sector clients across North America, Europe, the Middle East, India, Asia, Australia and New Zealand. Multidisciplinary teams link strategic consulting with technical design and large-program delivery, carrying work from early decisions into implementation. The portfolio was narrowed by the Amentum separation, while full ownership of PA Consulting deepened advisory and technology services. Infrastructure & Advanced Facilities supplies most revenue and backlog, and project timing depends on client funding and government budget priorities.
Company facts
Key statistics
Year to date +12.3% · Average volume (30d) 850.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | UBS | Reiterate | Buy | $175 | $167 | |
| Aug 6, 2026 | Goldman Sachs | Reiterate | Buy | $163 | $170 | |
| Aug 5, 2026 | Truist Financial | Target | $149 | $161 | ||
| Aug 5, 2026 | Robert W. Baird | Target | $143 | $153 | ||
| Aug 5, 2026 | RBC Capital | Reiterate | Outperform | $169 | $174 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q3 FY26 | $1.83 | $1.84 | +0.5% | $2.40B | $2.42B | +0.5% | +1.39% |
| May 5, 2026Q2 FY26 | $1.64 | $1.75 | +6.7% | $2.28B | $2.33B | +2.2% | −7.27% |
| Feb 3, 2026Q1 FY26 | $1.52 | $1.53 | +0.7% | $3.09B | $2.25B | −27.1% | +7.84% |
| Nov 20, 2025Q4 FY25 | $1.68 | $1.75 | +4.2% | $3.15B | $3.15B | +0.3% | −0.31% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.91B | $3.03B | $3.15B | $3.29B | $3.69B | $4.08B | |
| Gross profit | $738.3M | $755.8M | $766.9M | $765.3M | $794.9M | $810.7M | |
| Operating income | $208.6M | $254.7M | $211.6M | $232.6M | −$81.2M | $286.7M | |
| Net income | $5.6M | $186.2M | $110.7M | $133.2M | −$45.9M | $136.6M | |
| Diluted EPS | $0.06 | $1.55 | $0.92 | $1.12 | −$0.34 | $1.15 | |
| Gross margin | 25.4% | 25.0% | 24.3% | 23.2% | 21.5% | 19.9% | |
| Operating margin | 7.2% | 8.4% | 6.7% | 7.1% | -2.2% | 7.0% |
Fiscal years (4-quarter sums)FY21 $14.09B · FY22 $14.92B · FY23 $16.35B · FY24 $7.38B · FY25 $12.03B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 26, 2026Cash & short-term investments $1.18B · Total debt $4.05B · Total assets $11.74B · Shareholders' equity $3.26B
Dividends
Raised for 8 straight years — most recently to $0.36 from $0.32 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 21, 2026 | Aug 21 | Sep 18 | $0.36 | |
| May 22, 2026 | May 22 | Jun 19 | $0.36 | |
| Feb 20, 2026 | Feb 20 | Mar 20 | $0.36 | raised from $0.32 |
| Dec 2, 2025 | Dec 2 | Dec 19 | $0.32 | |
| Aug 22, 2025 | Aug 22 | Sep 19 | $0.32 | |
| May 23, 2025 | May 23 | Jun 20 | $0.32 | |
| Feb 21, 2025 | Feb 21 | Mar 21 | $0.32 | raised from $0.29 |
| Oct 25, 2024 | Oct 25 | Nov 22 | $0.29 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 118.08M · Float 117.22M · 99.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 10.89M | 9.23% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.71M | 6.53% | 13F | Aug 13, 2026 |
| State Street Corp | 7.39M | 6.26% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.75M | 4.02% | 13F | Aug 13, 2026 |
| Primecap Management Co/CA/ | 4.57M | 3.87% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Patrick Hill | officer: PRESIDENT | −17,201 | $144.10 |
| May 15, 2026 | Robert V. Pragada | director, officer: Chair & CEO | +3,601 | $111.09 |
| May 13, 2026 | Manuel J. Fernandez | director | +253 | $112.56 |
| May 8, 2026 | Manuel J. Fernandez | director | +403 | $121.93 |
| Mar 6, 2026 | Shannon Miller | officer: President | −1,440 | $134.13 |
Peers
- AECOM
Broad infrastructure advisory and program-management peer
- Stantec
Design, water, buildings and environment overlap in North America
- Tetra Tech
Water, environment and sustainable infrastructure specialist
- Accenture
PA Consulting overlap in strategy, digital and AI transformation
- Fluor
Advanced facilities and EPC project-delivery competitor
- Parsons
Program-management and critical-infrastructure competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Jacobs Solutions | $151.98 | −0.01% | $17.95B | 53.3 | 18.9 | 1.3 | −20.2% |
| AECOM | $69.38 | +0.29% | $8.89B | 31.7 | 11.2 | 0.6 | −61.5% |
| Stantec | $75.10 | +0.40% | $8.53B | 23.4 | 22.1 | 1.5 | −13.1% |
| Tetra Tech | $36.54 | 0.00% | $9.48B | 22.0 | 21.6 | 1.9 | −19.0% |
| Accenture | $189.20 | −0.17% | $116.03B | 15.1 | 13.2 | 1.6 | +5.6% |
| Fluor | $53.27 | −0.05% | $7.44B | — | 16.5 | 0.5 | +8.8% |
| Parsons | $49.00 | 0.00% | $5.23B | 33.8 | 14.8 | 0.8 | −0.5% |
| Median | 23.4 | 15.6 | 1.1 | −6.8% |