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DALLAS, July 14, 2026--(BUSINESS WIRE)--Jacobs (NYSE: J) plans to release its fiscal third quarter 2026 earnings results after market close on Tuesday, Aug. 4, 2026, and will host a conference call at 4:30 p.m. ET, during which management will make a presentation focusing on the company’s results and operating trends. Interested parties can listen to the conference call via a webcast and view accompanying slides at jacobs.com. About Jacobs At Jacobs, we're challenging today to reinvent tomorrow – delivering outcomes and solutions for the world's most complex challenges. With approximately $12 billion in annual revenue and a team of approximately 47,000, we provide end-to-end services in advanced manufacturing, cities & places, energy, environmental, life sciences, transportation and water. From advisory and consulting, feasibility, planning, design, program and lifecycle management, we're creating a more connected and sustainable world. See how at jacobs.com and connect with us on LinkedIn, Instagram, X and Facebook. We use any of the following to comply with our disclosure obligations under Regulation FD: press releases, SEC filings, public conference calls, or our website. We routinely post important information on our website at www.jacobs.com, including information that may be deemed to be material. We encourage investors and others interested in the company to monitor these distribution channels for material disclosures. Certain statements contained in this press release constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not directly relate to any historical or current fact. When used herein, words such as "expects," "anticipates," "believes," "seeks," "estimates," "plans," "intends," "future," "will," "would," "could," "can," "may," and similar words are intended to identify forward-looking statements. We base these forward-looking statements on management's current estimates and expectations, as well as currently available competitive, financial and economic data. Forward-looking statements, however, are inherently uncertain and are not guarantees of future performance. There are a variety of factors that could cause actual results to differ materially from our forward-looking statements including, but not limited to, the risks and uncertai...

Over the last six months, Jacobs Solutions’s shares have sunk to $125.68, producing a disappointing 7.1% loss - a stark contrast to the S&P 500’s 6.8% gain. This might have investors contemplating their next move. Is there a buying opportunity in Jacobs Solutions, or does it present a risk to your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free. Even with the cheaper entry price, we’re cautious about Jacobs Solutions. Here are three reasons you should be careful with J, plus one stock we’d rather own. A company’s long-term sales performance can indicate its overall quality. Any business can have short-term success, but a top-tier one grows for years. Jacobs Solutions struggled to consistently generate demand over the last five years as its sales dropped at a 6.2% annual rate. This was below our standards and signals it’s a low quality business. Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions. Jacobs Solutions’s EPS grew at 2.2% compounded annual growth rate over the last five years. On the bright side, this performance was better than its 6.2% annualized revenue declines and tells us management adapted its cost structure in response to a challenging demand environment. Growth gives us insight into a company’s long-term potential, but how capital-efficient was that growth? A company’s ROIC explains this by showing how much operating profit it makes compared to the money it has raised (debt and equity). Jacobs Solutions historically did a mediocre job investing in profitable growth initiatives. Its five-year average ROIC was 8%, somewhat low compared to the best business services companies that consistently pump out 25%+. We see the value of companies helping their customers, but in the case of Jacobs Solutions, we’re out. After the recent drawdown, the stock trades at 16.2× forward P/E (or $125.68 per share). This multiple tells us a lot of good news is priced in - we think there are better stocks to buy right now. We’d recommend looking at a top digital advertising platform riding the creator economy. ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy...

A month has gone by since the last earnings report for Owens Corning (OC). Shares have lost about 1.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Owens Corning due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Owens Corning turned in better-than-expected results for the first quarter of 2026, with adjusted earnings per share of $1.22, down 58.9% year over year but ahead of the Zacks Consensus Estimate of $1.01 by 20.8%. Sales of $2.27 billion declined 10.5% from the year-ago quarter yet topped the consensus mark of $2.18 billion by 3.9%.The quarter reflected soft residential demand, but OC’s structural cost actions helped preserve profitability. Adjusted EBITDA margin from continuing operations came in at 16%, underscoring the company’s ability to stay resilient through the cycle. Roofing revenues were $960 million, down from $1.12 billion in the year-ago period. Management cited a softer environment shaped by affordability challenges, consumer uncertainty and a quiet storm season in the second half of last year that reduced carryover demand. Segment EBITDA was $231 million, translating to a 24% margin versus 30% a year earlier.Insulation posted revenues of $867 million, down from $909 million a year ago. The decline was tied to softer North American residential demand, partly offset by steadier nonresidential activity and relatively stable markets in Europe. EBITDA was $167 million compared with $225 million in the prior-year quarter, with margin contracting to 19% from 25%.Doors generated $475 million in revenues, down from $540 million a year ago, reflecting a challenging residential construction backdrop and the impact of strategic actions within the segment. Management cited pressure in markets linked to existing home sales, which remain sensitive to higher mortgage rates. EBITDA for Doors was $34 million, down from $68 million in the year-ago quarter, with a margin at 7% versus 13% last year. The company reported operating cash outflow of $154 million and free cash outflow of $387 million in the quarter, reflecting typical early-year working-capital needs and higher capital spending. Capital additions for co...

A month has gone by since the last earnings report for Jacobs Solutions (J). Shares have lost about 4.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Jacobs Solutions due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Jacobs Solutions Inc. before we dive into how investors and analysts have reacted as of late. Jacobs delivered strong second-quarter fiscal 2026 (ended March 27, 2026) results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and improving year over year.Jacobs delivered strong top-line growth as healthy demand persisted across priority markets, led by data center and semiconductor activity, with additional support from water, power and transportation. Growth within Infrastructure & Advanced Facilities remained broad-based, highlighted by notable wins including a major wastewater treatment program in San Francisco, a water regulation contract in the United Kingdom, and multiple hyperscaler-related data center awards. The company reported adjusted earnings per share (EPS) of $1.75, up 22.4% from the year-ago level, and beat the consensus mark of $1.64 by 6.7%.Gross revenues rose 27% year over year to $3.7 billion and surpassed the consensus estimate of $3.25 billion by 13.8%. Adjusted net revenues of $2.3 billion were also up 8.8% year over year.Backlog increased 21.7% year over year to a record $27 billion, underscoring healthy award activity and visibility. Profitability improved year over year as Jacobs benefited from operating discipline and a favorable mix. Adjusted EBITDA rose 14.2% from a year ago to $327.2 million, while adjusted EBITDA margin expanded 70 basis points to 14.1% on adjusted net revenues.At the segment level, Infrastructure & Advanced Facilities operating profit improved, with margin expanding modestly as project execution held up. PA Consulting also remained a margin-accretive contributor, with operating profit rising and margin staying above 22%, helping lift consolidated profitability despite integration-related items tied to the PA transaction. Infrastructure & Advanced Facilities (I&AF): Segment revenues totaled $3.34 billion, up 28.2% year over year from $2.60 billion. Excludi...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Jacobs Solutions (J) has picked up investor attention after securing a five-year engineering role with Stantec for Greater Western Water in Melbourne, alongside recent quarterly results that exceeded revenue and EPS expectations. See our latest analysis for Jacobs Solutions. Despite the new Melbourne water contract, along with a series of recent project wins and conference appearances, Jacobs Solutions’ share price is down 12.1% year to date. Its three year total shareholder return of 33.5% points to stronger longer term momentum. If this kind of project driven story interests you, it can be useful to compare Jacobs with other infrastructure focused opportunities and check out 33 power grid technology and infrastructure stocks So, with the stock down this year even as quarterly revenue and earnings beat expectations and recent contract wins add multi year visibility, are you looking at an undervalued infrastructure specialist, or has the market already priced in future growth? Jacobs Solutions’ most followed narrative sets a fair value of $158.27 per share, compared with the recent close at $118.96. This frames a sizeable valuation gap and links that gap to a long runway of infrastructure and digital projects. Read the complete narrative. Want to see why this narrative leans so heavily on future earnings power rather than today’s margins and returns? The entire valuation depends on how revenue, profit margins and earnings per share develop relative to that expanding backlog. Result: Fair Value of $158.27 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on continued public sector spending and the smooth delivery of long dated infrastructure projects, where funding shifts or execution setbacks could quickly weaken that undervaluation case. Find out about the key risks to this Jacobs Solutions narrative. That 24.8% undervaluation story sits uncomfortably beside Jacobs’ current P/E of 34.3x, which is higher than peers at 16.1x, the US Professional Services industry at 19.5x, and even the 31.8x fair ratio. In plain terms, it raises the question of whether you are being compensated adequately for the additional valuation risk. See what the numbers say about thi...

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Jacobs Solutions (NYSE:J) and its peers. The sector has historically benefitted from steady government spending on defense, infrastructure, and regulatory compliance, providing firms long-term contract stability. However, the Trump administration is showing more willingness than previous administrations to upend government spending and bloat. Whether or not defense budgets get cut, the rising demand for cybersecurity, AI-driven defense solutions, and sustainability consulting should benefit the sector for years, as agencies and enterprises seek expertise in navigating complex technology and regulations. Additionally, industrial automation and digital engineering are driving efficiency gains in infrastructure and technical consulting projects, which could help profit margins. The 6 government & technical consulting stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates. While some government & technical consulting stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.6% since the latest earnings results. With a workforce of approximately 45,000 professionals tackling complex challenges from water scarcity to cybersecurity, Jacobs Solutions (NYSE:J) provides engineering, consulting, and technical services focused on infrastructure, sustainability, and advanced technology solutions. Jacobs Solutions reported revenues of $2.33 billion, up 8.8% year on year. This print exceeded analysts’ expectations by 2%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS and revenue estimates. Jacobs Solutions pulled off the biggest analyst estimates beat and fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 14.2% since reporting and currently trades at $117.11. Is now the time to buy Jacobs Solutions? Access our full analysis of the earnings results here, it’s free. Founded in 1894 as a response to the growing dangers of electri...

Jacobs Solutions’ Q2 results were marked by a strong top-line beat and robust backlog growth, yet the market responded negatively to the quarter. Management attributed the revenue surge to significant momentum in its data centers, advanced manufacturing, and critical infrastructure segments. CEO Robert Pragada highlighted, “AI is absolutely driving our business in what is going on with the AI infrastructure buildout,” with data center revenues growing over 100% year-over-year. The acquisition of PA Consulting was also cited as a positive contributor, although increased transaction costs and a widening gap between GAAP and non-GAAP earnings drew cautious commentary from leadership. Is now the time to buy J? Find out in our full research report (it’s free). Revenue: $2.33 billion vs analyst estimates of $2.28 billion (8.8% year-on-year growth, 2% beat) Adjusted EPS: $1.75 vs analyst estimates of $1.63 (7.1% beat) Adjusted EBITDA: $327.2 million vs analyst estimates of $319.8 million (14.1% margin, 2.3% beat) Operating Margin: -3.5%, down from 9.8% in the same quarter last year Backlog: $26.97 billion at quarter end Market Capitalization: $13.82 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Steven Fisher (UBS) probed the operational versus acquisition-driven guidance raise. CEO Robert Pragada emphasized the increase was “purely based on our operational performance,” while CFO Venkatesh Nathamuni added that strong discipline in the core business drove margin improvement. Sabahat Khan (RBC Capital Markets) asked about project visibility in AI infrastructure. Pragada stated that the company has “visibility well through 2027, going into 2028,” supported by long-term client relationships and a robust project pipeline. Michael Stephan Dudas (Vertical Research) questioned PA Consulting integration benefits. Pragada described near-term opportunities in digital capabilities and end markets like national security and energy, with deeper collaboration expected now that regulatory barriers have eased. Jamie Cook (Truist Securities) focused on margin improvement trajectory. Nathamuni confirmed that margin-accretive progra...

Interested in Jacobs Solutions Inc.? Here are five stocks we like better. Jacobs Solutions posted strong Q2 fiscal 2026 results, with adjusted EPS up 22% year over year to $1.75, organic adjusted net revenue growth of 9%, and adjusted EBITDA margin expansion of 70 basis points. Management said the performance gave it confidence to raise full-year guidance for the second straight quarter. Backlog and AI/data center demand were major growth drivers, with backlog rising 22% to a record $27 billion and the company saying its data center business grew more than 100% year over year. Jacobs also said its AI infrastructure pipeline is up 400% year over year, with visibility extending well into 2027 and 2028. The company lifted its fiscal 2026 and 2029 targets, now expecting 8% to 10.5% organic adjusted net revenue growth, adjusted EPS of $7.10 to $7.35, and higher margin guidance. It also raised its fiscal 2029 adjusted EBITDA margin target to above 17% and free cash flow margin target to at least 11%. Wells Fargo’s Comeback Is Real—But Not Risk-Free Jacobs Solutions (NYSE:J) reported stronger fiscal second-quarter 2026 results, citing accelerating organic growth, higher margins, record backlog and momentum tied to data centers, advanced manufacturing and infrastructure markets. Chair and CEO Bob Pragada said adjusted earnings per share rose 22% year over year to $1.75, supported by 9% organic adjusted net revenue growth and 70 basis points of year-over-year margin expansion. He said the company is “exiting Q2 with significant momentum” and that the first-half performance gave management confidence to raise its fiscal 2026 outlook for the second consecutive quarter. → Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and Booking Jacobs also completed its acquisition of PA Consulting during the quarter. Pragada said the company marked the transaction by ringing the closing bell at the New York Stock Exchange in March. EVP and CFO Venk Nathamuni said gross revenue increased 27% year over year, while adjusted net revenue, excluding pass-through revenue, grew 9%. He said both represented the highest consolidated growth rates for the company since the 2024 separation of its government services business. → 3 Ways to Target the Resources Powering AI and Data Centers Boarding Passes Now Being Issued...

DALLAS (AP) — DALLAS (AP) — Jacobs Solutions Inc. (J) on Tuesday reported a loss of $43 million in its fiscal second quarter. On a per-share basis, the Dallas-based company said it had a loss of 37 cents. Earnings, adjusted for one-time gains and costs, came to $1.75 per share. The results topped Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of $1.64 per share. The construction and technical services company posted revenue of $3.69 billion in the period, also surpassing Street forecasts. Three analysts surveyed by Zacks expected $3.25 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on J at https://www.zacks.com/ap/J

Jacobs Solutions (J) reported fiscal Q2 adjusted earnings late Tuesday of $1.75 per diluted share, u

Jacobs Solutions (J) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.43 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.55%. A quarter ago, it was expected that this construction and technical services company would post earnings of $1.52 per share when it actually produced earnings of $1.53, delivering a surprise of +0.66%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Jacobs Solutions, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $3.69 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 13.79%. This compares to year-ago revenues of $2.91 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Jacobs Solutions shares have lost about 1.3% since the beginning of the year versus the S&P 500's gain of 5.2%. While Jacobs Solutions has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Jacobs Solutions was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future....

Robust Q2 gross revenue and adjusted net revenue growth of 27% and 9% y/y, respectively Record backlog of $27.0 billion, up 22% y/y with TTM book-to-bill ratio of 1.4x (1.2x Adj. NR) Engineering News-Record ranks Jacobs #1 Design Firm and #1 in Manufacturing Repurchased $220 million of Jacobs shares in Q2, $472 million YTD Completed acquisition of PA Consulting; increasing cost synergy estimate to $20 million+ within 24 months Raising FY 2026 guidance for the second consecutive quarter, reflecting strong business momentum DALLAS, May 05, 2026--(BUSINESS WIRE)--Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal second quarter ended March 27, 2026. Q2 2026 Highlights1: Gross revenue of $3.7 billion up 27.0% y/y; adjusted net revenue2 of $2.3 billion up 8.8% y/y GAAP net earnings of ($43.0) million, impacted by PA acquisition transaction (vs. net earnings of $11.2 million in Q2 2025); adjusted EBITDA2 of $327.2 million increased 14.2% y/y GAAP EPS of ($0.32), impacted by PA acquisition transaction (vs. EPS of $0.10 in Q2 2025); adjusted EPS2 of $1.75 increased 22.4% y/y Backlog of $27.0 billion up 21.7% y/y Q2 book-to-bill of 1.2x (1.4x TTM); Q2 adjusted net revenue book-to-bill of 1.2x (1.2x TTM) Jacobs Chair and CEO Bob Pragada commented: "We delivered excellent second quarter results driven by revenue strength in both Infrastructure & Advanced Facilities (I&AF) and PA Consulting. Within I&AF, revenue growth was broad-based, led by the Data Center, Semiconductor, Water, Energy & Power and Transportation sectors. Additionally, PA Consulting grew revenue by 17% year-on-year in Q2, the fourth consecutive quarter of double-digit top line growth. With the transaction to acquire the remaining stake in PA Consulting now complete, we see increased opportunity to drive synergistic growth moving forward. Our overall business is performing exceptionally well, and we see continued momentum in the second half of the year. As a result, we are again increasing our guidance for FY26." Jacobs CFO Venk Nathamuni added: "We're very pleased with our Q2 performance. We are ahead of our initial FY26 expectations and are on track to reach or exceed all of our FY29 targets. This is a function of accelerating top line growth from our central position in the build-out of AI and related infrastructure, as well as solid margin expansion and working capi...