— Know what they know.
/
Not Investment Advice

J

NYSE · USD
Jacobs Solutions Inc.
Industrials · Engineering & Construction
CEO Robert V. Pragada Employees 43,000 R&D / revenue 0.1%
Last price
$141.08−0.63%last session
Market cap
$16.5B
P/E (TTM)
49.2x
From 52w high
−16.2%
From 52w low
+33.5%
1-year return
−9.4%
RSI 14 · vs SMA200
51.1 · +5.8%
IS score
47.5/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

J   SPY   XLI (sector ETF) · weekly closes
80100120Jan 26Apr 26Jul 26Oct 26SPY 116XLI 111J 91

Score DNA

Each bar is a 0-100 score within the scored universe
23
Profitability
41
Growth
39
Value
70
Momentum
65
Risk (safety)
59
Quality
44
Balance sheet
68
Earnings quality

Flags

Strengths
✓ Insider buying
Warnings
None of the computed warning flags fires for J (Altman, Beneish, accruals, FCF, dilution).
Observations
Moat model: None, Efficient ScalePiotroski 5 / 9Altman Z 2.7Beta 0.683 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
3
$0.48M bought
Form 144 notices (12m): 2, $2.7M proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
0
No disclosed purchases
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
−33
92 new holders, 114 closed
875 filers hold 91.8% · 281 added, 365 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+148
901 funds adding shares
753 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
54.7%
20-day avg 55.4%, 50-day avg 57.0%
Latest 0.7 pp under its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$12.0B
Revenue growth YoY+4.6%
Gross margin24.8%
Operating income$863.6M
Operating margin7.2%
Net income$290.2M
Net margin2.4%
EPS (diluted)$2.38
Cash flow
Operating cash flow$686.7M
Capital expenditure$79.2M
Free cash flow$607.5M
FCF conversion (FCF / OCF)88.5%
Stock-based compensation$61.0M
FCF less SBC$546.5M
Buybacks$754.1M
Dividends$153.0M
Balance sheet & returns
Cash & short-term investments$1.2B
Total debt$2.2B
Net debt$1.0B
Shareholders' equity$4.7B
Goodwill & intangibles$5.5B
Debt / equity1.24
ROE (TTM)9.8%
ROIC (TTM)5.2%
Operating margin by fiscal year
4.9%FY20216.2%FY20226.6%FY20236.1%FY20247.3%FY2025
Revenue $14.1B (FY2021) to $12.0B (FY2025), a -3.9% CAGR.

Valuation

P/E (TTM)49.2x
EV / EBITDA21.4x
Price / sales1.16x
Price / FCF25.6x
FCF yield3.90%
Buyback yield4.57%
SBC / revenue0.5%
Price / book5.13x
Forward P/E FY202717.0x
Forward P/E FY202814.7x
Forward multiples divide today's price by Street EPS estimates. Street mean target $164.88 across 8 analysts last quarter is theirs, not ours.

J vs industry median

153 companies in Engineering & Construction
Gross margin 22.1% 14.9% Operating margin 4.6% 5.6% Net margin 2.4% 3.2% ROIC 5.2% 9.6%
J (TTM)Industry median Asset turnover 1.21 vs industry 1.08 · financial leverage 3.60

Earnings delivery

Next report 2026-11-19 · consensus EPS $2.14
75%
beat rate, 9 of 12 quarters
+3.2%
median EPS surprise
7
longest beat streak
-6+35+3+0-11+3+4+6+4+1+7+1
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-11-21 to 2026-08-04. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
J Jacobs Solutions Inc. $16.5B49.2x9.8%2.4%+4.6% −9.4%
APG APi Group Corporation $17.4Bn/m10.1%4.4%+14.1% +16.6%
MTZ MasTec, Inc. $15.3B30.1x15.7%3.0%+23.5% −6.0%
STRL Sterling Infrastructure, Inc $13.0B30.2x38.5%13.3%+60.8% +17.5%
IESC IES Holdings, Inc. $10.1B22.1x45.4%12.3%+22.7% +31.4%
BLD TopBuild Corp. $10.0B19.8x22.3%7.2%+6.4% —
TTEK Tetra Tech, Inc. $8.9B20.8x24.3%8.4%+10.2% —
EME EMCOR Group, Inc. $31.8B22.5x40.3%7.8%+18.9% —
12-month window: SPY +15.9%, sector ETF XLI +10.7%. Past returns describe history only.

Recent 8-K filings

2026-09-23Officer/Director Change
2026-08-14Officer/Director Change
2026-08-04Earnings Release; Exhibits
2026-05-05Earnings Release; Exhibits
2026-04-29Officer/Director Change
2026-03-17Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Financial Statements and Exhibits

Context

Shares outstanding117,039,000
Free float99.3%
Institutional ownership91.8%
Beta0.68
Dividend yield0.99%
Last dividend$0.36 on 2026-08-21
50 / 200-day average$143.57 / $133.34
Large-cap Industrials median P/E29.8x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (None).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where J sits among 28 scored companies in Engineering & Construction (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureJIndustry medianIndustry percentileSector median
P/E (TTM) 49.3x 30.3x
83rd		 25.4x
PEG (P/E ÷ 3-yr EPS CAGR) —
Price / sales 1.2x 1.3x
44th		 2.0x
Price / book 5.1x 4.9x
56th		 2.9x
Price / tangible book —
Price / free cash flow 25.6x 24.5x
52nd		 20.8x
Price / operating cash flow 22.4x 15.7x
75th		 14.5x
Enterprise value $19.4B $6.1B
85th		 $4.8B
EV / sales 1.4x 1.6x
37th		 2.4x
EV / EBITDA 21.4x 15.4x
72nd		 13.6x
EV / EBIT 28.9x 21.4x
79th		 19.9x
EV / free cash flow 30.1x 24.9x
61st		 24.3x
Earnings yield 2.0% 3.2%
30th		 3.3%
FCF yield 3.9% 3.8%
56th		 3.8%
Operating cash flow yield 4.5% 5.4%
33rd		 6.2%
Graham number (per share) $41.66 $41.34
57th		 $38.21

Profitability (TTM)

MeasureJIndustry medianIndustry percentileSector median
Gross margin 22.1% 16.4%
70th		 30.5%
EBITDA margin 6.4% 9.6%
26th		 14.3%
Operating margin 4.6% 7.0%
26th		 9.8%
EBIT margin 4.7% 6.8%
30th		 9.9%
Net margin 2.4% 4.0%
33rd		 6.0%
NOPAT margin 2.9% 6.2%
19th		 7.8%
FCF margin 4.5% 5.8%
37th		 7.0%
Operating cash flow margin 5.2% 9.3%
30th		 11.2%
R&D / revenue 0.0% 0.0%
100th		 0.0%
SG&A / revenue 17.5% 7.2%
81st		 14.1%
Stock comp / revenue 0.5% 0.6%
40th		 0.6%
Effective tax rate 36.9% 23.7%
100th		 21.0%

Returns on capital

MeasureJIndustry medianIndustry percentileSector median
ROE (on average equity) 9.4% 15.5%
33rd		 11.9%
ROA 2.9% 4.7%
33rd		 4.8%
ROIC 6.7% 12.5%
33rd		 8.7%
ROCE 8.6% 12.0%
41st		 9.4%
Return on tangible assets 5.8% 8.5%
37th		 7.9%
Cash ROIC (OCF / invested capital) 12.0% 17.1%
35th		 12.8%
Gross profitability (GP / assets) 26.7% 18.9%
74th		 19.2%
ROIC, 3-yr average 5.5% 7.9%
32nd		 7.8%
ROIC, 5-yr average 7.0% 6.9%
52nd		 8.6%
ROE, 5-yr average 10.4% 11.2%
46th		 12.5%
Incremental ROIC 19.3% 43.5%
24th		 20.5%

Growth

MeasureJIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 84.3% 18.5%
100th		 8.6%
Revenue growth (QoQ) 10.3% 14.1%
37th		 9.9%
Revenue CAGR, 3 yr -3.7% 13.9%
0th		 5.0%
Revenue CAGR, 5 yr 0.3% 15.3%
0th		 8.3%
Gross profit CAGR, 3 yr -2.6% 22.8%
9th		 6.5%
Operating income CAGR, 3 yr -16.3% 33.9%
0th		 6.4%
Net income growth (TTM YoY) -33.0% 35.9%
18th		 11.3%
Net income CAGR, 3 yr -23.3% 23.3%
5th		 6.6%
EPS growth (TTM YoY) -32.1% 29.6%
18th		 13.3%
EPS CAGR, 3 yr -21.6% 22.5%
5th		 5.6%
EPS CAGR, 5 yr -6.5% 18.7%
11th		 8.3%
FCF growth (TTM YoY) 56.4% 14.9%
73rd		 14.7%
FCF CAGR, 3 yr -10.1% 28.0%
5th		 12.2%
Operating cash flow CAGR, 3 yr -10.7% 31.3%
0th		 8.8%
Book value CAGR, 3 yr -18.8% 10.1%
0th		 7.3%
Dividend CAGR, 3 yr 4.5% 4.8%
45th		 2.7%
Sustainable growth rate 4.9% 15.4%
17th		 11.0%

Margin history & stability

MeasureJIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 25.2% 16.9%
79th		 30.6%
Operating margin, 3-yr average 6.2% 6.4%
46th		 10.0%
Net margin, 3-yr average 4.4% 3.7%
58th		 6.2%
FCF margin, 3-yr average 5.5% 5.8%
42nd		 7.1%
Revenue stability (0-1) 0.13 0.91
4th		 0.81
Earnings stability (0-1) 0.12 0.52
25th		 0.47
Margin stability (0-1) 0.82 0.86
33rd		 0.90

Liquidity (latest quarter)

MeasureJIndustry medianIndustry percentileSector median
Cash & short-term investments $1.2B $313.8M
85th		 $249.6M
Net cash (− = net debt) −$2.9B −$336.6M
11th		 −$666.5M
Working capital $1.1B $431.9M
85th		 $376.4M
Current ratio 1.29 1.38
41st		 1.79
Quick ratio 1.29 1.33
44th		 1.33
Cash ratio (cash + ST investments / current liabilities) 0.30 0.23
59th		 0.32
Defensive interval (days) 725 days 1,326 days
19th		 614 days

Leverage & solvency (latest quarter)

MeasureJIndustry medianIndustry percentileSector median
Total debt $4.1B $782.7M
96th		 $919.8M
Debt / equity 1.24 0.69
70th		 0.65
Net debt / equity 0.88 0.59
63rd		 0.46
Debt / assets 34.5% 23.7%
70th		 29.3%
Debt / capital 55.4% 40.8%
70th		 39.5%
Debt / EBITDA 4.48 2.54
84th		 2.44
Net debt / EBITDA 3.18 2.12
68th		 1.86
Interest coverage (EBIT / interest) 4.1x 5.8x
29th		 5.0x
Cash interest coverage 4.5x 7.6x
33rd		 6.1x
Debt payback (years of OCF) 5.5 yrs 2.9 yrs
75th		 3.2 yrs
Liabilities / assets 72.3% 65.0%
81st		 56.7%
IS credit model rating BBB — —
Implied credit spread (bps) 275 175
59th		 200

Efficiency

MeasureJIndustry medianIndustry percentileSector median
Asset turnover 1.23 1.30
41st		 0.75
Fixed asset turnover 22.85 11.15
78th		 5.14
Inventory turnover —
Receivables turnover 5.4 5.2
59th		 6.7
Days sales outstanding 67 days 70 days
41st		 54 days
Days inventory outstanding —
Days payables outstanding 48 days 37 days
81st		 41 days
Cash conversion cycle (days) 19 days 45 days
30th		 63 days
Capex / revenue 0.6% 1.9%
15th		 3.0%
Capex / depreciation 0.39 0.77
19th		 0.76
Operating expense ratio 12.9% 7.7%
78th		 17.7%

Cash flow & earnings quality

MeasureJIndustry medianIndustry percentileSector median
Operating cash flow / net income 2.20 1.68
65th		 1.50
FCF / net income 1.93 1.20
87th		 1.15
FCF / operating cash flow 87.6% 78.0%
79th		 74.0%
Capex / operating cash flow 12.4% 22.0%
21st		 26.1%
Accruals ratio -3.5% -4.1%
56th		 -4.0%
Sloan accruals ratio -3.1% -1.6%
33rd		 -2.4%
Earnings quality score (0-1) 1.00 0.75
57th		 1.00

Dividends & buybacks

MeasureJIndustry medianIndustry percentileSector median
Dividend yield 1.0% 0.0%
85th		 0.6%
Dividend per share (TTM) $1.40 $0.00
89th		 $0.44
Payout ratio (dividends / net income) 48.3% 2.0%
91st		 22.5%
Dividends / FCF 25.1% 2.1%
91st		 19.6%
Dividend growth (YoY) 8.3% 15.0%
18th		 5.6%
Buyback yield 4.3% 0.4%
89th		 0.5%
Shareholder yield (dividends + buybacks) 5.3% 0.5%
85th		 2.0%
Share count change (YoY) -1.2% 0.2%
28th		 0.0%
Buybacks, last 5 years $2.4B $129.4M
96th		 $76.0M

Scores & forensic checks

MeasureJIndustry medianIndustry percentileSector median
IS score 48 59
41st		 53
IS profitability 23 30
30th		 37
IS growth 41 69
24th		 54
IS value 39 31
63rd		 47
IS momentum 70 88
32nd		 76
IS risk (safety) 65 90
26th		 80
IS quality 59 62
41st		 67
IS balance sheet 44 52
33rd		 56
IS earnings quality 68 67
59th		 70
IS cash flow 63 57
67th		 54
Piotroski F-score (0-9) 5 6
22nd		 6
Altman Z-score 2.7 3.8
31st		 3.3
Beneish M-score −2.26 −2.51
72nd		 −2.52
Ohlson O-score −6.60 −7.13
56th		 −7.49
IS credit score 56 69
30th		 65

Per share

MeasureJIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $2.81 $2.70
52nd		 $2.21
Book value per share $27.43 $20.89
63rd		 $18.38
Tangible book per share −$16.84 $3.35
0th		 $4.39
Revenue per share $119.48 $91.28
70th		 $36.64
FCF per share $5.42 $4.15
63rd		 $2.70
Operating cash flow per share $6.18 $5.90
52nd		 $4.28
Cash per share $9.91 $3.92
70th		 $3.02

Size (TTM)

MeasureJIndustry medianIndustry percentileSector median
Market cap $16.5B $5.2B
85th		 $3.9B
Revenue $14.2B $4.6B
81st		 $2.7B
EBITDA $904.2M $348.6M
70th		 $394.8M
Net income $334.6M $172.3M
63rd		 $136.3M
Free cash flow $644.5M $286.8M
85th		 $162.9M
Total assets $11.7B $4.5B
93rd		 $3.5B
Shareholders' equity $3.3B $1.3B
85th		 $1.4B
Employees 47,000 9,200
93rd		 6,050

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-08-07Hill Patrick
PRESIDENT
 Open-market sale 11,701$143.67$1.7M72,856
2026-08-07Hill Patrick
PRESIDENT
 Open-market sale 5,500$145.00$797,50067,356
2026-07-08Miller Shannon
President
 Tax withholding 52$129.70$6,74425,292
2026-06-08Kachhela Jiten
President
 Award / grant 8,337$119.96$1.0M16,970
2026-06-03Nathamuni Venkatesh
Chief Financial Officer
 Tax withholding 1,803$121.28$218,66819,791
2026-05-18Lim Cheryl H.J.
Chief Human Resources Officer
 Award / grant 1,585$113.61$180,0721,585
2026-05-15Pragada Robert V
Director, Chair & CEO
 Open-market buy 3,601$111.09$400,035333,755
2026-05-13Fernandez Manuel J
Director
 Open-market buy 253$112.56$28,47812,504
2026-05-08Fernandez Manuel J
Director
 Open-market buy 403$121.93$49,13712,251

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarMayJunJulAug

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired29,922$1.2M
Open-market buyAcquired34,257$477,650
Open-market saleDisposed217,201$2.5M
Tax withholdingDisposed21,855$225,412
—Disposed30—
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 2 notices · 18,641 shares · $2.7M
FiledFilerShares proposedEst. proceeds
2026-08-07Hill Patrick17,201$2.5M
2026-03-06Miller Shannon1,440$193,147
2024-11-27Dana Demetriou11,775$1.7M
2024-11-25Demetriou Steven J.46,433$6.5M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 0 trades (0 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2025-02-07Tim WalbergHousePurchase$15,001 - $50,0002026-06-04
2024-09-30Thomas H. KeanHouseExchange$15,001 - $50,0002024-10-16
2024-05-17William R. KeatingHouseSale (Partial)$1,001 - $15,0002024-05-22
2023-10-24Greg StantonHouseSale$1,001 - $15,0002023-11-09
2021-09-03Cynthia LummisSenatePurchase$1,001 - $15,0002021-10-07
2021-09-03Cynthia LummisSenatePurchase$1,001 - $15,0002021-10-06
2021-09-03Cynthia LummisSenatePurchase$1,001 - $15,0002021-10-06
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.10,893,728$1.4B9.31%
VANGUARD CAPITAL MANAGEMENT LLC7,714,329$972.0M6.59%
STATE STREET CORP7,390,941$931.3M6.31%
VANGUARD PORTFOLIO MANAGEMENT LLC4,749,089$598.4M4.06%
PRIMECAP MANAGEMENT CO/CA/4,565,799$575.3M3.90%
Invesco Ltd.3,374,847$425.2M2.88%
GEODE CAPITAL MANAGEMENT, LLC3,333,601$418.5M2.85%
MORGAN STANLEY2,970,339$374.3M2.54%
Ninety One UK Ltd2,835,514$357.3M2.42%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,737,018$218.9M1.48%
BANK OF AMERICA CORP /DE/1,653,320$208.3M1.41%
Allspring Global Investments Holdings, LLC1,625,188$202.5M1.39%
Pictet Asset Management Holding SA1,573,481$198.2M1.34%
Focus Partners Wealth1,364,659$171.9M1.17%
AMERIPRISE FINANCIAL INC1,353,298$170.5M1.16%

Institutional ownership by quarter

2023-092026-0691.8%
% of shares held by 13F filers
2023-092026-06875
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-3087591.8%92281365114
2026-03-3190888.7%9530035191
2025-12-3191787.8%14330730472
2025-09-3086588.0%10229430454
2025-06-3083388.3%10330229883
2025-03-3182688.2%8728531298
2024-12-3185488.7%11633527562
2024-09-3081188.0%7332826163
2024-06-30809108.3%7830828176
2024-03-31814107.9%11227928473
2023-12-31778107.8%13226924767
2023-09-30726106.6%10024625166

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-04-30SCHEDULE 13GVanguard Capital Management7.5%8,780,429
2026-03-27SCHEDULE 13G/AThe Vanguard Group0.0%0
2026-01-21SCHEDULE 13G/ABlackRock, Inc.7.7%9,130,540
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.02%$502.2M
VTSAX0.02%$502.2M
VTI0.02%$502.2M
VSMPX0.02%$502.2M
VFIAX0.02%$415.9M
VOO0.02%$415.9M

Share structure

Shares outstanding117,039,000
Float116,197,490
Free float99.3%

Income statement

Fiscal years, USD
FY2021FY2022FY2023FY2024FY2025
Revenue$14.1B$9.8B$10.9B$11.5B$12.0B
Cost of revenue$11.0B$7.2B$8.1B$8.7B$9.0B
Gross profit$3.0B$2.6B$2.7B$2.8B$3.0B
R&D$0$0$0$0$12.0M
SG&A$2.4B$2.0B$2.0B$2.1B$2.1B
Operating income$688.1M$539.9M$676.5M$692.4M$863.6M
EBITDA$1.0B$878.7M$996.3M$1.3B$926.8M
Pretax income$695.6M$477.5M$521.0M$777.3M$543.5M
Income tax$274.8M$66.3M$101.3M$131.5M$215.6M
Net income$477.0M$644.0M$665.8M$806.1M$290.2M
EPS, diluted$3.08$4.98$5.30$6.32$2.38
Diluted shares131.3M129.4M127.2M125.9M120.1M

Balance sheet

FY2021FY2022FY2023FY2024FY2025
Cash & short-term investments$1.0B$1.1B$770.9M$1.9B$1.2B
Receivables$3.1B$3.4B$2.4B$2.8B$3.0B
Inventory$0$0$0$0$0
Total current assets$4.3B$4.7B$4.7B$4.9B$4.4B
PP&E, net$1.0B$823.6M$604.6M$619.5M$426.5M
Goodwill & intangibles$8.8B$8.6B$5.6B$5.7B$5.5B
Total assets$14.6B$14.7B$14.6B$11.8B$11.3B
Accounts payable$908.4M$966.8M$922.4M$1.0B$1.3B
Total current liabilities$3.2B$3.3B$3.4B$4.1B$3.4B
Long-term debt$2.8B$3.4B$2.8B$1.3B$2.2B
Total liabilities$8.0B$7.9B$7.4B$6.4B$6.6B
Shareholders' equity$6.6B$6.7B$7.2B$5.4B$4.7B

Cash flow statement

Outflows are negative
FY2021FY2022FY2023FY2024FY2025
Net income$430.8M$715.4M$719.7M$852.6M$759.0M
Depreciation & amortization$250.8M$301.1M$307.3M$308.7M$0
Stock-based compensation$56.2M$53.4M$74.3M$74.2M$61.0M
Change in working capital−$95.7M−$762.7M−$103.8M$218.6M−$66.8M
Operating cash flow$726.3M$474.7M$974.8M$1.1B$686.7M
Capital expenditure−$92.8M−$127.6M−$137.5M−$121.1M−$79.2M
Free cash flow$633.5M$347.1M$837.3M$933.6M$607.5M
Investing cash flow−$1.4B−$538.4M−$145.7M−$127.2M−$75.3M
Net debt issued / repaid$1.2B$719.0M−$616.6M$374.9M$329.3M
Buybacks−$274.9M−$281.9M−$265.7M−$402.7M−$754.1M
Dividends paid−$111.6M−$115.9M−$128.4M−$142.8M−$153.0M

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2021FY2022FY2023FY2024FY2025
Gross margin21.6%22.3%21.2%28.1%24.8%
Operating margin4.9%6.2%6.6%6.1%7.3%
Net margin3.4%4.3%4.1%9.2%2.4%
FCF margin4.5%2.3%5.1%10.7%5.1%
ROE8.1%10.7%10.6%14.5%6.9%
ROIC4.8%8.2%9.1%8.4%10.4%
ROA3.5%4.4%4.5%6.1%2.5%
Debt / equity0.640.690.530.600.74
Interest coverage10.6x9.7x6.5x4.7x4.7x
Current ratio1.341.451.371.201.30
Revenue growth+3.9%+5.9%+9.6%−46.6%+37.8%
EPS growth−3.0%+37.9%+4.8%+23.0%−63.3%
P/E at year end29.1x17.5x21.1x19.8x62.3x
EV / EBITDA at year end16.4x11.2x12.0x15.4x20.7x
FCF yield at year end4.56%3.09%5.96%5.84%3.43%
Dividend payout24.7%18.0%19.3%17.7%53.8%

Revenue by segment

FY2021FY2022FY2023FY2024FY2025
Infrastructure & Advanced Facilities————$10.8B
People & Places Solutions——$9.6B$10.3B—
Critical Mission Solutions——$4.7B——
PA Consulting$627.4M$1.1B$1.2B$1.2B$1.3B
Divergent Solutions——$946.9M——

Revenue by region · FY2025

UNITED STATES$7.4B · 62%
Europe$2.9B · 24%
Middle East and Africa$596.3M · 5%
Australia and New Zealand$573.2M · 5%
CANADA$248.1M · 2%
INDIA$180.1M · 1%
Asia$144.9M · 1%

Street estimates by fiscal year

Next report 2026-11-19 · consensus EPS $2.14 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$9.6B$9.5B – $9.6B$7.25$7.24 – $7.28819.5x
2027$10.1B$10.1B – $10.2B$8.28$8.17 – $8.36817.0x
2028$10.7B$9.1B – $11.8B$9.58$8.72 – $10.57314.7x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-08-04$1.83$1.84+0.5%$2.4B$2.4B+0.5%
2026-05-05$1.63$1.75+7.4%$2.3B$2.3B+2.2%
2026-02-03$1.52$1.53+0.7%$3.1B$2.3B−27.1%
2025-11-20$1.68$1.75+4.2%$3.1B$3.2B+0.3%
2025-08-05$1.53$1.62+5.9%$3.1B$3.0B−1.3%
2025-05-06$1.37$1.43+4.4%$3.0B$2.9B−3.0%
2025-02-04$1.29$1.33+3.1%$3.0B$2.9B−2.2%
2024-11-19$1.54$1.37−11.0%$4.5B$1.2B−74.2%
2024-08-06$1.96$1.960.0%$4.4B$4.2B−3.6%
2024-05-07$1.85$1.91+3.2%$4.3B$4.3B−1.2%
2024-02-06$1.50$2.02+34.7%$4.0B$4.2B+3.4%
2023-11-21$2.02$1.90−5.9%$4.2B$4.3B+1.8%
2023-08-08$1.84$1.82−1.1%$4.0B$4.2B+4.8%
2023-05-09$1.75$1.81+3.4%$4.0B$4.1B+2.1%
2023-02-07$1.61$1.67+3.7%$3.6B$3.8B+4.9%
2022-11-21$1.77$1.80+1.7%$3.9B$3.9B+0.7%
2022-08-01$1.81$1.86+2.8%$3.8B$3.8B+0.4%
2022-05-03$1.70$1.72+1.2%$3.8B$3.8B+2.1%
2022-02-08$1.60$1.56−2.5%$3.6B$3.4B−6.6%
2021-11-23$1.49$1.58+6.0%$3.5B$3.6B+2.1%
2021-08-03$1.48$1.64+10.8%$3.6B$3.6B−1.8%
2021-05-10$1.37$1.66+21.2%$3.5B$3.5B+1.9%
2021-02-09$1.27$1.41+11.0%$3.3B$3.4B+1.8%
2020-11-24$1.30$1.63+25.4%$9.1B$3.5B−61.3%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
0.206-150.206-220.206-290.207-060.207-130.107-200.207-270.208-030.208-100.208-170.208-240.208-31
Week ofNotionalSharesTrades
2026-08-31$170.6M1,156,58538,874
2026-08-24$164.2M1,084,62637,895
2026-08-17$157.9M1,076,78734,631
2026-08-10$160.8M1,107,59334,651
2026-08-03$237.3M1,657,33350,929
2026-07-27$195.5M1,433,51545,123

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1554.7%
DateShort shareShort volumeTotal volume
2026-10-1554.7%164,069299,989
2026-10-1453.1%153,386288,917
2026-10-1345.6%186,809409,673
2026-10-1252.6%120,192228,584
2026-10-0961.4%165,442269,483
2026-10-0863.4%224,331353,630
2026-10-0767.0%180,475269,549
2026-10-0651.0%113,342222,047
2026-10-0564.2%147,180229,375
2026-10-0258.1%161,256277,356
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
-0.6Jan-0.1Feb+3.0Mar-0.2Apr+1.4May-1.6Jun+2.0Jul+1.8Aug-1.2Sep+1.5Oct+2.9Nov+1.5Dec
MonthAvg returnUp yearsYears
Jan−0.6%55%20
Feb−0.1%45%20
Mar+3.0%62%21
Apr−0.2%50%20
May+1.4%55%20
Jun−1.6%35%20
Jul+2.0%70%20
Aug+1.8%60%20
Sep−1.2%55%20
Oct+1.5%60%20
Nov+2.9%55%20
Dec+1.5%55%20
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1451.1
MFI62.0
ADX16.8
Stochastic %K / %D79.4 / 80.5
Williams %R-29.9
CCI70
TSI / signal-3.4 / -7.9
Chaikin money flow-0.03
ATR$3.53
Bollinger width6.9%
Volume vs 20-day avg1.00x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$139.42 (+1.2%)
SMA 50$143.44 (−1.6%)
SMA 200$133.29 (+5.8%)
EMA 21$140.48 (+0.4%)
EMA 50$140.23 (+0.6%)
EMA 200$135.76 (+3.9%)
Bollinger upper$144.25 (−2.2%)
Bollinger lower$134.59 (+4.8%)
Parabolic SAR$135.90 (+3.8%)
Open the live chart, 110+ indicators

About Jacobs Solutions Inc.

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities. It also offers consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors. The company was founded in 1947 and is headquartered in Dallas, Texas.

https://www.jacobs.com

Key executives

NameTitlePayBorn
Robert V. PragadaChief Executive Officer & Chair of the Board$3.1M1968
Joanne E. CarusoExecutive Vice President, Chief Legal & Administration Officer$1.4M1961
Venkatesh R. NathamuniExecutive Vice President & Chief Financial Officer$1.3M—
Patrick X. HillExecutive Vice President & President of Global Operations$1.3M1974
Shannon MillerSpecial Advisor to the CEO$1.0M1977
Cheryl LimChief Human Resources Officer—1970
Rabon W. JohnsonSenior Vice President and GM of Advanced Engineering, Research & Operations——
Robert Shepherd DuffSenior Vice President of Buildings & Infrastructure—1959

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
Robert V. Pragada Chief Executive Officer2024$1.3M$8.6M$2.1M$12.1M
Steven J. Demetriou FY24 Executive Chair2024$1.2M$2.8M$1.3M$5.4M
Claudia Jaramillo Former Executive Vice President and Chief Financial Officer2024$426,115$2.1M$516,254$4.7M
Joanne E. Caruso Executive Vice President, Chief Legal and Administrative Officer2024$719,231$1.8M$833,497$3.4M
Venk Nathamuni Chief Financial Officer2024$192,308$2.3M$208,634$3.3M
Patrick X. Hill Executive Vice President, President, People & Places Solutions2024$665,497$1.7M$837,314$3.2M

Employees

6k20184k201955k202055k202160k202260k202345k202443k2025

Dividends

Ex-dateAmountPaid
2026-08-21$0.362026-09-18
2026-05-22$0.362026-06-19
2026-02-20$0.362026-03-20
2025-12-02$0.322025-12-19
2025-08-22$0.322025-09-19
2025-05-23$0.322025-06-20
2025-02-21$0.322025-03-21
2024-10-25$0.292024-11-22

Moat model

None · Efficient Scale · 2026-06-26
Cost advantage30
Intangibles14
Switching costs12
Network effect45
Efficient scale85
Our component scores (0-100) and overall 32.0; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms