J · Other

JACOBS SOLUTIONS INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-08

• Acquisition / Partnership / DivestitureImportance 85 · Surprise 92
  The acquisition of PA Consulting materially affected Jacobs’ fiscal Q3 2026 reported results. Third-party reporting attributed a 24% year-over-year decline in net income to the PA Consulting acquisition, despite…

News · 2026-08-07

• Acquisition / Partnership / DivestitureImportance 85 · Surprise 92
  The acquisition of PA Consulting materially affected Jacobs’ fiscal Q3 2026 reported results. Third-party reporting attributed a 24% year-over-year decline in net income to the PA Consulting acquisition, despite…

News · 2026-08-06

• AI Infrastructure DemandImportance 89 · Surprise 82
  Jacobs reported strong demand tied to AI infrastructure, advanced manufacturing, data centers, and semiconductor projects. Its data-center and semiconductor opportunity pipeline reportedly tripled, while related…
• Backlog and GuidanceImportance 75 · Surprise 60
  Jacobs’ fiscal Q3 2026 backlog reached a record approximately $28.9 billion to $29 billion. Management raised fiscal 2026 adjusted EPS guidance for the third consecutive quarter to $7.20–$7.30, versus a FactSet…
• Revenue Performance and MixImportance 43 · Surprise 32
  Jacobs reported fiscal Q3 2026 revenue of approximately $2.42 billion, up 8.3% year over year on an organic basis. Other reporting cited revenue of $4.08 billion, up 35%, reflecting the inclusion of PA Consulting and…
• Net Income and EPS PerformanceImportance 41 · Surprise 48
  Adjusted fiscal Q3 2026 EPS was $1.84, up approximately 14% from $1.62 a year earlier and $0.01 above the reported analyst consensus of $1.83. Adjusted net revenue increased more than 8% year over year, while adjusted…
• Operating Margin DriversImportance 20 · Surprise 24
  Jacobs reported fiscal Q3 organic adjusted net revenue growth of more than 8% year over year. Adjusted EBITDA was $367 million, indicating year-over-year profitability improvement alongside revenue growth. Third-party…
• Geographic Market CommentaryImportance 10 · Surprise 6
  Third-party reporting identified transportation and energy infrastructure as particularly strong critical-infrastructure markets for Jacobs. Water and environmental work was described as showing slower growth,…

News · 2026-08-05

• Acquisition / Partnership / DivestitureImportance 85 · Surprise 92
  The acquisition of PA Consulting materially affected Jacobs’ fiscal Q3 2026 reported results. Third-party reporting attributed a 24% year-over-year decline in net income to the PA Consulting acquisition, despite…
• Backlog and GuidanceImportance 75 · Surprise 60
  Jacobs’ fiscal Q3 2026 backlog reached a record approximately $28.9 billion to $29 billion. Management raised fiscal 2026 adjusted EPS guidance for the third consecutive quarter to $7.20–$7.30, versus a FactSet…
• Guidance / OutlookImportance 57 · Surprise 60
  Jacobs raised its fiscal 2026 adjusted EPS guidance to $7.20–$7.30, compared with a FactSet estimate of $7.23. This was the third consecutive increase to the full-year outlook following fiscal third-quarter results.…
• Revenue Performance and MixImportance 43 · Surprise 32
  Jacobs reported fiscal Q3 2026 revenue of approximately $2.42 billion, up 8.3% year over year on an organic basis. Other reporting cited revenue of $4.08 billion, up 35%, reflecting the inclusion of PA Consulting and…
• Net Income and EPS PerformanceImportance 41 · Surprise 48
  Adjusted fiscal Q3 2026 EPS was $1.84, up approximately 14% from $1.62 a year earlier and $0.01 above the reported analyst consensus of $1.83. Adjusted net revenue increased more than 8% year over year, while adjusted…
• Operating Margin DriversImportance 20 · Surprise 24
  Jacobs reported fiscal Q3 organic adjusted net revenue growth of more than 8% year over year. Adjusted EBITDA was $367 million, indicating year-over-year profitability improvement alongside revenue growth. Third-party…

10-Q · 2026-08-04

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Jacobs completed its acquisition of the remaining PA Consulting shares on March 20, 2026 under an Implementation Deed entered into on January 2, 2026. The aggregate initial consideration was approximately £1.21…
• Interest Rate EnvironmentImportance 71 · Surprise 82
  Net interest expense increased 61.2% year over year to $46.3 million in the third quarter of fiscal 2026 from $28.8 million. For the nine months, net interest expense increased 26.2% to $104.7 million from $83.0…
• End-Market Demand TrendsImportance 71 · Surprise 48
  Infrastructure & Advanced Facilities (I&AF) revenue increased 39% in the quarter and 26% year to date, driven primarily by stronger performance in Global Operations, with the Americas and International sectors also…
• Revenue Performance and MixImportance 64 · Surprise 56
  Third-quarter fiscal 2026 revenue increased 34.5% year over year to $4.08 billion from $3.03 billion, while nine-month revenue increased 24.7% to $11.06 billion from $8.88 billion. Infrastructure & Advanced Facilities…
• Capital Return ProgramImportance 64 · Surprise 42
  During the nine months ended June 26, 2026, Jacobs repurchased $614.1 million of common stock and paid $123.4 million in shareholder dividends. The company also paid $917.6 million to repurchase the remaining…
• Outstanding IndebtednessImportance 64 · Surprise 42
  Long-term debt increased $1.3 billion from September 26, 2025, primarily because Jacobs issued $800.0 million of 4.75% Bonds and $500.0 million of 5.375% Bonds on March 3, 2026. The bond proceeds were used to repay the…
• Operating Expense TrendsImportance 62 · Surprise 58
  SG&A increased $366.8 million, or 23.4%, to $1.93 billion for the nine months ended June 26, 2026, while third-quarter SG&A was essentially flat at $524.0 million versus $523.4 million. The year-to-date increase…
• Income Tax Rate ChangesImportance 59 · Surprise 82
  The continuing-operations effective tax rate rose to 43.4% in the third quarter of fiscal 2026 from 21.9% a year earlier, increasing quarterly tax expense by $50.9 million to $104.6 million. The quarter included $35.8…
• Liquidity and Cash PositionImportance 56 · Surprise 24
  At June 26, 2026, Jacobs held $1.17 billion in cash and cash equivalents and had $1.50 billion of available capacity under the JSI Revolving Credit Facility. Long-term debt increased by $1.3 billion year over year,…
• Operating Cash Flow TrendsImportance 52 · Surprise 40
  Net cash provided by operating activities increased to $352.8 million for the nine months ended June 26, 2026, up $49.1 million from $303.6 million in the prior-year period. The improvement primarily reflected…
• FX / Currency HeadwindsImportance 51 · Surprise 64
  Foreign-currency translation increased revenue by $21.0 million in the third quarter and $136.4 million in the nine months ended June 26, 2026, compared with $37.2 million and $34.8 million, respectively, in the…
• Headcount / RestructuringImportance 40 · Surprise 42
  Separation-related restructuring generated $16.8 million of pre-tax cash charges during the nine months ended June 26, 2026, with the program expected to finish in fiscal 2026 and produce $200 million to $245 million…
• Gross Margin DriversImportance 37 · Surprise 48
  Third-quarter gross profit increased $52.3 million, or 6.9%, to $810.7 million, but gross margin declined to 19.9% from 25.0% a year earlier. Nine-month gross profit increased $152.8 million, or 6.9%, to $2.37 billion,…
• Geographic Market CommentaryImportance 30 · Surprise 38
  I&AF performance strengthened across its Global Operations, Americas and International sectors. Jacobs serves government clients across the U.S., U.K., Europe, the Middle East and Asia Pacific, as well as multinational…
• Capital ExpendituresImportance 28 · Surprise 30
  Jacobs used $61.7 million for additions to property and equipment during the nine months ended June 26, 2026. Capital expenditures increased $12.1 million, or 24.3%, from $49.7 million in the corresponding prior-year…
• Products and TechnologyImportance 26 · Surprise 24
  Jacobs combines consulting, planning, architecture, design, engineering, project delivery and long-term facility operations with digital, data and technology-enabled capabilities. Its technology offerings include data…
• Customer Approval DelaysImportance 17 · Surprise 24
  PA Consulting quarterly revenue was affected by delayed client approvals, which adversely affected the timing of revenue recognition. The issue affected the three-month period even though nine-month revenue increased…

8-K · 2026-08-04

• Liquidity and Debt PositionImportance 89 · Surprise 82
  Cash and cash equivalents declined to $1.173 billion at June 26, 2026 from $1.235 billion at September 26, 2025. Long-term debt increased to $3.579 billion from $2.236 billion, a $1.343 billion increase during the…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  The PA Consulting Transaction closed on March 20, 2026 and generated $123.9 million of nine-month compensation costs plus $20.5 million of foreign-exchange-forward-contract losses. Nine-month restructuring, transaction…
• Backlog and Book-to-BillImportance 71 · Surprise 48
  Total backlog reached a record $28.888 billion at June 26, 2026, up 27.3% from $22.690 billion a year earlier. I&AF backlog increased to $28.429 billion from $22.270 billion, while PA Consulting backlog increased to…
• Operating Cash Flow TrendsImportance 69 · Surprise 64
  Net cash provided by operating activities increased to $456.1 million in the three months ended June 26, 2026, from $292.6 million in the prior-year quarter, a 55.9% increase. For the nine months ended June 26, 2026,…
• Guidance / OutlookImportance 69 · Surprise 60
  Jacobs raised its fiscal 2026 adjusted net revenue growth outlook to 9.5%–10.0% from 8.0%–10.5%. The adjusted EBITDA margin outlook increased to 14.7%–14.8% from 14.6%–14.9%, while adjusted EPS guidance narrowed to…
• Free Cash Flow and LiquidityImportance 69 · Surprise 64
  Adjusted free cash flow increased to $540.9 million in the June 26, 2026 quarter from $270.5 million in the comparable 2025 quarter, a 99.9% increase. Nine-month adjusted free cash flow rose to $633.5 million from…
• Financing ActivitiesImportance 69 · Surprise 64
  Net cash used for financing activities was $727.2 million in the three months ended June 26, 2026, compared with $232.8 million in the prior-year quarter. For the nine months ended June 26, 2026, financing cash use was…
• Income Tax Rate ChangesImportance 65 · Surprise 82
  The Q3 GAAP effective tax rate increased to 43.4% from 21.9%, a 2,150-basis-point year-over-year increase. GAAP income tax expense rose to $104.6 million from $53.8 million even though earnings before taxes declined…
• Revenue Performance and MixImportance 48 · Surprise 40
  Fiscal Q3 2026 gross revenue increased 34.5% year over year to $4.076 billion, while adjusted net revenue increased 8.3% to $2.417 billion. Infrastructure & Advanced Facilities (I&AF) generated $3.747 billion of…
• Operating Margin DriversImportance 42 · Surprise 40
  Q3 segment operating profit increased to $341.8 million from $308.4 million, with I&AF contributing $268.1 million and PA Consulting contributing $73.6 million. Company operating profit increased 22.0% year over year…
• Net Income and EPS PerformanceImportance 42 · Surprise 30
  Net earnings attributable to Jacobs from continuing operations declined to $137.4 million in the June 26, 2026 quarter from $181.2 million in the comparable 2025 quarter, a 24.2% decrease. Nine-month…
• Capital Return ProgramImportance 41 · Surprise 22
  Jacobs repurchased $142.2 million of common stock in Q3 2026, compared with $100.8 million in Q3 2025. Year-to-date common-stock repurchases totaled $614.1 million, versus $653.2 million in the prior-year period. Q3…
• Headcount / RestructuringImportance 34 · Surprise 42
  Q3 restructuring and other charges related to the Separation Transaction totaled $7.6 million, primarily for professional services and employee separation costs. PA Consulting Transaction-related restructuring and…
• AI Infrastructure DemandImportance 23 · Surprise 24
  Jacobs said spending on the AI build-out has ramped up during the quarter. The company is using its cross-cutting portfolio of solutions to help deliver increasingly complex manufacturing and compute facilities. The…
• Competition and Market ShareImportance 17 · Surprise 24
  Engineering News-Record ranked Jacobs number one in 18 categories, including data centers. The ranking increased by six categories year over year. The recognition indicates strengthened competitive positioning in…

News · 2026-08-04

• Acquisition / Partnership / DivestitureImportance 85 · Surprise 92
  The acquisition of PA Consulting materially affected Jacobs’ fiscal Q3 2026 reported results. Third-party reporting attributed a 24% year-over-year decline in net income to the PA Consulting acquisition, despite…
• Guidance / OutlookImportance 57 · Surprise 60
  Jacobs raised its fiscal 2026 adjusted EPS guidance to $7.20–$7.30, compared with a FactSet estimate of $7.23. This was the third consecutive increase to the full-year outlook following fiscal third-quarter results.…
• Revenue Performance and MixImportance 43 · Surprise 32
  Jacobs reported fiscal Q3 2026 revenue of approximately $2.42 billion, up 8.3% year over year on an organic basis. Other reporting cited revenue of $4.08 billion, up 35%, reflecting the inclusion of PA Consulting and…
• Net Income and EPS PerformanceImportance 41 · Surprise 48
  Adjusted fiscal Q3 2026 EPS was $1.84, up approximately 14% from $1.62 a year earlier and $0.01 above the reported analyst consensus of $1.83. Adjusted net revenue increased more than 8% year over year, while adjusted…
• Operating Margin DriversImportance 20 · Surprise 24
  Jacobs reported fiscal Q3 organic adjusted net revenue growth of more than 8% year over year. Adjusted EBITDA was $367 million, indicating year-over-year profitability improvement alongside revenue growth. Third-party…
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  Jacobs declared a quarterly dividend of $0.36 per share. The dividend was reported as payable on September 18, 2026. Multiple reports confirmed the declaration alongside fiscal Q3 earnings and fiscal 2026 adjusted EPS…