J · 8-K · 20260804PR052563
Guidance / Outlook
JACOBS SOLUTIONS INC. · 2026-08-04 · Importance 69 · Surprise 60 · In source text
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 $7.20–$7.30 from $7.10–$7.35. Adjusted free-cash-flow margin guidance was revised to approximately 8% from 7.0%–8.5%. The company said this was the third consecutive quarter in which it raised fiscal 2026 guidance.
Key facts
- Jacobs raised its fiscal 2026 outlook for adjusted net revenue growth to 9.5% to 10.0% over fiscal 2025 (prior forecast 8.0% to 10.5%) source
- Jacobs expects fiscal 2026 adjusted EBITDA margin to range from 14.7% to 14.8% (prior forecast 14.6% to 14.9%) source
- Jacobs expects fiscal 2026 adjusted EPS to range from $7.20 to $7.30 (prior forecast $7.10 to $7.35) source
- Jacobs expects fiscal 2026 adjusted free cash flow margin to be approximately 8% (versus prior forecast of 7.0% to 8.5%) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Jacobs raised its fiscal 2026 outlook for adjusted net revenue growth to 9.5% to 10.0% over fiscal 2025 (prior forecast 8.0% to 10.5%) |
| margin | unclear | committed | — | Jacobs expects fiscal 2026 adjusted EBITDA margin to range from 14.7% to 14.8% (prior forecast 14.6% to 14.9%) |
| net_income | unclear | committed | — | Jacobs expects fiscal 2026 adjusted EPS to range from $7.20 to $7.30 (prior forecast $7.10 to $7.35) |
| margin | unclear | committed | — | Jacobs expects fiscal 2026 adjusted free cash flow margin to be approximately 8% (versus prior forecast of 7.0% to 8.5%) |