J · 8-K · 20260804PR052563
Revenue Performance and Mix
JACOBS SOLUTIONS INC. · 2026-08-04 · Importance 48 · Surprise 40 · No source text
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 external revenue and $2.087 billion of adjusted net revenue, while PA Consulting generated $329.5 million of both revenue measures. I&AF adjusted net revenue increased 10% year over year organically, led by Data Center, Semiconductor, Energy & Power, Transportation and Water sectors. Pass-through revenue increased to $1.660 billion from $800.5 million, causing gross revenue growth to materially exceed adjusted net revenue growth.
Key facts
- Gross revenue of $4.1 billion in Q3 2026, up 34.5% year-over-year source
- Adjusted net revenue of $2.4 billion in Q3 2026, up 8.3% year-over-year source
- Infrastructure & Advanced Facilities segment gross revenue increased 39% year-on-year and adjusted net revenue increased 10% (organic) in the quarter source
- Q3 2026 total Revenues: $4,076,410 (in thousands) source
- Q3 2026 Adjusted Net Revenue: $2,416,608 (in thousands) source
- Revenues from external customers in Q3 2026: Infrastructure & Advanced Facilities $3,746,900; PA Consulting $329,510; Total $4,076,410 (in thousands) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.6% | Adjusted net revenue of $2.4 billion in Q3 2026, up 8.3% year-over-year |
| revenue | positive | realized | — | Gross revenue of $4.1 billion in Q3 2026, up 34.5% year-over-year |
| revenue | positive | realized | — | Infrastructure & Advanced Facilities segment gross revenue increased 39% year-on-year and adjusted net revenue increased 10% (organic) in… |
| revenue | unclear | realized | — | Q3 2026 total Revenues: $4,076,410 (in thousands) |