J · News · 20260805N
Backlog and Guidance
JACOBS SOLUTIONS INC. · 2026-08-05 · Importance 75 · Surprise 60 · In source text
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 estimate of $7.23. Demand supporting the backlog included AI infrastructure, advanced manufacturing, transportation, energy, and environmental services. The company also reported that its data-center and semiconductor opportunity pipeline expanded materially, positioning those markets as sources of fiscal 2027 growth.
Key facts
- Jacobs announced a record backlog of $29 billion driven by demand in AI infrastructure, advanced manufacturing, and environmental services. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Jacobs announced a record backlog of $29 billion driven by demand in AI infrastructure, advanced manufacturing, and environmental services. |