Jacobs Solutions is experiencing a revenue surge driven by Infrastructure & Advanced Facilities, with Q3 FY2026 revenue up 34.6% YoY to $4.1B. However, gross margin compression to 19.9% from 25.0% a year ago suggests the growth may be low-quality, and the post...
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Revenue accelerated 34.6% YoY to $4.1B in Q3 FY2026, but gross margin compressed to 19.9% from 25.0% a year earlier, indicating lower-quality growth.
Jacobs Solutions secured new contracts for water and wastewater infrastructure expansion and modernization, as well as EPCM services for a high-performance computing data center, showcasing its strong project pipeline.
The company reported significant year-over-year growth in revenue, adjusted EBITDA, and GAAP net earnings, highlighting its financial resilience and profitability.
Jacobs' recent wins in infrastructure and high-performance computing demonstrate its diversified exposure to high-growth industries, enhancing its revenue stability.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $1.84+0.5% vs $1.83 | $2.4B+0.5% vs $2.4B |
Q2 2026 May 5, 2026 | $1.75+7.4% vs $1.63 | $2.3B+2.2% vs $2.3B |
Q1 2026 Feb 3, 2026 | $1.53+0.7% vs $1.52 | $2.3B-27.1% vs $3.1B |
Q4 2025 Nov 20, 2025 | $1.75+4.2% vs $1.68 | $3.2B+0.3% vs $3.1B |
J is set to advise Germany's Konrad Repository, assessing construction, schedules and costs as the mine is converted for radioactive waste disposal.
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[url="]Jacobs[/url] (NYSE: J) has been awarded a contract by [url="]Bundesgesellschaft für Endlagerung mbH[/url] (BGE), Germany's federal company for radioacti
Jacobs Solutions (NYSE: J - Get Free Report) and Paychex (NASDAQ: PAYX - Get Free Report) are both large-cap industrials companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, institutional ownership, profitability, valuation, analyst recommendations, risk and earnings. Risk and Volatility Jacobs Solutions has a beta
Benchmark J against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Jacobs Solutions Inc. (J)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $141.12 | $16.66B | 59.29 | 4.6% | 2.41% | 5.78% | 0.9% | |
| $61.45 | $7.9B | 14.60 | 0.21% | 1.87% | 11.5% | — | |
| $35.34 | $4.48B | 11.01 | 0.57% | 5.49% | 27.3% | — | |
| $34.90 | $9.06B | 37.53 | 4.69% | 8.6% | 23.76% | — | |
| $634.90 | $95.27B | 93.37 | 19.76% | 4.08% | 14.73% | — | |
| $217.52 | $17.19B | 42.90 | 16.22% | 3.12% | 14.86% | — |
Jacobs Solutions Inc. (J) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Jacobs Solutions Inc. (J) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 5, 2026·SEC
Apr 29, 2026·SEC
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Jacobs Solutions Inc. (J) stock FAQ — growth, dividends, profitability & financials explained
Jacobs Solutions Inc. (J) reported $14.22B in revenue for fiscal year 2025. This represents a 690% increase from $1.80B in 1996.
Jacobs Solutions Inc. (J) grew revenue by 4.6% over the past year. Growth has been modest.
Yes, Jacobs Solutions Inc. (J) is profitable, generating $334.6M in net income for fiscal year 2025 (2.4% net margin).
Yes, Jacobs Solutions Inc. (J) pays a dividend with a yield of 0.90%. This makes it attractive for income-focused investors.
Jacobs Solutions Inc. (J) has a return on equity (ROE) of 5.8%. This is below average, suggesting room for improvement.
Jacobs Solutions Inc. (J) generated $644.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
