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-spin-off leverage spike to a D/E of 1.25 with total debt of…
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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 11/8/2026, 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 |
DALLAS--(BUSINESS WIRE)-- #OurJacobs--Jacobs selected as the progressive design-build contractor for the Southeast Treatment Plant Nutrient Reduction Project.
Louisbourg Investments Inc. lessened its stake in Jacobs Solutions Inc. (NYSE: J) by 7.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 49,198 shares of the company's stock after selling 4,130 shares during the period. Louisbourg Investments Inc.'s holdings in
Investors with an interest in Building Products - Miscellaneous stocks have likely encountered both Jacobs Solutions (J) and Argan (AGX). But which of these two companies is the best option for those looking for undervalued stocks?
J&J's shares fell 5.8% despite an earnings beat and raised guidance, as MedTech weakness, drug sales shortfalls and acquisition costs weighed on results.
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 |
|---|---|---|---|---|---|---|---|
| $148.90 | $17.58B | 52.96 | 4.6% | 2.35% | 8.51% | 0.86% | |
| $66.74 | $8.58B | 29.79 | 0.21% | 1.87% | 11.5% | 1.5% | |
| $37.17 | $4.71B | 10.60 | 0.57% | 5.65% | 27.13% | 1.75% | |
| $40.29 | $10.46B | 24.00 | 4.69% | 8.6% | 23.76% | 0.6% | |
| $540.90 | $81.17B | 48.78 | 19.76% | 4.54% | 17.58% | 0.07% | |
| $174.10 | $13.76B | 28.18 | 16.22% | 2.85% | 13.54% | — |
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 over the trailing twelve months. Revenue was $12.03B in fiscal year 2025. That is 569% more than the $1.80B of fiscal year 1996.
Jacobs Solutions Inc. (J) grew revenue by 84.3% over the trailing twelve months, compared with the twelve months before.
Yes. Jacobs Solutions Inc. (J) earned $334.6M in net income over the trailing twelve months (a 2.4% net margin).
Yes. Jacobs Solutions Inc. (J) pays a dividend that yields 0.86% at the current price, a small yield.
Jacobs Solutions Inc. (J) had a return on equity (ROE) of 8.5% over the trailing twelve months. That is below the market's typical 10-15%.
Jacobs Solutions Inc. (J) generated $644.5M in free cash flow over the trailing twelve months.
