J
Jacobs Solutions Inc.133.95
-1.57-1.16%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Pipelines surge; AI tools detailed
Q&A drilled into backlog drivers, highlighting double-digit pipeline surges—25%+ in water/environmental, 50%+ in life sciences/advanced manufacturing—that could push FY26 revenue toward the high end via faster private-sector burn. Environmental services flagged H2 recovery across DoD programs, state/local disaster shifts, and private pickups, with pipeline already doubling. AI tools like Acuity for field predictions and broader digital twinning boost win rates amid resource scarcity. Large awards stick to proven low-risk EPCM model. Cash flow holds H1 positive post-Q2 timing reversal. Confident tone; watch H2 margin ramp and PA integration.
Key Stats
Market Cap
16.01BP/E (TTM)
51.72Basic EPS (TTM)
2.59Dividend Yield
0.01%Recent Filings
8-K
New $2.7B facilities fund PA deal
Jacobs Solutions secured a $1.5B revolving facility maturing 2031 and $1.2B term loans ($700M/3yr, $500M/5yr) on March 16, 2026, replacing prior credit agreements. JEGI drew $545M revolver to repay existing debt; Company borrowed $56M revolver plus term loans for PA Consulting acquisition cash. Leverage covenant allows 3.50:1.00, rising to 4.00:1.00 post-material deals. Debt funds tuck-in buyout.
8-K
Jacobs issues $1.3B notes
Jacobs Solutions completed a $800M 4.750% senior notes offering due 2031 and $500M 5.375% notes due 2036 on March 3, 2026, guaranteed by Jacobs Engineering Group. Proceeds will primarily fund the cash portion of its PA Consulting acquisition, with temporary repayment of revolving and term loans. Notes rank senior unsecured. Redemption possible early at Treasury plus spread.
8-K
Jacobs prices notes for PA buy
Jacobs Solutions priced $800M 4.750% senior notes due 2031 and $500M 5.375% notes due 2036, expecting $1,286M net proceeds to fund its PA Consulting acquisition. PA shareholders overwhelmingly approved the scheme on February 26, 2026, with over 99% of share value in favor. Court sanction and UK security clearance remain. Notes close March 3.
8-K
Shareholders approve; dividend up 12.5%
Jacobs Solutions shareholders at the January 28, 2026 annual meeting elected all ten directors, approved executive compensation on an advisory basis, and ratified Ernst & Young as auditors for fiscal 2026. Board committees shuffled post-meeting, with Peter Robertson retiring and Michael Collins taking Compensation Committee chair. Directors hiked the quarterly dividend 12.5% to $0.36 per share, payable March 20. Smooth governance continuity.
8-K
Q1 revenue up 12.3%, guidance raised
Jacobs Solutions crushed Q1 fiscal 2026 with gross revenue up 12.3% y/y to $3.3B and adjusted EPS soaring 15% to $1.53, fueled by I&AF and PA Consulting strength. Backlog ballooned 21% to $26.3B; they repurchased $252M shares and announced full PA Consulting ownership. Raised FY26 guidance midpoints. Strong cash fuels capital returns.
IPO
Website
Employees
Sector
Industry
ACM
AECOM
98.35+0.39
FER
Ferrovial SE
67.47+0.02
FLR
Fluor Corporation
42.86-0.48
IESC
IES Holdings, Inc.
447.35-6.08
JCI
Johnson Controls International
118.85+1.97
KBR
KBR, Inc.
42.59-0.49
PWR
Quanta Services, Inc.
438.49+2.62
STN
Stantec Inc
94.59+1.02
STRL
Sterling Infrastructure, Inc.
319.13+0.01
TTEK
Tetra Tech, Inc.
34.15-0.29