J · Jacobs Solutions Inc.
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on May 16, 2025; bars on opposite sides are not compared.
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AI Brief
Q3 FY26 earnings call · Aug 4, 2026TL;DR. Jacobs reported strong Q3 FY2026 results with gross revenue up 34.5% y/y, adjusted EPS up 13.6%, record backlog of $28.9 billion (up 27.3%), and raised FY2026 guidance for the third consecutive quarter, while management highlighted accelerating AI/data center momentum and on-track margin expansion.
- + Raised FY2026 guidance for the third consecutive quarter, reflecting strong business momentum. new
- + Record backlog of $28.9 billion, up 27.3% y/y, with TTM book-to-bill of 1.4x.
- + Adjusted EPS of $1.84 increased 13.6% y/y and adjusted EBITDA of $366.8 million increased 16.7% y/y. new
- + AI ecosystem share grew to 11% of business (from ~10% last quarter) with growth accelerating and pipeline visibility extending two to three years. new
- + On track for 200 basis points of margin expansion across FY25–FY26, described as industry leading, with more margin expansion ahead. new
- − GAAP net earnings of $137.4 million declined from $181.2 million in Q3 2025 and GAAP EPS of $1.16 declined from $1.56, due to a temporarily higher tax rate from the PA acquisition. new
- − Middle East business experienced a temporary pause, weighing on the otherwise strong critical infrastructure growth. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Diluted Net Earnings from Continuing Operations Per Share non-GAAP | $5.12 | Nine Months Ended June 26, 2026 | — |
| Adjusted EBITDA non-GAAP | $996.57M | Nine Months Ended June 26, 2026 | — |
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| Adjusted EBITDA Margin non-GAAP | 14.2% | Nine Months Ended June 26, 2026 | — |
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| Adjusted EPS from Continuing Operations non-GAAP | $1.84 | Q3 FY2026 | — |
| Adjusted Free cash flow non-GAAP | $633.47M | Nine Months Ended June 26, 2026 | — |
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| Adjusted Net Revenue non-GAAP | 2.42B | Q3 FY2026 | — |
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| Backlog | 28.9B | Q3 FY2026 | — |
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| Infrastructure & Advanced Facilities Backlog | $28.43B | June 26, 2026 | — |
| PA Consulting Backlog | $459M | June 26, 2026 | — |
| Share Repurchases | 142M | Q3 FY2026 | — |
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| Adjusted Interest Expense from Continuing Operations non-GAAP | -75.25M | Six Months Ended March 27, 2026 | — |
| Adjusted Earnings from Continuing Operations Before Taxes non-GAAP | 273.17M | Three Months Ended December 26, 2025 | — |
GAAP → non-GAAP reconciliationGAAP Earnings from Continuing Operations Before Taxes 206.22M
+2.39M Transaction costs
+4M Restructuring, integration, separation and other charges
-146K Transition Services Agreement, net
+38M Amortization of intangibles
+0K Mark-to-market and other related losses on investment in Amentum stock
+22.72M Other
= Adjusted Earnings from Continuing Operations Before Taxes 273.17M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
J
this stock
Jacobs Solutions Inc.
|
$17.79B | +12.5% | +49.5% | — | 3.4% |
|
PWR
Quanta Services, Inc.
|
$90.61B | +43.8% | +13.4% | 69.0 | 1.8% |
|
FIX
Comfort Systems USA Inc
|
$53.45B | +65.6% | -73.9% | 37.4 | 2.6% |
|
FER
Ferrovial N.V.
|
$42.33B | -9.4% | — | — | 0.6% |
|
EME
EMCOR Group, Inc.
|
$32.65B | +20.1% | +16.6% | 23.1 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on May 16, 2025; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| J | -1.7% | +7.5% | +13.1% | +10.5% | +12.5% |
| SPY | +0.5% | +1.2% | +13.3% | +2.7% | +12.5% |
| vs SPY | -2.2% | +6.2% | -0.2% | +7.8% | +0.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.