J · Jacobs Solutions Inc.
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AI Brief
Q3 FY26 earnings call · Aug 4, 2026TL;DR. Jacobs reported Q3 FY26 gross revenue up 34.5% y/y to $4.1B and adjusted net revenue up 8.3% y/y, with record backlog of $28.9B (up 27% y/y), and raised FY26 guidance for the third consecutive quarter despite a temporarily elevated GAAP effective tax rate tied to the PA Consulting transaction.
- + Raised FY26 guidance for the third consecutive quarter on adjusted net revenue growth (9.5%-10.0% vs prior 8.0%-10.5%) and adjusted EPS ($7.20-$7.30 vs prior $7.10-$7.35).
- + Adjusted EPS of $1.84 increased 13.6% y/y and adjusted EBITDA of $366.8M increased 16.7% y/y with adjusted EBITDA margin expanding to 15.2% from 14.1%.
- + Record backlog of $28.9B, up 27% y/y, with TTM book-to-bill ratio of 1.4x, supporting strong future growth visibility.
- + I&AF segment delivered all-organic revenue growth with adjusted net revenue up 10% and gross revenue up 39% y/y, led by data centers, semiconductor, energy, transportation and water.
- + AI ecosystem now represents 11% of business (up from ~10% last quarter) with accelerating growth and data center pipeline up 3x.
- + Strong free cash flow generation with $456M in cash from operations in Q3, $614M YTD share repurchases, and net leverage reduced below year-end target.
- − GAAP net earnings of $137.4M declined from $181.2M and GAAP EPS of $1.16 declined from $1.56 due to a temporarily higher tax rate tied to the PA Consulting transaction.
- − GAAP effective tax rate jumped to 43.4% from 21.9%, a 2,150 bps increase driven by PA Consulting transaction tax treatment.
- − Middle East business experienced a temporary pause that is expected to weigh on near-term results despite overall growth.
- − GAAP-to-non-GAAP EPS gap remains elevated and will carry into Q4 from full-year PA compensation expense tax treatment, though expected to narrow thereafter.
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
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
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.
|
$16.19B | +5.5% | +49.5% | — | 2.7% |
|
PWR
Quanta Services, Inc.
|
$97.59B | +57.0% | +13.4% | 74.4 | 2.1% |
|
FIX
Comfort Systems USA Inc
|
$58.38B | +80.6% | -73.9% | 40.8 | 2.4% |
|
FER
Ferrovial N.V.
|
$40.22B | -18.1% | — | — | 0.6% |
|
EME
EMCOR Group, Inc.
|
$33.62B | +25.7% | +16.6% | 23.7 | 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
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| J | +3.3% | -5.0% | +13.8% | +3.3% | +5.5% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +3.7% | -4.8% | +1.3% | +3.2% | -6.5% |
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.