Stocks · Industrials · Engineering & Construction
Jacobs Solutions Inc. J
$138.06 -1.24% Close, Oct 2, 2026 · NYSE · Market cap $16.30B
Strong growth
Next earnings report: Nov 19, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $14.22B, up 84.3% from a year earlier, accelerating from 74.1% a quarter earlier.
- The shares trade at 48.4× trailing earnings, higher than 90% of the company's own readings over the past five years.
- Earnings beat analyst estimates in each of the last 7 quarters (average surprise over the last four: +3.2%).
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth85Strong
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 5%
- EPS growth (TTM, YoY)Bottom 22%
- FCF growth (TTM, YoY)Top 23%
- Revenue growth, 3-year CAGRTop 38%
- Revenue growth accelerationTop 9%
Quality40Weak
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalBottom 47%
- Gross marginBottom 34%
- Operating marginBottom 40%
- Cash conversion (OCF / net income)Top 27%
- Accruals (lower is better)Bottom 43%
- Net debt / EBITDA (lower is better)Bottom 29%
- Interest coverTop 50%
Value44Weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 44%
- Free-cash-flow yieldTop 41%
- EBITDA / enterprise valueBottom 40%
- Sales / enterprise valueTop 32%
- P/E vs own 5-year history (lower is better)Bottom 14%
Momentum48Neutral
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 36%
- 6-month returnTop 44%
- 1-year return vs S&P 500Bottom 34%
- Distance from 52-week highTop 35%
- Trend checklist (0–4)Top 42%
Revisions57Neutral
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 42%
- Consecutive EPS beatsTop 17%
- Share of analysts rating BuyTop 42%
- Upside to consensus price targetBottom 32%
Stability73Positive
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 11%
- Maximum drawdown, 3 yearsTop 21%
- Beta vs S&P 500 (lower is better)Top 34%
- Net debt / EBITDA (lower is better)Bottom 29%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 74.1% | 84.3% | ↑ |
| EPS growth (YoY) | -10.4% | -28.9% | ↓ |
| Gross margin | 30.8% | 22.1% | ↓ |
| Operating margin | 8.0% | 4.6% | ↓ |
| FCF margin | 5.3% | 4.5% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 84.3% | 74.1% | ↑ | Top 5% |
| EPS growth (TTM, YoY) | -28.9% | -10.4% | ↓ | Bottom 22% |
| Gross margin | 22.1% | 30.8% | ↓ | Bottom 34% |
| Operating margin | 4.6% | 8.0% | ↓ | Bottom 40% |
| Net margin | 2.4% | 6.5% | ↓ | — |
| Free-cash-flow margin | 4.5% | 5.3% | ↓ | — |
| Return on invested capital | 5.2% | — | Bottom 47% | |
| Revenue growth, 3-year CAGR | 7.1% | — | Top 38% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.20×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -3.4%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.5%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -60.9 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 3.19×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 3.9×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.99%
- Net buyback yield (TTM)
- 4.17%
- Shareholder yield
- 5.16%
- Share count change, 1 year
- -1.2%
- Share count change, 3-year CAGR
- -2.2%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 26, 2026 (filed Aug 4, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 7
- Beats in the last 8 reports
- 7 of 8
- Average EPS surprise, last 4
- +3.2%
- Average 2-day reaction, last 8
- -2.1%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $165.14
- Target vs current price
- +19.6%
- Analysts with a rating
- 38
- Share rating Buy or Strong Buy
- 63%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 4, 2026 | +0.5% | +2.9% | +6.2% | +7.4% | — |
| May 5, 2026 | +7.4% | +4.4% | -10.5% | -6.7% | +1.5% |
| Feb 3, 2026 | +0.7% | -2.9% | +10.3% | +1.5% | -8.3% |
| Nov 20, 2025 | +4.2% | -10.9% | -6.3% | -8.5% | -2.5% |
| Aug 5, 2025 | +5.9% | +3.8% | +5.7% | +3.8% | +13.1% |
| May 6, 2025 | +4.4% | -5.7% | +0.7% | +0.4% | +13.2% |
| Feb 4, 2025 | +3.1% | -3.5% | -3.2% | -11.6% | -10.8% |
| Nov 19, 2024 | -11.0% | -4.9% | -0.7% | -4.1% | -7.1% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 4, 2026 | $1.84 | $1.83 | +0.5% | $2.42B |
| May 5, 2026 | $1.75 | $1.63 | +7.4% | $2.33B |
| Feb 3, 2026 | $1.53 | $1.52 | +0.7% | $2.25B |
| Nov 20, 2025 | $1.75 | $1.68 | +4.2% | $3.15B |
| Aug 5, 2025 | $1.62 | $1.53 | +5.9% | $3.03B |
| May 6, 2025 | $1.43 | $1.37 | +4.4% | $2.91B |
| Feb 4, 2025 | $1.33 | $1.29 | +3.1% | $2.93B |
| Nov 19, 2024 | $1.37 | $1.54 | -11.0% | $1.16B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 48.4× | 30.1× | 90th | Bottom 44% |
| P/E (forward) | 19.0× | — | — | — |
| EV / EBITDA | 21.2× | — | — | Bottom 40% |
| EV / Sales | 1.35× | — | — | Top 32% |
| Free-cash-flow yield | 3.95% | — | — | Top 41% |
| Earnings yield | 2.06% | — | — | Bottom 44% |
P/E over the past five years
Range 16.3× – 53.5× since Jul 2, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -9.5%
- Earnings per share growth (TTM)
- -28.9%
- Change in P/E multiple
- +38.1%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 45
- 50-day average slope (20 days)
- +3.8%
- 200-day average slope (20 days)
- +0.3%
- Distance from 50-day average
- -3.6%
- Distance from 200-day average
- +3.7%
- RSI (14)
- 43.4
- Relative volume
- 0.96×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 25.3%
- Volatility vs own 5-year history
- 54th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.89
- Correlation with S&P 500
- 0.49
- Current drawdown from 1-year high
- -16.0%
- Maximum drawdown, 3 years
- -34.8%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Oct 21, 2025 | May 13, 2026 | -34.8% | 140 days | Not yet recovered |
| Nov 24, 2021 | Sep 30, 2022 | -26.9% | 213 days | 359 days (Mar 7, 2024) |
| Nov 13, 2024 | Apr 8, 2025 | -25.8% | 98 days | 84 days (Aug 8, 2025) |
| Mar 28, 2024 | May 29, 2024 | -12.8% | 42 days | 82 days (Sep 25, 2024) |
| Jan 7, 2021 | Jan 29, 2021 | -12.1% | 15 days | 9 days (Feb 11, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $16.30B
- P/E (TTM)
- 48.4
- EPS, diluted (TTM)
- $2.85
- Revenue (TTM)
- $14.22B
- Dividend yield
- 1.01%
- 52-week range
- $105.68 – $168.44
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $14.09B | $9.78B | $10.85B | $11.50B | $12.03B |
| Gross profit | $3.04B | $2.58B | $2.71B | $2.83B | $2.98B |
| Operating income | $688.1M | $539.9M | $676.5M | $692.4M | $863.6M |
| Net income | $477.0M | $644.0M | $665.8M | $806.1M | $290.2M |
| EPS (diluted) | $3.12 | $4.98 | $5.30 | $6.32 | $2.38 |
| Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | -$1.16B | $2.93B | $2.91B | $3.03B | $3.15B | $3.29B | $3.69B | $4.08B |
| Net income | $325.4M | -$18.1M | $5.6M | $186.2M | $110.7M | $133.2M | -$45.9M | $136.6M |
| EPS (diluted) | $2.51 | -$0.11 | $0.06 | $1.55 | $0.92 | $1.12 | -$0.34 | $1.15 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $726.3M | $474.7M | $974.8M | $1.05B | $686.7M |
| Capital expenditure | -$92.8M | -$127.6M | -$137.5M | -$121.1M | -$79.2M |
| Free cash flow | $633.5M | $347.1M | $837.3M | $933.6M | $607.5M |
| Dividends paid | -$111.6M | -$115.9M | -$128.4M | -$142.8M | -$153.0M |
| Net share buybacks | -$236.9M | -$230.9M | -$217.9M | -$355.2M | -$719.4M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $1.18B
- Total assets
- $11.74B
- Total liabilities
- $8.49B
- Total debt
- $4.05B
- Net debt
- $2.88B
- Shareholders’ equity
- $3.26B
As of Jun 26, 2026 (filed Aug 4, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 21, 2026 | $0.36 | Sep 18, 2026 |
| May 22, 2026 | $0.36 | Jun 19, 2026 |
| Feb 20, 2026 | $0.36 | Mar 20, 2026 |
| Dec 2, 2025 | $0.32 | Dec 19, 2025 |
| Aug 22, 2025 | $0.32 | Sep 19, 2025 |
| May 23, 2025 | $0.32 | Jun 20, 2025 |
| Feb 21, 2025 | $0.32 | Mar 21, 2025 |
| Oct 25, 2024 | $0.29 | Nov 22, 2024 |
Short interest
- Shares sold short
- 3,201,901
- Days to cover
- 4.63
- Change vs previous report
- -5.3%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Sep 30, 2024
- 1,197-for-1,000
- Feb 15, 2017
- 2-for-1
- Mar 16, 2007
- 2-for-1
- Apr 2, 2002
- 2-for-1
- May 29, 1991
- 2-for-1