Inferra AI / Company / J
Jacobs Solutions
J · Industrials
Last earnings Aug 4, 2026
Key results
Adjusted Net revenuequarter
27%
htm EX-99.1 Document Exhibit 99.1 1999 Bryan Street, Suite 3500 Dallas, Texas 75201 1.214.583.8500 Press Release FOR IMMEDIATE RELEASE May 5, 2026 Jacobs Reports Strong Fiscal Second Quarter 2026 Results Robust Q2 Gross Revenue and Adjusted Net Revenue Growth of 27% and 9% y y, Respectively Record Backlog of $27.0 billion, Up 22% y y with TTM Book-to-Bill Ratio of 1.4x (1.2x Adj.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Growthquarter
Up 22%
htm EX-99.1 Document Exhibit 99.1 1999 Bryan Street, Suite 3500 Dallas, Texas 75201 1.214.583.8500 Press Release FOR IMMEDIATE RELEASE May 5, 2026 Jacobs Reports Strong Fiscal Second Quarter 2026 Results Robust Q2 Gross Revenue and Adjusted Net Revenue Growth of 27% and 9% y y, Respectively Record Backlog of $27.0 billion, Up 22% y y with TTM Book-to-Bill Ratio of 1.4x (1.2x Adj.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Gross revenuequarter
$3.7 billion
Q2 2026 Highlights 1 Gross revenue of $3.7 billion up 27.0% y y adjusted net revenue 2 of $2.3 billion up 8.8% y y GAAP net earnings of ($43.0) million, impacted by PA acquisition transaction (vs.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Revenuequarter
$2.3 billion
Q2 2026 Highlights 1 Gross revenue of $3.7 billion up 27.0% y y adjusted net revenue 2 of $2.3 billion up 8.8% y y GAAP net earnings of ($43.0) million, impacted by PA acquisition transaction (vs.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
GAAP net incomequarter
$43.0
Q2 2026 Highlights 1 Gross revenue of $3.7 billion up 27.0% y y adjusted net revenue 2 of $2.3 billion up 8.8% y y GAAP net earnings of ($43.0) million, impacted by PA acquisition transaction (vs.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Net incomequarter
$11.2 million
net earnings of $11.2 million in Q2 2025) adjusted EBITDA 2 of $327.2 million increased 14.2% y y GAAP EPS of ($0.32), impacted by PA acquisition transaction (vs.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
EPSquarter
$0.32
net earnings of $11.2 million in Q2 2025) adjusted EBITDA 2 of $327.2 million increased 14.2% y y GAAP EPS of ($0.32), impacted by PA acquisition transaction (vs.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
EPS of $0.10 in Q2 2025) adjusted EPS 2 of $1.75 increased 22.4% y y Backlog of $27.0 billion up 21.7% y y Q2 book-to-bill of 1.2x (1.4x TTM) Q2 adjusted net revenue book-to-bill of 1.2x (1.2x TTM) Jacobs' Chair and CEO Bob Pragada commented, We delivered excellent second quarter results driven by revenue strength in both Infrastructure Advanced Facilities (I AF) and PA Consulting.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Additionally, PA Consulting grew revenue by 17% year-on-year in Q2, the fourth consecutive quarter of double-digit top line growth.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
With approximately $12 billion in annual revenue and a talent force of almost 47,000, we provide end-to-end services in advanced manufacturing, cities places, energy, environmental, life sciences, transportation and water.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
I AF revenuequarter
50%
GAAP Operating Profit $ 208,648 $ 417,066 Total Other (Expense) Income, net (3) (152,825) (308,095) Earnings from Continuing Operations Before Taxes $ 55,823 $ 108,971 (1) The three and six months ended March 28, 2025 I AF revenue and operating profit were impacted by a reserve in connection with an unfavorable interim ruling against a consolidated joint venture in which the Company holds a 50% interest (the Consolidated JV Matter ), with the noncontrolling partner s share included in noncontrolling interests in the Consolidated Statements of Earnings for the respective period.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
AI analysis
Q2 2026 · reported May 5, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Adjusted Net revenue | 27% | — | — |
| Growth | Up 22% | — | — |
| Gross revenue | $3.7 billion | — | — |
| Revenue | $2.3 billion | — | — |
| GAAP net income | $43.0 | — | — |
| Net income | $11.2 million | — | — |
| EPS | $0.32 | — | — |
| I AF revenue | 50% | — | — |
Guidance · company-stated
Direction: Raised
“NR) Engineering News-Record Ranks Jacobs #1 Design Firm and #1 in Manufacturing Repurchased $220 million of Jacobs Shares in Q2, $472 million YTD Completed Acquisition of PA Consulting Increasing Cost Synergy Estimate to $20 million+ within 24 Months Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions Inc.”
“Financial Outlook 3 The Company s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).”
Classified from the release's primary full-year outlook statement.
Capital allocation
NR) Engineering News-Record Ranks Jacobs #1 Design Firm and #1 in Manufacturing Repurchased $220 million of Jacobs Shares in Q2, $472 million YTD Completed Acquisition of PA Consulting Increasing Cost Synergy Estimate to $20 million+ within 24 Months Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions Inc.
Event summary
Q2 2026 Highlights 1 Gross revenue of $3.7 billion up 27.0% y y adjusted net revenue 2 of $2.3 billion up 8.8% y y GAAP net earnings of ($43.0) million, impacted by PA acquisition transaction (vs
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “NR) Engineering News-Record Ranks Jacobs #1 Design Firm and #1 in Manufacturing Repurchased $220 million of Jacobs Shares in Q2, $472 million YTD Completed Acquisition of PA Consulting Increasing Cost Synergy Estimate to $20 million+ within 24 Months Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions Inc.”
Revenue: “Financial Outlook 3 The Company s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).”
Company outlook — Raised (“Increasing”)
“NR) Engineering News-Record Ranks Jacobs #1 Design Firm and #1 in Manufacturing Repurchased $220 million of Jacobs Shares in Q2, $472 million YTD Completed Acquisition of PA Consulting Increasing Cost Synergy Estimate to $20 million+ within 24 Months Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions Inc.”
Company outlook — Raised (“increasing”)
“As a result, we are again increasing our guidance for FY26.”
Revenue — Reiterated (“unchanged”)
“Financial Outlook 3 The Company s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).”
Classified from the release's primary full-year outlook statement.
Capital allocation
NR) Engineering News-Record Ranks Jacobs #1 Design Firm and #1 in Manufacturing Repurchased $220 million of Jacobs Shares in Q2, $472 million YTD Completed Acquisition of PA Consulting Increasing Cost Synergy Estimate to $20 million+ within 24 Months Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions Inc.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
So far in this fiscal year, we have acquired the remaining stake in PA Consulting, repurchased $472 million of our shares and raised our quarterly dividend by 12.5%, while optimizing our capital structure and reducing our weighted average interest rate.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
The three and six months ended March 28, 2025 included $20.5 million in discounts and expenses associated with the Equity for-Debt Transaction (see Note 12- Borrowings and Note 14- Discontinued Operations ).
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
impacts resulting from the EPS numerator adjustment relating to the redeemable noncontrolling interests preference share repurchase and reissuance activities.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
The three and six months ended March 28, 2025 also include pretax mark-to-market losses associated with our former investment in Amentum stock and other related adjustments in connection with the Separation Transaction, discounts and expenses associated with the non-cash equity for debt exchange.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
The three and six months ended March 28, 2025 also include discounts and expenses associated with the non-cash equity for debt exchange.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Strategy & priorities
This is a function of accelerating top line growth from our central position in the build-out of AI and related infrastructure, as well as solid margin expansion and working capital management.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Examples of forward-looking statements include, but are not limited to, statements we make concerning our expectations as to our future growth, prospects, financial outlook and business strategy, including our expectations for our fiscal year 2026 adjusted EBITDA margin, adjusted EPS, adjusted net revenue growth and adjusted free cash flow margin, as well as our expectations for our effective tax rates, and any assumptions underlying any of the foregoing.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Such factors include but are not limited to general economic conditions, including inflation and the actions taken by monetary authorities in response to inflation, changes in interest rates and foreign currency exchange rates, changes in capital markets and stock market volatility, instability in the banking industry, labor shortages, or the impact of a possible recession or economic downturn or changes to monetary or fiscal policies or priorities in the U.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
We regularly monitor these operating metrics to evaluate our business, identify trends affecting our business, and make strategic decisions.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
The Company determined that the Disposal Group should be reported as discontinued operations in accordance with ASC 205-20, Discontinued Operations because their disposal represents a strategic shift that had a major effect on the Company's operations and financial results.
SEC original ↗Jacobs Solutions — 10-Q Quarterly report10-QAug 4, 2026
Risks & headwinds
We caution the reader that there are a variety of risks, uncertainties and other factors that could cause actual results to differ materially from what is contained, projected or implied by our forward-looking statements.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Securities and Exchange Commission, including in particular the discussions contained in our fiscal 2025 Annual Report on Form 10-K under Item 1 - Business, Item 1A - Risk Factors, Item 3 - Legal Proceedings, and Item 7 - Management's Discussion and Analysis of Financial Condition and Results of Operations and in our most recently filed Quarterly Report on Form 10-Q under Part I, Item 2 - Management's Discussion and Analysis of Financial Condition and Results of Operations.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
About Jacobs At Jacobs, we're challenging today to reinvent tomorrow delivering outcomes and solutions for the world's most complex challenges.
SEC original ↗Jacobs Solutions — Earnings release (8-K exhibit)EX-99May 5, 2026
Legal Proceedings 56 Item 1A.
SEC original ↗Jacobs Solutions — 10-Q Quarterly report10-QAug 4, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-K/AJ
Sep 23, 2026
- 8-KJ
Aug 14, 2026
- 10-QJ
Aug 4, 2026
- 8-KJ
Aug 4, 2026
- Q1 2026
- 10-QJ
May 5, 2026
- 8-KJ
May 5, 2026
- 8-KJ
Apr 29, 2026
- Q4 2025
- 8-KJ
Mar 17, 2026
- 8-KJ
Mar 3, 2026
- 8-KJ
Feb 26, 2026
- 10-QJ
Feb 3, 2026
- 8-KJ
Feb 3, 2026
- 8-KJ
Feb 3, 2026
- 8-KJ
Jan 5, 2026
- Q3 2025
- 10-KJ
Nov 20, 2025
- 8-KJ
Nov 20, 2025
- 8-KJ
Nov 19, 2025
- Q2 2025
- 10-QJ
Aug 5, 2025
- 8-KJ
Aug 5, 2025
- Q1 2025
- 8-KJ
Jun 2, 2025
- 8-KJ
May 20, 2025
- 10-QJ
May 6, 2025
- 8-KJ
May 6, 2025
- Q4 2024
- 8-KJ
Mar 27, 2025
- 8-KJ
Mar 13, 2025
- 10-QJ
Feb 4, 2025
- 8-KJ
Feb 4, 2025
- 8-KJ
Feb 3, 2025
- Q3 2024
- 10-KJ
Nov 25, 2024
- 8-KJ
Nov 19, 2024
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Jacobs Solutions are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Jacobs Solutions are held in this edition of the library.
Mentioned by
4 companiesOther tracked companies whose held documents mention Jacobs Solutions by name or ticker. A mention is counted once per document, from the document text the library holds.
“ce for the Third Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions… …collectively referred to as "Other Adjustments", which include: a. intangible assets amortization and impairment charges; b. impact of certai”
Affiliated Managers Group, Inc. (AMG)
“a 10% Increase Year-Over-Year Raising FY 2025 Adjusted EPS Guidance Range DALLAS, TEXAS - Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the… …collectively referred to as "Other adjustments", which include: a. intangible as”
“io of 1.35x FY 2025 Guidance Highlights Favorable Growth and Margin Expectations DALLAS - Jacobs Solutions Inc. (NYSE: J) today … …costs) and $9.3 million and $48.2 million, respectively, in charges associated mainly with real estate impairments. (4)”
“e for the Second Consecutive Quarter, Reflecting Strong Business Momentum DALLAS, TEXAS - Jacobs Solutions… …collectively referred to as "Other Adjustments", which include: a. intangible assets amortization and impairment charges; b. impact of certai”
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