(J) Jacobs Solutions - Overview
Sector: Industrials | Industry: Engineering & Construction | Exchange: NYSE (USA) | Market Cap: 13.330m USD | Total Return: -9.9% in 12m
Avg Turnover: 156M
EPS Trend: -70.8%
Qual. Beats: 1
Rev. Trend: -43.4%
Qual. Beats: 1
Warnings
No concerns identified
Tailwinds
Garp
Jacobs Solutions Inc. (NYSE: J) is a global professional services firm specializing in engineering, design, and construction management for critical infrastructure and advanced facilities. Headquartered in Dallas, Texas, the company operates across diverse sectors including defense, energy, life sciences, and transportation.
The firm operates within the Construction & Engineering sub-industry, where revenue is largely driven by long-term government contracts and large-scale capital projects. This business model often relies on a backlog of multi-year service agreements, which provides a degree of insulation from short-term economic volatility compared to traditional manufacturing.
For a deeper look into the companys valuation metrics, consider reviewing the latest data on ValueRay. Jacobs continues to expand its footprint in high-growth areas like water scarcity management and semiconductor facility design.
- Federal infrastructure spending under the IIJA drives long-term engineering contract backlogs
- Spin-off of Critical Mission Solutions segment streamlines focus on high-margin consulting
- Global shift toward water scarcity and energy transition increases environmental services demand
- Rising labor costs for specialized engineers pressure operating margins across core segments
- Geopolitical instability in Middle East markets threatens international infrastructure project timelines
| Net Income: 384.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.04 > 0.02 and ΔFCF/TA -1.18 > 1.0 |
| NWC/Revenue: 11.98% < 20% (prev 19.62%; Δ -7.65% < -1%) |
| CFO/TA 0.05 > 3% & CFO 572.3m > Net Income 384.3m |
| Net Debt (3.66b) to EBITDA (893.6m): 4.10 < 3 |
| Current Ratio: 1.43 > 1.5 & < 3 |
| Outstanding Shares: last quarter (119.0m) vs 12m ago -2.95% < -2% |
| Gross Margin: 23.40% > 18% (prev 0.31%; Δ 2.31k% > 0.5%) |
| Asset Turnover: 113.8% > 50% (prev 67.49%; Δ 46.30% > 0%) |
| Interest Coverage Ratio: 4.45 > 6 (EBITDA TTM 893.6m / Interest Expense TTM 147.7m) |
| A: 0.13 (Total Current Assets 5.21b - Total Current Liabilities 3.64b) / Total Assets 11.9b |
| B: 0.08 (Retained Earnings 963.2m / Total Assets 11.9b) |
| C: 0.06 (EBIT TTM 657.8m / Avg Total Assets 11.6b) |
| D: 0.04 (Book Value of Equity 365.7m / Total Liabilities 8.66b) |
| Altman-Z'' = 1.56 = BB |
| DSRI: 0.71 (Receivables 3.56b/2.90b, Revenue 13.2b/7.57b) |
| GMI: 1.32 (GM 23.40% / 30.92%) |
| AQI: 0.93 (AQ_t 0.51 / AQ_t-1 0.55) |
| SGI: 1.74 (Revenue 13.2b / 7.57b) |
| TATA: -0.02 (NI 384.3m - CFO 572.3m) / TA 11.9b) |
| Beneish M = -2.51 (Cap -4..+1) = A |
As of May 25, 2026, the stock is trading at USD 114.69 with a total of 892,539 shares traded.
Over the past week, the price has changed by +4.11%,
over one month by -9.12%,
over three months by -14.48% and
over the past year by -9.93%.
Jacobs Solutions has received a consensus analysts rating of 3.89. Therefore, it is recommended to buy J.
- StrongBuy: 6
- Buy: 4
- Hold: 8
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 158.3 | 38% |
P/E Trailing = 33.3009
P/E Forward = 15.083
P/S = 1.0118
P/B = 3.9629
P/EG = 0.3929
Revenue TTM = 13.2b USD
EBIT TTM = 657.8m USD
EBITDA TTM = 893.6m USD
Long Term Debt = 4.08b USD (from longTermDebt, last quarter)
Short Term Debt = 120.4m USD (from shortTermDebt, last quarter)
Debt = 5.03b USD (from shortLongTermDebtTotal, last quarter) + Leases 473.9m
Net Debt = 3.66b USD (calculated: Debt 5.03b - CCE 1.37b)
Enterprise Value = 17.0b USD (13.3b + Debt 5.03b - CCE 1.37b)
Interest Coverage Ratio = 4.45 (Ebit TTM 657.8m / Interest Expense TTM 147.7m)
EV/FCF = 35.10x (Enterprise Value 17.0b / FCF TTM 484.1m)
FCF Yield = 2.85% (FCF TTM 484.1m / Enterprise Value 17.0b)
FCF Margin = 3.68% (FCF TTM 484.1m / Revenue TTM 13.2b)
Net Margin = 2.92% (Net Income TTM 384.3m / Revenue TTM 13.2b)
Gross Margin = 23.40% ((Revenue TTM 13.2b - Cost of Revenue TTM 10.1b) / Revenue TTM)
Gross Margin QoQ = 21.51% (prev 23.24%)
Tobins Q-Ratio = 1.42 (Enterprise Value 17.0b / Total Assets 11.9b)
Interest Expense / Debt = 2.94% (Interest Expense 147.7m / Debt 5.03b)
Taxrate = 39.66% (215.6m / 543.5m)
NOPAT = 396.9m (EBIT 657.8m * (1 - 39.66%))
Current Ratio = 1.43 (Total Current Assets 5.21b / Total Current Liabilities 3.64b)
Debt / Equity = 1.53 (Debt 5.03b / totalStockholderEquity, last quarter 3.29b)
Debt / EBITDA = 4.10 (Net Debt 3.66b / EBITDA 893.6m)
Debt / FCF = 7.56 (Net Debt 3.66b / FCF TTM 484.1m)
Total Stockholder Equity = 3.55b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.32% (Net Income 384.3m / Total Assets 11.9b)
RoE = 10.82% (Net Income TTM 384.3m / Total Stockholder Equity 3.55b)
RoCE = 8.62% (EBIT 657.8m / Capital Employed (Equity 3.55b + L.T.Debt 4.08b))
RoIC = 4.71% (NOPAT 396.9m / Invested Capital 8.43b)
WACC = 6.71% (E(13.3b)/V(18.4b) * Re(8.58%) + D(5.03b)/V(18.4b) * Rd(2.94%) * (1-Tc(0.40)))
Discount Rate = 8.58% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -98.88 | Cagr: -2.78%
[DCF] Terminal Value 73.10% ; FCFF base≈525.1m ; Y1≈460.5m ; Y5≈372.0m
[DCF] Fair Price = 19.58 (EV 5.97b - Net Debt 3.66b = Equity 2.31b / Shares 118.1m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: -70.79 | EPS CAGR: -7.79% | SUE: 2.13 | # QB: 1
Revenue Correlation: -43.35 | Revenue CAGR: -14.15% | SUE: 0.87 | # QB: 1
EPS current Quarter (2026-06-30): EPS=1.83 | Chg30d=-3.35% | Revisions=-62% | Analysts=13
EPS current Year (2026-09-30): EPS=7.25 | Chg30d=+1.74% | Revisions=+60% | GrowthEPS=+18.4% | GrowthRev=+18.5%
EPS next Year (2027-09-30): EPS=8.27 | Chg30d=+3.13% | Revisions=+80% | GrowthEPS=+14.2% | GrowthRev=+4.6%
[Analyst] Revisions Ratio: +80%