J
Jacobs SolutionsPrevious close
154.62
Change
+1.86 / +1.22%
P/E (TTM) ?
52.8
Market Cap
$18.1B
1M
+14.30%
S&P 500 −0.91% over same period
Volume / Avg Volume
647K / 1.0M
0.65× average
Latest earnings analysisFY2026 Q3Reported 2026-08-04
Jacobs Q3 FY2026: revenue jumps 34.5%, adjusted EPS just misses
Jacobs grew gross revenue 34.5% to $4.08 billion in its fiscal 2026 third quarter, yet adjusted EPS of $1.84 landed just below the $1.8684 consensus and gross margin fell to 19.9% from 25.0%. Read the headline growth with care: much of it is pass-through work billed to clients, and adjusted net revenue — the number management guides on — rose 8.3%. Cash generation and backlog were the clean wins.
Read the full analysis →Revenue$4.08BYoY +34.50%
EPS (non-GAAP)$1.84Missest. $1.87
Next-day move+1.39%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-06 | 2026-08-04 | $4.1B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-03 | 2026-05-05 | $3.7B | Pending |
| FY2026 Q1 Quarter ended 2025-12 | 2026-02-03 | $3.3B | Pending |
| FY2025 Q4 Quarter ended 2025-09 | 2025-11-20 | $12.0B | Pending |
| FY2025 Q3 Quarter ended 2025-06 | 2025-08-05 | $3.0B | Pending |
| FY2025 Q2 Quarter ended 2025-03 | 2025-05-06 | $2.9B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 91 of its 5-year rangeExpensive
5-year range 21.9 – 57.0 · Median 28.6
Last 4 quarters: $715M in buybacks + $162M in dividends, 4.84% of market cap combined
P/E (TTM)
52.8
P/B
5.5
P/S
1.3
Dividend Yield
0.84%
Earnings Reaction
Over the last 6 reports, the stock moved ±3.0% on average on the first trading day after, rising 3 times
Most recent +1.39%
Volatility & Correlation
1-year beta 0.74 · Correlation with S&P 500 0.29Tracks the market
Annualized volatility 33% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 1 · $2.5MNet selling $2.5M
- 08-07Hill PatrickPRESIDENTSell$2.5M17,201 shares · 2 trades · Avg price 144.10
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 4.08 | +34.5% | 19.9% | 0.14 | 1.15 |
| FY2026 Q2 | 3.69 | +27.0% | 21.5% | -0.05 | -0.34 |
| FY2026 Q1 | 3.29 | +12.3% | 23.2% | 0.13 | 1.12 |
| FY2025 Q4 | 3.15 | +6.6% | 24.3% | 0.12 | 0.88 |
| FY2025 Q3 | 3.03 | +5.1% | 25.0% | 0.18 | 1.55 |
| FY2025 Q2 | 2.91 | +2.2% | 25.4% | 0.01 | 0.06 |
| FY2025 Q1 | 2.93 | +4.4% | 24.6% | -0.02 | -0.11 |
| FY2024 Q4 | 2.96 | +4.4% | — | 0.33 | 2.51 |
| FY2024 Q3 | 2.88 | +3.3% | 25.0% | 0.15 | 1.17 |
| FY2024 Q2 | 2.85 | +6.4% | 25.0% | 0.16 | 1.28 |
| FY2024 Q1 | 2.81 | +10.3% | 23.7% | 0.17 | 1.37 |
| FY2023 Q4 | 2.83 | −325.2% | — | 0.15 | 1.24 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| J | 52.8 | +34.5% | 19.9% | +14.30% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |