Jacobs Solutions (J)
Industrials · Professional engineering and construction services
Global engineering and architectural services firm delivering consulting, design, and construction management across infrastructure, industrial, and critical systems sectors.
What Jacobs Solutions does
Jacobs Solutions is a large multinational engineering and professional services company that provides consulting, design, engineering, and construction management services for infrastructure, industrial, and critical systems projects. The company serves clients in government, commercial, and industrial sectors, generating revenues through direct contracts with federal agencies and private clients. Based on the consolidated financial statements, Jacobs operates through integrated service delivery models, with revenues of approximately $3.3-3.7 billion per quarter and significant project-based revenue streams reflected in contract assets and contract liabilities on the balance sheet.
Themes: ["Infrastructure modernization","Government contracting","Project delivery and construction management","Critical infrastructure resilience","Engineering services","Industrial facilities"]
Fundamentals
- Price$125.84 as of 2026-07-09 close
- Market cap$14.8B as of 2026-07-10
- 1-year return-2.5% as of 2026-07-09 close
- P/E38.91 as of 2026-07-10
- Net margin+2.9% as of 2026-07-10
- Gross margin+23.4% as of 2026-07-10
- ROE+10.8% as of 2026-07-10
- Debt / equity1.24 as of 2026-07-10
- Revenue growth (YoY)+30.8% as of 2026-07-10
- Revenue CAGR (3y)+7.3% SEC XBRL
- Beta0.69 as of 2026-07-10
Dividend: yield +1.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Operating margin pressure: Q1 FY2026 showed an operating loss of $81 million despite $3.7 billion revenue, indicating margin compression and elevated SG&A expenses ($876 million vs. $530 million year-over-year), suggesting operational efficiency challenges.","High leverage and debt growth: Long-term debt increased from $2.2 billion to $4.1 billion between September 2025 and March 2026, while stockholders' equity declined from $3.6 billion to $3.3 billion, raising refinancing and financial flexibility concerns.","Project execution and contract risk: Large contract liabilities ($925 million) and receivables ($3.6 billion) reflect significant exposure to complex project delivery; contract performance issues could directly impact profitability and cash flow."]
Competitors & peers
- Fluor Corporation (FLS)
- KBR Inc. (KBR)
- Bechtel (private)
- CH2M (now Jacobs)
- Parsons Corporation (PSN)
- TRC Companies (private)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.