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AECOM (NYSE: ACM) and Jacobs joint venture appointed by Transport Infrastructure Ireland (TII) as Program Delivery Partner for MetroLink, Ireland's first metro railway. The project aims to enhance connectivity and support sustainable growth in Dublin. The joint venture will manage procurement and delivery, leveraging global metro experience and local knowledge. MetroLink is expected to be a major infrastructure investment, with 16 new stations connecting key areas. AECOM and Jacobs highlight the

Jacobs (NYSE: J) has been chosen by EnergyPathways plc to manage regulatory and consenting activities for the MESH Energy Storage Project in the UK. The 300MW/55GWh project, targeting 2031 operation, combines compressed air, natural gas, and hydrogen storage. Jacobs will lead planning, environmental, and stakeholder engagement efforts. EnergyPathways aims to secure financing and necessary consents. Jacobs has experience in similar infrastructure projects and energy storage technology.

Jacobs Solutions reported Q3 revenue of $4.1B, up 34.5% YoY, with backlog reaching $28.9B. The company raised full-year guidance for the third consecutive quarter. CEO Bob Pragada highlighted growth across various sectors, including data centers and semiconductors. Despite a higher tax rate due to the PA Consulting acquisition, adjusted metrics improved, and the company repurchased $142M in shares.

New Orleans officials blame contractors for a $300M power complex's failure during storms, citing overlooked voltage issues. Jacobs Solutions, the engineering firm, is under scrutiny for not providing critical equipment info. An independent review found the system should have handled voltage sags. Jacobs and Innomotics, the equipment manufacturer, dispute responsibility. The S&WB is investigating and considering legal action.

Baird raised its price target for Jacobs Solutions from $153 to $154. The stock is currently trading at $151.52, up 0.43% over 5 days and 2.82% year-to-date. The adjustment is based on various composite ratings, including valuation and EPS revisions.

Jacobs Solutions (J) reported Q3 2026 earnings with adjusted EPS of $1.84, beating estimates, and revenue up 34.5% to $4.08B. Analysts expect FY2026 EPS to grow 18.6% YoY. The stock has underperformed the S&P 500 over 52 weeks but is up 14.5% YTD. Analysts rate it a 'Moderate Buy' with a mean price target of $164.20.

Milwaukee Metropolitan Sewerage District’s ad hoc committee recommended Dallas-based Jacobs Solutions for a proposed 10-year contract to run the water treatment system starting in 2028, replacing Veolia North America. The committee said Jacobs’ bid scored 96.8 vs Veolia’s 84.9 and was $54 million lower over the contract life. MMSD’s full commission will decide in September.

A Milwaukee Metropolitan Sewerage District committee recommended Jacobs Solutions to operate and maintain MMSD wastewater treatment facilities for the next decade, selecting it over longtime operator Veolia North America. The recommendation will go to the full MMSD Commission for a September decision on a contract covering 2028 to 2038.

Goldman Sachs says investors have focused on AI infrastructure more than AI productivity beneficiaries. It reports Q2 S&P 500 EPS growth of 31% YoY, with infrastructure about half. Only 11% of S&P 500 firms quantified AI productivity impacts. Goldman estimates AI inference is <0.5% of S&P 500 revenues and has screened 20 stocks, including EBAY and CS GP.

JACOBS SOLUTIONS INC. (J) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On August 10, 2026, Shannon Miller transitioned from her role as President, Strategy, Growth & Digital of Jacobs Solutions I