JACOBS SOLUTIONS INC.
No SEC Form 4 filings for $J in the last 30 days.
Jacobs Solutions reported a record $29 billion backlog and 1.4x gross book-to-bill, with AI infrastructure now 11% of adjusted net revenue. Q3 Infrastructure and Advanced Facilities net revenue hit $2.1 billion. Jacobs raised FY2026 adjusted EPS guidance to $7.20-$7.30 and expects Q4 net revenue growth of about 14%.
Jacobs Solutions (NYSE:J) raised its fiscal 2026 outlook, targeting adjusted net revenue growth of 9.5% to 10%, adjusted EBITDA margin of 14.7% to 14.8%, and adjusted EPS of $7.20 to $7.30. For Q4, it expects about 14% net revenue growth, ~16% EBITDA margin, ~27.5% tax rate, and ~$150M free cash flow. I&AF net revenue neared $2.1B, and adjusted free cash flow was $541M in Q3.
Jacobs Solutions (J) said AI-related businesses accounted for 11% of fiscal Q3 adjusted net revenues, up about 100 bps sequentially, spanning data centers, semiconductors, power, water and digital services. Life Sciences and Advanced Manufacturing adjusted net revenues rose 24.2% to $476 million. Total backlog hit a record $28.9 billion, up 27.3% YoY, with book-to-bill 1.5.
Over the past 7 days, alphai's AI scored 6 news stories mentioning J (JACOBS SOLUTIONS INC.). Coverage has skewed bullish: 4 bullish, 2 neutral, and 0 bearish.
Recent J coverage spans financial news, earnings and technology.
Guidance increase plus record backlog and margin expansion signals improving earnings power, likely supportive for near-term positioning.
Guidance raise plus detailed segment and AI infrastructure commentary can re-rate near-term earnings power and margin trajectory.
The article frames Jacobs’ AI exposure as broader than a single data-center cycle, supported by record backlog and a higher gross book-to-bill.
The article frames a near-term bull case (backlog, margins, raised guidance) versus a risk case (deleveraging needs, execution and cash-flow adjustments).
The article frames a fundamental momentum setup for J: stronger earnings, record backlog, margin expansion, and cash flow, but warns valuation and execution risks may cap upside.
alphai scores every news story that mentions J with an AI model for sentiment and relevance, and aggregates insider trades from JACOBS SOLUTIONS INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Jacobs Solutions reported a record $29 billion backlog and 1.4x gross book-to-bill, with AI infrastructure now 11% of adjusted net revenue. Q3 Infrastructure and Advanced Facilities net revenue hit $2.1 billion. Jacobs raised FY2026 adjusted EPS guidance to $7.20-$7.30 and expects Q4 net revenue growth of about 14%.
6 min readJacobs Solutions (NYSE:J) raised its fiscal 2026 outlook, targeting adjusted net revenue growth of 9.5% to 10%, adjusted EBITDA margin of 14.7% to 14.8%, and adjusted EPS of $7.20 to $7.30. For Q4, it expects about 14% net revenue growth, ~16% EBITDA margin, ~27.5% tax rate, and ~$150M free cash flow. I&AF net revenue neared $2.1B, and adjusted free cash flow was $541M in Q3.
7 min readJacobs Solutions (J) said AI-related businesses accounted for 11% of fiscal Q3 adjusted net revenues, up about 100 bps sequentially, spanning data centers, semiconductors, power, water and digital services. Life Sciences and Advanced Manufacturing adjusted net revenues rose 24.2% to $476 million. Total backlog hit a record $28.9 billion, up 27.3% YoY, with book-to-bill 1.5.
6 min readJacobs Solutions (J) reported fiscal Q3 2026 backlog of $28.9B, up 27.3% YoY, with a gross revenue book-to-bill of 1.5. Adjusted EBITDA rose 16.7% to $366.8M and margin to 15.2%. Management raised FY2026 guidance to $7.20-$7.30 EPS and 9.5%-10% net revenue growth, while long-term debt increased to $3.58B after the PA Consulting deal.
6 min readJacobs Solutions Inc. (J) shares rose 11.5% over four weeks. For fiscal Q3 2026, adjusted EPS increased 13.6% to $1.84, gross revenue rose 34.5% to $4.08B, and Jacobs raised fiscal 2026 guidance. Backlog hit a record $28.9B, and AI-related activity was 11% of adjusted net revenues.
6 min readJacobs Solutions (NYSE: J) is set to report Q2 earnings Tuesday. The company previously beat revenue expectations with $2.33B revenue, up 8.8% year over year. For the upcoming quarter, analysts expect revenue growth of 7.8% y/y. The article cites an average analyst price target of $156.53 versus a $136.36 share price.
4 min readJacobs (NYSE: J) was selected by Great British Energy Nuclear (GBE-N) to provide planning and consenting services for proposed UK small modular reactor projects. Initial work will cover Gwyndod (formerly Wylfa Newydd) and Oldbury-on-Severn, including DCO and TCPA applications, stakeholder engagement, and socio-economic and traffic assessments, with Quod as subconsultant.
4 min readJacobs (NYSE: J) was selected as a service provider under a multidisciplinary framework agreement with Germany’s TransnetBW to support grid expansion tied to the energy transition. Jacobs will provide program controls, engineering, permitting, environmental services, site investigation and construction oversight across the project lifecycle, while TransnetBW retains governance. Jacobs cites its Germany transmission experience.
4 min readJacobs (NYSE: J) said it won three UK National Highways contracts. Under the Technical Assurance and Asset Management Framework, it will provide detailed and preliminary design for M32 Eastville Viaduct (stages 3-5) and M5 Wynhol Viaduct (stages 1-2). It also received a Project Management Services Framework role for at least 15 schemes over five years.
3 min readJacobs Solutions (NYSE:J) was selected by Tilt Renewables as owner’s engineer for the 288MW Palmer Wind Farm near Adelaide, with 407.2MW turbines, two 275kV substations and grid connection work; construction starts in 2026 and is expected to finish in 2028. Jacobs also won Orange County Transportation Authority construction management for SR-91 and I-5 projects. Truist cut its price target to $149 from $150, keeping a Hold.
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