Jacobs Engineering Group Inc.

Jacobs Engineering Group Inc. Earnings Recaps

J Industrials 2 recaps
Q1 2026 Feb 5, 2026

Jacobs Solutions Inc. reported robust first-quarter earnings for FY 2026 with 15% year-over-year adjusted EPS growth, driven by record backlog and strategic acquisitions.

Key takeaways
  • Adjusted EPS increased 15% to $1.53, supported by 8% net revenue growth and strong underlying margins.
  • Backlog reached a record $26.3 billion, up 21% year-over-year, with a trailing twelve-month book-to-bill ratio of 1.4 times.
  • The company announced a full acquisition of PA Consulting, enhancing capabilities in digital consulting and AI advisory.
  • Major project awards include significant contracts in water infrastructure and advanced manufacturing, positioning Jacobs for continued growth in high-demand sectors.
  • Q1 adjustments and cost management resulted in a notable Q1 EBITDA margin of 13.4%.
Q4 2025 Nov 20, 2025

Jacobs Solutions Inc. delivered strong fiscal fourth quarter results, achieving a 28% increase in adjusted EPS year-over-year, driven by robust revenue growth and record-high margins. The company ended FY 2025 with a consolidated backlog of $23.1 billion, marking a 6% increase.

Key takeaways
  • Q4 adjusted EPS rose 28% to $1.75, fueled by a 6% increase in net revenue and a record adjusted EBITDA margin of 14.4%.
  • Full-year adjusted EPS grew 16%, supported by mid-single-digit net revenue growth and significant margin expansion.
  • Jacobs' consolidated backlog reached a record $23.1 billion, with a trailing twelve-month book-to-bill ratio of 1.1.
  • The company secured key project awards, particularly in water and environmental sectors, emphasizing a positive outlook for future growth.
  • Strong free cash flow margin of 7% highlights Jacobs' commitment to driving profitable growth and disciplined capital management.