Jacobs Engineering Group Inc. Q1 2026 Earnings Recap

J Q1 2026 February 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.

Earnings Per Share Beat

$1.53 vs $1.52 est.

+0.7% surprise

Revenue Miss

2252628000 vs 3089364000 est.

-27.1% surprise

Market Reaction

1-Day +0.28%

5-Day +5.46%

30-Day -3.0%

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%.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit J on AllInvestView.

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