Jacobs Engineering Group Inc. Q4 2025 Earnings Recap

J Q4 2025 November 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.

Earnings Per Share Beat

$1.75 vs $1.68 est.

+4.2% surprise

Revenue Beat

3154644000 vs 3145537728 est.

+0.3% surprise

Market Reaction

1-Day -10.95%

5-Day -7.94%

30-Day -6.58%

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.

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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