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Jacobs announces multi-year growth strategy at 2025 Investor Day

Jacobs (J) will outline its multi-year growth strategy and set out its long-term financial framework at its 2025 Investor Day February 18, 2025. The company’s strategy, Challenge Accepted, accelerates Jacobs’ transformation to a more focused business positioned to drive profitable growth and deliver market-leading infrastructure, water, life sciences and advanced manufacturing solutions. Jacobs’ leadership team will brief investors on growth prospects across its end markets, resulting in a 6-8% adjusted net revenue growth target from FY25-29: Water and Environmental: An estimated $220 billion serviceable addressable market with opportunities to address water scarcity, wastewater challenges, digital expansion and nature-based solutions. Life Sciences and Advanced Manufacturing: An estimated $120 billion SAM with opportunities stemming from major drug launches, semiconductors, data centers and broader manufacturing expansion. Critical Infrastructure: An estimated $390 billion SAM across Energy and Power, Transportation, and Cites and Places, with opportunities in areas such as AI demand, transportation investment, energy security and digital integration.

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