The earnings call was predominantly positive with strong financial performance, record backlog, and significant project wins. While there were some concerns about the Environmental sector and potential state and local budget impacts, the highlights significantly outweighed these lowlights.

Company Guidance

During the Jacobs Fiscal Third Quarter 2025 Earnings Conference Call, significant metrics were discussed that highlighted the company's strong performance and future guidance. Adjusted EPS grew by 25% to $1.62, driven by a 7% increase in net revenue and substantial margin expansion. The company's backlog reached a record $23 billion, up 14% year-over-year, demonstrating strong bookings momentum with a trailing 12-month book-to-bill ratio of 1.2x. Adjusted EBITDA saw a 13% increase, reaching $314 million, with a robust adjusted EBITDA margin of 14.1%, up 80 basis points from the previous year. The company raised its FY '25 adjusted EPS guidance, expecting net revenue growth of 5.5% and adjusted EBITDA margin of approximately 13.9%. The performance was bolstered by strong growth in sectors such as Life Sciences, Data Centers, and Water. For fiscal year 2026, Jacobs anticipates revenue growth to exceed FY '25 levels, with continued margin improvements driven by strategic initiatives in gross margin enhancements.

Strong Adjusted EPS Growth

Adjusted EPS grew 25% to $1.62, supported by 7% net revenue growth and year-over-year margin expansion.

Record Backlog and Bookings

Backlog grew 14% to nearly $23 billion, setting a new record, and the trailing 12-month book-to-bill was 1.2x.

Notable Project Wins

Significant projects in Water & Environmental, Life Sciences, Advanced Manufacturing, and a partnership with NVIDIA to create Digital Twins for AI factories.

PA Consulting Growth

PA Consulting delivered double-digit revenue growth and operating profit increase of 15%, with a 22% operating margin.

Strong Financial Performance

Free cash flow of $271 million in Q3, with a record $927 million returned to shareholders through repurchases and dividends over three quarters.

Jacobs Solutions (J) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

J Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2025 (Q4)	1.67 / -	1.356	―	―	―
Aug 05, 2025	2025 (Q3)	1.53 / 1.62	1.62	0.00% (0.00)
May 06, 2025	2025 (Q2)	1.37 / 1.42	1.578	-10.33% (-0.16)
Feb 04, 2025	2025 (Q1)	1.25 / 1.32	1.669	-21.15% (-0.35)
Nov 19, 2024	2024 (Q4)	1.76 / 1.36	1.57	-13.63% (-0.21)
Aug 06, 2024	2024 (Q3)	1.62 / 1.62	1.504	7.71% (+0.12)
May 07, 2024	2024 (Q2)	1.53 / 1.58	1.496	5.48% (+0.08)
Feb 06, 2024	2024 (Q1)	1.29 / 1.67	1.38	20.94% (+0.29)
Nov 21, 2023	2023 (Q4)	1.67 / 1.57	1.488	5.51% (+0.08)
Aug 08, 2023	2023 (Q3)	1.50 / 1.50	1.537	-2.15% (-0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

J Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$139.62	$144.89	+3.77%
May 06, 2025	$124.75	$117.70	-5.65%
Feb 04, 2025	$136.38	$131.68	-3.45%
Nov 19, 2024	$137.93	$131.21	-4.87%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Jacobs Solutions Inc. (J) report earnings?

Jacobs Solutions Inc. (J) is schdueled to report earning on Nov 25, 2025, Before Open (Confirmed).

What is Jacobs Solutions Inc. (J) earnings time?

Jacobs Solutions Inc. (J) earnings time is at Nov 25, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is J EPS forecast?

J EPS forecast for the fiscal quarter 2025 (Q4) is 1.67.

Jacobs Solutions (J) Earnings News

Jacobs Solutions (NYSE:J) Drops on Q4 Bottom Line Miss

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Jacobs Solutions (NYSE:J) Drops on Q4 Bottom Line Miss

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