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Jacobs Solutions (J)
NYSE:J
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.64Last Year’s EPS
1.42Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operating quarter with multiple positive datapoints: record backlog (+21% to $26.3B), double‑digit adjusted EPS growth (+15%), raised FY2026 guidance (revenue, EPS, and FCF margin), robust free cash flow ($365M) and strategic ownership consolidation of PA Consulting (high margins and accretive synergies). The key near‑term negatives were mostly timing and structural (higher pass‑through revenue on some large wins, a Q2 cash timing/tax reversal, temporary leverage uptick from the PA deal, and lingering environmental services headwinds). Overall, the favorable metrics, upgraded guidance, strong cash generation and strategic rationale for the PA acquisition outweigh the largely manageable or temporary lowlights.Company Guidance
Record Backlog and Strong Book-to-Bill
Consolidated backlog grew 21% year‑over‑year to a record $26.3 billion; trailing twelve‑month book‑to‑bill rose to 1.4x and quarterly book‑to‑bill strengthened to 2.0x, indicating robust award activity and revenue visibility.
Earnings and Revenue Growth
Adjusted EPS increased 15% year‑over‑year to $1.53. Gross revenue rose 12% YoY and adjusted net revenue grew over 8% YoY. Q1 adjusted EBITDA was $303 million (up >7%) with an adjusted EBITDA margin of ~13.4%.
Upgraded FY2026 Guidance
Management raised fiscal 2026 outlook: adjusted net revenue growth to 6.5%–10.0% YoY, adjusted EPS range to $6.95–$7.30 (implying ~16% YoY growth in adjusted EPS at midpoint), and free cash flow margin to 7.0%–8.5%; adjusted EBITDA margin guidance unchanged at 14.4%–14.7%.
PA Consulting Performance and Strategic Acquisition
PA Consulting operating profit rose 27% on 16% revenue growth with a strong operating margin of 24% (22% modeling benchmark). Company announced agreement to acquire remaining stake in PA, expecting the deal to be accretive to adjusted EPS within 12 months and to deliver $16–$20 million of projected cost synergies starting to phase in FY2026.
Strong Free Cash Flow and Capital Returns
Q1 free cash flow was $365 million, enabling an increase in share repurchases and a raised quarterly dividend from $0.32 to $0.36 (a 12.5% increase). Management reiterated intent to return at least 60% of free cash flow to shareholders.
Robust End‑Market Performance and High‑Value Awards
Life sciences & advanced manufacturing net revenue grew 10% YoY; critical infrastructure net revenue increased 8% YoY; water & environmental improved sequentially to 4% growth. Notable awards: Bolivar Roads Gate System (major storm surge barrier), Hut 8 Riverbend AI HPC data center, and $1.6 billion Cleveland Hopkins modernization program—demonstrating wins across water, data centers, and critical infrastructure.
Digital, AI and Delivery Differentiation
Strengthening digital capabilities (digital twins, Acuity predictive analytics) and AI advisory—augmented by PA—are driving differentiation, higher award win‑rates (especially in data centers and semiconductors), productivity gains and higher‑velocity private‑sector bookings.
J Earnings History
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 |
|---|---|---|---|
Feb 03, 2026 | $132.57 | $142.96 | +7.84% |
Nov 20, 2025 | $144.33 | $128.53 | -10.95% |
Aug 05, 2025 | $138.92 | $144.17 | +3.78% |
May 06, 2025 | $124.13 | $117.11 | -5.65% |
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 (J) report earnings?
Jacobs Solutions (J) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Jacobs Solutions (J) earnings time?
Jacobs Solutions (J) earnings time is at May 12, 2026, 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 2026 (Q2) is 1.64.
