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Jacobs Solutions (J)
NYSE:J
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Jacobs Solutions (J) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.5
Last Year’s EPS
1.32
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Nov 20, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong financial performance with significant growth in key sectors and a record backlog setting the stage for continued success in fiscal year 2026. However, challenges in the environmental sector and anticipated one-time financial impacts slightly tempered the outlook.
Company Guidance
In the fiscal year 2025 earnings call, Jacobs Solutions Inc. highlighted several key performance metrics and strategic initiatives. The company reported a 28% year-over-year increase in Q4 adjusted EPS, driven by 6% net revenue growth and a record 14.4% adjusted EBITDA margin. The full year adjusted EPS grew 16%, exceeding the forecasted range, concluding at $6.12. Consolidated backlog reached a record $23.1 billion, a 6% increase from the previous year. PA Consulting saw double-digit growth in both revenue and operating profit, contributing significantly to the overall performance. Free cash flow margin was 7%, and the company returned $1.1 billion to shareholders through share repurchases and dividends, setting a company record. Looking ahead to FY 2026, Jacobs expects adjusted net revenue growth of 6% to 10%, an adjusted EBITDA margin between 14.4% and 14.7%, and adjusted EPS in the range of $6.90 to $7.30. These projections include an extra week in Q4, contributing to the anticipated growth.
Record Backlog and Strong Growth
Consolidated backlog grew 6% to a record $23.1 billion. Q4 adjusted EPS increased by 28% year over year, supported by 6% net revenue growth and a record quarterly adjusted EBITDA margin of 14.4%.
PA Consulting Performance
PA Consulting delivered double-digit revenue and operating profit growth, with a 17% increase in operating profit, or 13% in constant currency, driven by demand in public and national security sectors.
Strong Financial Performance
Fiscal year 2025 showed a 16% growth in adjusted EPS, a 14% increase in adjusted EBITDA, and a return of approximately 150% of free cash flow to shareholders.
Strategic Infrastructure and Advanced Facilities Wins
Notable project awards in transportation, water, and environmental sectors. Expanded contracts with United Utilities in the UK and the MTA in New York for sustainable transit solutions.
AI and Digital Expansion
Partnerships with NVIDIA and Palantir to leverage AI in data centers and water management, contributing to margin expansion and competitive advantage.

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

J Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2026 (Q1)
1.50 / -
1.316
Nov 20, 2025
2025 (Q4)
1.68 / 1.75
1.35629.06% (+0.39)
Aug 05, 2025
2025 (Q3)
1.53 / 1.62
1.620.00% (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
1.5047.71% (+0.12)
May 07, 2024
2024 (Q2)
1.53 / 1.58
1.4965.48% (+0.08)
Feb 06, 2024
2024 (Q1)
1.29 / 1.67
1.3820.94% (+0.29)
Nov 21, 2023
2023 (Q4)
1.67 / 1.57
1.4885.51% (+0.08)
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
Nov 20, 2025
$144.70$128.86-10.95%
Aug 05, 2025
$139.28$144.54+3.78%
May 06, 2025
$124.45$117.41-5.66%
Feb 04, 2025
$136.06$131.36-3.45%
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 Feb 10, 2026, Before Open (Confirmed).
    What is Jacobs Solutions (J) earnings time?
    Jacobs Solutions (J) earnings time is at Feb 10, 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 (Q1) is 1.5.

            Jacobs Solutions (J) Earnings News

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