Jacobs Solutions Inc. (J)

In the past six months, Jacobs Solutions' stock price has experienced fluctuations. As of June 30, 2025, the stock price was $131.45, compared to $141.19 on June 20, 2024. On May 6, 2025, Jacobs reported its fiscal second-quarter 2025 earnings, exceeding EPS forecasts but falling short on revenue, leading to a stock price drop. The company reported a 22% increase in adjusted EPS and a 3% year-over-year growth in net revenue for Q2 2025, with a 20% increase in backlog to $22.2 billion. Jacobs reaffirmed its full-year fiscal 2025 guidance and repurchased $351 million of shares in Q2 2025. Additionally, Jacobs completed a joint venture deal, secured new contracts, and spun off its Critical Mission Solutions and Cyber & Intelligence government services businesses into Amentum Holdings.

Demand for Jacobs Solutions' products and services exhibits seasonality, with peak demand typically occurring from late Q1 through early Q3 due to weather conditions, economic cycles, and regulatory changes. Warmer months increase demand for outdoor construction projects, while colder seasons may see a rise in demand for heating and maintenance products. The rise of technology is helping to flatten the hiring curve, and Jacobs' diverse service offerings across various sectors may have their own specific seasonal patterns.

Jacobs Solutions, Inc. is a global technical professional services firm headquartered in Dallas, Texas, operating primarily within the Industrials sector, specifically in Construction and Engineering. The company provides a comprehensive range of services, including engineering, design, procurement, construction, and maintenance, as well as scientific and specialty consulting. Jacobs' services cater to a diverse client base across various sectors, including water, transportation, healthcare, technology, chemicals, advanced manufacturing, cities and places, energy, environmental, life sciences, and national defense and security. The company's operations are structured into segments such as Infrastructure and Advanced Facilities (I&AF) and PA Consulting.

Jacobs Solutions has a significant global presence, with operations spanning worldwide. The company maintains offices in over 400 locations across North America, South America, Europe, the Middle East, Australia, Africa, and Asia, including the United States, Canada, Singapore, Australia, New Zealand, China, Hong Kong, India, Malaysia, Thailand, Philippines, South Korea, the United Arab Emirates, and Saudi Arabia.

Jacobs Solutions maintains a strong brand reputation, holding the No. 1 position on ENR's Top 500 Design Firms from 2018 to 2023 and being recognized as a top program management firm. They are acknowledged by OSHA for excellence in worker safety and health and were named one of The Times Top 50 Employers for Gender Equality in 2024. However, the company's reputation has been affected by an ongoing investigation by the Rhode Island Department of Environmental Management regarding a wastewater spillage in June 2022 and previous letters of noncompliance.

Jacobs Solutions Inc. is largely controlled by institutional shareholders, who collectively own between 87% and 88.25% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The largest individual shareholder is Noel G. Watson, who owns 0.80% of the company.