Jacobs Solutions Inc. (J)

Over the past six months, Jacobs Solutions' stock price has been impacted by several events. The company reported strong Q1 2026 results, with adjusted EPS increasing by 15% and net revenue rising by 8%, leading to a stock price increase. Jacobs announced its intent to acquire the remaining stake in PA Consulting and increased its quarterly dividend by 12.5%. The company repurchased $252 million of its shares during Q1 2026. Analysts issued various ratings, with some increasing price objectives and others lowering ratings or price targets. The company exited fiscal 2025 with a record backlog and its highest adjusted EBITDA margin. The stock's all-time high closing price was $164.04 on October 21, 2025, and as of February 6, 2026, the closing price was $148.81, with a 1.25% increase over the last six months.

Jacobs Solutions' business experiences seasonal trends, particularly in its fiscal first quarter. The company's substantial backlog helps support revenue visibility and mitigate the impact of these seasonal fluctuations. Demand for its services is driven by long-term trends and government spending in areas like infrastructure modernization, energy transition, and supply chain investments. The company's diverse portfolio helps to balance out potential seasonal variations.

Jacobs Solutions, Inc. is a global professional services firm operating in the Industrials sector, specifically in Construction and Engineering. It offers services across the asset lifecycle, including advisory, design, engineering, procurement, construction, maintenance, and cyber security. The company's services cater to infrastructure, advanced facilities, and management consulting through PA Consulting. Specific areas of expertise include water, transportation, healthcare, technology, chemicals, manufacturing, cities, energy, and national security.

Jacobs Solutions has a global presence with operations in North America, Europe, the Middle East, Australia, Africa, and Asia. The United States accounted for the largest portion of its revenue at $7.42 billion in fiscal year 2025, followed by Europe at $2.87 billion. Other significant revenue-generating regions include the Middle East and Africa, Australia and New Zealand, Canada, India, and Asia.

Jacobs Solutions maintains a strong brand reputation as a global leader in engineering and professional services, consistently ranking No. 1 on ENR's Top 500 Design Firms. The company has secured significant contracts, reinforcing its leadership in infrastructure and climate-resilience projects. Its strategic shift towards higher-margin professional services and focus on critical infrastructure and digital solutions have been positively received. Jacobs emphasizes sustainability through its services.

Jacobs Solutions Inc. is a publicly traded company with ownership distributed among institutional investors, company insiders, and individual retail shareholders. Institutional investors hold a significant majority of the company's shares. Individual investors and smaller holders own a portion of the company. Company insiders hold a smaller percentage, with recent buying activity by Director Manuel J. Fernandez and CFO Venkatesh Nathamuni in November 2025.