Jacobs Solutions Inc. (J)

In the past six months, Jacobs Solutions, Inc. stock price has been impacted by several events. In Q2 2025, Jacobs reported strong fiscal results, but revenue and profit were adversely affected by a reserve and mark-to-market losses. Keybanc upgraded its outlook for Jacobs Solutions, and analysts provided mixed perspectives with an average 12-month price target increase. There have been no insider purchases, but several executives sold shares. Jacobs finalized an equity-for-debt transaction, reducing outstanding debt.

While specific detailed information on demand seasonality for Jacobs Solutions' products and services is not explicitly provided, the nature of its business suggests certain influences. Government spending and economic conditions impact Jacobs' business. As a professional services firm delivering complex projects, the timing of new project awards and the progression of existing projects can influence revenue recognition and demand for services. Jacobs has strategically focused on high-growth sectors such as water, infrastructure, aerospace, life sciences, and advanced manufacturing. The company has noted seasonal cash timing events that can lead to negative free cash flow in certain quarters.

Jacobs Solutions, Inc. is a global technical professional services firm headquartered in Dallas, Texas, operating in the Industrials sector, specifically in the Engineering & Construction industry. The company provides a comprehensive range of professional services, including engineering, design, architecture, construction, environmental services, and scientific and specialty consulting. Its services cater to sectors like Infrastructure and Advanced Facilities, PA Consulting, Critical Mission Solutions, and Divergent Solutions. Jacobs integrates digital innovation with traditional engineering and is recognized for its leadership in sustainable and resilient infrastructure development.

Jacobs Solutions has a significant global presence, operating in numerous countries across North America, South America, Europe, the Middle East, Australia, Africa, and Asia, with over 400 offices worldwide. Key regions and countries include the United States, Canada, India, Australia, New Zealand, China, Hong Kong, Malaysia, Thailand, Philippines, South Korea, the United Arab Emirates, Saudi Arabia, and Qatar. They are involved in projects such as the revamp of the Corpus Christi Ship Channel in Texas, services for the NASA Marshall Space Flight Center, and infrastructure programs in the Middle East like Expo 2020 Dubai and Etihad Rail. Recently, Jacobs secured a significant role in modernizing Ireland's rail network.

Jacobs Solutions has consistently ranked highly in the engineering and design industry, including being ranked No. 1 on ENR's Top 500 Design Firms for multiple years. The company is recognized for its leadership in sustainable and resilient infrastructure development and has been rated an industry leader in environmental services. In Q2 2025, the company's revenue and profit were adversely impacted by a legal reserve. The absence of insider purchases and the sale of shares by high-profile executives could be interpreted as a lack of confidence in the stock's near-term appreciation potential.

Jacobs Solutions Inc. is a publicly traded company with ownership distributed among institutional investors, individual investors, and company insiders. Institutional investors heavily dominate the ownership, holding approximately 87% of the shares. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. Individual investors hold about 12% ownership, while insiders own approximately 0.57% to 5.05% of the company's stock. Noel G. Watson is the largest individual shareholder.