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NYSE · Industrials

JACOBS SOLUTIONS INC. (J)

As-reported financials and SEC filings for JACOBS SOLUTIONS INC. The latest annual period is FY2025. The latest reported quarter is Q3 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About JACOBS SOLUTIONS INC.

Jacobs Solutions Inc. provides consulting, advisory, design, and program delivery services across sectors including advanced manufacturing, cities and places, energy, environmental, life sciences, transportation, and water. The company serves clients globally by offering integrated solutions that address infrastructure, sustainability, and digital transformation challenges. Jacobs operates through two main segments: Infrastructure & Advanced Facilities and its majority investment in PA Consulting, a technology-enabled innovation and transformation consulting firm.

Snapshot

Revenue
$12.03B
Revenue growth (YoY)
4.6%
Net income
$289.3M
Diluted EPS
$2.38
Gross margin
24.8%
Operating margin
7.2%
Net margin
2.4%
FCF margin
5.0%
ROE
7.9%
net income / fiscal-year-end equity
P/E
50.0×
trailing when available, otherwise FY EPS
Market cap
$17.73B
Long-term debt / equity
0.61×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended September 26, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Jacobs Solutions

  • Revenue grew 4.6% to $12.0B in FY2025, in line with the 6.0% the year before.
  • Operating margin is 7.2% in FY2025, +2.3 pp against 4.9% in FY2021.
  • Most recent quarter Q3 FY2026: revenue $4.1B, up 34.5% from Q3 FY2025.
  • Free cash flow was $607M in FY2025, 5.0% of revenue.
  • Net income fell 64.1% to $289M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Jacobs Solutions’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin24.8%
42nd percentile of 466
Operating margin7.2%
56th percentile of 605
Net margin2.4%
43rd percentile of 645
FCF margin5.0%
51st percentile of 562
Revenue growth (YoY)+4.6%
51st percentile of 668
ROE7.9%
52nd percentile of 600
P/E50.0×
86th percentile of 434
Long-term debt / equity0.61×
60th percentile of 409
Short interest4.13d
64th percentile of 676

Jacobs Solutions’s P/E of 50.0 ranks in the 86th percentile of the 434 peers with a meaningful P/E.

No reported insider purchases (code P) in the last 90 days; 2 insider sales totaling $2.5M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 4 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
4
+7 quant / multi-strat
Initiated / added
3
1 new, 2 added
Reduced / exited
8
8 trimmed, 0 exited
Combined position
$316.0M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$162.5M1.3MAdded
Millennium ManagementquantQ2 2026$43.5M345.6KAdded
Renaissance TechnologiesquantQ2 2026$34.8M275.9KReduced
Gotham Asset ManagementQ2 2026$34.2M271.3KReduced
Two Sigma InvestmentsquantQ2 2026$27.4M217.3KReduced
Citadel AdvisorsquantQ2 2026$7.2M57.0KReduced
Point72 Asset ManagementquantQ2 2026$3.1M24.7KNew
Bridgewater AssociatesQ2 2026$1.6M12.9KReduced
Ruane Cunniff (Sequoia)Q2 2026$786,7446.2KReduced
D. E. ShawquantQ2 2026$693,6305.5KReduced
Soros Fund ManagementQ2 2026$262,3322.1KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
2
$2.5M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-07
filed 2026-08-11
Hill PatrickPRESIDENTSell11.7K$143.67$1.7M
2026-08-07
filed 2026-08-11
Hill PatrickPRESIDENTSell5.5K$145.00$798K
2026-05-15
filed 2026-05-18
PRAGADA ROBERT VChair & CEOBuy3.6K$111.09$400K
2026-05-13
filed 2026-05-14
Fernandez Manuel JDirectorBuy253$112.56$28K
2026-05-08
filed 2026-05-12
Fernandez Manuel JDirectorBuy403$121.93$49K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
4.0M
settled 2026-08-14
Change vs prior
-24.9%
vs previous settlement
Days to cover
4.13
at avg daily volume
Avg daily volume
958.3K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-144.0M-24.9%4.13
2026-07-315.3M-26.8%6.39
2026-07-157.2M+1.1%7.62
2026-06-307.1M+4.4%4.64
2026-06-156.8M-4.4%5.53
2026-05-297.1M+8.7%6.04
2026-05-156.6M+34.4%3.31
2026-04-304.9M+11.4%6.03

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$12.03B$11.50B$10.85B$9.78B$14.09B
Gross profit$2.98B$2.83B$2.71B$2.58B$3.04B
Operating income$863.6M$692.4M$676.5M$539.9M$688.1M
Net income$289.3M$806.1M$665.8M$644.0M$477.0M
Diluted EPS$2.38$6.32$5.30$4.98$3.20

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$1.24B$1.14B$770.9M$1.14B$1.01B
Current assets$4.36B$4.90B$4.69B$4.72B$4.29B
Total assets$11.25B$11.76B$14.62B$14.66B$14.63B
Current liabilities$3.35B$4.08B$3.42B$3.25B$3.21B
Long-term debt$2.24B$1.35B$2.81B$3.36B$2.84B
Total liabilities$7.60B$7.19B$8.02B$8.56B$8.66B
Total equity$3.65B$4.57B$6.60B$6.10B$5.97B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$686.7M$1.05B$974.8M$474.7M$726.3M
Capital expenditure$79.2M$121.1M$137.5M$127.6M$92.8M
Free cash flow$607.5M$933.6M$837.3M$347.1M$633.5M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q3 FY2026$4.08B34.5%$136.6M$1.15
Q2 FY2026$3.69B27.0%$-45.9M$-0.34
Q1 FY2026$3.29B12.3%$125.5M$1.12
Q4 FY2025$3.15B6.6%$122.3M$1.02
Q3 FY2025$3.03B5.1%$179.6M$1.55
Q2 FY2025$2.91B2.2%$5.6M$0.06
Q1 FY2025$2.93B4.4%$-18.1M$-0.11
Q4 FY2024$2.96B$325.4M$2.61

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryHeavy Construction Other Than Bldg Const - Contractors
Latest annual periodFY2025 (ended September 26, 2025)
Latest reported quarterQ3 FY2026 (ended June 26, 2026)
Oldest indexed filing2015
SEC CIK52988

Selected SEC filings

10-Q2026-08-04
View on EDGAR →
10-Q2026-05-05
View on EDGAR →
10-Q2026-02-03
View on EDGAR →
8-K2026-08-14
View on EDGAR →
8-K2026-08-04
View on EDGAR →
8-K2026-05-05
View on EDGAR →
8-K2026-04-29
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.