J
Jacobs SolutionsNYSEIndustrialsEngineering & ConstructionSnapshot 2026-05-08
As of May 8, 2026, the analyst scoring for J is labeled as "mild favorable" with a composite score of 19.4 and a medium confidence level of 72.9. The score is influenced by several factors, including a macro score of 30.0 and a sector score of 16.7, indicating moderate risk and inexpensive valuation. The analysis is provisional, reflecting potential changes based on future guidance and sector trends.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.02
- Bonus0.00
Why this rank
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.90 → $1.83 (-3.7% / 30d). 1 raised, 3 cut, 13 covering analysts.
0 upgrades, 0 downgrades / 30d, 5 maintained. 61% of analysts rate Buy.
2 PT revisions / 30d. Avg target 22.6% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
11 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase FY 2026 Guidancegrowthmixed65% progressprovisional
2/3: “Jacobs increased FY 2026 guidance for adjusted net revenue, adjusted EPS, and free cash flow margin.”
Why this status
Stated in 2 of last 2 quarters. Revenue grew from $2,932,956,000 in 2025-Q1 to $3,293,281,000 in 2026-Q1, reflecting strong business momentum. The trajectory is delivering on the raised guidance.
- 2.Strategic Share Repurchasecapital allocationmixed65% progressprovisional
2/3: “CFO: 'We also sequentially increased share repurchases, buying back $252 million of our shares during the quarter.'”
Why this status
Newly stated in 2026-Q1. Jacobs repurchased $252 million of shares in Q1 2026, reflecting a strategic capital allocation decision. This action aligns with their commitment to return capital to shareholders.
- 3.Acquisition of PA Consulting Stakegrowthmixed65% progressprovisional
2/3: “CEO: 'We are excited to advance our strategy to redefine the asset lifecycle through the recently announced transaction to fully own the business.'”
Why this status
Newly stated in 2026-Q1. Jacobs announced the acquisition of the remaining stake in PA Consulting, aiming to enhance strategic growth. This move is part of their broader strategy to redefine the asset lifecycle.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 38%; 252d 31%.
Drawdown — Max 1y −28%. Bad day move −3%.
Beta to sector ETF (XLI) — 0.95 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 49/100, drawdown 45/100, beta 95/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -7.2% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase FY 2026 Guidance
GrowthJacobs raised its FY 2026 guidance for adjusted net revenue, adjusted EPS, and free cash flow margin.
MixedStated in 2 of last 2 quarters. Revenue grew from $2,932,956,000 in 2025-Q1 to $3,293,281,000 in 2026-Q1, reflecting strong business momentum. The trajectory is delivering on the raised guidance.
65%CEO/CFO:“Jacobs increased FY 2026 guidance for adjusted net revenue, adjusted EPS, and free cash flow margin.”Press releaseSource dated 2026-02-03Stated 2 of last 8 quartersFirst seen 2026-02-03provisionalShow history (2)
- 2026-Q1Press release
“Increasing FY 2026 Adj. Net Revenue, Adj. EPS and Free Cash Flow Margin Guidance Midpoints.”
- 2025-Q4Press release
“Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum.”
- #2
Strategic Share Repurchase
Capital allocationJacobs strategically repurchased $252 million of shares in Q1 2026.
MixedNewly stated in 2026-Q1. Jacobs repurchased $252 million of shares in Q1 2026, reflecting a strategic capital allocation decision. This action aligns with their commitment to return capital to shareholders.
Repurchased $252 million of shares in Q1 202665%CEO/CFO:“CFO: 'We also sequentially increased share repurchases, buying back $252 million of our shares during the quarter.'”Press releaseSource dated 2026-02-03Stated 1 of last 8 quartersFirst seen 2026-02-03provisionalShow history (1)
- 2026-Q1Press release
“We also sequentially increased share repurchases, buying back $252 million of our shares during the quarter.”
- #3
Acquisition of PA Consulting Stake
GrowthJacobs announced the acquisition of the remaining stake in PA Consulting to enhance strategic growth.
MixedNewly stated in 2026-Q1. Jacobs announced the acquisition of the remaining stake in PA Consulting, aiming to enhance strategic growth. This move is part of their broader strategy to redefine the asset lifecycle.
65%CEO/CFO:“CEO: 'We are excited to advance our strategy to redefine the asset lifecycle through the recently announced transaction to fully own the business.'”Press releaseSource dated 2026-02-03Stated 1 of last 8 quartersFirst seen 2026-02-03provisionalShow history (1)
- 2026-Q1Press release
“We are excited to advance our strategy to redefine the asset lifecycle through the recently announced transaction to fully own the business.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
J Jacobs Solutions | +19 | inexpensive | moderate |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-05-05)-16 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-3.7 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-053d agoItem 2.02
99.1 Press Release dated May 5, 2026 announcing the Company’s financial results for the quarter ended March 27, 2026 104 Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document The information disclosed pursuant to Items 2.02 and 9.01 in this Current Report on Form 8-K, including the exhibits, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of…
earnings preannouncement—score 61 - 2026-04-299d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 26, 2026, Diane Bryant resigned as a member of the Board of Directors of Jacobs Solutions Inc. (the “Company”). Her decision to resign was not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Pursuant to the requirements of the Securities Exchange Act of 1934, the Re…
executive changeneutralscore 46 - 2026-03-171mo agoItem 1.01
Entry into a Material Definitive Agreement Revolving Credit Agreement On March 16, 2026, Jacobs Solutions Inc. (the “Company”), Jacobs Engineering Group Inc. ( “JEGI”) and certain of the Company’s wholly owned subsidiaries, as borrowers, entered into a credit agreement (the “Revolving Credit Agreement”) with the lenders party thereto, Bank of America, N.A., as administrative agent, Bank of America, N.A., BNP Paribas and Wells Fargo Bank, National Association, as co-syndication agents, The Tor…
capital allocationneutralscore 20 - 2026-03-171mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information set forth in
capital allocationnegativescore 16 - 2026-03-032mo agoItem 1.01
Entry into a Material Definitive Agreement. On March 3, 2026, Jacobs Solutions Inc. (the “Company”) completed the previously announced offering (the “Offering”) of $800,000,000 aggregate principal amount of its 4.750% Senior Notes due 2031 (the “2031 Notes”) and $500,000,000 aggregate principal amount of its 5.375% Senior Notes due 2036 (the “2036 Notes” and, together with the 2031 Notes, the “Notes”). The Notes are fully and unconditionally guaranteed (the “Guarantees”) by Jacobs Engineering…
capital allocationpositivescore 14
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.