Jacobs Solutions (J)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-05
$147.54-7.85%
Close 2026-11-05 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · J
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 24.4% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| -13.7% |
Growth built into the price is above our model estimate.
The price assumes 38.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 16 industry peers
J — CEO transition
Dated 2026-09-23
President, Strategy, Growth & Digital — Shannon Miller: The filing reports the departure of a senior executive (President, Strategy, Growth & Digital) who is leaving the company with severance benefits, representing a genuine loss of a sitting officer but not a sudden shock to the CEO/CFO level.
Why it matters: Shannon Miller led strategy, growth, and digital work. A named successor or clear handoff would show how Jacobs plans to keep those efforts moving.
Watch forJacobs names a successor or states who now leads strategy, growth, and digital work.
Also watch forJacobs says the role is still open or reports another senior leader leaving the group.
Why it matters: A ratio above 1.0x means new work is outpacing work done. A lower ratio could weaken the record backlog.
Watch forAdjusted net revenue book-to-bill is at or above 1.0x in the next quarterly report.
Also watch forAdjusted net revenue book-to-bill falls below 1.0x in the next quarterly report.
Why it matters: Jacobs raised its adjusted EPS range after strong results. Meeting the new range would support its earnings progress.
Supportive ifFY2026 adjusted EPS is at or above $7.20 in the November 23 report.
Worry ifJacobs cuts its FY2026 adjusted EPS outlook below $7.20.
Why it matters: Jacobs raised its revenue outlook three times. Meeting or topping the new range would back its growth story.
Supportive ifAt the November 23 earnings report, adjusted net revenue growth for FY2026 is at or above 9.5%.
Worry ifJacobs cuts its FY2026 adjusted net revenue growth outlook below 9.5%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$99 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $310 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,089 loss on $10,000 · 30.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Jacobs raised its savings goal after buying the rest of PA Consulting. The next report can show if the savings plan is on track.
Supportive ifJacobs reports yearly PA Consulting cost savings above $20 million within 24 months of the deal close.
Worry ifJacobs reports savings below $20 million, or says the 24-month goal is delayed.
Why it matters: This segment drove much of the latest growth. A sharp slowdown would weaken the case for broad demand across its key markets.
Watch forI&AF adjusted net revenue grows at least 10% year over year in the next reported quarter.
Also watch forI&AF adjusted net revenue growth falls below 5% year over year in the next reported quarter.