Jacobs Solutions (J)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$146.23-0.89%
Close 2026-09-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
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 | 11.8% |
| Our one-year growth estimate | diamond | -27.2% |
Growth built into the price is above our model estimate.
The price assumes 39.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
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.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
J — earnings in line
Dated 2026-08-04
99.1 Press Release dated August 4 , 2026 announcing the Company’s financial results for the quarter ended June 26 , 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 liabilitie…
Why it matters: Another raise would show strong momentum and confidence in future earnings growth.
Supportive ifManagement raises adjusted EPS guidance for FY 2026 to more than $7.30.
Worry ifGuidance for adjusted EPS remains at or below $7.30.
Why it matters: Completing the spin-off will show Jacobs' focus and financial setup after the deal.
Watch forThe spin-off and merger with Amentum are completed as scheduled.
Also watch forThe spin-off is delayed or canceled.
Why it matters: Finishing this purchase would boost Jacobs' consulting skills and growth plans.
Supportive ifThey announce the successful end of the PA Consulting purchase.
Worry ifThey announce delays or that the purchase will not happen.
Why it matters: A permanent CFO could help stabilize management. This could change Jacobs' strategy.
Supportive ifJacobs announces a new permanent CFO.
Worry ifThe search for a permanent CFO takes longer than expected or results in no appointment.
Why it matters: Updates on share buybacks show how much management trusts the company's value.
Supportive ifJacobs announces more share buybacks. This is in addition to the $472 million already done.
Worry ifNo new share buybacks are announced. This shows a lack of confidence in the stock.
Why it matters: Slowing growth could hurt overall growth and benefits from the acquisition.
Worry ifPA Consulting revenue growth falls below 10% year over year.
Less concerning ifPA Consulting revenue growth remains above 10% year over year.
Why it matters: This would indicate a slowdown in business momentum after strong Q2 results.
Worry ifQ3 adjusted net revenue growth comes in below 8.0% year over year.
Less concerning ifQ3 adjusted net revenue growth meets or exceeds 10.5% year over year.
Why it matters: More share buybacks would show strong cash flow and a promise to return money to investors.
Supportive ifThey announce share buybacks over $252 million in the next quarter.
Worry ifThey do not announce any big share buybacks in the next quarter.
Why it matters: Another rise in revenue guidance shows strong demand and a good market position.
Supportive ifManagement raises FY 2026 revenue growth guidance to over 10.5%.
Worry ifManagement maintains or lowers FY 2026 revenue growth guidance.
Why it matters: The interim CFO's actions will shape Jacobs' financial plans during an important change. This may affect how investors feel.
Watch forThe interim CFO shares new plans to cut costs and boost growth.
Also watch forNo new plans are shared, or current plans are pushed back.
Why it matters: If guidance goes up, it shows strong growth and confidence in future results. It shows Jacobs can adapt after the split.
Supportive ifJacobs raises its revenue guidance for FY 2026 beyond what was expected.
Worry ifJacobs maintains or lowers its FY 2026 guidance.
Why it matters: An increase in guidance would signal strong performance and growth potential. It reflects management's confidence.
Supportive ifManagement raises FY 2026 guidance during the next earnings call on August 4, 2026.
Worry ifManagement lowers FY 2026 guidance. This shows they expect weaker performance.
Why it matters: Strong backlog growth shows future revenue potential and demand for Jacobs' services.
Supportive ifQ3 backlog growth exceeds 30% year-over-year.
Worry ifQ3 backlog growth is below 20% year-over-year.
Why it matters: These synergies could increase profits. They also help the acquisition plan.
Supportive ifManagement confirms more than $20 million in annual cost savings in 24 months.
Worry ifManagement says cost savings are less than $20 million in 24 months.
Why it matters: Changes in share buybacks show management's confidence in cash flow and growth.
Watch forShare repurchases exceed $300 million in Q4 2026.
Also watch forShare repurchases drop below $200 million in Q4 2026.
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.
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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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 | ±$139 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $306 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 | $3,444 loss on $10,000 · 34.4% | 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.
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.