Jacobs Solutions (J)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-07-07
$130.35+1.06%
Close 2026-07-07 · 1-day change
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Jacobs Solutions grows revenue about 10% a year, backed by strong contract wins. Profit margins stay near 14.75%. The company repurchased $472 million of shares, showing smart capital use. Free cash flow yield is steady at 3%.
Growth could slow if contract wins weaken or margins compress below 14%. Volatile management and soft guidance pose risks. Rising debt and capital allocation issues may pressure returns.
The price is about 2% below our fair value near $134, reflecting roughly 10% revenue growth. Our fair value is 15% below the Street median, so the market prices in moderate growth but not peak optimism.
Breaks if: Share repurchases fall significantly below $472 million YTD
Jacobs has strategically repurchased $472 million of its shares year-to-date, optimizing capital structure.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Jacobs repurchased $472 million of shares year-to-date, indicating a focus on optimizing capital structure. This strategic repurchase aligns with their capital allocation priorities.
“Repurchased $220 million of Jacobs Shares in Q2, $472 million YTD.”
“Strategically Repurchased $252 Million of Jacobs Shares in Q1.”
Breaks if: Free cash flow yield falls below 2%
Breaks if: Gross margin falls below 14%
Breaks if: YoY revenue growth falls below 10% in FY26
Jacobs has raised its FY 2026 guidance for the second consecutive quarter, reflecting strong business momentum.
Stated in 2 of last 2 quarters. Revenue grew from $2,910,415,000 in 2025-Q2 to $3,694,881,000 in 2026-Q1, indicating strong growth. The trajectory is delivering on the raised guidance.
“Raising FY 2026 Guidance for the Second Consecutive Quarter, Reflecting Strong Business Momentum.”
“Increasing FY 2026 Adj. Net Revenue, Adj. EPS and Free Cash Flow Margin Guidance Midpoints.”