DailyIQ
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Sector:IndustrialsAll sectors
Last updated 4 minutes ago

J·Jacobs Solutions Inc.

$.
+. (+.%)
High
$131.77
Open
$124.66
Market Cap
14.94B
52W High
$168.44
Low
$124.47
P. Close
$126.54
P/E
39.17
52W Low
$105.68
Fwd P/E
15.37
DailyIQ Est.
$161.43
Technical Score (1D)
64
BUY
News Sentiment
51
MIXED
Jacobs announced that it will release its fiscal third‑quarter 2026 earnings after the market close on Tuesday, Aug. 4, and will host a conference call at 4:30 p.m. ET with a webcast and accompanying slides. The call will give management an opportunity to discuss operating trends and future outlook, which can shape short‑term sentiment as investors weigh the company’s performance drivers. Traders will be particularly attentive to guidance on revenue growth, backlog levels, and margin trends, all of which have historically influenced the stock’s direction. Baird recently trimmed its price target to $140 from $148, citing margin pressure and competitive dynamics, signaling caution about the company’s profitability trajectory. The target cut underscores the importance of upcoming margin guidance, as any widening of costs or lower win rates could further erode earnings. A comparison article notes that Jacobs has a stronger backlog and higher revenue growth than EMCOR, suggesting a more robust pipeline that could support upside if new contracts are secured. However, the same piece highlights EMCOR’s diversification, implying that Jacobs may face concentration risk if its core projects falter. Over the next 1–10 trading days, traders should monitor the earnings call for updates on backlog, revenue, and margin guidance, as well as any commentary on competitive positioning. Watch for any mention of cost‑control initiatives or changes in labor and material costs, which could address the margin concerns raised by Baird. Finally, keep an eye on signals about project win rates or new pipeline additions, as these will be key to assessing whether Jacobs can sustain its growth trajectory.
Earnings Summary
Jacobs Solutions Inc. is a global provider of professional services, specializing in infrastructure, advanced facilities, and consulting, delivering end‑to‑end solutions from planning to long‑term operation across consumer, manufacturing, energy, utilities, and government sectors. In the engineering and construction industry, Jacobs leverages its extensive geographic footprint to capture large, multi‑year contracts. In the most recent quarters, Jacobs reported EPS of $1.33 in Q4 2024, $1.43 in Q1 2025, $1.62 in Q2 2025, $1.75 in Q3 2025, and $1.75 in Q2 2026, each beating analyst estimates of $1.26, $1.38, $1.54, $1.68, and $1.63 respectively, while revenue climbed from $2.93 billion in Q1 2025 to $3.69 billion in Q2 2026, a 26.95 % year‑over‑year increase, and the company posted a $27 billion contract backlog that underpins near‑term visibility. Historically, Jacobs has maintained a streak of EPS beats in every quarter since Q4 2024, with revenue growth accelerating in the latest period and a consistent pattern of exceeding guidance, underscoring disciplined execution. Recent news highlights a new indefinite delivery/indefinite quantity contract with Navy and Marine Corps installations, a multi‑year defense portfolio that could offset commercial cyclical downturns, and a 288‑MW Palmer Wind Farm owner’s engineer role that adds a long‑term renewable‑energy revenue stream; these developments reinforce the company’s diversified pipeline and support the robust backlog. Forward‑looking watch points for investors include monitoring any adjustments to the backlog or new contract wins, changes to the dividend policy or share‑repurchase program, and the timing of the first defense project milestones, as early delivery could accelerate cash flow and impact the next earnings release.

EPS

EstBeatMiss
$1.17$1.36$1.54$1.73$1.91Q4'24Q1'25Q2'25Q3'25Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.83 - -
Q2'26$1.63$1.75+7.1%
Q3'25$1.68$1.75+4.2%
Q2'25$1.54$1.62+5.4%
Q1'25$1.38$1.43+3.5%
Q4'24$1.26$1.33+5.7%

Revenue

EstBeatMiss
$2.3B$2.7B$3.1B$3.5B$3.9BQ4'24Q1'25Q2'25Q3'25Q2'26Q3'26
QtrEstActual+/−
Q3'26$2.4B - -
Q2'26$3.2B$3.7B+14.2%
Q3'25 - $3.2B -
Q2'25 - $3.0B -
Q1'25 - $2.9B -
Q4'24 - $2.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

J Stock Snapshot

J is currently trading at $128.54, giving Jacobs Solutions Inc. a market cap of 14.94B and a P/E ratio of 39.2. Today's range spans $124.47–$131.77, with shares opening at $124.66 and moving up $2.00 (1.6%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 51/100.

Over the past year J has traded between $105.68 and $168.44 - the current price is +21.6% off the 52-week low and -23.7% from the high. 26 analysts cover the stock with a Buy consensus and a mean 12-month target of $156.93 (range $131.00–$181.00), implying upside of +22.1%.

The technical picture for J is mixed - score 64/100, HOLD, with the stock at $128.54 (in the lower half of its 52-week range) and sentiment neutral at 51/100. For a large-cap in Industrials with 14.94B in capitalization The current P/E ratio stands at 39.2., this is a fairly common pre-earnings or pre-macro-event posture. Annual range: $105.68–$168.44. Neutral signals at this size often resolve sharply once a catalyst provides directional conviction.

The 52-week range of $105.68–$168.44 for J provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $128.54 (in the lower half of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 64/100 and neutral news backdrop (51/100) don't break the tie yet, but they narrow the probability distribution toward the upside.