DailyIQ
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Sector:IndustrialsAll sectors
Last updated 1 hour ago

J·Jacobs Solutions Inc.

$.
+. (+.%)
High
$116.55
Open
$114.50
Market Cap
13.54B
52W High
$168.44
Low
$113.00
P. Close
$114.69
P/E
35.50
52W Low
$105.68
Fwd P/E
62.65
Mean Target
-
Technical Score (1D)
23
SELL
News Sentiment
69
BULLISH
Jacobs, as part of a joint venture with Stantec, has been appointed as the engineering services partner for Greater Western Water's five-year Infrastructure Planning and Delivery Program. This significant five-year engagement will focus on the planning, design, and execution of essential water and wastewater infrastructure projects in Melbourne's rapidly expanding western region. The program's objective is to bolster water resiliency and achieve positive community outcomes, leveraging an integrated project delivery model for enhanced efficiency. Investors will be watching for the initial project awards within this program and the pace of execution over the coming quarters.
Earnings Summary
Jacobs Solutions Inc. is a global provider of professional services, specializing in infrastructure, advanced facilities, and consulting, operating within the Industrials sector's Engineering & Construction industry. The company offers end-to-end solutions from planning and design to project management and facility operation across diverse sectors like consumer and manufacturing, energy and utilities, and government. Headquartered in Dallas, Texas, Jacobs has a significant international presence and a history dating back to 1947. In its most recent reported quarters, Jacobs demonstrated a positive trend in earnings per share (EPS), with Q3 2025 EPS at $1.75, an increase from $1.62 in Q2 2025 and $1.43 in Q1 2025, and $1.33 in Q4 2024. Revenue also showed an upward trajectory, reaching $3.69 billion in Q2 2026, up from $3.15 billion in Q3 2025 and $3.03 billion in Q2 2025. The company has consistently beaten analyst EPS estimates in the reported periods where data is available, showing an acceleration in both EPS and revenue growth in the most recent quarters. Historically, Jacobs has shown a strong year-over-year growth trajectory, with notable beats against analyst estimates, particularly in EPS. For instance, Q2 2026 saw actual revenue significantly exceed estimates, indicating strong operational performance. Recent news highlights Jacobs securing a contract for environmental baseline assessment services in the UK, emphasizing its consulting capabilities in a growing sector. Analysts at RBC anticipate improved growth in the second half of the year, driven by strong demand in the data center sector and Life Sciences, alongside contributions from US infrastructure projects. Investors should watch for the continued impact of data center build-outs and the progression of US infrastructure spending as key indicators for Jacobs' upcoming performance, alongside its ability to leverage new contracts and maintain strong capital returns amidst industry competition.

EPS

EstBeatMiss
$1.17$1.36$1.54$1.73$1.92Q4'24Q1'25Q2'25Q3'25Q2'26Q3'26
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 $115.60, giving Jacobs Solutions Inc. a market cap of 13.54B and a P/E ratio of 35.5. Today's range spans $113.00–$116.55, with shares opening at $114.50 and moving up $0.91 (0.8%) from the prior close. DailyIQ's technical score sits at 23/100 (SELL) with a news sentiment reading of 69/100.

Over the past year J has traded between $105.68 and $168.44 - the current price is +9.4% off the 52-week low and -31.4% from the high.

The bearish momentum on Jacobs Solutions Inc. (J) - 23/100 (SELL), sentiment bullish at 69/100, price $115.60 (near 52-week lows) - is the type of setup where stop-loss selling from long-side momentum strategies amplifies the initial technical weakness. The current P/E ratio stands at 35.5. At 13.54B in Industrials market cap, the 52-week range of $105.68–$168.44 provides the structural reference, and the lower end of that range becomes the next key test if the current SELL signal persists.

Analyst coverage for J becomes a double-edged factor in a SELL phase: at 13.54B in Industrials market cap, active coverage is high enough that downgrade risk is real and impactful. The 23/100 technical reading and bullish sentiment (69/100) at $115.60 (near 52-week lows) place the stock in the zone where one or two high-profile estimate cuts can convert a grinding decline into a sharper re-rating — the $105.68–$168.44 range establishes where that repricing lands.

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