J — Jacobs Solutions Inc. $126.00

Generated 2026-06-30 21:49
USAIND

Quality Scorecard Transitional

D46/100
❌ Pricing power (gross margin) 23% Gross margin 23% — thin margins
❌ Return on equity 9% ROE 9% — low returns on capital
🟡 Leverage (net debt / EBITDA) 3.1x Net debt / EBITDA 3.1x — moderate leverage
🟡 Interest coverage 6x EBIT covers interest 6x — adequately covered
✅ Earnings consistency (revenue) 0/3 down 0 revenue-down year(s) in 3 — no down years
❌ Earnings growth (net income YoY) -64% Net income -64% YoY — earnings declining
✅ Cash conversion (CFO/NI) 237% Operating cash ÷ net income 237% — earnings convert to cash
❌ Operating margin trend eroding Operating margin eroding
✅ Revenue growth 27% Revenue +27% — strong demand growth
🟡 Growth trajectory mild deceleration YoY +5% vs +8% prior 2-yr avg — mild deceleration
❌ Free cash flow margin 5% FCF margin 5% — thin / negative
✅ Returns capital to shareholders yes dividend ~1.2%; shares -4.8%/yr

Transitional-stage checklist (proxy metrics from yfinance). 12 of 12 criteria scored. Not financial advice.

Buy-Now Score

54/100
Quality ×40%46
Trajectory ×30%56
Valuation ×30%62

Comparative rank: 40% Quality + 30% Trajectory + 30% Valuation — higher = better buy now. Not financial advice.

Valuation

$67.17$174.09
Price $126.00DCF $74.63 (-41%)Analyst $158.27 (+26%)MarketGist fair $141.54 (+12%)

DCF: 5% start growth → 2.5%, 7.9% discount (band $51.14–$98.23). Analyst: 15 analysts. MarketGist fair = 80% analyst + 20% DCF. Not financial advice.

Key Trends (6-yr)

GAAP EPS
▼ -62.3% YoY
Sales
▲ +4.6% YoY
Shares Outstanding
▼ -3.1% YoY

Company Overview

Basic Information

Company Name: Jacobs Solutions Inc.
Symbol: J
Exchange: NYQ
Sector: Industrials
Industry: Engineering & Construction

Company Details

Country: United States
City: Dallas
Employees: 47,000
Market Cap: $14.88B
Website: https://www.jacobs.com

Business Description

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities. It also offers consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors. The company was founded in 1947 and is headquartered in Dallas, Texas.

Key Metrics

Price & Valuation

Current Price
$126.00
Market Cap
$14.88B
P/E Ratio
37.17
Forward P/E
15.30
PEG Ratio
0.40
Price to Book
4.52

Profitability

Profit Margin: 2.90%
Operating Margin: -0.94%
Gross Margin: 23.42%
Return on Equity (ROE): 9.38%
Return on Assets (ROA): 4.35%
Revenue Growth: 27.00%

Financial Health

Current Ratio: 1.43
Quick Ratio: 1.35
Debt to Equity: 138.78
Total Debt: $4.56B
Total Cash: $1.37B
Beta: 0.68

Trading & Analyst Info

52-Week Range

52-Week High: $168.44
52-Week Low: $105.68
50-Day Average: $122.06
200-Day Average: $136.26

Analyst Recommendations

Recommendation: BUY
Target Mean Price: $158.27
Target High: $181.00
Target Low: $131.00

Price graph

Price vs Rates, Inflation & Volume (long-term)

Dotted = market-implied expectation (next ~12 mo), not a prediction.

Quarterly Verdict

🔴 41/100

Avoid for now

Quality grade D; 3 improving / 4 weakening metrics YoY.

➖ Pricing power (gross margin): Gross margin 23% — thin margins
➖ Return on equity: ROE 9% — low returns on capital
➕ Earnings consistency (revenue): 0 revenue-down year(s) in 3 — no down years
➖ Earnings growth (net income YoY): Net income -64% YoY — earnings declining
➕ Cash conversion (CFO/NI): Operating cash ÷ net income 237% — earnings convert to cash
➖ Operating margin trend: Operating margin eroding
➕ Revenue growth: Revenue +27% — strong demand growth
➖ Free cash flow margin: FCF margin 5% — thin / negative
➕ Returns capital to shareholders: dividend ~1.2%; shares -4.8%/yr
➕ Revenue +27.0% YoY
➖ Net income -917.6% YoY
➖ Operating margin -9.4 pts YoY
➖ Free cash flow -344.1% YoY
➕ Cash +13.9% YoY
➖ Debt +46.3% YoY
➕ Shares outstanding -1.8% YoY

Heuristic from the Quality Scorecard + quarter-over-quarter trends. Not financial advice.

Financial Statements

Income Statement (Annual)

Item2025-09-302024-09-302023-09-302022-09-30
Tax Effect Of Unusual Items$-8.13M$0.00$0.00$0.00
Tax Rate For Calcs$0.40$0.17$0.20$0.14
Normalized EBITDA$947.35M$1.26B$996.31M$878.74M
Total Unusual Items$-20.51M$0.00$0.00N/A
Total Unusual Items Excluding Goodwill$-20.51M$0.00$0.00N/A
Net Income From Continuing Operation Net Minority Interest$313.30M$612.80M$379.12M$354.16M
Reconciled Depreciation$237.58M$308.74M$307.25M$301.06M
Reconciled Cost Of Revenue$9.04B$8.67B$8.14B$7.20B
EBITDA$926.84M$1.26B$996.31M$878.74M
EBIT$689.26M$946.34M$689.06M$577.68M
Net Interest Income$-109.98M$-134.60M$-143.11M$-95.89M
Interest Expense$145.79M$169.06M$168.09M$100.19M
Interest Income$35.80M$34.45M$24.98M$4.30M
Normalized Income$325.68M$612.80M$379.12M$354.16M
Net Income From Continuing And Discontinued Operation$289.34M$806.09M$665.78M$644.04M

Showing 15 of 44 rows

Balance Sheet (Annual)

Item2025-09-302024-09-302023-09-302022-09-302021-09-30
Ordinary Shares Number$119.08M$124.25M$125.98M$127.39MN/A
Share Issued$119.08M$124.25M$125.98M$127.39MN/A
Net Debt$1.00B$1.08B$2.10B$2.27BN/A
Total Debt$2.71B$2.75B$3.47B$4.17BN/A
Tangible Book Value$-1.86B$-1.11B$951.35M$-2.52BN/A
Invested Capital$5.88B$6.77B$9.42B$9.47BN/A
Working Capital$1.01B$815.84M$1.27B$1.47BN/A
Net Tangible Assets$-1.86B$-1.11B$951.35M$-2.52BN/A
Capital Lease Obligations$473.40M$527.81M$592.36M$757.62MN/A
Common Stock Equity$3.64B$4.55B$6.55B$6.06BN/A
Total Capitalization$5.88B$5.90B$9.36B$9.42BN/A
Total Equity Gross Minority Interest$4.67B$5.39B$7.23B$6.74BN/A
Minority Interest$1.03B$838.02M$686.84M$676.86MN/A
Stockholders Equity$3.64B$4.55B$6.55B$6.06BN/A
Gains Losses Not Affecting Retained Earnings$-710.41M$-699.45M$-857.95M$-975.13MN/A

Showing 15 of 74 rows

Cash Flow Statement (Annual)

Item2025-09-302024-09-302023-09-302022-09-302021-09-30
Free Cash Flow$607.47M$933.56M$837.28M$347.09MN/A
Repurchase Of Capital Stock$-754.13M$-402.67M$-265.71M$-281.93MN/A
Repayment Of Debt$-2.13B$-4.24B$-4.49B$-2.43BN/A
Issuance Of Debt$2.46B$4.61B$3.87B$3.15BN/A
Issuance Of Capital Stock$34.71M$47.50M$47.78M$51.03MN/A
Capital Expenditure$-79.23M$-121.11M$-137.49M$-127.61MN/A
End Cash Position$1.24B$1.15B$929.45M$1.15BN/A
Beginning Cash Position$1.15B$929.45M$1.15B$1.03BN/A
Effect Of Exchange Rate Changes$3.69M$41.64M$32.55M$-128.89MN/A
Changes In Cash$86.19M$175.85M$-257.31M$256.52MN/A
Financing Cash Flow$-525.22M$-751.64M$-1.09B$320.23MN/A
Cash Flow From Continuing Financing Activities$-525.22M$-751.64M$-1.09B$320.23MN/A
Net Other Financing Charges$17.80M$-628.62M$-123.50M$-51.90MN/A
Cash Dividends Paid$-153.03M$-142.78M$-128.42M$-115.95MN/A
Common Stock Dividend Paid$-153.03M$-142.78M$-128.42M$-115.95MN/A

Showing 15 of 65 rows

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