Jacobs Solutions Inc.
Heavy Construction Other Than Bldg Const - Contractors
Jacobs Solutions is a global provider of engineering, design, procurement, construction, and maintenance services as well as cyber engineering and security solutions.
It is a $16.3B industrial company. Revenue grew 84.3% over the last year, it keeps 2¢ of every dollar of sales as profit, and its net debt equals ~1.6 years of free cash flow. It trades at 48.1× earnings — in the most expensive third of its own history.
- Website
- jacobs.com
- Location
- Dallas, TX
- Employees
- 43 000
- Sector
- Industrials
- Founded
- 1947
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong quality; Valuation, Growth, Profitability and Moat lag behind.
Valuation42
- P/E vs own history86th pct · 0/25
- FCF yield4.0% · 12/25
- P/S1.1x · 25/25
- EV/EBITDA25.4x · 5/25
Growth25
- Revenue CAGR-3.9% · 0/25
- Net income CAGR-11.8% · 0/25
- EPS CAGR ~5Y-8.5% · 0/25
- Fwd implied growth176.7% · 25/25
Profitability28
- ROIC6.2% · 5/25
- ROE9.9% · 12/25
- Net margin2.4% · 6/25
- Operating margin4.6% · 5/25
Health50
- Altman Zn/a · 0/25
- Current ratio1.29 · 12/25
- Interest coverage5.9x · 18/25
- Net cash / debtD/A 9% · 20/25
Quality97
- Piotroski F7/9 · 22/25
- Beneish M-2.96 · 25/25
- FCF conversion190% · 25/25
- Margin stabilityσ 3.9% · 25/25
Moat36
- ROIC >12% years1/10 yrs · 0/25
- Median gross margin21.4% · 6/25
- FCF-positive years9/10 yrs · 18/25
- Worst-year net marginworst 1.1% · 12/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- Q2 2026Insiders3 open-market insider purchases~4K shares bought by insiders
- 2024AcquisitionJacobs spun-off its Critical Mission Solutions and Cyber and Intelligence Government Services businesses…
- FY2020FinancialPositive free cash flow every year since6-year streak
- 2020AcquisitionJacobs acquired Wood Nuclear, the nuclear services arm of John Wood Group of the UK, for £250…
- FY2019FinancialBest year on record$848M net income
- Aug 2, 2017AcquisitionJacobs acquired CH2M based in Englewood, Colorado– an engineering firm in infrastructure and…
- FY2016FinancialProfitable every year on record10 consecutive profitable years in our data
- FY2016FinancialRevenue already above $10B$11.0B in first reported year
- 2014AcquisitionJacobs announced it completed a merger transaction with Sinclair Knight Merz (SKM), a 6,900-person…
- 2010AcquisitionJacobs acquired TechTeam, Tybrin, and Jordan, Jones and Goulding
- 2008AcquisitionJacobs spent $264 million to acquire Carter and Burgess, Lindsey Engineering and a 60% stake in Zamel…
- 2007AcquisitionJacobs acquired the privately held planning, engineering and design firm, Edwards and Kelcey of…
- 2001AcquisitionJacobs acquired the international operations, including the international consultancy Sir Alexander Gibb &…
- Dec 10, 1998AcquisitionIt was announced that Jacobs would acquire closely held engineering firm, Sverdrup Corporation…
- 1947FoundedJacobs Engineering was founded in 1947, by Joseph J
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Revenue growing 84.3% year over year
- Interest covered 5.9× by operating earnings
- Piotroski F-Score 7/9 — fundamentally strong checklist
Watch-outs
Nothing stands out as a concern in the available data.
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+84.3% YoY
- Profitable — makes more than it spends$338M TTM
- Profit growing — earnings are higher than last year-22.0% YoY
- Generates cash — cash left after running and investing$645M TTM
- Debt under control — could handle its obligations~1.6y of cash flow to repay
- Established company — not a micro-cap — lower blow-up risk$16.3B market cap
- Not printing shares — share count not ballooning — you keep your slice-8.3% shares over ~5y
- Proven track record — years of profitability behind it10/10 profitable years
- Financially stable — balance sheet not near distresshealth score 30/100
- Pays a dividend — returns cash to shareholdersyield 0.99%
- Valuation not extreme — price not wildly above earningsP/E 48.1
Peer comparisonJacobs Solutions Inc. vs 6 largest industrials peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| J this company | $16.3B | 48.1 | +84.3% | 2.4% | Strained |
| LRCX Lam Research Corp | $399.2B | 54.9 | +26.0% | 31.3% | Strong |
| CAT Caterpillar Inc. | $368.0B | 33.9 | +18.4% | 14.5% | Solid |
| RTX RTX Corporation | $251.3B | 32.4 | +11.8% | 8.3% | Strained |
| DE Deere & Company | $167.7B | 34.4 | +8.3% | 10.2% | Solid |
| ETN Eaton Corporation, plc | $167.2B | 43.6 | +15.5% | 12.8% | Mixed |
| UNP Union Pacific Corp. | $166.8B | 22.6 | +4.2% | 28.8% | Strained |
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/J
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of J on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $139.15 · market cap $16.3B.