Overview
Jacobs fiscal Q4 revenue grows 6.6% y/y, beating analyst expectations
Adjusted EPS for fiscal Q4 beats consensus, indicating strong operational performance
GAAP net earnings for fiscal Q4 fall 55.4% y/y due to Amentum investment losses
Outlook
Company forecasts fiscal 2026 adjusted net revenue growth of 6% to 10%
Jacobs expects fiscal 2026 adjusted EPS between $6.90 and $7.30
Company anticipates fiscal 2026 free cash flow margin of 7.0% to 8.0%
Result Drivers
SECTOR GROWTH - Life Sciences, Data Center, Water, Energy & Power, and Transportation sectors drove revenue growth, per CEO Bob Pragada
RECORD BACKLOG - Co's backlog reached a new record of $23.1 bln, indicating strong future demand
ADJUSTED EPS INCREASE - Adjusted EPS rose 27.7% y/y, reflecting improved operational efficiency
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $3.20 bln | $2.26 bln (9 Analysts) |
Q4 Adjusted EPS | Beat | $1.75 | $1.68 (12 Analysts) |
Q4 EPS | $1.05 | ||
Q4 Net Income | $138 mln | ||
Q4 Adjusted EBITDA | Miss | $324 mln | $330.56 mln (9 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Jacobs Solutions Inc is $161.00, about 9.9% above its November 19 closing price of $145.05
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago
Press Release: ID:nPn2P1wT8a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)