Jacobs Solutions Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Los beneficios de Jacobs Solutions han disminuido a una tasa media anual de -2.8%, mientras que en la industria Professional Services los beneficios crecieron en un 11.2% anualmente. Los ingresos han ido disminuyendo a una tasa media de 5% al año. La rentabilidad financiera de Jacobs Solutions es de 11.4%, y sus márgenes netos son de 3.1%.
Información clave
-2.80%
Tasa de crecimiento de los beneficios
-1.19%
Tasa de crecimiento del BPA
| Crecimiento de la industria Professional Services | 10.99% |
| Tasa de crecimiento de los ingresos | -5.03% |
| Rentabilidad financiera | 11.40% |
| Margen neto | 3.11% |
| Última actualización de beneficios | 27 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización del análisis • Apr 09
J: Defense And AI Infrastructure Contracts Will Drive Future Upside Potential
Analysts have kept their average price target for Jacobs Solutions steady at about $158, with only minor tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a broadly consistent view of the stock’s risk and return profile.Actualización del análisis • Mar 25
J: Defense And Infrastructure Contracts Will Drive Future Upside Potential
Analysts have maintained Jacobs Solutions' fair value estimate at $157.53 per share. They have made only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E, reflecting updated assumptions rather than a change in overall conviction.Actualización del análisis • Mar 10
J: Large Defense And Infrastructure Wins Will Support Future Upside Potential
Analysts have kept their $157.53 price target for Jacobs Solutions steady, citing largely unchanged assumptions around revenue growth, profit margins, and P/E expectations, even as they slightly adjusted their discount rate inputs. What's in the News Selected by Natural England and Defra to coordinate and deliver fieldwork for the England Ecosystem Survey, a large scale Natural Capital and Ecosystem Assessment project running through the first half of 2027, covering soil, vegetation and landscape data across England (Client Announcements).Actualización del análisis • Feb 23
J: Defense And Infrastructure Contracts Will Support Steady Upside Potential
Analysts have kept their fair value estimate for Jacobs Solutions steady at about $158 per share, with a slightly higher discount rate and future P/E assumption informing the updated price target rationale. What's in the News Jacobs and PA Consulting secured a four year extension from the U.K. Department for Transport to continue leading the National Security Science and Research program, focusing on security and resilience across air, road and rail networks (Client Announcements).Actualización del análisis • Feb 07
J: Infrastructure Wins And Updated Assumptions Will Shape Steady Forward Performance
Analysts have lowered their price target for Jacobs Solutions to reflect an updated fair value of about $157.53. The change is primarily linked to revised assumptions around revenue growth, profit margins, and a lower forward P/E multiple.Artículo de análisis • Feb 02
Jacobs Solutions (NYSE:J) Is Increasing Its Dividend To $0.36
The board of Jacobs Solutions Inc. ( NYSE:J ) has announced that it will be paying its dividend of $0.36 on the 20th of...Seeking Alpha • Dec 05
Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand
Summary Jacobs Solutions is rated a buy, supported by a record $23.1B backlog and robust multi-year revenue growth visibility. J benefits from structural demand drivers like AI-powered data center buildouts, reshoring in pharma/semis, and expanding global infrastructure pipelines. Margin expansion is expected as higher-margin backlog converts, global delivery scales, and AI/digital tools enable premium pricing and operational efficiencies. Valuation remains attractive, with potential for P/E re-rating above historical averages given double-digit EPS growth and strong execution prospects. Read the full article on Seeking AlphaActualización del análisis • Nov 18
J: Recent Wins And Adjusted Outlook Will Shape Balanced Performance Ahead
Analysts have modestly increased their price target for Jacobs Solutions from $159.66 to $159.69, citing adjusted expectations for revenue growth and profit margins. What's in the News Jacobs has been named as a supplier on the United Kingdom's Crown Commercial Service’s Management Consultancy Framework Four.Actualización del análisis • Nov 01
J: Future Infrastructure Contracts And Digital Transformation Will Guide Measured Long-Term Opportunity
Analysts have raised their price target for Jacobs Solutions by $2, citing modest improvements in fair value estimates and a slightly lower discount rate. What's in the News Jacobs has been selected by EirGrid for a five-year framework to provide planning, design, and project management services supporting Ireland's renewable electricity transmission goals.Actualización del análisis • Oct 17
Water Modernization And Digital Transformation Will Shape Future Success
Analysts have raised their price target for Jacobs Solutions from $155.74 to $157.66 per share. This update reflects marginal adjustments in fair value and a slightly lower discount rate based on updated financial projections.Actualización del análisis • Sep 04
Water Modernization And Digital Transformation Will Shape Future Success
With both the discount rate and consensus revenue growth forecasts holding steady, the analyst price target for Jacobs Solutions remained unchanged at $155.74. What's in the News Jacobs secured a 15-year contract renewal to provide vital public works and digital infrastructure services for Centennial, Colorado, supporting strategic initiatives and smart city advancements.Artículo de análisis • Jul 21
Investors Interested In Jacobs Solutions Inc.'s (NYSE:J) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Artículo de análisis • Jun 30
Does Jacobs Solutions (NYSE:J) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • May 13
Jacobs Solutions' (NYSE:J) Earnings May Just Be The Starting Point
The subdued stock price reaction suggests that Jacobs Solutions Inc.'s ( NYSE:J ) strong earnings didn't offer any...Seeking Alpha • Mar 11
Get Into Jacobs Solutions Before It Solves All Of Its Problems
Summary Jacobs Solutions has underperformed major indices but shows a positive trend, with an 8% return over 30 months and a 13.4% gain in the past 18 months. The company operates through Infrastructure & Advanced Facilities and PA Consulting, focusing on margin expansion and divesting non-core segments for a leaner structure. Jacobs' recent restructuring includes a significant stake in Amentum, despite a $145M loss affecting Q1 2025 GAAP net income, offering potential future gains. Despite mixed Q1 results, Jacobs' diversified revenue streams, strategic focus, and attractive entry point make it a compelling investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Big Buyback Program And Cheap Valuations Make Jacobs A Buy
Summary I have a buy rating on Jacobs with a price target of $178, a 37% upside from the current market price. J's 1Q25 results were muted, but the long-term outlook is positive with potential margin improvement. I also like the Company's prudent management approach toward capital allocation, which focuses more on returning capital to shareholders rather than doing inorganic expansion. I believe Jacobs can grow its bottom line at a low double-digit growth rate, which is higher than the historical growth rate. However, it is currently valued lower than historical valuations. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
Jacobs Solutions Q4: Strong Margin Improvement Due To Divestiture
Summary I reiterate a “Strong Buy” rating for Jacobs Solutions Inc. with a one-year price target of $164 per share due to robust growth prospects. Jacobs reported 22.5% backlog growth and 4.3% adjusted revenue growth in Q4, driven by strong performance in Infrastructure and Advanced Facilities. The spin-off of Critical Mission Solutions and Cyber & Intelligence businesses allows Jacobs to focus on core sustainability operations and improve margins. For FY25, Jacobs is guiding for mid-to-high single digits revenue growth and over 100bps margin expansion, supported by strong Water, Environmental, and Life Sciences segments. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Jacobs Solutions Q3: Strong Backlog Supports Growth For FY25
Summary Jacobs Solutions shows strong backlog growth and is nearing completion of a spin-off and merger, reinforcing my ‘Strong Buy’ rating with a $170 price target. The spin-off of Critical Mission Solutions and Cyber & Intelligence Businesses will allow J stock to focus on high-margin critical infrastructure and sustainability projects. Jacobs delivered 1% revenue growth and 5.9% backlog growth in Q3, with strong future growth expected in the People and Places Solutions and PA consulting segments. Key risk includes potential impact from Intel's reduced CAPEX, but overall, the strategic separation and backlog growth support a positive outlook for Jacobs. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
Jacobs Solutions: Strategically Positioned In The Infrastructure Sector
Summary Jacobs Solutions has significant exposure to the growing infrastructure sector, with 13.6% growth in the Q1 critical infrastructure business unit. Growing sectors such as Infrastructure, semiconductor, pharma & life sciences, and data center growth make business valuation appealing at 17 times 2024 earnings. Shareholders will be rewarded through an increasing dividend, growing at 11.4% CAGR over the past five years, and opportunistic share repurchases. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Jacobs Solutions: Structural Growth From Infrastructure Modernization And Sustainability
Summary Jacobs plans to spin off and merge their Critical Mission Solutions and Cyber & Intelligence Government Services businesses, focusing on critical infrastructure and sustainability. The company is well-positioned to benefit from rising demands for infrastructure modernization and sustainability initiatives. Jacobs has experienced accelerated revenue growth in recent years, particularly in their consulting business, which is closely tied to their core strengths in infrastructure and sustainability. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Jacobs Solutions. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 27 Mar 26 | 13,175 | 410 | 2,279 | 0 |
| 26 Dec 25 | 12,390 | 459 | 1,973 | 0 |
| 26 Sep 25 | 12,030 | 314 | 1,946 | 0 |
| 27 Jun 25 | 11,835 | 485 | 1,991 | 0 |
| 28 Mar 25 | 11,687 | 380 | 1,860 | 0 |
| 27 Dec 24 | 11,624 | 460 | 1,972 | 0 |
| 27 Sep 24 | 11,501 | 603 | 1,961 | 0 |
| 28 Jun 24 | 7,329 | 176 | 1,814 | 0 |
| 29 Mar 24 | 8,632 | 257 | 2,005 | 0 |
| 29 Dec 23 | 9,863 | 381 | 1,960 | 0 |
| 29 Sep 23 | 10,851 | 387 | 2,030 | 0 |
| 30 Jun 23 | 15,945 | 742 | 2,280 | 0 |
| 31 Mar 23 | 15,585 | 774 | 2,288 | 0 |
| 30 Dec 22 | 15,341 | 646 | 2,302 | 0 |
| 30 Sep 22 | 9,783 | 354 | 1,939 | 0 |
| 01 Jul 22 | 14,628 | 464 | 2,192 | 0 |
| 01 Apr 22 | 14,378 | 376 | 2,159 | 0 |
| 31 Dec 21 | 14,091 | 287 | 2,111 | 0 |
| 01 Oct 21 | 14,093 | 410 | 2,033 | 0 |
| 02 Jul 21 | 14,026 | 434 | 1,918 | 0 |
| 02 Apr 21 | 13,709 | 553 | 1,803 | 0 |
| 01 Jan 21 | 13,589 | 432 | 1,672 | 0 |
| 02 Oct 20 | 13,567 | 354 | 2,005 | 0 |
| 26 Jun 20 | 13,440 | 306 | 1,505 | 0 |
| 27 Mar 20 | 13,350 | 168 | 1,761 | 0 |
| 27 Dec 19 | 13,014 | 404 | 1,752 | 0 |
| 27 Sep 19 | 12,738 | 290 | 1,759 | 0 |
| 28 Jun 19 | 12,337 | 191 | 1,908 | 0 |
| 29 Mar 19 | 12,101 | 215 | 1,640 | 0 |
| 28 Dec 18 | 11,880 | 94 | 1,670 | 0 |
| 28 Sep 18 | 10,580 | -5 | 1,524 | 0 |
| 29 Jun 18 | 10,242 | 165 | 1,468 | 0 |
| 30 Mar 18 | 9,823 | 141 | 1,395 | 0 |
| 29 Dec 17 | 9,255 | 196 | 1,334 | 0 |
| 29 Sep 17 | 6,330 | 167 | 913 | 0 |
| 30 Jun 17 | 10,010 | 227 | 1,310 | 0 |
| 31 Mar 17 | 10,189 | 208 | 1,289 | 0 |
| 30 Dec 16 | 10,668 | 224 | 1,228 | 0 |
| 30 Sep 16 | 10,964 | 210 | 1,429 | 0 |
| 01 Jul 16 | 11,441 | 211 | 1,267 | 0 |
| 01 Apr 16 | 11,654 | 233 | 1,298 | 0 |
| 01 Jan 16 | 11,776 | 249 | 1,320 | 0 |
| 02 Oct 15 | 12,115 | 303 | 1,369 | 0 |
| 26 Jun 15 | 12,216 | 359 | 1,405 | 0 |
Ingresos de calidad: J tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(3.1%) de J son inferiores a los del año pasado (3.3%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de J han disminuido en un 2.8% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de J en el último año (7.6%) supera su media de 5 años (-2.8% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de J en el último año (7.6%) superó al de la industria Professional Services 6.8%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de J (11.4%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 10:06 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/27 |
| Ingresos anuales | 2025/09/26 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Jacobs Solutions Inc. está cubierta por 31 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |