Jacobs Solutions Gestion
Gestion contrôle des critères 4/4
Le PDG Jacobs Solutions est Bob Pragada, nommé en Jan2023, a un mandat de 3.33 ans. La rémunération annuelle totale est $ 14.04M, composée du salaire de 9.6% et des bonus 90.4%, y compris les actions et options de la société. détient directement 0.22% des actions de la société, d'une valeur de $ 32.99M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.7 ans et 3.3 ans.
Informations clés
Bob Pragada
Directeur général
US$14.0m
Rémunération totale
| Pourcentage du salaire du PDG | 9.62% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 5.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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.Article d'analyse • 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 AlphaMise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | US$410m |
| Dec 26 2025 | n/a | n/a | US$459m |
| Sep 26 2025 | US$14m | US$1m | US$314m |
| Jun 27 2025 | n/a | n/a | US$485m |
| Mar 28 2025 | n/a | n/a | US$380m |
| Dec 27 2024 | n/a | n/a | US$460m |
| Sep 27 2024 | US$12m | US$1m | US$603m |
| Jun 28 2024 | n/a | n/a | US$176m |
| Mar 29 2024 | n/a | n/a | US$257m |
| Dec 29 2023 | n/a | n/a | US$381m |
| Sep 29 2023 | US$11m | US$1m | US$387m |
| Jun 30 2023 | n/a | n/a | US$742m |
| Mar 31 2023 | n/a | n/a | US$774m |
| Dec 30 2022 | n/a | n/a | US$646m |
| Sep 30 2022 | US$6m | US$905k | US$354m |
| Jul 01 2022 | n/a | n/a | US$464m |
| Apr 01 2022 | n/a | n/a | US$376m |
| Dec 31 2021 | n/a | n/a | US$287m |
| Oct 01 2021 | US$10m | US$838k | US$410m |
| Jul 02 2021 | n/a | n/a | US$434m |
| Apr 02 2021 | n/a | n/a | US$553m |
| Jan 01 2021 | n/a | n/a | US$432m |
| Oct 02 2020 | US$5m | US$806k | US$354m |
| Jun 26 2020 | n/a | n/a | US$306m |
| Mar 27 2020 | n/a | n/a | US$168m |
| Dec 27 2019 | n/a | n/a | US$404m |
| Sep 27 2019 | US$4m | US$742k | US$290m |
Rémunération vs marché: La rémunération totale de Bob ($USD 14.04M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Bob a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Bob Pragada (57 yo)
3.3yrs
Titularisation
US$14,038,363
Compensation
Mr. Robert V. Pragada, also known as Bob, is Director of PA Consulting Group Limited from November 20, 2020. Mr. Pragada is Director of Dallas Regional Chamber. He serves as Chief Executive Officer and Dir...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chair of the Board | 3.3yrs | US$14.04m | 0.22% $ 33.0m | |
| Executive VP & CFO | 1.9yrs | US$3.63m | 0.0035% $ 529.3k | |
| Executive VP & President of Global Operations | no data | US$3.33m | 0.060% $ 9.0m | |
| Executive VP | 7.6yrs | US$3.53m | 0.055% $ 8.2m | |
| Executive VP and President of Strategy | no data | US$2.29m | 0.022% $ 3.2m | |
| Chief Accounting Officer | 9.6yrs | pas de données | 0.025% $ 3.7m | |
| Senior Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior Vice President of Buildings & Infrastructure | no data | pas de données | pas de données | |
| Senior Vice President of Buildings & Infrastructure | no data | pas de données | pas de données | |
| Senior VP and GM of Advanced Engineering | no data | pas de données | pas de données | |
| Senior VP of Climate Response & ESG and Strategy & Solution | 5.7yrs | pas de données | pas de données | |
| Senior Vice President of Americas | no data | pas de données | pas de données |
5.7yrs
Durée moyenne de l'emploi
62.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de J est chevronnée et expérimentée (5.7 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chair of the Board | 3.3yrs | US$14.04m | 0.22% $ 33.0m | |
| Independent Director | 9.3yrs | US$343.71k | 0.015% $ 2.2m | |
| Lead Independent Director | 2.4yrs | US$490.02k | 0.0027% $ 400.7k | |
| Independent Director | 2.4yrs | US$415.02k | 0.0027% $ 400.7k | |
| Independent Director | 1.7yrs | US$368.19k | 0.0015% $ 221.3k | |
| Independent Director | 7yrs | US$319.31k | 0.0098% $ 1.5m | |
| Independent Director | 4.5yrs | US$322.71k | 0.0042% $ 623.5k | |
| Independent Director | 5.6yrs | US$346.02k | 0.0077% $ 1.1m | |
| Independent Director | 1.7yrs | US$366.09k | pas de données |
3.3yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de J sont considérés comme expérimentés (ancienneté moyenne 3.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 05:26 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/27 |
| Revenus annuels | 2025/09/26 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Jacobs Solutions Inc. est couverte par 31 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |