Jacobs Solutions Résultats passés
Passé contrôle des critères 1/6
Les bénéfices de Jacobs Solutions ont diminué à un taux annuel moyen de -2.5%, tandis que le secteur Professional Services a vu ses bénéfices augmenter de en à 9.8% par an. Les revenus ont augmenté de en baisse à un taux moyen de 3.8% par an. Le rendement des capitaux propres de Jacobs Solutions est 9.8% et ses marges nettes sont de 2.5%.
Informations clés
-2.47%
Taux de croissance des bénéfices
-0.74%
Taux de croissance du BPA
| Professional Services Croissance de l'industrie | 10.99% |
| Taux de croissance des recettes | -3.75% |
| Rendement des fonds propres | 9.83% |
| Marge nette | 2.53% |
| Dernière mise à jour des bénéfices | 26 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Aug 07
J: Infrastructure And AI Contracts Will Drive Backlog-Fueled Upside Potential
Analysts have nudged their price target for Jacobs Solutions higher to $161.80 from $158.27. This reflects updated views on fair value, discount rate assumptions, profit margins and future P/E expectations.Seeking Alpha • Jul 08
Jacobs Solutions: Invest In Infrastructure, The Backbone Of Our Modern Economy
Summary Jacobs Solutions Inc. is rated a buy due to a robust contract backlog, diversified sector exposure, and active shareholder returns. J reported a 26.95% YoY revenue increase to $3.69B in Q2 2026, driven by its Infrastructure and Advanced Facilities segment. Recent acquisitions and new project wins, including major contracts in the US, UK, and Australia, underpin J's forward revenue visibility. J targets a 15% share price upside within a year, supported by a $27B backlog, dividend hikes, and aggressive share repurchases. Read the full article on Seeking AlphaMise à jour du récit • Jun 22
J: Energy And AI Infrastructure Wins Will Drive Future Upside Potential
Analysts kept their $158.27 price target for Jacobs Solutions unchanged. They cited small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that offset each other in their updated models.Mise à jour du récit • Jun 05
J: Critical Infrastructure And Energy Transition Wins Will Drive Future Upside Potential
Analysts have maintained their $158.27 price target for Jacobs Solutions, citing only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall valuation view. What's in the News Jacobs secured multiple Scottish & Southern Electricity Networks Transmission frameworks in the north of Scotland, with combined potential value above US$1b, focused on operational technology cybersecurity, digital services and substation design to support U.K. grid resilience and renewable integration.Mise à jour du récit • May 19
J: AI Data Center EPCM Wins Will Drive Future Upside Potential
Analysts have nudged their price target for Jacobs Solutions slightly higher to about $158.27 from roughly $157.53, citing updated assumptions around revenue growth, margins, discount rate and future P/E that refine rather than overhaul their prior view on the stock. What's in the News Jacobs secured a sole-source EPCM contract from Hut 8 for a second U.S. AI data center campus in Texas, a multi phase site designed for up to 1 gigawatt of capacity.Mise à jour du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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...Mise à jour du récit • 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 du récit • 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 du récit • 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 du récit • 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.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 AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Jacobs Solutions gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 26 Jun 26 | 14,219 | 359 | 2,295 | 0 |
| 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 | 1,999 | 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 | 1,866 | 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 |
Des revenus de qualité: J a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de J sont inférieures à celles de l'année dernière J. (2.5%) sont inférieures à celles de l'année dernière (4.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de J ont diminué de 2.5% par an au cours des 5 dernières années.
Accélération de la croissance: J a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: J a enregistré une croissance négative de ses bénéfices ( -25.7% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Professional Services ( 8.2% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de J ( 9.8% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 01:00 |
| Cours de l'action en fin de journée | 2026/09/14 00:00 |
| Les revenus | 2026/06/26 |
| 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 |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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 sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' 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 30 analystes. 12 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 |