Jacobs Solutions Inc.

Report azionario NYSE:J

Capitalizzazione di mercato: US$13.3b

Jacobs Solutions Crescita futura

Criteri Future verificati 4/6

Jacobs Solutions prevede che gli utili e i ricavi cresceranno rispettivamente di 24.3% e 6.7% all'anno. Si prevede che l'EPS crescerà di 26.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.5% in 3 anni.

Informazioni chiave

24.3%

Tasso di crescita degli utili

26.39%

Tasso di crescita dell'EPS

Professional Services crescita degli utili15.1%
Tasso di crescita dei ricavi6.7%
Rendimento futuro del capitale proprio26.48%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Articolo di analisi • 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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:J - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/202815,9179691,095N/A6
9/30/202714,9218511,0609979
9/30/202614,2605123914948
3/27/202613,175410484572N/A
12/26/202512,390459875960N/A
9/26/202512,030314607687N/A
6/27/202511,835485412500N/A
3/28/202511,687380587690N/A
12/27/202411,624460630744N/A
9/27/202411,5016039341,055N/A
6/28/20247,3291769551,078N/A
3/29/20248,632257801916N/A
12/29/20239,8633819681,091N/A
9/29/202310,851387837975N/A
6/30/202315,9457428871,033N/A
3/31/202315,585774316463N/A
12/30/202215,341646315455N/A
9/30/20229,783354347475N/A
7/1/202214,628464293400N/A
4/1/202214,378376726822N/A
12/31/202114,091287840935N/A
10/1/202114,093410633726N/A
7/2/202114,026434861956N/A
4/2/202113,7095531,0401,142N/A
1/1/202113,5894329441,057N/A
10/2/202013,567354689807N/A
6/26/202013,440306110228N/A
3/27/202013,350168-432-296N/A
12/27/201913,014404N/A-279N/A
9/27/201912,738290N/A-366N/A
6/28/201912,337191N/A-8N/A
3/29/201912,101215N/A372N/A
12/28/201811,88094N/A210N/A
9/28/201810,580-5N/A481N/A
6/29/201810,242165N/A463N/A
3/30/20189,823141N/A428N/A
12/29/20179,255196N/A511N/A
9/29/20176,330167N/A575N/A
6/30/201710,010227N/A615N/A
3/31/201710,189208N/A617N/A
12/30/201610,668224N/A764N/A
9/30/201610,964210N/A680N/A
7/1/201611,441211N/A544N/A
4/1/201611,654233N/A645N/A
1/1/201611,776249N/A372N/A
10/2/201512,115303N/A485N/A
6/26/201512,216359N/A623N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di J ( 24.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di J ( 24.3% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di J cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di J ( 6.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di J ( 6.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di J sarà elevato tra 3 anni ( 26.5 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 12:30
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/27
Utili annuali2025/09/26

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Jacobs Solutions Inc. è coperta da 31 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays