Jacobs Solutions Gestione
Criteri Gestione verificati 4/4
Jacobs Solutions Il CEO è Bob Pragada, nominato in Jan2023, e ha un mandato di 3.67 anni. la retribuzione annua totale è $ 14.04M, composta da 9.6% di stipendio e 90.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.23% delle azioni della società, per un valore di $ 37.75M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.7 anni e 3.7 anni.
Informazioni chiave
Bob Pragada
Amministratore delegato
US$14.0m
Compenso totale
| Percentuale dello stipendio del CEO | 9.62% |
| Mandato del CEO | 3.7yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 3.7yrs |
| Durata media del Consiglio di amministrazione | 3.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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 AlphaAggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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...Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 26 2026 | n/a | n/a | US$359m |
| 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$290m |
Compensazione vs Mercato: La retribuzione totale di Bob ($USD 14.04M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di Bob è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Bob Pragada (58 yo)
3.7yrs
Mandato
US$14,038,363
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chair of the Board | 3.7yrs | US$14.04m | 0.23% $ 37.8m | |
| Executive VP & CFO | 2.3yrs | US$3.63m | 0.0055% $ 914.8k | |
| Executive VP & President of Global Operations | no data | US$3.33m | 0.058% $ 9.6m | |
| Executive VP | 7.9yrs | US$3.53m | 0.055% $ 9.2m | |
| Special Advisor to the CEO | less than a year | US$2.29m | 0.022% $ 3.6m | |
| Chief Accounting Officer | 9.9yrs | Nessun dato | 0.025% $ 4.1m | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President of Buildings & Infrastructure | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Buildings & Infrastructure | no data | Nessun dato | Nessun dato | |
| Senior VP and GM of Advanced Engineering | no data | Nessun dato | Nessun dato | |
| Senior VP of Climate Response & ESG and Strategy & Solution | 6yrs | Nessun dato | Nessun dato |
3.7yrs
Durata media
62yo
Età media
Gestione esperta: Il team dirigenziale di J è considerato esperto (durata media dell'incarico 3.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chair of the Board | 3.7yrs | US$14.04m | 0.23% $ 37.8m | |
| Independent Director | 9.7yrs | US$343.71k | 0.015% $ 2.4m | |
| Lead Independent Director | 2.8yrs | US$490.02k | 0.0027% $ 446.6k | |
| Independent Director | 2.8yrs | US$415.02k | 0.0027% $ 446.6k | |
| Independent Director | 2yrs | US$368.19k | 0.0015% $ 247.4k | |
| Independent Director | 7.3yrs | US$319.31k | 0.0098% $ 1.6m | |
| Independent Director | 4.8yrs | US$322.71k | 0.0042% $ 695.6k | |
| Independent Director | 5.9yrs | US$346.02k | 0.0094% $ 1.6m | |
| Independent Director | 2yrs | US$366.09k | Nessun dato |
3.7yrs
Durata media
58yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di J sono considerati esperti (durata media dell'incarico 3.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/14 02:53 |
| Prezzo dell'azione a fine giornata | 2026/09/14 00:00 |
| Utili | 2026/06/26 |
| Utili annuali | 2025/09/26 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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. 12 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.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |