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Jacobs Solutions Inc.

NYSE:J 株式レポート

時価総額:US$16.6b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
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    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Jacobs Solutions マネジメント

マネジメント 基準チェック /44

Jacobs Solutionsの CEO はBob Pragadaで、 Jan2023年に任命され、 の在任期間は 3.67年です。 の年間総報酬は$ 14.04Mで、 9.6%給与と90.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.23%を直接所有しており、その価値は$ 37.75M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と3.7年です。

主要情報

Bob Pragada

最高経営責任者

US$14.0m

報酬総額

CEO給与比率9.62%
CEO在任期間3.7yrs
CEOの所有権0.2%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間3.7yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • 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 Alpha
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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 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

CEO報酬分析

Jacobs Solutions の収益と比較して、Bob Pragada の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 26 2026n/an/a

US$359m

Mar 27 2026n/an/a

US$410m

Dec 26 2025n/an/a

US$459m

Sep 26 2025US$14mUS$1m

US$314m

Jun 27 2025n/an/a

US$485m

Mar 28 2025n/an/a

US$380m

Dec 27 2024n/an/a

US$460m

Sep 27 2024US$12mUS$1m

US$603m

Jun 28 2024n/an/a

US$176m

Mar 29 2024n/an/a

US$257m

Dec 29 2023n/an/a

US$381m

Sep 29 2023US$11mUS$1m

US$387m

Jun 30 2023n/an/a

US$742m

Mar 31 2023n/an/a

US$774m

Dec 30 2022n/an/a

US$646m

Sep 30 2022US$6mUS$905k

US$354m

Jul 01 2022n/an/a

US$464m

Apr 01 2022n/an/a

US$376m

Dec 31 2021n/an/a

US$287m

Oct 01 2021US$10mUS$838k

US$410m

Jul 02 2021n/an/a

US$434m

Apr 02 2021n/an/a

US$553m

Jan 01 2021n/an/a

US$432m

Oct 02 2020US$5mUS$806k

US$354m

Jun 26 2020n/an/a

US$306m

Mar 27 2020n/an/a

US$168m

Dec 27 2019n/an/a

US$404m

Sep 27 2019US$4mUS$742k

US$290m

報酬と市場: Bobの 総報酬 ($USD 14.04M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Bobの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Bob Pragada (58 yo)

3.7yrs
在職期間
US$14,038,363
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Robert Pragada
CEO & Chair of the Board3.7yrsUS$14.04m0.23%
$ 37.8m
Venkatesh Nathamuni
Executive VP & CFO2.3yrsUS$3.63m0.0055%
$ 914.8k
Patrick Hill
Executive VP & President of Global Operationsno dataUS$3.33m0.058%
$ 9.6m
Joanne Caruso
Executive VP7.9yrsUS$3.53m0.055%
$ 9.2m
Shannon Miller
Special Advisor to the CEOless than a yearUS$2.29m0.022%
$ 3.6m
William Allen
Chief Accounting Officer9.9yrsデータなし0.025%
$ 4.1m
Bert Subin
Senior Vice President of Investor Relationsno dataデータなしデータなし
Cheryl Lim
Chief Human Resources Officerless than a yearデータなしデータなし
Thomas McDuffie
Senior Vice President of Buildings & Infrastructureno dataデータなしデータなし
Robert Duff
Senior Vice President of Buildings & Infrastructureno dataデータなしデータなし
Rabon Johnson
Senior VP and GM of Advanced Engineeringno dataデータなしデータなし
Janet Walstrom
Senior VP of Climate Response & ESG and Strategy & Solution6yrsデータなしデータなし
3.7yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: Jの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Robert Pragada
CEO & Chair of the Board3.7yrsUS$14.04m0.23%
$ 37.8m
Robert McNamara
Independent Director9.7yrsUS$343.71k0.015%
$ 2.4m
Louis Pinkham
Lead Independent Director2.8yrsUS$490.02k0.0027%
$ 446.6k
Julia Sloat
Independent Director2.8yrsUS$415.02k0.0027%
$ 446.6k
Michael Collins
Independent Director2yrsUS$368.19k0.0015%
$ 247.4k
Georgette Kiser
Independent Director7.3yrsUS$319.31k0.0098%
$ 1.6m
Priya Abani
Independent Director4.8yrsUS$322.71k0.0042%
$ 695.6k
Manuel Fernandez
Independent Director5.9yrsUS$346.02k0.0094%
$ 1.6m
Mary Jackson
Independent Director2yrsUS$366.09kデータなし
3.7yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: Jの 取締役会 は 経験豊富 であると考えられます ( 3.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/14 09:28
終値2026/09/14 00:00
収益2026/06/26
年間収益2025/09/26

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
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アナリストのコンセンサス予想+プラス3年
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所有権10年
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

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アナリスト筋

Jacobs Solutions Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays

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