Jacobs Solutions 過去の業績
過去 基準チェック /16
Jacobs Solutionsの収益は年間平均-2.5%の割合で減少していますが、 Professional Services業界の収益は年間 増加しています。収益は年間9.6% 3.8%割合で 減少しています。 Jacobs Solutionsの自己資本利益率は9.8%であり、純利益率は2.5%です。
主要情報
-2.47%
収益成長率
-0.74%
EPS成長率
| Professional Services 業界の成長 | 10.99% |
| 収益成長率 | -3.75% |
| 株主資本利益率 | 9.83% |
| ネット・マージン | 2.53% |
| 前回の決算情報 | 26 Jun 2026 |
最近の業績更新
Recent updates
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.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.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.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.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.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).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).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...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.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.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.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 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 Alpha収支内訳
収支内訳
Jacobs Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 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 |
質の高い収益: Jは 高品質の収益 を持っています。
利益率の向上: Jの現在の純利益率 (2.5%)は、昨年(4.1%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: Jの収益は過去 5 年間で年間2.5%減少しました。
成長の加速: Jは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: Jは過去 1 年間で収益成長率がマイナス ( -25.7% ) となったため、 Professional Services業界平均 ( 8.1% ) と比較することが困難です。
株主資本利益率
高いROE: Jの 自己資本利益率 ( 9.8% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/09/15 18:22 |
| 終値 | 2026/09/15 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
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 Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |