Jacobs Solutions Inc.

NYSE:J 주식 리포트

시가총액: US$13.3b

Jacobs Solutions 향후 성장

Future 기준 점검 4/6

Jacobs Solutions (는) 각각 연간 24.3% 및 6.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.5% 로 예상됩니다.

핵심 정보

24.3%

이익 성장률

26.39%

EPS 성장률

Professional Services 이익 성장15.1%
매출 성장률6.7%
향후 자기자본이익률26.48%
애널리스트 커버리지

Good

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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

이익 및 매출 성장 예측

NYSE:J - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: J 의 연간 예상 수익 증가율(24.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: J 의 연간 수익(24.3%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: J 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: J 의 수익(연간 6.7%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: J 의 수익(연간 6.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: J의 자본 수익률은 3년 후 26.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 12:08
종가2026/05/20 00:00
수익2026/03/27
연간 수익2025/09/26

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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분석가 소스

Jacobs Solutions Inc.는 31명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays