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Jacobs Solutions Inc.

NYSE:J 주식 리포트

시가총액: US$17.0b

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    • 가치 평가
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Jacobs Solutions 과거 순이익 실적

과거 기준 점검 1/6

Jacobs Solutions의 수입은 연평균 -2.5%의 비율로 감소해 온 반면, Professional Services 산업은 수입이 연평균 9.6% 증가했습니다. 매출은 연평균 3.8%의 비율로 감소해 왔습니다. Jacobs Solutions의 자기자본이익률은 9.8%이고 순이익률은 2.5%입니다.

핵심 정보

-2.47%

순이익 성장률

-0.74%

주당순이익(EPS) 성장률

Professional Services 산업 성장률10.99%
매출 성장률-3.75%
자기자본이익률9.83%
순이익률2.53%
최근 순이익 업데이트26 Jun 2026

최근 과거 실적 업데이트

Recent updates

User avatar
내러티브 업데이트 • 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
내러티브 업데이트 • 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
내러티브 업데이트 • 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
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.
User avatar
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.
User avatar
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.
User avatar
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).
User avatar
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).
User avatar
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...
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
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

매출 및 비용 세부 내역

Jacobs Solutions가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:J 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
26 Jun 2614,2193592,2950
27 Mar 2613,1754102,2790
26 Dec 2512,3904591,9730
26 Sep 2512,0303141,9460
27 Jun 2511,8354851,9910
28 Mar 2511,6873801,9990
27 Dec 2411,6244601,9720
27 Sep 2411,5016031,9610
28 Jun 247,3291761,8140
29 Mar 248,6322571,8660
29 Dec 239,8633811,9600
29 Sep 2310,8513872,0300
30 Jun 2315,9457422,2800
31 Mar 2315,5857742,2880
30 Dec 2215,3416462,3020
30 Sep 229,7833541,9390
01 Jul 2214,6284642,1920
01 Apr 2214,3783762,1590
31 Dec 2114,0912872,1110
01 Oct 2114,0934102,0330
02 Jul 2114,0264341,9180
02 Apr 2113,7095531,8030
01 Jan 2113,5894321,6720
02 Oct 2013,5673542,0050
26 Jun 2013,4403061,5050
27 Mar 2013,3501681,7610
27 Dec 1913,0144041,7520
27 Sep 1912,7382901,7590
28 Jun 1912,3371911,9080
29 Mar 1912,1012151,6400
28 Dec 1811,880941,6700
28 Sep 1810,580-51,5240
29 Jun 1810,2421651,4680
30 Mar 189,8231411,3950
29 Dec 179,2551961,3340
29 Sep 176,3301679130
30 Jun 1710,0102271,3100
31 Mar 1710,1892081,2890
30 Dec 1610,6682241,2280
30 Sep 1610,9642101,4290
01 Jul 1611,4412111,2670
01 Apr 1611,6542331,2980
01 Jan 1611,7762491,3200
02 Oct 1512,1153031,3690

양질의 수익: J는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: J의 현재 순 이익률 (2.5%)은 지난해 (4.1%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: J의 수익은 지난 5년 동안 연평균 2.5% 감소했습니다.

성장 가속화: J은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: J은 지난 1년 동안 수익이 감소(-25.7%)하여 Professional Services 업계 평균(8.1%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: J의 자본 수익률(9.8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/16 05:31
종가2026/09/16 00:00
수익2026/06/26
연간 수익2025/09/26

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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 *
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분석가 소스

Jacobs Solutions Inc.는 31명의 분석가가 다루고 있습니다. 이 중 12명의 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

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