Jacobs Solutions Beheer
Beheer criteriumcontroles 4/4
De CEO Jacobs Solutions is Bob Pragada, benoemd in Jan2023, heeft een ambtstermijn van 3.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 14.04M, bestaande uit 9.6% salaris en 90.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.22% van de aandelen van het bedrijf, ter waarde $ 32.99M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.7 jaar en 3.3 jaar.
Belangrijke informatie
Bob Pragada
Algemeen directeur
US$14.0m
Totale compensatie
| Percentage CEO-salaris | 9.62% |
| Dienstverband CEO | 3.3yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 5.7yrs |
| Gemiddelde ambtstermijn bestuur | 3.3yrs |
Recente managementupdates
Recent updates
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-artikel • 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 AlphaAnalyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • May 13
Jacobs Solutions' (NYSE:J) Earnings May Just Be The Starting Point
The subdued stock price reaction suggests that Jacobs Solutions Inc.'s ( NYSE:J ) strong earnings didn't offer any...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Apr 22
Jacobs Solutions: Structural Growth From Infrastructure Modernization And Sustainability
Summary Jacobs plans to spin off and merge their Critical Mission Solutions and Cyber & Intelligence Government Services businesses, focusing on critical infrastructure and sustainability. The company is well-positioned to benefit from rising demands for infrastructure modernization and sustainability initiatives. Jacobs has experienced accelerated revenue growth in recent years, particularly in their consulting business, which is closely tied to their core strengths in infrastructure and sustainability. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$290m |
Compensatie versus markt: De totale vergoeding ($USD 14.04M ) Bob } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.74M ).
Compensatie versus inkomsten: De vergoeding van Bob is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Bob Pragada (57 yo)
3.3yrs
Tenure
US$14,038,363
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Chair of the Board | 3.3yrs | US$14.04m | 0.22% $ 33.0m | |
| Executive VP & CFO | 1.9yrs | US$3.63m | 0.0035% $ 529.3k | |
| Executive VP & President of Global Operations | no data | US$3.33m | 0.060% $ 9.0m | |
| Executive VP | 7.6yrs | US$3.53m | 0.055% $ 8.2m | |
| Executive VP and President of Strategy | no data | US$2.29m | 0.022% $ 3.2m | |
| Chief Accounting Officer | 9.6yrs | geen gegevens | 0.025% $ 3.7m | |
| Senior Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Buildings & Infrastructure | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Buildings & Infrastructure | no data | geen gegevens | geen gegevens | |
| Senior VP and GM of Advanced Engineering | no data | geen gegevens | geen gegevens | |
| Senior VP of Climate Response & ESG and Strategy & Solution | 5.7yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Americas | no data | geen gegevens | geen gegevens |
5.7yrs
Gemiddelde duur
62.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van J is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Chair of the Board | 3.3yrs | US$14.04m | 0.22% $ 33.0m | |
| Independent Director | 9.3yrs | US$343.71k | 0.015% $ 2.2m | |
| Lead Independent Director | 2.4yrs | US$490.02k | 0.0027% $ 400.7k | |
| Independent Director | 2.4yrs | US$415.02k | 0.0027% $ 400.7k | |
| Independent Director | 1.7yrs | US$368.19k | 0.0015% $ 221.3k | |
| Independent Director | 7yrs | US$319.31k | 0.0098% $ 1.5m | |
| Independent Director | 4.5yrs | US$322.71k | 0.0042% $ 623.5k | |
| Independent Director | 5.6yrs | US$346.02k | 0.0077% $ 1.1m | |
| Independent Director | 1.7yrs | US$366.09k | geen gegevens |
3.3yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van J wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 10:46 |
| Aandelenkoers aan het einde van de dag | 2026/05/07 00:00 |
| Inkomsten | 2026/03/27 |
| Jaarlijkse inkomsten | 2025/09/26 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Jacobs Solutions Inc. wordt gevolgd door 31 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |