Jacobs Solutions Inc.

NYSE:J Stok Raporu

Piyasa değeri: US$15.0b

Jacobs Solutions Yönetim

Yönetim kriter kontrolleri 4/4

Jacobs Solutions CEO'su Bob Pragada, Jan2023 tarihinde atandı, in görev süresi 3.33 yıldır. in toplam yıllık tazminatı $ 14.04M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.6% maaş ve 90.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.22% ine doğrudan sahiptir ve bu hisseler $ 32.99M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.7 yıl ve 3.3 yıldır.

Anahtar bilgiler

Bob Pragada

İcra Kurulu Başkanı

US$14.0m

Toplam tazminat

CEO maaş yüzdesi9.62%
CEO görev süresi3.3yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi5.7yrs
Yönetim Kurulu ortalama görev süresi3.3yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Makalesi 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
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 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
Seeking 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 Alpha

CEO Tazminat Analizi

Bob Pragada'un ücretlendirmesi Jacobs Solutions'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Bob 'ın toplam tazminatı ($USD 14.04M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.74M ).

Tazminat ve Kazançlar: Bob 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Bob Pragada (57 yo)

3.3yrs
Görev süresi
US$14,038,363
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Robert Pragada
CEO & Chair of the Board3.3yrsUS$14.04m0.22%
$ 33.0m
Venkatesh Nathamuni
Executive VP & CFO1.9yrsUS$3.63m0.0035%
$ 529.3k
Patrick Hill
Executive VP & President of Global Operationsno dataUS$3.33m0.060%
$ 9.0m
Joanne Caruso
Executive VP7.6yrsUS$3.53m0.055%
$ 8.2m
Shannon Miller
Executive VP and President of Strategyno dataUS$2.29m0.022%
$ 3.2m
William Allen
Chief Accounting Officer9.6yrsVeri yok0.025%
$ 3.7m
Bert Subin
Senior Vice President of Investor Relationsno dataVeri yokVeri yok
Thomas McDuffie
Senior Vice President of Buildings & Infrastructureno dataVeri yokVeri yok
Robert Duff
Senior Vice President of Buildings & Infrastructureno dataVeri yokVeri yok
Rabon Johnson
Senior VP and GM of Advanced Engineeringno dataVeri yokVeri yok
Janet Walstrom
Senior VP of Climate Response & ESG and Strategy & Solution5.7yrsVeri yokVeri yok
Thomas Meinhart
Senior Vice President of Americasno dataVeri yokVeri yok
5.7yrs
Ortalama Görev Süresi
62.5yo
Ortalama Yaş

Deneyimli Yönetim: J 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.7 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Robert Pragada
CEO & Chair of the Board3.3yrsUS$14.04m0.22%
$ 33.0m
Robert McNamara
Independent Director9.3yrsUS$343.71k0.015%
$ 2.2m
Louis Pinkham
Lead Independent Director2.4yrsUS$490.02k0.0027%
$ 400.7k
Julia Sloat
Independent Director2.4yrsUS$415.02k0.0027%
$ 400.7k
Michael Collins
Independent Director1.7yrsUS$368.19k0.0015%
$ 221.3k
Georgette Kiser
Independent Director7yrsUS$319.31k0.0098%
$ 1.5m
Priya Abani
Independent Director4.5yrsUS$322.71k0.0042%
$ 623.5k
Manuel Fernandez
Independent Director5.6yrsUS$346.02k0.0077%
$ 1.1m
Mary Jackson
Independent Director1.7yrsUS$366.09kVeri yok
3.3yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: J 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 17:07
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/27
Yıllık Kazançlar2025/09/26

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Jacobs Solutions Inc. 31 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays