Jacobs Selected to Lead Delivery of Marinus Link Energy Project
J to oversee the delivery of the Marinus Link project, enhancing Australia's renewable energy network.
Jacobs Solutions Inc. (J) Q2 2025 Earnings Call Transcript
Jacobs Solutions Inc. (NYSE:J ) Q2 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Bert Subin - Senior Vice President, Investor Relations Bob Pragada - Chief Executive Officer Venk Nathamuni - Chief Financial Officer Conference Call Participants Andy Kaplowitz - Citi Andy Wittmann - Baird Steven Fisher - UBS Sabahat Khan - RBC Capital Markets Michael Dudas - Vertical Research Chad Dillard - Bernstein Sangita Jain - KeyBanc Capital Markets Jamie Cook - Truist Securities Jerry Revich - Goldman Sachs Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
Jacobs' Q2 Earnings Top, Revenues Miss, FY 2025 Guidance Retained
J's second-quarter fiscal 2025 results reflect strong segmental performance amid high expenses. Dive in to know more about the quarterly performance.
Compared to Estimates, Jacobs Solutions (J) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Jacobs Solutions (J) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Analysts Estimate Jacobs Solutions (J) to Report a Decline in Earnings: What to Look Out for
Jacobs Solutions (J) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Jacobs Secures U.S. Air Force Environmental Support Contract
J will provide environmental support for the U.S. Air Force under a multi-year contract.
Jacobs Wins a $137M Contract for the Rebuild USVI Initiative
J strengthens its backlog growth trend with a new contract from the Virgin Islands Public Finance Authority. Know more here.
Jacobs Solutions (J) Soars 7.0%: Is Further Upside Left in the Stock?
Jacobs Solutions (J) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Jacobs Lands Key Role in Boise Airport Expansion, Boosts Backlog
Boise Airport expansion fuels Jacobs' infrastructure growth.
Get Into Jacobs Solutions Before It Solves All Of Its Problems
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.
Jacobs Secures $13.4M Cybersecurity Deal, Boosts Growth
Jacobs Solutions Inc. J has secured a $13.4 million operational technology (OT) cybersecurity contract with Hampton Roads Sanitation District (HRSD). This contract, one of the largest of its kind in the U.S. wastewater sector, reinforces Jacobs' leadership in industrial cybersecurity.
Big Buyback Program And Cheap Valuations Make Jacobs A Buy
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.
