Reading the tape
NYSE: J
Jacobs Solutions Inc.
Industrials · Engineering & Construction
Market Cap
$15.43B
52w High
$168.44
52w Low
$116.20
P/E
35.75
Volume
25.96K
Outstanding Shares
117.45M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 4.28%Revenue (TTM): 65.11%FCF (TTM): 39.02%P/FCF: 47th pct
What changed
The stock rose 4.28% over the last year. Revenue grew 65.11% over the trailing twelve months. Operating margin moved from 7.48% to 7.33%. Free cash flow grew 39.02% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 7.33%. A decisive move in revenue — currently up 65.11% — would be the clearest signal to resolve the ambiguity.
Company profile
Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa.
CEORobert V. Pragada
SectorIndustrials
IndustryEngineering & Construction
Employees45,000
IPO dateMar 17, 1980
Valuation
Forward P/E—
EV/EBITDA20.75
Enterprise value$19.23B
Stock splits
Sep 30, 2024↑ Forward
Every 1000 shares became 1197
Feb 15, 2017↑ Forward
Every 1 shares became 2
Mar 16, 2007↑ Forward
Every 1 shares became 2
Apr 2, 2002↑ Forward
Every 1 shares became 2
May 29, 1991↑ Forward
Every 1 shares became 2
Apr 3, 1990↑ Forward
Every 1 shares became 2
Feb 24, 1988↑ Forward
Every 10 shares became 11
Mar 17, 1981↑ Forward
Every 2 shares became 3
Profitability & growth
Revenue growth12.29%
Gross margin24.43%▲0.74%vs FY2024
Operating margin7.33%▲19.24%vs FY2024
ROE7.97%▼55.01%vs FY2024
Analyst consensus
RatingBuy
Target price$154.86▲17.90%
24
Buy
14
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est $1.64 · Revenue est $2.28B
View
Dividends
$1.36/shareQuarterlyDividend Achiever · 10yrEx-div May 22, 2026 · in 17dSafeJ pays a dividend with a 1.04% declared yield, 10 consecutive years of growth, growing at 12.09% annually, covered 4.0× by free cash flow.
Declared Yield
1.04%
Annual Div / Share
$1.36
TTM $1.32
5yr CAGR
+12.09%
Doubles every ~6.1yr
Payout Ratio
35.59%
Safe
Dividend Growth Rate
3yr CAGR
+11.54%
5yr CAGR
+12.09%
10yr CAGR
+2.35%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$1.36+16.3%
2025$1.17+15.9%
2024$1.01+3.0%
2023$0.98+20.9%
2022$0.81+5.5%
2021$0.77+21.5%
2020$0.63+12.5%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$10/yr
$1/mo
In 5 yrs
$18/yr+76%
$2/mo
In 10 yrs
$32/yr+211%
$3/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$10/yr $1/mo | $18/yr+76% $2/mo | $32/yr+211% $3/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 1.04% → 3.22% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
J has raised its dividend for 10 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 4.0× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 12.09% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.