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Keywords: Jacobs Solutions, Q4 earnings, EPS growth, revenue results, fiscal 2026 outlook

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TLDR

• Jacobs posts Q4 EPS of $1.75, beating the $1.67 estimate.
• Revenue rises to $3.2B with a 6.6% YoY increase.
• Company projects 16% EPS growth for fiscal 2026.
• Record $23.1B backlog and strong book-to-bill of 1.1x.
• Shares trade at $135.01 as investors weigh mixed market reaction.

Jacobs Solutions Inc. (J) trades at $135.01, down 6.76% during Thursday’s session, as it reported fiscal fourth-quarter earnings that surpassed expectations.

Jacobs Solutions Inc., J

The quarterly update, released for the period ending September 26, 2025, highlighted stronger revenue, expanding margins and upbeat guidance for fiscal 2026. Shares initially rose 1.6% after the announcement before easing in broader market trading.

Q4 Earnings Exceed Analyst Expectations

The engineering and technical services firm delivered adjusted earnings per share of $1.75, topping the analyst consensus of $1.67. The company also reported $3.2 billion in total revenue, above expectations of $3.15 billion and up 6.6% year-over-year.

Adjusted net revenue increased 5.8% YoY to $2.2 billion while adjusted EBITDA grew 12% to $324 million. Adjusted EPS rose 27.7% YoY, pointing to steady operational execution. GAAP results reflected mark-to-market impacts tied to Jacobs’ former stake in Amentum stock.

CEO Bob Pragada stated that Jacobs met or exceeded its core fiscal 2025 targets. He highlighted organic mid-single-digit revenue growth and meaningful margin expansion across the portfolio.

Record Backlog and Book-to-Bill Strength

Jacobs ended the fiscal year with a record $23.1 billion backlog, up 5.6% from the prior year. The company maintained a strong 1.1x book-to-bill ratio for both the quarter and trailing twelve months, indicating durable demand across its sectors.

Management said the backlog strength provides clear visibility heading into the new strategy cycle, underpinned by global infrastructure, advanced facilities and government services contracts.

Fiscal 2026 Guidance Signals Solid Growth

For fiscal 2026, Jacobs projects adjusted EPS of $6.90 to $7.30. The midpoint of $7.10 implies 16% growth from fiscal 2025 and comes in slightly above the analyst consensus forecast of $7.01.

The company expects adjusted net revenue to increase 6% to 10%, supported by ongoing margin progress. CFO Venk Nathamuni said Jacobs exited the first year of its strategy cycle above the high end of its planned 50–80 basis point margin expansion target and anticipates further improvement in fiscal 2026.

Shareholder Returns and Stock Performance

Jacobs returned a record $1.1 billion to shareholders in fiscal 2025 through buybacks and dividends. Management plans to continue capital returns given strong cash generation.

Stock performance shows steady multi-year growth:

• YTD return: 4.28%
• 1-year return: 5.17%
• 3-year return: 34.55%
• 5-year return: 65.66%

Jacobs enters fiscal 2026 with momentum, supported by strong fundamentals, healthy demand and rising earnings expectations.

The post Jacobs Solutions Inc. (J) Stock: Q4 Earnings Beat and Strong 2026 EPS Outlook appeared first on CoinCentral.