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Jacobs SolutionsJ

Construction & Engineering · Dallas, Texas · In the S&P 500
$154.62+1.22%After hours: $154.62 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 2.4% over 1 year
Jacobs Solutions over 1 yearDaily close, $, to 30 Oct 2026
$120$140$160Nov2026MarMayJulSep$154.62$120$140$160NovMarJul$154.62
Source: Nasdaq daily closes
Market value$18.10B
Price to earnings51.4x
Forward P/E19.4x
Dividend yield0.93%
Year to date+16.7%
One year−2.4%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$107.27$158.22

Quality and valuation

How Jacobs Solutions compares with other industrials stocks. A description, not a recommendation.

Jacobs Solutions and 7 construction & engineering peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: in line with its sector

A weaker business than most industrials companies, priced about in line with them.

Jacobs Solutions trades at 19.4 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +20.1% vs +8.2%
  • Keeps less of each sale (gross margin): 22.1% vs 38.1%
  • Less profitable (operating margin): 4.6% vs 17.5%
  • Turns less of its sales into cash: 4.5% vs 13.1%
J trades at 19.4x forward earnings, below the sector medianForward p/e, Construction & Engineering peers
J19.4xLMT20.6xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4xJ19.4xLMT20.6xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 52.6x earnings, J is pricier than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x30x40xAverage 35.6x2025202652.6x20x40xAverage 35.6x2025202652.6x
Source: Nasdaq prices; SEC filings

Financials

From Jacobs Solutions's SEC filings, through the quarter ending 26 Jun 2026. Hover or tap a bar for its value.

Revenue grew 34.5% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$2bn$4bnQ4 ’24Q2 ’25Q4 ’25$4.1bnQ3 ’26$0bn$2bn$4bnQ4 ’24Q2 ’25Q4 ’25$4.1bnQ3 ’26
Source: SEC filings
Growth sped up to +34.5% last quarterRevenue growth, year on year, %
0%10%20%30%Q4 ’24Q2 ’25Q4 ’2534.5%Q3 ’260%20%Q4 ’24Q2 ’25Q4 ’2534.5%Q3 ’26
Source: SEC filings
Operating margin was 7.0% last quarterOperating income as a share of revenue, %
0%2%5%8%Q4 ’24Q2 ’25Q4 ’257.0%Q3 ’260%5%Q4 ’24Q2 ’25Q4 ’257.0%Q3 ’26
Source: SEC filings
Free cash flow was $645 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
−$500m−$250m$0m$250mQ4 ’24Q2 ’25Q4 ’25$431mQ3 ’26−$500m$0mQ4 ’24Q2 ’25Q4 ’25$431mQ3 ’26
Source: SEC filings
Last 12 monthsJSector median
Revenue growth+20.1%+8.2%
Gross margin22.1%38.1%
Operating margin4.6%17.5%
Free cash flow margin4.5%13.1%
Price to earnings51.4x25.8x

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CompanyPriceTodayYTDValue
GEGE Aerospace$301.80−3.59%−2.0%$312B
CATCaterpillar$622.75−3.81%+8.7%$286B
RTXRTX$199.80+0.20%+8.9%$270B
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DEDeere &$675.48+2.35%+45.1%$182B
UNPUnion Pacific$304.00+0.69%+31.4%$181B
LMTLockheed Martin$636.95−1.03%+31.7%$147B
ETNEaton$369.97−6.03%+16.2%$144B