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Jacobs Solutions Inc.(J)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$139.15
10/09/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Upturn Advisory & Investor View for J

10/09/2026: J (1-star) is currently NOT-A-BUY. Pass it for now.

Jacobs Solutions Inc. is a major global player in professional services, focusing on infrastructure consulting, engineering, and technology-enabled solutions for government and private sectors. The company is currently executing a strategic shift toward higher-margin advisory services, which is designed to improve profitability and long-term shareholder value. While its robust backlog of government contracts provides defensive stability, the company faces risks related to labor costs, project execution, and potential changes in public spending. It is a suitable candidate for growth and income-focused investors who value stability. Key developments to monitor include successful portfolio streamlining, margin expansion, and the long-term impact of global infrastructure spending initiatives on its backlog.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitJacobs offers steady, long-term growth through its focus on secular trends like infrastructure modernization and digital transformation.
Momentum investorMixed fitMomentum suitability is conditional on market trends favoring industrial/engineering sectors and positive technical price action.
Value investorMixed fitValuation is often fair, balancing the company's strong project backlog against the cyclical nature of its end markets.
Dividend investorStrong fitThe company maintains a reliable dividend profile supported by steady cash flows from long-term government and corporate contracts.
Low-risk investorStrong fitThe company's role as a primary partner for large-scale government infrastructure provides a defensive quality to the investment.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumThe stock's volatility is generally tied to broader macroeconomic cycles and government spending updates.
Valuation riskMediumAs a mature services firm, market expectations for growth can sometimes lead to full valuation multiples.
Competition risk (Engineering & Tech)Medium / highHigh competition for skilled labor and contract wins requires constant investment in talent and technology.
Business qualityStrongThe firm holds a strong market position with a high-quality portfolio of long-term projects and blue-chip clients.
Dividend incomeLowWhile consistent, the dividend yield is typically modest compared to pure-play income stocks.
Execution riskMediumLarge-scale project delivery always carries inherent risks of cost overruns and operational challenges.

Price Behavior

Steady Uptrend
PRICE PATH

Steady Uptrend

The stock demonstrates consistent and steady upward price momentum.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 5.46%
Avg. Invested days 32
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/09/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
J receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
J has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and solid ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 5.0%) is partially offset by negative earnings growth (-64.0%), moderate revenue growth (+4.6%), soft profitability (net margin 2.4%).

Financial Health Rating

★★★★★
J's financial health is supported by solid cash strength, including free-cash-flow generation (5.0% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Revenue growth is J's strongest growth driver at +4.6% FY2025 versus FY2024 (moderate, 3 stars). By comparison, while earnings growth (-64.0%, negative) and free-cash-flow growth (-34.9%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 94.8% and approximately 99.3% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.52%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 9.31%
Vanguard Capital Management, LLC 6.59%
State Street Corp 6.32%
Vanguard Portfolio Management, LLC 4.06%
PRIMECAP Management Company 3.90%

Unit Economics (Per $1K Revenue)

★★★★★
J generates approximately $248 of gross profit, $72 of operating income, and $50 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with solid cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 39.66%

Quantitative Style Profile

★★★★★
J has a large-cap, liquid, relatively low-volatility profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Low VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 16.29B USD
Price to earnings Ratio 46.08
1Y Target Price 162.47
Price to earnings Ratio 46.08
1Y Target Price 162.47
Volume (30-day avg) 818.1K shares
Beta 0.7
52 Weeks Range 105.09 - 166.66
Updated Date 10/10/2026
52 Weeks Range 105.09 - 166.66
Updated Date 10/10/2026
Dividends yield (FY) 0.98%
Basic EPS (TTM) 3.02

How Company Makes Money

Business areaWhat it includesRetail investor read
Critical Mission SolutionsDefense, intelligence, and space sector consulting and technical services.This is a stable, government-backed revenue stream with high barriers to entry due to security clearance requirements.
People & Places SolutionsEngineering design and advisory for transportation and water infrastructure.Provides recurring, long-term revenue through project-based contracts related to global infrastructure needs.
GeographyOperations spanning North America, Europe, and select international markets.Global diversification helps mitigate local economic slowdowns in specific regions.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 46.08
Forward PE 16.95
Enterprise Value 19.39B
Price to Sales(TTM) 1.16
Enterprise Value 19.39B
Price to Sales(TTM) 1.16
Enterprise Value to Revenue 1.36
Enterprise Value to EBITDA 21.45
Shares Outstanding 117.04M
Shares Floating 116.21M
Shares Outstanding 117.04M
Shares Floating 116.21M
Percent Insiders 0.52
Percent Institutions 94.83

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.