Jacobs Solutions Inc. (J) Reports Q4 Earnings Beat and Strong Fiscal 2026 Outlook
Jacobs Solutions Inc. delivered a robust fourth-quarter performance, with adjusted earnings per share of $1.75 surpassing the $1.67 consensus estimate. Revenue climbed 6.6% year-over-year to $3.2 billion, exceeding expectations of $3.15 billion. The company's fiscal 2026 guidance projects a 16% EPS growth, buoyed by a record $23.1 billion backlog and a book-to-bill ratio of 1.1x.
Despite the positive results, shares fell 6.76% to $135.01 during Thursday's session, reflecting mixed market sentiment. Investors initially pushed the stock up 1.6% post-announcement before broader market pressures took hold. Jacobs returned $1.1 billion to shareholders in FY25, underscoring its commitment to capital returns.