earnings
confidence high
sentiment positive
materiality 0.75
Jacobs Q4 adjusted EPS $1.75 up 27.7% y/y, FY2025 record capital return; guides FY2026 adj. EPS $6.90-$7.30
JACOBS SOLUTIONS INC.
2025-FY EPS reported
$2.38
revenue$12,029,783,000
- Q4 gross revenue $3.2B (+6.6% y/y); adjusted net revenue $2.2B (+5.8% y/y); backlog $23.1B record; book-to-bill 1.1x TTM.
- GAAP EPS $1.05 (down 55.9% y/y on Amentum mark-to-market); adjusted EPS $1.75 (up 27.7% y/y); adjusted EBITDA $324M (+12%).
- FY2025 returned record $1.1B via buybacks and dividends; cash conversion exceeded 100%.
- FY2026 guidance: adj. net revenue growth 6-10%, adj. EBITDA margin 14.4-14.7%, adj. EPS $6.90-$7.30, FCF margin 7-8%.
- CEO cites growth in Life Sciences, Data Center, Water, Energy & Power, Transportation; PA Consulting accelerating.