secwatch.observer — SEC 8-K summary
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Issuer:     JACOBS SOLUTIONS INC. (J)
CIK:        0000052988
Form:       8-K
Filed at:   2025-11-20T23:59:59+00:00
Accession:  0001628280-25-053313
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Jacobs Q4 adjusted EPS $1.75 up 27.7% y/y, FY2025 record capital return; guides FY2026 adj. EPS $6.90-$7.30
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/52988/000162828025053313/0001628280-25-053313-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/52988/000162828025053313/j-20251120.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-053313

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer