earnings
confidence high
sentiment positive
materiality 0.80
Jacobs Q2 adjusted EPS $1.75 up 22% y/y; raises FY26 guidance again
JACOBS SOLUTIONS INC.
2026-Q2 EPS reported
$0.79
revenue$6,988,162,000
- GAAP net loss of $43M (-$0.32 EPS) includes PA acquisition costs; adjusted EPS $1.75 vs $1.43 a year ago.
- Gross revenue $3.7B (+27% y/y); adjusted net revenue $2.3B (+8.8% y/y); record backlog $27B (+21.7% y/y).
- Completed acquisition of PA Consulting; cost synergy estimate raised to $20M+ within 24 months.
- FY26 guidance raised: adj. net revenue growth 8-10.5%, adj. EPS $7.10-$7.35, adj. EBITDA margin 14.6-14.9%.
- Repurchased $220M shares in Q2 ($472M YTD); quarterly dividend raised 12.5%.