secwatch.observer — SEC 8-K summary
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Issuer:     JACOBS SOLUTIONS INC. (J)
CIK:        0000052988
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001628280-26-030521
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Jacobs Q2 adjusted EPS $1.75 up 22% y/y; raises FY26 guidance again
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/52988/000162828026030521/0001628280-26-030521-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/52988/000162828026030521/j-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-030521

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