earnings
confidence high
sentiment positive
materiality 0.85
Jacobs Q3 gross revenue up 34.5% y/y to $4.1B; raises FY26 guidance for 3rd straight quarter
JACOBS SOLUTIONS INC.
- GAAP EPS $1.16 (vs $1.56 Q3 2025); adjusted EPS $1.84, up 13.6% y/y; adjusted EBITDA $366.8M, up 16.7%.
- Backlog record $28.9B, up 27.3% y/y; TTM book-to-bill 1.4x (1.2x adj. net revenue).
- Cash from operations $456M in Q3; repurchased $142M of shares in Q3, $614M YTD.
- I&AF segment gross revenue +39% y/y, adj. net revenue +10% y/y, led by Data Center, Semiconductor, Energy & Power.
- Raising FY2026 adjusted net revenue growth and adjusted EPS guidance midpoints for third consecutive quarter.