secwatch.observer — SEC 8-K summary
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Issuer:     JACOBS SOLUTIONS INC. (J)
CIK:        0000052988
Form:       8-K
Filed at:   2026-08-04T20:10:15+00:00
Accession:  0001628280-26-052563
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Jacobs Q3 gross revenue up 34.5% y/y to $4.1B; raises FY26 guidance for 3rd straight quarter
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/52988/000162828026052563/0001628280-26-052563-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/52988/000162828026052563/j-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-052563

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