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Jacobs Solutions Inc.

J

Industrials · 141.86 +1.0% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Jacobs Solutions Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 18 directly disclosed connections are confirming.

Company+1.0% todayVolume comparison unavailable
Market group0 of 31 activeMixed Multi-Sector · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • J's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if J's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Engineering & Construction

No new filing conclusion is available. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 18 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • J's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements135
Verified relationships15
Evidence supporting the case
  • Operating margin changed +1.2 percentage points in the latest annual period.
  • Operating cash flow covered net income at 2.37x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -4.6 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 201% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

141.86
6m+9.5%12m-2.0%24m-0.0%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-10-01$14.1B+3.9%$3.20-1.1%
2022-09-30$9.8B-30.6%$4.98-1.4%
2023-09-29$10.9B+10.9%$5.30-1.7%
2024-09-27$11.5B+6.0%$6.32-1.0%
2025-09-26$12.0B+4.6%$2.38-3.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
This was driven by net proceeds of borrowings of $1.9 billion, offset by $883.2 million in proceeds paid for the repurchase of the remaining redeemable noncontrolling interest shares in connection with the PA Consulting Transaction, common stock repurchases o…
10-Q · May 5, 2026
Demand and volumepositive · 4 filings
Consolidated backlog differs from the Company’s remaining performance obligations as defined by ASC 606 primarily because of contract change orders or new wins not yet processed and our national government contracts where our policy is to generally include in…
10-Q · May 5, 2026
Foreign exchangemixed · 3 filings
Lastly, SG&A expenses were further impacted by unfavorable foreign exchange of $38.1 million and $45.8 million for the three and six months ended March 27, 2026, as compared to favorable impacts of $4.9 million and $1.7 million for the corresponding periods l…
10-Q · May 5, 2026
Restructuring and cost reductionsnegative · 3 filings
SG&A expenses for the three months ended December 26, 2025 were impacted by decreases of $12.7 million in Restructuring and other charges associated with the Separation Transaction, mainly comprised of professional services, and reductions of $7.9 million exp…
10-Q · Feb 3, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.4× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

141.86+1.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for J. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for J. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind J

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMTMAmentum Holdings, Inc.investeeMay 5, 2026

The changes in income taxes for the periods presented were due mainly to tax impacts associated with the PA Consulting Transaction and our former investment in Amentum Stock.

AMZNAmazon.com, Inc.partnerMay 5, 2026

Separation of Critical Mission Solutions (CMS) and Cyber & Intelligence (C&I) On September 27, 2024, Jacobs Solutions Inc.

Depended on by

AMTMAmentum Holdings, Inc.partnerAug 6, 2025

In fiscal year 2024, we completed our merger with Jacobs Solutions Inc.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 15 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

J is currently a Participant in the organic co-movement group Mixed Multi-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for J; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.