Jacobs Solutions J
Jacobs Solutions is an engineering and technical consulting company that provides design, construction, and project management services for infrastructure, government, and industrial sectors globally. Jacobs Solutions shows exceptional revenue growth (34.5%) but with declining earnings (-25.4%), reflecting pressured margins (7.39%) and a demanding valuation (P/E 45.82). Quality is decent (ROIC 14.23%), but the dividend yield is low (1.04%).
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Jacobs Solutions is an engineering and technical consulting company that provides design, construction, and project management services for infrastructure, government, and industrial sectors globally. Jacobs Solutions shows exceptional revenue growth (34.5%) but with declining earnings (-25.4%), reflecting pressured margins (7.39%) and a demanding valuation (P/E 45.82). Quality is decent (ROIC 14.23%), but the dividend yield is low (1.04%).
Score by category
| Category | Score |
|---|---|
| Financial health | 5.1 |
| Quality / Moat | 5.3 |
| Valuation | 4.0 |
| Growth | 5.1 |
| Dividend | 5.9 |
| Momentum | 4.4 |
| Risk & Context | 7.3 |
OVERALL SCORE: 5.2/10
Context and risks
The rise in 10-year Treasury yields (5.17%) makes financing long-term infrastructure projects more expensive, although Jacobs has moderate leverage (Net Debt/EBITDA 2.72). Exposure to government contracts in the US and Europe makes it sensitive to fiscal policy, but without a material direct regulatory or geopolitical risk.
News considered in the analysis
- Jacobs to Provide Advisory Services for Germany's Konrad Repository — Contrato de servicios de asesoría para un repositorio nuclear alemán; refuerza la cartera de proyectos gubernamentales de alto valor, aunque su magnitud financiera no se detalla.
- Jacobs Solutions Stock: Is J Underperforming the Industrial Sector? — Comparativa genérica de rendimiento bursátil sin información nueva sobre fundamentales.
- AECOM (ACM) Lands Ireland’s Biggest Rail Contract Amid A Costly Charge — Noticia sobre un competidor directo (AECOM) que gana un gran contrato ferroviario; señala presión competitiva en el sector de infraestructuras.
- A Look Back at Government & Technical Consulting Stocks’ Q2 Earnings: Jacobs Solutions (NYSE:J) Vs The Rest Of The Pack — Análisis retrospectivo de resultados trimestrales sin información nueva no descontada.
- What Is Drawing Attention To Jacobs Solutions (J)? — Artículo especulativo sin datos concretos; ruido.
Verdict: Hold; strong revenue expansion is not translating into earnings, and valuation offers no margin of safety.
Main risk: The decline in earnings (-25.4%) despite revenue growth suggests execution or margin issues, which could erode confidence in the sustainability of growth.
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