Jacobs Solutions (J 3.67%), a global science-based consulting and engineering provider, reported results for Q3 FY2025 on August 5, 2025. The most notable news from the release was Non-GAAP earnings per share (EPS) topped expectations, while GAAP revenue came in just below analyst forecasts. Non-GAAP EPS reached $1.62, outpacing the $1.53 non-GAAP consensus, while GAAP revenue was $3.03 billion, missing the $3.07 billion GAAP revenue estimate. Despite the slight revenue miss, the company posted 24.6% adjust ...

Key Takeaways Jacobs' Q3 EPS of $1.62 beat estimates, aided by strong IA&F and PA Consulting segment performance.Revenues grew 5.2% YOY to $3.03B but missed estimates; backlog rose 14% to $22.69B.FY25 EPS guidance raised to $6.00-$6.10; adjusted EBITDA margin seen at 13.9%.Jacobs Solutions Inc. (J) reported mixed third-quarter fiscal 2025 (ended June 27, 2025) results, with adjusted earnings beating the Zacks Consensus Estimate while revenues missed the same. On a year-over-year basis, the bottom and top li ...

Jacobs Solutions (J) Q3 2025 Earnings Call August 05, 2025 10:00 AM ET Company ParticipantsBert Subin - SVP - Investor RelationsBob Pragada - Chair & CEOVenk Nathamuni - CFOAndrew Kaplowitz - Managing DirectorSabahat Khan - MD - Global ResearchJudah Aronovitz - Associate Director - Equity ResearchConference Call ParticipantsSangita Jain - Director & Equity Research AnalystAndrew Wittmann - Senior Research AnalystMichael Dudas - AnalystNone - AnalystKevin Wilson - Equity Research AnalystOperatorThank you for ...

Financial Data and Key Metrics Changes - Adjusted EPS grew 25% to $1.62, supported by 7% net revenue growth and significant year-over-year margin expansion [4][6] - Adjusted EBITDA increased by more than 13% to $314 million, with an adjusted EBITDA margin of 14.1%, an increase of 80 basis points year-over-year [13][14] - Consolidated backlog rose 14% year-over-year to a record $22.7 billion, with a trailing twelve-month book-to-bill ratio of 1.2x [14][20] Business Line Data and Key Metrics Changes - In the water and environmental sector, adjusted net revenue grew over 5% in Q3, with expectations for similar growth in Q4 [15] - Life sciences and advanced manufacturing also saw adjusted net revenue growth of approximately 5% in Q3, with data centers becoming the fastest-growing submarket [15][9] - Critical infrastructure adjusted net revenue increased over 6% year-on-year, with energy and power being the fastest-growing sector [16] Market Data and Key Metrics Changes - Strong demand in the water sector, with significant project wins in wastewater treatment and environmental modernization [8][11] - Growth in the cities and places vertical in the Middle East, driven by upcoming major events [52] - Positive trends in the UK and European markets, particularly in transportation infrastructure spending [51] Company Strategy and Development Direction - The company is focused on redefining the asset lifecycle and expanding addressable markets with core clients [7][12] - Continued investment in digital twin technologies and partnerships, such as with NVIDIA, to enhance service offerings in AI data centers [9][10] - The strategy aims to leverage global expertise in capital project execution to meet energy and sustainability goals [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operating environment, citing secular growth drivers in various sectors [5][25] - The company expects to build on strong Q3 performance into Q4 and anticipates revenue growth ahead of FY 2025 in FY 2026 [23][25] - Management highlighted the importance of backlog growth and pipeline strength as indicators of future performance [25] Other Important Information - Free cash flow for Q3 was $271 million, with significant share repurchases totaling $653 million year-to-date [20] - The company plans to return over 100% of adjusted free cash flow in FY 2025, supported by a strong balance sheet [20][22] - Adjusted net revenue growth for FY 2025 is now expected to be approximately 5.5% year-over-year [22] Q&A Session Summary Question: Can you expand on the data center submarket growth? - The company is seeing increased scope in data center projects, including power and water requirements, and is expanding from design to full project delivery [28][30] Question: What is the makeup of the backlog and the expected pace of burn? - The backlog is growing in advanced facilities and water sectors, with longer duration projects expected to provide visibility beyond FY 2026 [32][34] Question: How do you assess the impact of new federal policies on business? - Management sees stability in state and local government spending, particularly in transportation and water, as a net positive for the business [40][42] Question: What are the expected one-time costs associated with the separation? - One-time restructuring costs are expected to be between $75 million and $95 million, significantly lower than the previous fiscal year [44][45] Question: What is the outlook for FY 2026 growth? - The company expects growth in FY 2026 to be ahead of FY 2025, driven by life sciences, data centers, and water projects [48][50] Question: How is the environmental sector performing? - The environmental sector experienced a slowdown but is expected to recover as regulatory environments stabilize [95] Question: What is the status of the investment in PA Consulting? - Ongoing discussions with PA Consulting are positive, focusing on performance and synergistic value moving forward [98]

Jacobs Fiscal 2025 Third Quarter Results August 5, 2025 DISCLAIMER Forward-Looking Statement Disclaimer Certain statements contained in this presentation constitute forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not directly relate to any historical or current fact. When used herein, words such as "expects," "anticipates," "believes," "seeks," "estimates," "plans," "intends," "future," "wi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 27, 2025 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-7463 JACOBS SOLUTIONS INC. (Exact name of registrant as specified in its charter) | Delaware 88-1121891 | | | | | --- | --- | --- | -- ...

Exhibit 99.1 1999 Bryan Street, Suite 3500 Dallas, Texas 75201 1.214.583.8500 Press Release FOR IMMEDIATE RELEASE August 5, 2025 Jacobs Reports Strong Fiscal Third Quarter 2025 Results Gross Revenue Grows 5.1% y/y and Adjusted Net Revenue Grows 7.0% y/y in Fiscal Third Quarter 2025 Backlog Grows by 14% Year-Over-Year with TTM Book-to-Bill Ratio of 1.2x Repurchased $101 Million of Jacobs Shares in Fiscal Third Quarter 2025 and Record $653 Million Fiscal YTD Increasing FY 2025 Adjusted EPS Guidance Midpoint D ...

Key Takeaways Jacobs is expected to report Q3 EPS of $1.56, down 20.4% YOY, on $3.07B in revenues, down 27.6%.Global macro headwinds, FX impact and inflation may weigh on the Infrastructure and PA Consulting segments.Cost streamlining initiatives could partially offset margin pressures from labor and IT investments.Jacobs Solutions, Inc. (J) is slated to report third-quarter fiscal 2025 results on Aug. 5, before the opening bell.In the last reported quarter, the company’s adjusted earnings topped the Zacks ...

Core Viewpoint - Jacobs has been selected to provide program management support for the Consolidated Rent-A-Car Facility (ConRAC) and Common Transportation System (CTS) at Denver International Airport (DEN), which is part of a broader capital improvement initiative aimed at enhancing safety, passenger experience, and operational efficiency while promoting sustainable aviation [1][2]. Group 1: Project Details - The ConRAC and CTS projects are essential for DEN's projected growth, with expectations to exceed 120 million passengers by 2045, facilitating a seamless rental car experience for travelers [2]. - The consolidation of rental car operations into a single facility will reduce terminal area traffic, eliminate excessive shuttle buses, and free up curb space for future redevelopment [3]. Group 2: Jacobs' Expertise and Contributions - Jacobs will leverage its global program management experience and specific knowledge in electric vehicle infrastructure, fueling operations, traffic design, and customer interface technologies to support the airport's capacity expansion while minimizing environmental impact [3]. - The company has a long-standing relationship with DEN, having delivered over 60 critical projects since 1992, including the Great Hall Improvement Program and Concourse Expansion Program [4]. Group 3: Industry Position - Jacobs is ranked No. 2 in Transportation by Engineering News-Record and provides comprehensive services in transportation infrastructure, helping clients move people and goods across various modes of transport [5]. - The company generates approximately $12 billion in annual revenue and employs nearly 45,000 people, focusing on creating a more connected and sustainable world through its diverse service offerings [6].

Core Insights - Jacobs has secured multiple contract wins and renewals in the water and wastewater operations and maintenance (O&M) sector, emphasizing its growth in the Western U.S. market [1][2] - The company has a long-standing history in the O&M business, with over 144 years of collaboration across various districts in the Northwest U.S. [2][3] - Jacobs is positioned as one of the largest O&M solutions providers in North America, managing a portfolio of over 300 facilities [3] Company Operations - Recent contract awards include new O&M contracts with Soquel Creek Water District, West Basin Water District, and Lincoln-Sewer Management District 1 in California [2] - Existing contracts have been renewed in locations such as Hood River, Oregon, and Walla Walla, Washington, among others [2] - Jacobs provides a range of services including advanced water treatment, public works, community development, and facilities management [3] Industry Challenges and Solutions - The water utility sector in the West faces challenges such as climate change, tightening regulations, and workforce shortages [4] - Jacobs utilizes its Digital OneWater suite, including Intelligent O&M and Aqua DNA, to optimize operations and deliver data-driven results [4] Financial Overview - Jacobs reported approximately $12 billion in annual revenue and employs nearly 45,000 people, offering end-to-end services across various sectors [5]