Industry Overview - The nuclear energy sector is experiencing significant capital deployment as nations shift towards carbon-free baseload power to meet rising electricity demand and enhance energy security [1] - The nuclear reactor construction market is projected to grow by $13.25 billion between 2026 and 2030, with a compound annual growth rate (CAGR) of 5.3% [2] Investment Opportunities - The Range Nuclear Renaissance Index ETF (NUKZ) serves as a primary vehicle for investors seeking exposure to the nuclear sector, focusing on infrastructure and service providers [3] - Key holdings in NUKZ, including Jacobs Engineering Group, Fluor Corporation, and Amentum Holdings, are well-positioned to benefit from the current spending cycle [3] Market Segments - The global nuclear decommissioning market is expected to reach $8.04 billion by 2026, growing at a CAGR of 6.49% through 2032, indicating diversified revenue streams for industry leaders [4] - Fluor and Jacobs have established long-term positions in high-margin decommissioning and waste management segments, while Amentum has a substantial backlog of $47 billion as of late 2025 [10] Performance Metrics - NUKZ has surged 42% over the past year as of February 4, and has continued to perform well in 2026, up 7.3% year to date compared to a 0.6% increase in the S&P 500 [5] - The investment case for nuclear energy is supported by long-cycle utility and sovereign commitments, with national energy security mandates acting as a catalyst for NUKZ [6] Geographic Insights - The U.K. market presents a significant opportunity, with government commitments to new gigawatt-scale projects like Sizewell C, estimated at $51 billion, benefiting companies like Jacobs and Amentum through recent contract awards [10]

Non-GAAP Financial Measures and Operating Metrics To supplement the financial results presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we present certain non-GAAP financial measures within the meaning of Regulation G under the Securities Exchange Act of 1934, as amended. These measures are not, and should not be viewed as, substitutes for GAAP financial measures. More information about these non-GAAP financial measures and reconciliations of these non-GAAP ...

Key Takeaways Jacobs will lead engineering design of the Bolivar Roads Gate System along the Texas Gulf Coast.J's project anchors the Coastal Texas Project, aimed at protecting millions from hurricanes and storm surge.Jacobs' win strengthens its climate-resilience backlog as shares jumped 7.8% after the news.Jacobs Solutions Inc. (J) has secured a landmark contract from the Gulf Coast Protection District to lead the engineering design of a major coastal storm surge barrier system along the Texas Gulf Coast. ...

Core Viewpoint - Jacobs has been selected to manage the construction of the San Dieguito Lagoon Double Track and Special Events Platform project, which aims to enhance rail capacity and reduce congestion along the LOSSAN Corridor, a vital rail link in Southern California [1][2]. Group 1: Project Details - The project involves 2.1 miles of track improvements, including a new double track to eliminate a bottleneck between Solana Beach and Del Mar fairgrounds, aimed at easing traffic congestion and improving access during large-scale events [2]. - Additional upgrades include the replacement of the century-old San Dieguito Lagoon bridge to improve climate resiliency, along with enhancements to turnouts, signals, communications, and drainage systems to boost operational efficiency [3]. Group 2: Company Overview - Jacobs is ranked No. 2 in Transportation by Engineering News-Record and is involved in moving people, goods, and freight through various modes of transport [4]. - The company generates approximately $12 billion in annual revenue and employs nearly 43,000 people, providing end-to-end services across multiple sectors including transportation, energy, and environmental services [5].

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter. Construction demand for artificial intelligence-related facilities this year still has a considerable runway, executives said during Jacobs’ fiscal first-quarter earnings call on Tuesday. Pipeline growth hit double-digit rates year over year across the firm’s major verticals, with life sciences and advanced manufacturing up about 25% and critical infrastr ...

Core Insights - Jacobs Solutions Inc. reported strong first-quarter fiscal 2026 results, with adjusted earnings and revenues exceeding expectations and showing year-over-year growth [1][4] Financial Performance - Adjusted EPS was $1.53, surpassing the Zacks Consensus Estimate of $1.52 by 0.7%, and increased from $1.33 in the same quarter last year [4] - Gross revenues reached $3.29 billion, exceeding the consensus mark of $3.18 billion by 3.5% and growing 12.3% year over year [4] - Adjusted net revenues were $2.25 billion, up 8.2% year over year [4] - Adjusted operating profit grew 8.2% to $299.6 million, with an adjusted operating margin remaining flat at 13.3% [5] - Adjusted EBITDA was $302.6 million, up 7.3% year over year, with a margin of 13.4%, down 10 basis points from the previous year [5] Segment Performance - Infrastructure & Advanced Facilities segment revenues totaled $2.94 billion, a 12% increase year over year, with adjusted net revenues of $1.9 billion, up 6.9% [6] - PA Consulting segment generated $354.4 million in revenues, a 15.5% increase from the previous year [8] Backlog and Demand - Fiscal first-quarter backlog increased 20.6% year over year to $26.3 billion, indicating strong project wins and a book-to-bill ratio of 1.4x [5][9] - The backlog at the end of the quarter was $25.9 billion, up from $21.48 billion a year ago [7] Cash Flow and Balance Sheet - Cash and cash equivalents at the end of the quarter were $1.55 billion, up from $1.24 billion at the end of fiscal 2025 [11] - Net cash provided by operating activities totaled $380.8 million, significantly up from $107.5 million in the same period last year [12] - Free cash flow was $364.9 million, up from $97.1 million a year ago [12] Future Outlook - Jacobs raised its fiscal 2026 guidance, expecting adjusted net revenues to grow between 6.5% and 10% and adjusted EPS to be between $6.95 and $7.30 [13] - The company anticipates a free cash flow margin ranging from 7% to 8.5% [14]

Core Insights - Jacobs has been selected to lead the engineering design for a significant coastal storm surge barrier system known as The Gate, part of the Coastal Texas Project, aimed at enhancing resilience against hurricanes and rising sea levels [1][2][3] Project Overview - The Bolivar Roads Gate System will span across Bolivar Roads, providing essential protection for over six million residents and safeguarding approximately $800 billion in regional assets [2][3] - The project is a collaboration between the Gulf Coast Protection District, the U.S. Army Corps of Engineers, and the Texas General Land Office, supported by nearly $1 billion in state funding, marking it as the most ambitious coastal resiliency effort in U.S. history [3] Benefits and Impact - The storm surge barrier is expected to lower recovery costs from storm damage, protect jobs linked to the region's port and industrial activities, and preserve sensitive ecosystems such as wetlands and oyster reefs [4] - Jacobs anticipates that the project will integrate advanced sector gates to manage storm surges while allowing maritime traffic, utilizing cutting-edge digital modeling for long-term operational reliability [3][4] Company Profile - Jacobs operates with approximately $12 billion in annual revenue and a workforce of nearly 43,000, providing comprehensive services across various sectors including energy, environmental, and transportation [6]

Jacobs Solutions (J) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.99%. A quarter ago, it was expected that this construction and technical services company would post earnings of $1.67 per share when it actually produced earnings of $1.75, delivering a surprise of +4.79%.Over th ...

Jacobs Solutions (NYSE:J) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsBert Subin - SVP of Investor RelationsBob Pragada - Chair and CEOVenkatesh Nathamuni - CFOConference Call ParticipantsAdam Bubes - AnalystAndrew Wittmann - AnalystAndy Kaplowitz - AnalystChad Dillard - AnalystJamie Cook - AnalystJerry Revich - AnalystMichael Dudas - AnalystSabahat Khan - AnalystSangita Jain - AnalystSteven Fisher - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Krist ...