Core Insights - Jacobs Solutions Inc. has been appointed by Dallas-Fort Worth International Airport to lead a digital transformation project aimed at enhancing data-driven operations at the airport [1][10] - The project focuses on integrating cybersecurity, artificial intelligence, machine learning, and data analytics to support decision-making and long-term innovation [2][10] - Following the announcement, Jacobs' shares increased by 1.7% during trading hours [3] Investment Focus - Demand for Jacobs' consulting services has risen due to successful project execution across various sectors, including life sciences, infrastructure, and cybersecurity, leading to increased client spending [4] - In Q3 of fiscal 2025, Jacobs secured significant projects in Water & Environmental sectors, including the modernization of a wastewater treatment facility and converting a manufacturing site into a data center, showcasing its role in future-ready infrastructure [5] Leadership in Aviation Infrastructure - Jacobs is involved in major airport projects globally, including those at Heathrow, Denver, and Los Angeles, highlighting its expertise in sustainable infrastructure [6] - The selection by DFW Airport reinforces Jacobs' strong relationships in the public infrastructure sector and positions it as a trusted partner for future government-backed initiatives [7] Financial Performance - At the end of Q3 fiscal 2025, Jacobs' consolidated backlog reached $22.7 billion, a 14.3% increase year-over-year, indicating solid growth and sustained client demand [8][10] - The company reported a 14% year-over-year growth in gross profit in backlog, reflecting a favorable outlook for the near and long term [8] Stock Performance - Jacobs' stock has increased by 13.1% over the past three months, although it lags behind the Zacks Technology Services industry's 28.6% growth [11] - The company is expected to benefit from trends in infrastructure modernization, energy transition, and national security supported by government initiatives [11]

Core Insights - Jacobs, in partnership with PA Consulting, has been selected for a digital transformation project at Dallas Fort Worth International Airport (DFW) aimed at establishing benchmarks for intelligent, data-driven operations in North America [1][2]. Company Overview - Jacobs is recognized as the No. 1 ranked firm in airport design by Engineering News-Record (ENR) and has extensive experience in delivering advanced digital infrastructure solutions across various global aviation hubs [5]. - The company reported approximately $12 billion in annual revenue and employs nearly 45,000 people, providing end-to-end services across multiple sectors including transportation and environmental services [8]. Project Details - The engagement focuses on developing AI-based solutions with embedded cybersecurity capabilities to enhance predictive decision-making and support long-term innovation at DFW [3][4]. - The collaboration aims to create a scalable, future-ready aviation model that addresses DFW's priority challenges throughout the asset lifecycle [2][3]. Strategic Importance - The initiative reflects Jacobs' commitment to driving digital innovation in critical infrastructure sectors, including smart cities and digital twin implementations, to help clients navigate complex challenges [7]. - The partnership with PA Consulting leverages their expertise in aviation strategy and innovation, enhancing Jacobs' ability to implement intelligent systems that promote operational excellence and sustainability [4][5]. Global Engagements - In addition to DFW, Jacobs is involved with major airports worldwide, including Heathrow and Denver International, showcasing its proven experience in sustainable airport infrastructure [6].

Core Points - The information provided is intended for informational and educational purposes only and should not be considered as an offer or recommendation to buy or sell securities [1] - The data has been sourced from what is believed to be reliable sources, but there is no guarantee regarding its accuracy or timeliness [1] - Historical investment performances do not guarantee future success or performance [1] Group 1 - The content includes real-time prices sourced from Nasdaq Last Sale, but these prices may not be sourced from all markets [2] - Ownership data is provided by LSEG, while estimate data is sourced from FactSet [2] - Various trademarks related to Investor's Business Daily are mentioned, indicating the proprietary nature of the information [2]

Core Insights - Jacobs has launched Flood Platform, a cloud-hosted software designed to unify and streamline flood modeling processes, enhancing infrastructure flood resilience globally [1][2][3] Group 1: Product Overview - Flood Platform is a subscription-based software-as-a-service that integrates advanced flood modeling with Jacobs' existing tools, particularly Flood Modeller [2] - The platform leverages digital solutions, cloud integration, cybersecurity, data management, and artificial intelligence (AI) to standardize flood-related data management and analysis [2][4] Group 2: Market Need and Impact - Increasing frequency and severity of flooding and extreme weather events necessitate efficient data management for resilient infrastructure planning [3] - Flood Platform facilitates faster, evidence-based decision-making by consolidating large volumes of data [3] Group 3: Technological Foundation - Built on Microsoft Azure, Flood Platform offers a flexible, scalable, and secure environment for data management, access control, analysis, and collaboration [4] - The platform acts as a central hub for data, simulations, and collaboration, integrating with trusted flood modeling tools [4] Group 4: Historical Context and Development - Originally developed for internal use, Flood Platform has been refined over 15 years and is now available to organizations worldwide [5] - Significant projects supported by the platform include Melbourne Water's Flood Mapping Program and the Environment Agency's Oxford-Cambridge Arc Flood Risk Investment Study, which unlocked over $134 billion in economic value [5] Group 5: Company Profile - Jacobs generates approximately $12 billion in annual revenue and employs nearly 45,000 people, providing end-to-end services across various sectors including advanced manufacturing, energy, and environmental services [7]

Core Insights - Investors are comparing Jacobs Solutions (J) and Amadeus IT Group SA Unsponsored ADR (AMADY) to determine which stock offers better value [1] Valuation Metrics - Jacobs Solutions has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision compared to Amadeus IT Group SA, which has a Zacks Rank of 3 (Hold) [3] - The forward P/E ratio for Jacobs Solutions is 21.86, while Amadeus IT Group SA has a forward P/E of 22.20 [5] - Jacobs Solutions has a PEG ratio of 1.80, significantly lower than Amadeus IT Group SA's PEG ratio of 3.65, suggesting better value relative to expected earnings growth [5] - The P/B ratio for Jacobs Solutions is 4.76, compared to Amadeus IT Group SA's P/B of 6.21, indicating a more favorable market value to book value ratio for Jacobs Solutions [6] - Based on various valuation metrics, Jacobs Solutions holds a Value grade of B, while Amadeus IT Group SA has a Value grade of D, making Jacobs Solutions the more attractive option for value investors [6]

Company Performance - Jacobs Solutions has seen a strong performance with a stock increase of 6.4% over the past month and a new 52-week high of $153.38 [1] - Year-to-date, Jacobs Solutions has gained 14.1%, outperforming the Zacks Business Services sector's 1.5% and the Zacks Technology Services industry's 46% [1] Earnings and Revenue - The company has a strong record of positive earnings surprises, beating the Zacks Consensus Estimate in the last four quarters [2] - In the latest earnings report on August 5, 2025, Jacobs Solutions reported EPS of $1.62, exceeding the consensus estimate of $1.56, but missed the revenue estimate by 1.07% [2] - For the current fiscal year, Jacobs Solutions is expected to post earnings of $6.97 per share on revenues of $12.01 billion, with a year-over-year change of 15.27% [3] - For the next fiscal year, earnings are projected to be $7.81 per share on revenues of $12.98 billion, representing an 8.05% year-over-year change [3] Valuation Metrics - Jacobs Solutions has a Value Score of B, a Growth Score of B, and a Momentum Score of F, resulting in a combined VGM Score of B [6] - The stock trades at 21.9X current fiscal year EPS estimates, slightly below the peer industry average of 22.1X [7] - On a trailing cash flow basis, the stock trades at 19.5X compared to the peer group's average of 11.3X, with a PEG ratio of 1.8 [7] Zacks Rank - Jacobs Solutions holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend [8] - The recommendation is for investors to select stocks with Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for further gains [8] Industry Comparison - The Technology Services industry is positioned in the top 26% of all industries, suggesting favorable conditions for Jacobs Solutions and its peers [11] - Cricut, Inc. is highlighted as a strong competitor with a Zacks Rank of 2 (Buy) and solid earnings expectations [9][10]

Group 1 - Jacobs Solutions Inc. is recognized as a relatively cheap stock within the S&P 500, with strong growth prospects driven by its involvement in advanced projects such as data centers and pharmaceutical plants [1][2] - The company is projected to achieve 16% earnings growth next year, with its stock currently priced at 21.5 times the 2026 earnings estimates [1] - Jacobs Solutions has benefited from the AI data center boom, which has emerged as a significant growth driver following a successful merger breakup last year [2] Group 2 - The company provides a range of services including consulting, design, engineering, project management, and long-term facility operations [2] - There is a recognition that while Jacobs Solutions has potential as an investment, certain AI stocks may offer greater upside potential with less downside risk [2]

Core Insights - The panel discussion focuses on the increasing importance of water and land efficiency due to rising temperatures, growing global populations, and resource security concerns [1] Group 1: Industry Challenges - There is a heightened focus on addressing issues related to water supply, including both excess and scarcity, while minimizing environmental impacts [1] - The discussion highlights the need for reliability in resource supply amidst these challenges [1] Group 2: Expert Contributions - The panel features experts from various sectors, including Susan Moisio from Jacobs Solutions, which is recognized as a leader in water infrastructure [2] - Matt Diserio represents Water Asset Management, an investment firm dedicated to water-related investments [2] - Ara Erickson from Weyerhaeuser contributes insights from a major land and timber management perspective [2]

Summary of Jacobs Solutions Conference Call - September 25, 2025 Industry Overview - The conference focused on water and land efficiency, addressing challenges related to climate change, resource security, and environmental impacts [1][2] - Key participants included representatives from Jacobs Solutions Inc., Water Asset Management, and Weyerhaeuser, highlighting the interconnectedness of water and land management [1][2] Jacobs Solutions Inc. Insights - Jacobs adopts a "one-water" approach, emphasizing the value of all water and managing it through the complete asset lifecycle from planning to operations [3][4] - Major demand drivers for Jacobs include climate change effects leading to both water scarcity and excess, as well as water quality issues [4] - Jacobs is focused on digital solutions to enhance operational efficiency in water and wastewater management [4][32] Weyerhaeuser's Approach - Weyerhaeuser integrates sustainable forestry practices with land stewardship, emphasizing the connection between forests and water quality [5][6] - The company uses KPIs such as riparian buffer sizes to measure water quality protection efforts [8] - Weyerhaeuser has invested in high-yield forestry to increase productivity and adapt to climate conditions, ensuring sustainable wood supply [15][16] Investment Perspectives - Water Asset Management focuses on global listed water-related equities and water resources, identifying significant value in U.S. water utility infrastructure [10][11] - The firm highlights the privatization of water utility systems as a growing opportunity, with many governments recognizing the need for private sector expertise [11] - Investment strategies include acquiring farmland with senior water rights and transitioning to less water-intensive crops, saving approximately 80% of water [12][25] Economic and Technological Innovations - Sustainable water and land management economics were discussed, with emphasis on long-term investments in green infrastructure [18][19] - Jacobs has developed technologies like Replica for watershed management and Intelligent O&M for efficient treatment plant operations [32][33] - Weyerhaeuser employs advanced analytics for monitoring forest conditions and adapting planting strategies to changing climates [27][29] Future Outlook - All participants expressed optimism for increased investment in water and land efficiency solutions over the next year [50][51][52] - The importance of regulatory frameworks in driving water supply reliability and investment was emphasized, alongside the potential of solar energy and data centers to create value from land [36][38] Key Takeaways - The interconnectedness of water and land management is critical for addressing climate change and resource efficiency [1][2] - Companies are leveraging technology and sustainable practices to enhance operational efficiency and environmental stewardship [32][36] - Investment opportunities in water-related assets are growing, with a focus on long-term sustainability and adaptation strategies [10][11][42]

Core Insights - Jacobs has been selected by the Los Angeles Community College District (LACCD) to continue providing program management services for its $15.1 billion BuildLACCD Bond Program, which aims to modernize academic infrastructure across nine colleges [1][2] - The five-year contract will support critical facility, housing, and athletic infrastructure projects benefiting approximately 250,000 students and faculty members [2][3] - Jacobs has a strong track record, having completed nearly 200 projects and initiated 475 new construction and modernization projects over the past seven years [3] Company Overview - Jacobs is ranked No. 2 in Program Management by Engineering News-Record and has extensive experience in managing complex infrastructure projects across various educational institutions [4] - The company operates in over 15,000 learning environments, supporting about one in eight schools in the U.S. to enhance campus facilities for innovation and student success [4] - Jacobs generates approximately $12 billion in annual revenue and employs nearly 45,000 people, providing end-to-end services in multiple sectors including advanced manufacturing, energy, and environmental services [5]