Jacobs Solutions shares have added about 4.7% since the beginning of the year versus the S&P 500's gain of 7.6%. What's Next for Jacobs Solutions? While Jacobs Solutions has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? Jacobs Solutions (J) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $1.96 per share a year ago. These figures are adjusted for ...

Business Transformation and Strategy - Jacobs has transformed into a science-based consulting and advisory leader, focusing on delivering resilient, digitally enabled solutions for sustainability and critical infrastructure challenges [167]. - The company announced its multi-year growth strategy, "Challenge Accepted," aimed at driving profitable growth and delivering scalable solutions across Water and Environmental, Life Sciences, and Advanced Manufacturing [168]. - Jacobs invested in a 65% stake in PA Consulting, enhancing its capabilities in high-end advisory services and creating significant opportunities for clients [178]. - Jacobs' strategic partnerships and acquisitions are aimed at addressing global challenges such as urbanization and infrastructure modernization, enhancing its market position [169]. Financial Performance - For the three months ended June 27, 2025, revenues were $3.03 billion, an increase of $148.4 million, or 5.1%, compared to $2.88 billion for the same period last year [190]. - Net earnings attributable to the Company from continuing operations for the third fiscal quarter of 2025 were $181.2 million, or $1.56 per diluted share, an increase of $98.3 million from $82.9 million, or $0.66 per diluted share, for the corresponding period last year [186]. - Gross profit for the third fiscal quarter of 2025 was $758.4 million, an increase of $37.5 million, or 5.2%, from $720.9 million for the same period last year, with gross profit margins of 25.0% for both periods [192]. - Selling, general and administrative expenses for the three months ended June 27, 2025 were $523.4 million, a decrease of $26.6 million, or 4.8%, from $550.0 million for the same period last year [194]. - Net interest expense for the three months ended June 27, 2025 was $28.8 million, a decrease of $7.3 million, or 20.3%, from $36.1 million for the same period last year [195]. - For the nine months ended June 27, 2025, revenues were $8.88 billion, an increase of $334.3 million, or 3.9%, from $8.54 billion for the same period last year [190]. - Net earnings attributable to the Company from continuing operations for the nine months ended June 27, 2025 were $175.3 million, or $1.53 per diluted share, a decrease of $128.2 million from $303.5 million, or $2.42 per diluted share, for the same period last year [188]. - Gross profit for the nine months ended June 27, 2025 was $2.22 billion, an increase of $120.4 million, or 5.7%, from $2.10 billion for the same period last year [192]. Segment Performance - Revenues for the Infrastructure & Advanced Facilities segment for the three months ended June 27, 2025, were $2.70 billion, a 4.0% increase from $2.60 billion in the same period last year [212]. - Operating profit for the Infrastructure & Advanced Facilities segment for the three months ended June 27, 2025, was $236.0 million, reflecting a 13.4% increase from $208.2 million in the prior year [213]. - PA Consulting segment revenues for the three months ended June 27, 2025, were $332.7 million, a 15.4% increase from $288.3 million in the same period last year [214]. - Operating profit for the PA Consulting segment for the three months ended June 27, 2025, was $72.4 million, up 15.2% from $62.9 million in the prior year [215]. Cash Flow and Liquidity - Cash and cash equivalents increased by $148.5 million to $1.29 billion as of June 27, 2025, compared to $1.14 billion at September 27, 2024 [224]. - Net cash provided by operating activities for the nine months ended June 27, 2025, was $303.6 million, a decrease of $554.5 million from $858.1 million in the prior year period [224]. - Net cash used for investing activities was $46.4 million for the nine months ended June 27, 2025, down from $95.0 million in the prior year [225]. - Net cash used for financing activities was $126.2 million, driven by share repurchases of $653.2 million and dividends of $114.8 million [226]. - The company believes it has adequate liquidity and capital resources to fund projected cash requirements for acquisitions and financing activities for the next twelve months [236]. Debt and Financing - Long-term debt increased by $1.2 billion to $2.51 billion as of June 27, 2025, primarily due to the 2025 Term Loan Facility [231]. - Short-term debt decreased by $875.8 million to $1.1 billion as of June 27, 2025, due to the Equity-for-Debt Transaction and the 2025 Term Loan Facility [232]. - The company had approximately $1.29 billion in cash and cash equivalents from continuing operations at the end of the period [224]. - As of June 27, 2025, the company had $1.42 billion in outstanding borrowings under its Revolving Credit Facility and 2025 Term Loan Facility, with interest rates subject to adjustments based on the Consolidated Leverage Ratio [242]. - The company has a notional value of $200 million in a swap agreement to convert variable rate interest liabilities into fixed rate liabilities, leaving $1.22 billion subject to variable interest rate risk [243]. - For the nine months ended June 27, 2025, the company's weighted average borrowings subject to floating rate exposure were approximately $1.19 billion, with a potential interest expense increase of $8.9 million if rates rose by 1.00% [244]. Taxation - The effective tax rate for the three months ended June 27, 2025, was 21.9%, down from 33.2% for the same period in 2024, primarily due to U.S. state income tax and foreign earnings tax impacts [198]. - For the nine months ended June 27, 2025, the effective tax rate was 45.6%, significantly higher than 14.9% for the same period in 2024, largely due to $63.1 million in unfavorable tax impacts from non-deductible losses on Amentum stock [200]. - The company expects ongoing impacts from U.S. state income tax and foreign earnings tax on its effective tax rate for the remainder of the fiscal year [200]. Restructuring and Charges - The company incurred approximately $20.5 million in restructuring charges during the nine months ended June 27, 2025, with expected annualized pre-tax cash savings of $155 million to $190 million [204]. - The company recorded a reserve related to an unfavorable interim ruling against a consolidated joint venture, impacting revenues and operating profits for the nine months ended June 27, 2025 [212]. Currency and Risk Management - The company has $1.08 billion in notional value of exchange rate sensitive instruments to limit foreign currency risk as of June 27, 2025 [245]. - The company has $1.08 billion in notional value of foreign exchange contracts to mitigate currency fluctuations [245]. - Foreign currency translation positively impacted revenues by approximately $18.9 million and $8.3 million for the three and nine months ended June 27, 2025, respectively [212]. - The company is monitoring potential impacts from recent international trade issues, including tariffs, which may affect business operations and financial condition [252]. Internal Controls and Governance - There were no changes to the company's internal control over financial reporting that materially affected its effectiveness during the quarter ended June 27, 2025 [248]. - The company's management evaluated the effectiveness of its disclosure controls and procedures as of June 27, 2025, concluding they were effective [247]. Share Repurchase Programs - The company authorized a share repurchase program of up to $1.0 billion on January 25, 2023, and completed the remaining repurchases during the second fiscal quarter of 2025 [255]. - An incremental share repurchase program of up to $1.5 billion was authorized on January 30, 2025, with 810,859 shares repurchased at an average price of $123.36 [257].

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 DALLAS, Aug. 5, 2025 /PRNewswire/ -- Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal third quarter ended June 27, 2025. Q3 2025 Highlights1: Jacobs' ...

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]

Core Insights - Jacobs has been appointed as a multi-disciplinary consultant to Iarnród Éireann (Irish Rail) for the expansion and modernization of a section of Ireland's rail network, aiming to enhance capacity and passenger experience over an 87-mile (140 kilometer) route from Galway to Portarlington [1][2] - The project will focus on increasing track capacity, decarbonization, higher speeds, and service frequency, with a framework agreement lasting four years and an option to extend for another four years [2][3] - The initiative is supported by the National Transport Authority and is part of Project Ireland 2040, aligning with the National Development Plan 2018-2027 to promote sustainable mobility and climate resilience [3][4] Company Overview - Jacobs operates across various sectors including Advanced Manufacturing, Cities & Places, Energy, Environmental, Life Sciences, Transportation, and Water, with approximately $12 billion in annual revenue and a workforce of nearly 45,000 [5] - The company has extensive experience in global rail infrastructure projects, including significant initiatives in New York City, the U.K., Malaysia, and the UAE [6]

Group 1 - Jacobs has been selected to provide design services for Sound Transit's West Seattle Link Extension, which will enhance connectivity and offer faster, more reliable service in Seattle [1][2] - The West Seattle Link Extension will add 4.1 miles of light rail, including a new bridge, tunnel, and four new stations, connecting SODO with Alaska Junction [2] - The project is expected to reduce travel times on key lines by up to 50 percent and provide an alternative route during peak demand periods [3] Group 2 - Jacobs has a long history of delivering critical transportation solutions in the Puget Sound area, including approximately 30 miles of light rail system expansions for Sound Transit [3] - The West Seattle Link Extension is anticipated to serve as a catalyst for new development near stations, focusing on retail opportunities and affordable housing [3] - Jacobs operates with approximately $12 billion in annual revenue and a workforce of nearly 45,000, providing end-to-end services across various sectors [4]

Company Overview - Jacobs is a leading company with approximately $12 billion in annual revenue and a workforce of nearly 45,000 employees [2] - The company provides end-to-end services across various sectors including advanced manufacturing, energy, environmental, life sciences, transportation, and water [2] Upcoming Earnings Release - Jacobs plans to release its fiscal third quarter 2025 earnings results before market open on August 5, 2025 [1] - A conference call will be held at 10:00 a.m. ET on the same day, where management will present the company's results and operating trends [1] Communication Channels - The company utilizes various channels to comply with disclosure obligations, including press releases, SEC filings, public conference calls, and its website [3] - Investors are encouraged to monitor these channels for material disclosures [3]