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 March 28, 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 | | | | | --- | --- | --- | - ...

Backlog Grows by 20% Year-Over-Year with TTM Book-to-Bill Ratio of 1.3xRepurchased $351 Million of Jacobs Shares During Q2 and $552 Million in First Half of FY25Exited Company's Retained Stake in AMTM and Announced May 30th Distribution of Remaining SharesReaffirming FY 2025 GuidanceDALLAS, May 6, 2025 /PRNewswire/ -- Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal second quarter ended March 28, 2025.Q2 2025 Highlights1: Gross revenue of $2.9 billion grew 2.2% y/y; adjus ...

Exhibit 99.1 Jacobs Reports Strong Fiscal Second Quarter 2025 Results Backlog Grows by 20% Year-Over-Year with TTM Book-to-Bill Ratio of 1.3x Repurchased $351 Million of Jacobs Shares During Q2 and $552 Million in First Half of FY25 Exited Company's Retained Stake in AMTM and Announced May 30th Distribution of Remaining Shares Reaffirming FY 2025 Guidance DALLAS, TEXAS - Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal second quarter ended March 28, 2025. Q2 2025 Highligh ...

Core Viewpoint - Jacobs Solutions, Inc. is set to report its second-quarter fiscal 2025 results on May 6, with expectations of revenue growth driven by contract wins and strong project execution, despite some short-term headwinds impacting performance [1][2][5]. Financial Performance - In the last reported quarter, Jacobs' earnings and revenues exceeded the Zacks Consensus Estimate by 3.1% and 0.1%, respectively, with adjusted earnings declining 8.3% year-over-year and revenues increasing by 4.4% [1]. - The Zacks Consensus Estimate for the upcoming quarter's earnings per share has decreased to $1.41 from $1.43, while the revenue estimate is set at $3.02 billion [2]. Segment Analysis - The Infrastructure & Advanced Facilities segment, which accounted for 89.7% of total revenues in fiscal 2024, is expected to benefit from strong demand in water infrastructure, environmental services, life sciences, advanced manufacturing, and Critical Infrastructure [3]. - The PA Consulting segment contributed 10.3% to Jacobs' fiscal 2024 revenues, with anticipated growth from energy transition and digital services demand [4]. Market Conditions - Jacobs is likely to have experienced growth due to rising demand in sectors such as energy, water, and transport, along with expansion in international markets like Europe, the Middle East, and Australia [2]. - However, short-term challenges such as government funding delays, restructuring costs, and macroeconomic uncertainties may have negatively impacted quarterly performance [5]. Operational Efforts - The company's initiatives to streamline operations and enhance cost structure are expected to support margins in the second quarter [6]. Earnings Prediction - The current Earnings ESP for Jacobs is -4.03%, indicating that the model does not predict an earnings beat for this quarter [7]. - Jacobs holds a Zacks Rank of 4 (Sell), suggesting a less favorable outlook compared to other companies in the sector [8].

Core Points - Jacobs has been awarded a five-year contract by the West Basin Municipal Water District for operations and maintenance services at the Edward C. Little Water Recycling Facility, which is the largest water recycling operation in the U.S. [1][4] - The Edward C. Little Water Recycling Facility produces 40 million gallons of recycled water per day and offers five types of fit-for-purpose recycled water [2][3] - Jacobs will utilize its Digital OneWater suite, including Intelligent O&M, to enhance sustainability and operational efficiencies while optimizing chemical and power consumption [3][4] Company Overview - Jacobs generates approximately $12 billion in annual revenue and employs nearly 45,000 people, providing end-to-end services across various sectors including water, energy, and environmental services [5] - The company has a history of delivering and modernizing significant water infrastructure projects in California, enhancing the reliability and quality of water services [4][5] Industry Context - The West Basin Municipal Water District plays a crucial role in supplying quality recycled water as a sustainable resource to municipal, industrial, and commercial customers in coastal Los Angeles County [3][4] - The contract with Jacobs reflects West Basin's commitment to long-term performance and quality service in recycled water treatment [4]

Core Points - Jacobs' Board of Directors approved a special dividend of 7,299,065 shares of Amentum Holdings, Inc. to be distributed to shareholders of record as of May 16, 2025, with the distribution expected on May 30, 2025 [1][2] - The shares were released from escrow following the completion of a Reverse Morris Trust transaction involving Jacobs' Critical Mission Solutions and Divergent Solutions businesses merging with Amentum [2][3] - The distribution will be pro rata based on the number of Jacobs shares outstanding on the record date, with no fractional shares being distributed [3][4] Distribution Details - Shareholders will receive a book-entry account statement or brokerage account credit reflecting their ownership of Amentum common stock after the dividend [5] - An information statement will be provided post-record date detailing the distribution ratio, treatment of fractional shares, and expected tax consequences for U.S. federal income tax purposes [6] - The ex-dividend date is set for May 16, 2025, meaning any acquisition of Jacobs' common stock after this date will not include the right to receive the Amentum Share Dividend [7][8] Company Overview - Jacobs operates with approximately $12 billion in annual revenue and a workforce of nearly 45,000, providing a full spectrum of professional services across various sectors [9]

Company Overview - Jacobs Solutions (J) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended March 2025, with earnings expected to be $1.41 per share, reflecting a decrease of 26.2% [1][3] - Revenues are projected to be $3.02 billion, down 29.3% from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised 0.41% higher in the last 30 days, indicating a slight positive adjustment from analysts [4] - The Most Accurate Estimate for Jacobs Solutions is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.03%, suggesting a bearish outlook from analysts [10][11] Earnings Surprise History - In the last reported quarter, Jacobs Solutions had an expected EPS of $1.29 but delivered $1.33, resulting in a surprise of +3.10% [12] - Over the past four quarters, the company has beaten consensus EPS estimates four times [13] Industry Comparison - Zeta Global Holdings (ZETA), another player in the Zacks Technology Services industry, is expected to post earnings of $0.12 per share for the same quarter, indicating a significant year-over-year change of +1,100% [17] - Zeta's revenues are expected to be $253.49 million, up 30% from the previous year, but it has an Earnings ESP of -13.04%, making it difficult to predict a beat on the consensus EPS estimate [18]

Continues multi-decade support delivering innovative and comprehensive services to federal agenciesDALLAS, April 29, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been awarded an unrestricted U.S. General Services Administration (GSA) One Acquisition Solution for Integrated Services Plus (OASIS+) Multi-Agency Contract (MAC), for services across multiple U.S. federal agencies. The contract offers adaptability to meet mission-specific requirements on a global scale.Under this contract, Jacobs will provide a full ...

Core Viewpoint - Jacobs Solutions Inc. has secured a significant multi-year contract with the U.S. Air Force, emphasizing its role in providing global architecture and engineering services, particularly in environmental restoration and infrastructure resilience [1][3]. Contract Details - The contract is structured as an Indefinite Delivery Indefinite Quantity, Multiple Award Task Order Contract, with a five-year base period and an option for an additional five years, having an estimated ceiling of $1.5 billion [2][4]. Company Background - Jacobs has over 20 years of experience delivering critical infrastructure and engineering services to the U.S. Air Force, highlighting its commitment to national security and resilience across various critical systems [3]. Service Scope - Under the contract, Jacobs will provide comprehensive environmental services, including planning, investigation, assessment, design, and field inspection for the U.S. Air Force and other federal agencies [4]. Growth and Demand - Jacobs has seen increased demand for its consulting services across various sectors, including infrastructure, water, environment, and cybersecurity, supported by a strong backlog of $21.8 billion, which is an 18.9% increase year-over-year [5][6]. Market Performance - Despite a year-to-date stock decline of 12.8%, Jacobs is expected to benefit from trends in infrastructure modernization, energy transition, and national security [8].

Group 1 - Jacobs Solutions Inc. has been awarded a $137 million contract by the Virgin Islands Public Finance Authority for the "Rebuild USVI" initiative, focusing on critical infrastructure projects [1][3] - The company will collaborate with the U.S. Virgin Islands' Super Project Management Office on various projects, including hospitals, schools, and utilities, while also providing advisory and consulting services [2] - Jacobs' backlog reached $21.8 billion at the end of fiscal first-quarter 2025, reflecting an 18.9% increase year-over-year, driven by strong project wins in key markets [5] Group 2 - The company has seen increased demand for its consulting services across multiple sectors, including infrastructure and life sciences, indicating a positive growth trend [4] - Despite a 12% decline in stock year-to-date, Jacobs is expected to benefit from trends in infrastructure modernization and energy transition [7]