Core Insights - Jacobs has been selected by Boise Airport to assist in a multi-year capital expansion plan to accommodate an 81% increase in passenger demand over the past decade [1][3] Group 1: Project Details - The expansion plan includes the construction of Concourse A, renovation of Concourse B, and potential improvements to other terminal facilities [1][2] - The design phase for the Concourse A Development and Concourse B Renovation projects is set to begin in 2025 [3] Group 2: Economic Impact - The growth of Boise Airport is critical for economic development in Idaho, connecting the state's capital with 27 non-stop destinations over the past year [3] - Jacobs emphasizes the importance of managing complex infrastructure projects to enhance passenger experience and prepare for future growth [3][4] Group 3: Company Profile - Jacobs is ranked No. 2 in Transportation by Engineering News-Record and provides comprehensive services in various sectors including transportation, energy, and environmental solutions [4][5] - The company generates approximately $12 billion in annual revenue and employs nearly 45,000 people [5]

Core Insights - Jacobs Solutions Inc. has secured a $13.4 million operational technology cybersecurity contract with Hampton Roads Sanitation District, marking it as one of the largest contracts in the U.S. wastewater sector [1] - The contract enhances Jacobs' position in the industrial cybersecurity market, particularly in safeguarding critical infrastructure against rising cyber threats [2][6] Company Strategy and Market Position - The contract involves comprehensive cybersecurity measures, including network engineering and monitoring across 30 square miles of wastewater infrastructure [4] - Jacobs served over 40 U.S. water utilities in fiscal 2024, showcasing its capability in providing advanced industrial cybersecurity solutions [5] - The company is strategically positioned to benefit from increased investment in infrastructure security, indicating strong growth potential in the OT cybersecurity sector [6] Financial Performance and Outlook - Jacobs' backlog increased by 18.9% year over year to $21.8 billion, reflecting strong project wins and robust demand [10] - The book-to-bill ratio was 1.00x for the quarter and 1.3x over the trailing 12 months, indicating future revenue stability [10] - Earnings estimates for fiscal 2025 have slightly declined to $6.05 per share, but still indicate a 14.6% growth from fiscal 2024 [8]

Core Insights - Jacobs has been awarded a significant operational technology (OT) cybersecurity contract by Hampton Roads Sanitation District (HRSD), valued at $13.4 million, aimed at enhancing cybersecurity for wastewater treatment services [2][3] - The contract is notable as one of the largest OT cybersecurity services contracts awarded by a U.S. wastewater utility, reflecting the growing demand for cybersecurity in critical infrastructure [2][3] - The collaboration aims to establish HRSD as a benchmark for cybersecurity excellence in the water and wastewater sector, ensuring the protection of public health and the environment [3] Company Overview - Jacobs is recognized as a leader in OT cybersecurity within the water sector, having served over 40 water utilities across the U.S. in fiscal year 2024 [4] - The company specializes in industrial cybersecurity, leveraging deep knowledge of vertical asset engineering and industrial control systems [4] - Jacobs operates with approximately $12 billion in annual revenue and a workforce of nearly 45,000, providing comprehensive services across various sectors including energy, environmental, and water [5]

Core Insights - Jacobs has been recognized for its sustainability efforts, earning a place in the Dow Jones Sustainability World Index for the third consecutive year and the North America Index for the fifth consecutive year [1][2] - The company received a Gold Medal from EcoVadis, an AA in MSCI ESG Ratings, and maintains its ISS ESG Corporate Rating Prime Status and Sustainalytics medium risk rating [1][2] - Jacobs launched the Evolve tool to integrate sustainability into all projects, aiming for 100% alignment with the United Nations Sustainable Development Goals [3] Company Performance - Jacobs reported approximately $12 billion in annual revenue and employs nearly 45,000 people [4] - The company provides end-to-end services across various sectors, including advanced manufacturing, energy, environmental, and transportation [4] Industry Position - Jacobs is ranked No. 2 globally in Environmental & Sustainability Consultancy by Environment Analyst [1] - The Dow Jones Sustainability World Index tracks the financial performance of leading sustainability-driven companies, with Jacobs being one of only 321 organizations globally to be included from over 13,000 publicly traded companies [2]

Core Insights - Jacobs has been appointed as the Construction Manager as Advisor (CMa) for the Long-Baseline Neutrino Facility (LBNF) Near Site Conventional Facilities project at Fermilab, a leading U.S. particle physics laboratory [1][2][4] - The total project cost for the LBNF facility exceeds $1 billion, with construction expected to commence in 2025 [4] Company Overview - Jacobs has a strong history of delivering complex underground and deep concrete infrastructure projects, including notable works such as the Grand Central Madison program and the Thames Tideway Tunnel [3] - The company reported approximately $12 billion in annual revenue and employs nearly 45,000 people, providing end-to-end services across various sectors [5] Project Details - The LBNF project will support the Deep Underground Neutrino Experiment (DUNE) and involves both above and below-ground construction [2][4] - Jacobs will provide project and construction management, as well as safety oversight for the facilities that will house the DUNE Near Detector [2][4]

Core Viewpoint - Jacobs is positioning itself to capitalize on investment megatrends and high-growth markets, targeting a 6-8% organic adjusted net revenue growth from FY25-29 and aiming for a 16%+ adjusted EBITDA margin with a 10%+ free cash flow margin by FY29 [1][2]. Financial Targets - The company has set the following financial targets for FY25-29: - Adjusted Net Revenue (Organic): +6% to 8% CAGR - Adjusted EBITDA Margin: +50 to 80 basis points per year - Adjusted EBITDA: +10% to 14% CAGR - Free Cash Flow: 10%+ FCF margin by FY29 [4]. Market Opportunities - Jacobs identifies significant serviceable addressable markets (SAM) in various sectors: - Water and Environmental: Estimated $220 billion SAM, focusing on water scarcity, wastewater challenges, and digital solutions - Life Sciences and Advanced Manufacturing: Estimated $120 billion SAM, driven by drug launches and semiconductor demand - Critical Infrastructure: Estimated $390 billion SAM, with opportunities in energy, transportation, and digital integration [6]. Growth Strategy - The company's strategy, "Challenge Accepted," aims to transform Jacobs into a more focused business that can drive profitable growth and deliver market-leading solutions in infrastructure, water, life sciences, and advanced manufacturing [1][2]. Financial Outlook - Jacobs anticipates mid-to-high single-digit growth in adjusted net revenue for fiscal 2025 compared to fiscal 2024, with an adjusted EBITDA margin of 13.8-14.0% and free cash flow conversion exceeding 100% of net income [3].

Core Viewpoint - Jacobs has been selected as Program Manager and Owners Engineer by Xcel Energy to support a multi-billion-dollar capital program aimed at enhancing energy services while transitioning to a low-carbon future [1][2][4]. Group 1: Project Overview - Xcel Energy is planning a significant capital program to improve energy services across eight states, with Jacobs assisting in establishing a Central Program Office and Major Projects Group [2][3]. - The investment plan announced by Xcel Energy in October 2024 amounts to $45 billion, focusing on creating a cleaner, stronger, and more efficient energy grid [4]. Group 2: Jacobs' Role and Expertise - Jacobs will manage a portfolio of projects for Xcel Energy, standardizing processes and transferring knowledge to Xcel Energy employees to ensure consistent execution [3][4]. - The collaboration continues Jacobs' long-standing relationship with Xcel Energy, leveraging its extensive experience in transmission, distribution, and generation projects across various regions [4][5]. Group 3: Industry Recognition - Jacobs has been recognized as the No.1 firm for program management for four consecutive years by Engineering News-Record and holds high rankings in Power, Solar Power, and Wind Power sectors [6].

Jacobs Solutions' (NYSE: J ) 1Q25 results were rather muted. Some end markets performed well, like the Water & Environmental end market, but others lagged, like the advanced manufacturing. However, Jacob's near- as well as long-term outlook looks good, with a potential for margin improvement goingI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are ...

Modernizing drinking water infrastructure for treatment of long-lasting synthetic chemicalsDALLAS, Feb. 6, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected by the City of Boynton Beach in South Florida to evaluate and design upgrades at two water treatment plants to remove per- and polyfluoroalkyl substances (PFAS) from the city's groundwater supplies to comply with new U.S. federal drinking water regulations. Boynton Beach East At a combined treatment capacity of 30 million gallons per day, the two ...

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," "will," "would," "could," "can," "may," "target," "goal" an ...