Jacobs Solutions (US:J) ZACKSยท2025-10-02 14:16Company 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]