Jacobs Solutions (US:J) ZACKS·2025-11-17 17:21Core Insights - Jacobs Solutions, Inc. is set to report its fourth-quarter fiscal 2025 results on November 20, with adjusted earnings expected to show a year-over-year increase of 21.9% to $1.67 per share, while revenues are projected to rise 6% to $3.14 billion [1][3]. Financial Performance - In the last reported quarter, Jacobs' adjusted earnings exceeded the Zacks Consensus Estimate by 3.9%, but revenues fell short by 1.1%, with year-over-year declines of 17.3% in earnings and 28.4% in revenues [1][2]. - The average earnings surprise over the last four quarters has been 2.3% [2]. Segment Performance - The Infrastructure & Advanced Facilities segment, which accounts for 89.7% of total revenues, is expected to benefit from strong demand in Water & Environmental, Life Sciences, Advanced Manufacturing, and Critical Infrastructure [5]. - Water services are highlighted as a resilient part of Jacobs' portfolio, with ongoing modernization and regulatory compliance driving demand [5]. - Life Sciences & Advanced Manufacturing is anticipated to gain from investments in biopharma capacity and data-center development, supported by partnerships with companies like NVIDIA [6]. - Critical Infrastructure demand is broad-based, with significant projects such as the DFW Airport digital transformation and Australia's Marinus Link electricity interconnector enhancing revenue visibility [7]. Consulting Contributions - PA Consulting is expected to positively impact the fiscal fourth quarter, driven by increased private-sector demand and improved public-sector spending in the U.K. [8]. Revenue Estimates - The Zacks Consensus Estimate for revenues in the Infrastructure & Advanced Facilities segment is $2.82 billion, an increase from $2.7 billion in the previous quarter, while PA Consulting revenues are estimated at $326 million, down from $333 million [9]. Profitability Outlook - Jacobs' bottom line is projected to improve year-over-year due to a favorable mix, enhanced use of global delivery centers, and evolving commercial models that support margin expansion [10]. - The company anticipates a full-year adjusted EBITDA margin near 13.9%, with expectations for higher profitability in the final quarter as operational efficiencies and gross-margin initiatives take effect [11]. Earnings Prediction - The Zacks model indicates that Jacobs does not conclusively predict an earnings beat this time, with an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [13][14].