Jacobs Is Changing Fast, The Valuation Just Hasn't Noticed

Core Insights - Jacobs Solutions, Inc. has seen a significant decline in valuation, approximately 20% from late-October highs, despite having solid FY25 exit numbers and a stable medium-term trajectory [1] Financial Performance - The company reported decent FY25 exit numbers, indicating a positive outlook for future performance [1] Market Context - The decline in valuation appears to be influenced more by market conditions rather than the company's fundamental performance [1]