Core Insights - Jacobs Solutions Inc. is currently trading at a discount compared to its industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 18.97X, lower than the industry average of 24.73X and the broader Business Services sector's 22.69X [1][9] - The company's stock has gained 5% in the past month, underperforming the industry and S&P 500, which increased by 15.7% and 6.3% respectively, due to rising direct costs and unfavorable currency movements [5] - Jacobs' backlog rose 20% year-over-year to $22.16 billion, driven by strong demand in key markets, supporting its growth prospects [9][10] Valuation Comparison - Jacobs is trading below similar players such as EMCOR Group (19.75X), AECOM (20X), and Sterling Infrastructure (21.87X) [2] - The company's discounted valuation may appeal to investors looking for long-term value [19] Growth Prospects - Jacobs forecasts a 5% to 7% year-over-year increase in net revenues for the fiscal third quarter, primarily from its current backlog [11] - The company has seen steady growth in Water and Environmental services, and double-digit revenue growth in Life Sciences and Advanced Manufacturing, supported by significant contracts [12] - Jacobs is expanding its presence in the data center infrastructure market, securing key roles in emerging technology projects [14][15] Backlog and Revenue Growth - The Infrastructure & Advanced Facilities segment's backlog increased to $21.77 billion from $18.13 billion year-over-year [10] - The earnings estimate for fiscal 2025 indicates a 13.8% year-over-year growth, reflecting optimism among investors despite a downward revision trend [16] Market Challenges - Jacobs faces pressure from rising direct costs and currency fluctuations, which may impact margins in the near term [18] - The company experienced unfavorable foreign exchange impacts of $2.3 million in the first half of fiscal 2025, contrasting with favorable impacts of $59 million in the previous year [18]

Tetra Tech (TTEK) Q2 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Dan Batrack - CEO, President & ChairmanSteven Burdick - CFO & Executive VPLeslie Shoemaker - Executive VP and Chief Innovation & Sustainability OfficerJoseph Fong - President of GlumacTim Mulrooney - Group Head–Global ServicesSabahat Khan - Managing Director Conference Call Participants Sangita Jain - Senior AnalystRyan Connors - Senior Managing Director and Research AnalystAndrew Wittmann - Senior Research AnalystMichael ...

Tetra Tech (TTEK) Q2 2025 Earnings Call May 08, 2025 11:00 AM ET Speaker0 Good morning and thank you for joining the Tetra Tech Earnings Call. As a reminder, Tetra Tech is also simulcasting this presentation with slides in the Investors section of its website at tetratech.com. This call is being recorded at the request of Tetra Tech, and this broadcast is the copyrighted property of Tetra Tech. Any rebroadcast of this information in whole or part without the prior written permission of Tetra Tech is prohibi ...