JACOBS SOLUTIONS INC. · Heavy Construction Other Than Bldg Const - Contractors

J

Low riskNext report: Around Nov 19 (est.)

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The short version

A profitable company with growing sales.

Going well

Sales up 35% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 3.1% to their holdings in the quarter ending June 2026 (356 bought, 469 sold)
Held by George Soros (Soros Fund), Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$147.14+1.4% that day

Company value: $17.2B; Share price times all shares
Price vs profit (P/E): 51.6x; You pay about $52 for each $1 of yearly profit
Price vs sales: 1.2x; Company value is 1.2 times a year of sales
Cash vs value: 7%; Cash as a share of company value
Debt vs value: 14%; Debt as a share of company value

From J's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$4.1B+34% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $14.2B, up 20% from the 12 months before. Over 5 years, sales shrank about 2.4% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of J. Starting points are the company's recent numbers.

Sales growth+20% a yearRecently: +20% a yearProfit margin2%Last 12 months: 2.4%P/E at the end40xToday: 51.6x. Many steady companies trade at 12x to 25xShare count change-2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$35.4B

Profit in 5 years$708M

Price these guesses point to$267.55+82% vs $147.14 todayAbout +13% a year, before dividends

What today's price needs: with a 2% margin and a 40x P/E, sales would have to grow about 6.5% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.7.6%
MissDebt under half of equityNot relying on borrowed money.0.72x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.4%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$607.5M
PassShare count not growingNot diluting owners. Falling means buybacks.-5.8% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.24.8%

Revenue: $12.0B; +4.6% vs prior year
5-year growth: -2.4%/yr; revenue, per year
Total debt: $2.5B; 0.72x equity
Current ratio: 1.33x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.