Loading…
Loading…
Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Wittmann | Robert W. Baird | 14 | 29% |
| Sangita Jain | KeyBanc Capital Markets | 14 | 7% |
| Mike Dudas | Vertical Research Partners | 14 | 0% |
| Sabahat Khan | RBC Capital Markets | 12 | 0% |
| Steve Fisher | UBS | 10 | 0% |
| Jerry Revich | Wells Fargo | 10 | 0% |
| Andy Kaplowitz | Citigroup | 8 | 25% |
| Jamie Cook | Truist Securities | 7 | 14% |
| Adam Bubes | Goldman Sachs | 6 | 0% |
| Natalia Bach | Citigroup | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| KeyBanc Capital Markets | 1 | 14 | 7% |
| Citigroup | 2 | 14 | 14% |
| Vertical Research Partners | 1 | 14 | 0% |
| Robert W. Baird |
| 1 |
| 14 |
| 29% |
| UBS | 2 | 13 | 8% |
| RBC Capital Markets | 1 | 12 | 0% |
| Truist Securities | 2 | 11 | 9% |
| Wells Fargo | 1 | 10 | 0% |
Jacobs posted its highest revenue growth since the Amentum separation in Q2 FY2026 with gross revenue up 27% and adjusted EPS rising 22%, as the PA Consulting acquisition was completed with full consolidation. Data center business grew 100% with the AI ecosystem reaching 10-11% of revenue, and backlog reached a record $27 billion. FY2026 guidance was raised for the second consecutive quarter to $7.10-$7.35, with fiscal year 2029 targets raised to 17%+ EBITDA margin and 11%+ FCF margin. Environmental sector softness persisted with Q4 recovery expected.
Demand | Margin | Revenue Growth | Regulation Policy | Competitive Dynamics | M&A | Capital Allocation | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 6 | 2 | 2 | 2 | 1 | 2 |
| 2025Q1 | 7 | 5 | 3 | 3 | 3 | 2 | 2 | 3 |
| 2025Q2 | 8 | 4 | 3 | 1 | 2 | 2 | 3 | 2 |
| 2025Q3 | 7 | 5 | 5 | 4 | 1 | 1 | 1 | 1 |
| 2025Q4 | 6 | 4 | 3 | 3 | 1 | 2 | 2 | |
| 2026Q1 | 7 | 3 | 3 | 2 | 6 | 1 | 2 | 1 |
| 2026Q2 | 4 | 5 | 1 | 1 | 2 | 6 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 8 | 7 | 6 | 7 | 4 |
| Margin | 5 | 5 | 4 | 5 | 4 | 3 | 5 |
| Revenue Growth | 6 | 3 | 3 | 5 | 3 | 3 | 1 |
| Regulation Policy | 2 | 3 | 1 | 4 | 3 | 2 | 1 |
| Competitive Dynamics | 2 | 3 | 2 | 1 | 6 | 2 | |
| M&A | 2 | 2 | 2 | 1 | 1 | 1 | 6 |
| Capital Allocation | 1 | 2 | 3 | 1 | 2 | 2 | 2 |
| Geographic Expansion | 2 | 3 | 2 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
J Jacobs Solutions | 8 | +26.9% | |
| EME EMCOR Group, Inc. | 10 | +19.7% | |
| FER Ferrovial SE | 7 | +10.2% | |
| FIX Comfort Systems USA, Inc. | 10 | +56.5% | |
| PWR Quanta Services | 10 | +26.3% |