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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Jacobs Solutions (J) is 8/10.
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.
Scored from Jacobs Solutions’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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On August 10, 2026, Shannon Miller transitioned from her role as President, Strategy, Growth & Digital of Jacobs Solutions. She will serve as Special Advisor to the CEO until her departure from the company, which will occur no later than October 3, 2026.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $-1.16B | +4.0% | $2.51 | +102.4% | — | — | — | $158M |
| FY2025 Q1 | $2.93B | +4.4% | $-0.11 | -108.0% | 24.6% | 7.1% | -0.6% | $97M |
| FY2025 Q2 | $2.91B | +2.2% | $0.06 | -95.6% | 25.4% | 7.2% | 0.2% | $-114M |
| FY2025 Q3 | $3.03B | +5.1% | $1.55 | +32.5% | 25.0% | 8.4% | 6.1% | $271M |
| FY2025 Q4 | $3.15B | +7.0% | $0.92 | -63.3% | 24.3% | 6.7% | 3.5% | $354M |
| FY2026 Q1 | $3.29B | +12.3% | $1.12 | +1118.2% | 23.2% | 7.1% | 4.0% | $365M |
| FY2026 Q2 | $3.69B | +27.0% | $-0.34 | -708.2% | 21.5% | -2.2% | -1.2% | $-505M |
| FY2026 Q3 | $4.08B | +34.6% | $1.15 | -25.8% | 19.9% | 7.0% | 3.3% | $431M |