TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

J stock analysis: Jacobs Solutions

Jacobs Solutions (J) is an S&P 500 company in Construction & Engineering. It grades weakest on value and profitability.

The model's view of J · subscribers

Where J ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with J · updated 2026-10-05 · from prices and SEC filings

J price performance

J against the S&P 500, one year
-20%+0%+20%S&P 500 +18%J -6%2025-09-292026-10-05
Year to date+5.5%S&P 500 +14.5% · behind by 9.0 pts
1 year-9.4%S&P 500 +17.0% · behind by 26.4 pts
3 years+29.6%S&P 500 +89.3% · behind by 59.7 pts
5 years+33.7%S&P 500 +91.3% · behind by 57.6 pts

Total returns with dividends reinvested.

J factor grades

Each grade compares J with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

DValueP/E 48.7x (sector 27.2x)FCF yield 4.0% (sector 4.0%)
CGrowthRevenue growth +20% (sector +7%)EPS growth -29% (sector +9%)
D-ProfitabilityOperating margin 4.6% (sector 16.9%)ROIC 7.4% (sector 19.9%)
B-Momentum12-month change -9%From 52-wk high -15%

J in plain numbers

J key statistics

SectorIndustrials
IndustryConstruction & Engineering
IndexS&P 500
Market value$16.2B
Revenue growth (y/y)+20%
Free-cash-flow yield4.0%
Dividend yield1.0%
Next earnings (expected)2026-11-19
Valuation measures
Market value$16.2B
Enterprise value$18.6B
P/E (trailing)48.7x
Forward P/E (Torvanta estimate)52.5x
Price / sales1.1x
Price / book5.0x
EV / revenue1.3x
EV / EBITDA25.3x
Financial highlights
Revenue, last 12 months$14.2B
Net income, last 12 months$338.4M
EPS, last 12 months (GAAP)$2.85
Gross margin22.1%
Operating margin4.6%
Net margin2.4%
Return on equity9.6%
Return on invested capital7.4%
Cash$1.2B
Total debt$3.6B
Debt / equity1.10x
Free cash flow, last 12 months$644.5M
Interest cover3.9x
Current ratio1.29x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

J earnings trends

Revenue vs earnings
-$45.9M$1.0B$2.0B$3.0B$4.1BSep 2024 Revenue: $3.0BDec 2024 Revenue: $2.9BMar 2025 Revenue: $2.9BJun 2025 Revenue: $3.0BSep 2025 Revenue: $3.2BDec 2025 Revenue: $3.3BMar 2026 Revenue: $3.7BJun 2026 Revenue: $4.1BSep 2024 Net income: $325.4MDec 2024 Net income: -$18.1MMar 2025 Net income: $5.6MJun 2025 Net income: $179.6MSep 2025 Net income: $122.2MDec 2025 Net income: $125.5MMar 2026 Net income: -$45.9MJun 2026 Net income: $136.6MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 11.0%Net margin: -0.6%Net margin: 0.2%Net margin: 5.9%Net margin: 3.9%Net margin: 3.8%Net margin: -1.2%Net margin: 3.3%-1%5%11%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.3$0.4$1.1$1.8$2.5Sep 2024 EPS (GAAP, diluted): $2.5Dec 2024 EPS (GAAP, diluted): $-0.1Mar 2025 EPS (GAAP, diluted): $0.1Jun 2025 EPS (GAAP, diluted): $1.6Sep 2025 EPS (GAAP, diluted): $0.9Dec 2025 EPS (GAAP, diluted): $1.1Mar 2026 EPS (GAAP, diluted): $-0.3Jun 2026 EPS (GAAP, diluted): $1.2Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -63% · Mar 2026 -667% · Jun 2026 -26%

From the company's 10-Q and 10-K filings with the SEC.

Jacobs Solutions financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$14.1B$14.9B$14.9B$15.6B$12.0B
Net income$477.0M$644.0M$665.8M$806.1M$289.3M
EPS (GAAP)$3.20$4.98$5.29$6.33$2.42
Free cash flow$633.5M$347.1M$837.3M$933.6M$607.5M

J earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-04$1.15-26%+34%+2.7%
2026-05-05$-0.34-667%+27%-5.3%
2026-02-03$1.12n/a+12%+6.0%
2025-11-20$0.92-63%+7%-10.7%
2025-08-05$1.55+32%-28%+4.8%
2025-05-06$0.06-95%-32%-5.4%

About Jacobs Solutions

HeadquartersDallas, TX
Industry (SEC code)Heavy Construction Other Than Bldg Const - Contractors
Fiscal year endsOctober 2
Incorporated inDE
Listed onNYSE
FormerlyJACOBS ENGINEERING GROUP INC /DE/

From the company's SEC registration record.

Companies similar to J

CompanyMarket valueP/ERevenue growthOperating margin12-month change
J Jacobs Solutions$16.2B48.7x+20%4.6%-9%
EME Emcor$34.4B24.3x+19%10.4%+19%compare
FIX Comfort Systems USA$60.3B42.1x+46%16.5%+110%compare
PWR Quanta Services$102.7B78.3x+26%6.2%+62%compare

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Frequently asked questions

Is J stock a buy?

Torvanta does not tell individuals what to buy. Its grades for J are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is J's P/E ratio?

J trades at about 48.7 times its last 12 months of GAAP earnings reported to the SEC, and about 52.5 times Torvanta's own estimate of the next 12 months.

When does J report earnings next?

Based on its filing history, Torvanta expects Jacobs Solutions to report around 2026-11-19.

Does J pay a dividend?

Yes. Its dividend yield is about 1.0%, and it has raised its dividend 7 years in a row.

How has J performed against the S&P 500?

Over the past year J returned -9.4%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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