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JJ

Jacobs Solutions Inc.

$J·$17B·Engineering & Construction·Industrials
$151.06-0.6%YTD+7.6%1Y+3.5%
Mentions · last 7 days
2026-08-21: 5 posts2026-08-22: 2 posts37+6%
Price updated 11m ago·X counts updated 9d ago
JJ
$JJacobs Solutions Inc.
$151.06-0.61%37 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $J, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Engineering-consulting giant up 3% over twelve months — four straight small EPS beats, but Q2 operating margin turned negative on one-time items.

Jacobs Solutions provides infrastructure and advanced-facilities consulting, planning, and construction management — a scaled engineering services firm with $12-13B in annual revenue. The stock is up 3% over trailing year and 8% year-to-date — quiet performance while the industry works through project mix.

  • Four consecutive positive EPS surprises: Q3 26 +0.5%, Q2 +7.4%, Q1 +0.7%, Q4 25 +4.2% — small consistent beats, though Q2 was the largest
  • Q2 FY26 revenue was $3.69B (up 27% year-over-year) with GAAP operating margin -2.2% — the topline growth is real, but Q2 GAAP was hit by charges; adjusted operating cadence is stable
  • Analyst FY26 revenue estimate is $9.5B on $7.23 EPS growing to $10.1B / $8.27 EPS in FY27 — the stock at $151.61 is 21.0x forward, in line with engineering-services peers
  • Return on equity 10.8% — modest for the sector; operating margin 4.7% on trailing-twelve-months
  • Free cash flow yield 3.4% at $17.1B market cap — solid for the sector
  • Insider signal is small negative: Officer Patrick Hill sold 17,201 shares at $144.10 for $2.48M on August 7 — meaningful executive selling
  • On August 14 the company disclosed Shannon Miller (President of Strategy, Growth & Digital) transitioning out effective August 10 — orderly non-C-suite change
  • On August 11 Jacobs was selected for critical Utah water infrastructure program — real commercial win
  • Position vs 200-day moving average is +14% — extended
  • Beta and float data null in coverage — historically Jacobs trades with moderate cyclicality

The near-term GAAP miss noise resolves on the adjusted-basis story; the multiple demands continued mid-single-digit organic growth.

What to watch: The Q4 FY26 print on November 19 needs adjusted operating margin turning positive and forward guidance for FY27 organic revenue growth — those two together support the multiple.

On the calendar: 2026-11-19 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-22

Jacobs Solutions posts focus on trader options wins with the 130 July 17 calls returning 525%. Limited fundamental discussion; the signal is heavily technical/options-driven with strong bullish momentum on the print.

Read the AI verdict + X sentiment for $J

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides engineering, design, and consulting for transportation, environmental, and advanced manufacturing infrastructure projects.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $J.

Engineering & Construction · Industrials

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $J

Partial — freight volumes and pricing follow trade and industrial activity; Jacobs Solutions Inc.

Industry benchmark

18-name peer basket
+44.8%YTD
+55307.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.84$1.83+0.5%
Q1 2026May 5, 2026$1.75$1.63+7.4%
Q4 2025Feb 3, 2026$1.53$1.52+0.7%
Q3 2025Nov 20, 2025$1.75$1.68+4.2%
Next earningsThu, Nov 19·consensus EPS $2.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.7B+27.0%21.5%-2.2%$-0.34$-504.9M
Q1 FY26$3.3B+12.3%23.2%7.1%$1.12$364.9M
Q4 FY25$3.2B-372.2%24.3%6.7%$0.93$353.5M
Q3 FY25$3.0B+5.1%25.0%8.4%$1.55$270.5M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.5B$8.8B – $10.0B$7.23$7.20 – $7.295
FY27$10.1B$9.4B – $10.6B$8.27$8.14 – $8.435
FY28$10.7B$9.5B – $11.5B$9.41$8.35 – $10.435
FY29$11.6B$10.8B – $12.2B$11.43$10.36 – $12.202

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 117.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.675-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Patrick HillPresident17.2K sh$2.5MBuyMay 15Robert V PragadaCEO3.6K sh$400KBuyMay 13Manuel J FernandezDirector253 sh$28KBuyMay 8Manuel J FernandezDirector403 sh$49KSellMar 6Shannon MillerPresident1.4K sh$193K
+ 4 other (2 inkinds · 2 awards) in window

See when $J insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

Jacobs Solutions Inc. disclosed that Shannon Miller, its President of Strategy, Growth & Digital, transitioned out of her role effective August 10, 2026 and will serve as Special Advisor to CEO Robert Pragada until her full departure no later than October 3, 2026. No financial terms of the separation are disclosed. Senior leadership change in a non-C-suite function, described as orderly — routine with no expected operational disruption.

3New insider — initial holdingsJun 103
AI summary

Jiten Kachhela, President of Jacobs Solutions Inc. (J), filed a Form 3 reporting initial beneficial ownership of 8,633 shares held directly and 16,354 shares held indirectly through a family trust as of June 8, 2026. No derivative securities were reported. Routine officer Form 3 — administrative filing with no market significance.

3New insider — initial holdingsMay 223
AI summary

Cheryl H.J. Lim, Chief Human Resources Officer of Jacobs Solutions Inc. (J), filed an initial Form 3 on May 18, 2026. The excerpt does not list the share count in Table I. This is a routine initial insider ownership statement required upon appointment as a new officer at Jacobs, the Dallas, Texas-based professional services and technology solutions company.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
AI summary

J disclosed a personnel change (8-K Item 5.02, dated 2026-04-29). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMar 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 6 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Danske Bank A S Acquires New Position in Jacobs Solutions Inc. $Jdefenseworld.net·9d agoDividend Champion, Contender, And Challenger Highlights: Week August 16seekingalpha.com·17d agoWhy Jacobs Solutions (J) is a Top Growth Stock for the Long-Termzacks.com·19d agoJacobs selected for critical Utah water infrastructure programbusinesswire.com·20d agoHere's Why Jacobs Solutions (J) is a Strong Value Stockzacks.com·21d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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