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JJ

Jacobs Solutions Inc.

$J·$16B·Engineering & Construction·Industrials
$141.97-0.0%YTD+5.0%1Y-11.6%
Price updated 10h ago·X counts updated 4d ago
JJ
$JJacobs Solutions Inc.
$141.97-0.02%34 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $J on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

34X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $J's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $J

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $J — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Engineering-services firm reporting Q2 FY26 revenue +27% YoY on an operating loss, with the President of Strategy departing in August.

Jacobs Solutions runs infrastructure, advanced-facilities and consulting engineering for governments and large industrials, so revenue grows with megaproject awards but margins swing on project mix and reorg costs.

  • Q2 FY26 revenue $3.69B, +27% YoY; operating margin -2.2% versus 8.4% a year prior — top-line acceleration against operating loss, likely reorg-driven
  • TTM: 37x earnings, 1.08x sales, 11% ROE, 23% gross margin, 4.7% operating margin, debt-to-equity 1.38 — services economics, not product
  • Aug 14 8-K: President of Strategy, Growth & Digital Shannon Miller transitioned to Special Advisor; Sep 23 8-K/A disclosed separation terms
  • FY27 analyst estimates $10.15B revenue, $8.29 EPS versus FY26 $9.55B, $7.26 — modeling margin normalization
  • YTD +5.4%, trailing-12m -8.3%; +3.3% on the day

The franchise sits on real megaproject tailwinds (hydrogen reduction plants, repository advisory, NVIDIA digital-twin work) but the Q2 operating loss and senior-executive departure complicate the margin trajectory in the near term.

What to watch: Nov 19 Q4 earnings — whether operating margin recovers toward the 6-8% TTM range or the Q2 loss repeats, which would reset the quality framing.

On the calendar: 2026-11-19 Q4 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $J

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

Industry benchmark

21-name peer basket
+7.0%YTD
-0.0%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 $2.15

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.6B$9.5B – $9.6B$7.26$7.25 – $7.294
FY27$10.2B$10.1B – $10.2B$8.29$8.18 – $8.376
FY28$10.8B$9.1B – $11.8B$9.58$8.67 – $10.645
FY29$11.6B$10.5B – $12.2B$11.43$10.06 – $12.241

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.1.1×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.58%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.-1.1%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.+6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 116.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.

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$49K
+ 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
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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-K/AOfficer or director change (amended)Sep 238-K/A — Item 5.02: Officer or director change
AI summary

Jacobs Solutions Inc. (J) filed Amendment No. 1 to its August 14, 2026 8-K disclosing separation agreement terms for Shannon Miller (departing President, Strategy, Growth & Digital), entered September 22, 2026. Subject to a supplemental release post-departure (no later than October 3, 2026), Miller is eligible for executive severance, continued time-based RSU vesting through November 17, 2027 on the original schedule, and performance RSU consideration. This is an administrative executive departure amendment with no strategic implications beyond severance costs.

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.

+ 5 other (2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

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

Why Did J&J Stock Fall After Q3 Earnings Despite Raised Guidance?zacks.com·2d agoWill Jacobs' Digital Twin Strengthen NVIDIA's AI Infrastructure Reach?zacks.com·15d agoJacobs extends role on German hydrogen-capable direct reduction plantgurufocus.com·22d agoJacobs extends role on German hydrogen-capable direct reduction plantbusinesswire.com·22d agoJacobs to Provide Advisory Services for Germany's Konrad Repositoryzacks.com·23d ago

In themes

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Voices on X · last 7 days

No standout posts about $J on X in the last 7 days.

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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