Loading...
•
Jun 27, 2025
Jacobs Q3 2025 Earnings Report
Jacobs reported strong Q3 results with 7% adjusted net revenue growth and 24.6% growth in adjusted EPS.
Key Takeaways
Jacobs posted robust Q3 2025 performance driven by strong execution across its Infrastructure & Advanced Facilities and PA Consulting segments, resulting in higher revenue, EPS, and backlog.
Revenue by Segment
Forward Guidance
Jacobs raised its FY25 adjusted EPS midpoint and maintained a positive outlook with solid margin and cash flow targets.
Positive Outlook
- Raised FY25 adjusted EPS guidance midpoint.
- Adjusted EBITDA margin guidance held at ~13.9%.
- Free cash flow conversion expected to exceed 100% of net income.
- Strong balance sheet with low-end leverage target maintained.
- Robust growth in both I&AF and PA Consulting segments.
Challenges Ahead
- Ongoing restructuring and transaction costs impacting results.
- Exposure to macroeconomic headwinds and recession risks.
- Continued integration and separation-related adjustments.
- Geopolitical tensions pose global execution risks.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...