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Sep 29, 2023

Jacobs Q4 2023 Earnings Report

Jacobs' Q4 2023 earnings increased year-over-year, driven by double-digit revenue growth and strategic initiatives.

Key Takeaways

Jacobs reported strong Q4 2023 results, with revenue up 10.5% year-over-year and adjusted net revenue up 7.3% in constant currency. The company announced a definitive agreement to spin-off and combine its Critical Mission Solutions (CMS) and Cyber & Intelligence businesses with Amentum. Jacobs is initiating a cost optimization plan, targeting margin expansion.

Revenue increased by 10.5% year-over-year, reaching $4.3 billion.

Adjusted EPS from continuing operations was $1.90.

Backlog grew by $1.2 billion to $29.1 billion, a 4% increase year-over-year.

Announced spin-off and merger of Critical Mission Solutions and Cyber & Intelligence businesses.

Total Revenue
$4.29B
Previous year: $3.88B
+10.5%
EPS
$1.9
Previous year: $1.8
+5.6%
Backlog
$29.1B
Previous year: $27.9B
+4.3%
Gross Profit
$912M
Previous year: $836M
+9.1%
Cash and Equivalents
$927M
Previous year: $1.14B
-18.8%
Free Cash Flow
$180M
Previous year: $230M
-21.7%
Total Assets
$14.6B
Previous year: $14.7B
-0.3%

Jacobs

Jacobs

Jacobs Revenue by Segment

Forward Guidance

The Company’s outlook for fiscal 2024 adjusted EBITDA is $1,530M to $1,600M and adjusted EPS of $7.70 to $8.20, up 9% and 10% at the midpoints, respectively.

Revenue & Expenses

Visualization of income flow from segment revenue to net income