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Sep 27, 2024

Jacobs Q4 2024 Earnings Report

Jacobs reported strong Q4 2024 earnings, driven by successful separation and merger of CMS and C&I, with backlog growth and favorable FY 2025 guidance.

Key Takeaways

Jacobs Solutions Inc. announced strong financial results for the fiscal fourth quarter ended September 27, 2024. Key highlights include a 4.4% increase in revenue, a 333.1% increase in net income, and a 277.8% increase in EPS. The company also completed the separation transaction involving its Critical Mission Solutions and Cyber & Intelligence businesses, now trading as Amentum (NYSE: AMTM).

Revenue grew by 4.4% year-over-year to $3.0 billion.

Net income increased by 333.1% year-over-year to $309 million.

EPS increased by 277.8% year-over-year to $2.38.

Backlog increased by 22.5% year-over-year to $21.8 billion.

Total Revenue
$2.96B
Previous year: $4.29B
-31.0%
EPS
$1.37
Previous year: $1.9
-27.9%
Backlog
$21.8B
Previous year: $29.1B
-25.1%
Gross Profit
$735M
Previous year: $912M
-19.4%
Cash and Equivalents
$1.14B
Previous year: $927M
+23.6%
Free Cash Flow
$158M
Previous year: $180M
-12.2%
Total Assets
$11.8B
Previous year: $14.6B
-19.6%

Jacobs

Jacobs

Forward Guidance

The Company’s outlook for fiscal 2025 is for adjusted net revenue to grow mid-to-high single digits over fiscal 2024, adjusted EBITDA margin to range from 13.8-14.0%, adjusted EPS to range from $5.80-$6.20 and for reported free cash flow (FCF) conversion to exceed 100% of net income.

Positive Outlook

  • Adjusted net revenue to grow mid-to-high single digits over fiscal 2024
  • Adjusted EBITDA margin to range from 13.8-14.0%
  • Adjusted EPS to range from $5.80-$6.20
  • Reported free cash flow (FCF) conversion to exceed 100% of net income