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Sep 26, 2025
Jacobs Q4 2025 Earnings Report
Jacobs reported solid Q4 results with strong adjusted earnings and a record backlog.
Key Takeaways
Jacobs delivered a strong Q4 with revenue and adjusted EPS growth. While GAAP net income declined due to prior year investment gains, the company saw record backlog and returned significant capital to shareholders.
Revenue by Segment
Forward Guidance
Jacobs forecasts strong growth in FY26 driven by robust demand and margin expansion.
Positive Outlook
- Adjusted net revenue expected to grow 6% to 10%
- Adjusted EPS guidance range: $6.90 to $7.30
- Adjusted EBITDA margin expected between 14.4% and 14.7%
- Free cash flow margin projected between 7.0% and 8.0%
- Strong backlog provides visibility into future growth
Challenges Ahead
- Continued headwinds from prior mark-to-market gains absent in FY26
- Macroeconomic uncertainties could impact infrastructure spending
- Geopolitical risks remain elevated across key markets
- Tax rate volatility may affect earnings comparability
- Potential impact from restructuring and integration costs
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
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