JACOBS SOLUTIONS INC. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Jacobs Solutions reported Q3 FY2026 gross revenue of $4.076 billion (up 34.5% YoY) and adjusted net revenue of $2.417 billion (up 8.3% YoY). Record backlog reached $28.9 billion, up 27.3% YoY. The company raised FY2026 guidance midpoints for adjusted net revenue growth (now 9.5%–10.0%, prior 8.0%–10.5%) and adjusted EPS (now $7.20–$7.30, prior $7.10–$7.35). Q3 GAAP EPS was $1.16 (down from $1.56 YoY) due to a higher tax rate tied to the PA Consulting acquisition completion (March 20, 2026); adjusted EPS was $1.84 (up 13.6% YoY). The company repurchased $142 million of shares in Q3 ($614 million YTD) and generated $456 million in Q3 operating cash flow.
Why this rating
Strong organic growth and record backlog signal healthy demand; third consecutive guidance raise demonstrates execution. PA Consulting integration costs (~$360M nine-month charges) are material but temporary. At $14.4B market cap, $28.9B backlog (2x revenue) is strategically significant but organic growth modest (~8%). Positive momentum but not transformational.
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