Latest news with #JacobsSolutionsInc
San Francisco Chronicle
5 days ago
- Business
- San Francisco Chronicle
Jacobs Solutions: Fiscal Q3 Earnings Snapshot
DALLAS (AP) — DALLAS (AP) — Jacobs Solutions Inc. (J) on Tuesday reported fiscal third-quarter profit of $179.6 million. On a per-share basis, the Dallas-based company said it had profit of $1.55. Earnings, adjusted for one-time gains and costs, came to $1.62 per share. The results exceeded Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $1.56 per share. The construction and technical services company posted revenue of $3.03 billion in the period. _____
Yahoo
6 days ago
- Business
- Yahoo
Here's What Investors Must Know Ahead of Jacobs' Q3 Earnings Release
Jacobs Solutions, Inc. J is slated to report third-quarter fiscal 2025 results on Aug. 5, before the opening the last reported quarter, the company's adjusted earnings topped the Zacks Consensus Estimate by 1.4% while the revenues missed the same by 3.6%. On a year-over-year basis, both metrics grew 22.2% and 2.2%, leading provider of professional, technical and construction services' earnings have topped the consensus mark in the last four quarters, the average being 1.4%. How are Estimates Placed for Jacobs Stock? For the quarter to be reported, the Zacks Consensus Estimate for earnings per share has remained unchanged at $1.56 over the past 30 days. The estimated figure indicates a 20.4% year-over-year decline from $1.96. Jacobs Solutions Inc. Price and EPS Surprise Jacobs Solutions Inc. price-eps-surprise | Jacobs Solutions Inc. Quote The consensus mark for revenues is pegged at $3.07 billion, indicating a decline of 27.6% from the year-ago figure of $4.23 billion. Factors to Note Ahead of Jacobs' Q3 Results Jacobs' revenues in the third quarter of fiscal 2025 are expected to have been hurt due to unfavorable foreign currency impact and the ongoing global macro uncertainties. Although rising demand across sectors like energy, water and transport is likely to have been uplifting the company's backlog and revenue visibility in the long term, the current market challenges are pressuring the near-term prospects to a great headwinds are likely to have been unfavorable for the revenues from the two reportable segments, Infrastructure & Advanced Facilities (which accounted for 89.4% of the second quarter of fiscal 2025 revenues) and PA Consulting (which accounted for 10.6% of the second quarter of fiscal 2025 revenues), during the fiscal third some other short-term headwinds, such as government funding delays and restructuring costs, are likely to have impacted the company's quarterly performance. Ongoing inflationary pressures on labor, materials and other related expenses, along with continued investment in IT, are likely to have impacted its bottom line in the to-be-reported the company's efforts to streamline operations and improve cost structure are likely to have aided its margins in the second quarter. What the Zacks Model Says for Jacobs Our proven model does not conclusively predict an earnings beat for Jacobs this time around. A combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Unfortunately, this is not the case ESP of Jacobs: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they're reported with our Earnings ESP Filter.J's Zacks Rank: Jacobs currently carries a Zacks Rank #4 (Sell).You can see the complete list of today's Zacks #1 Rank stocks here. Stocks With the Favorable Combination Here are some companies in the Zacks Business Services sector, which according to our model, have the right combination of elements to beat on earnings in their respective quarters to be Corp. COHR has an Earnings ESP of +4.53% and a Zacks Rank of earnings beat estimates in each of the last four quarters, the average surprise being 15.2%. Coherent's earnings for the second quarter of 2025 are expected to increase 52.5%.Bitfarms Ltd. BITF currently has an Earnings ESP of +25.00% and a Zacks Rank of earnings beat estimates in three of the last four quarters and met on the remaining one occasion, the average surprise being 59.1%. Bitfarms' earnings for the second quarter of 2025 are expected to grow 85.7%.AppLovin Corporation APP currently has an Earnings ESP of +2.59% and a Zacks Rank of earnings beat estimates in all of the last four quarters, the average surprise being 22.9%. AppLovin's earnings for the second quarter of 2025 are expected to increase 123.6%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Coherent Corp. (COHR) : Free Stock Analysis Report AppLovin Corporation (APP) : Free Stock Analysis Report Jacobs Solutions Inc. (J) : Free Stock Analysis Report Bitfarms Ltd. (BITF) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
09-06-2025
- Business
- Yahoo
Jacobs Solutions Inc. (J): A Bull Case Theory
We came across a bullish thesis on Jacobs Solutions Inc. (J) on Business Model Mastery's Substack. In this article, we will summarize the bulls' thesis on J. Jacobs Solutions Inc. (J)'s share was trading at $124.13 as of 2nd June. J's trailing and forward P/E were 40.97 and 17.76 respectively according to Yahoo Finance. A diverse team of professionals working together to deliver sophisticated engineering solutions. Jacobs Solutions has emerged as a focused, high-margin engineering and consulting powerhouse following its separation from defense-related businesses. The company now operates through two synergistic segments—Infrastructure & Advanced Facilities and PA Consulting—with 69% of its contracts structured as cost-reimbursable, offering strong earnings visibility and reduced risk. In fiscal year 2023, Jacobs posted a 5.1% increase in gross profit to $2.71 billion, maintaining solid 25% gross margins thanks to strong project execution and minimal lump-sum exposure. Approximately 10% of its revenue stems from U.S. federal government projects, a testament to the company's trusted institutional relationships and execution reliability, further underpinned by a low voluntary employee turnover rate of 9.6%. Jacobs also distinguishes itself through unique proprietary tools such as Simetrica-Jacobs, which quantifies ESG impacts, and Jacobs AI, an internal engine that streamlines knowledge and project execution. These assets not only create operational efficiencies but also provide an ESG-driven competitive edge that is difficult for rivals to replicate. Following its strategic realignment, Jacobs has leaned into secular megatrends like climate adaptation, energy transition, and biomanufacturing—high-growth verticals that align with long-term global infrastructure needs. This transformation is reinforced by its 65% ownership of PA Consulting, a high-margin, innovation-focused firm that enhances Jacobs' consulting reach and technical capabilities. Altogether, Jacobs presents a compelling investment profile: a stable, low-risk contract structure, exposure to resilient and expanding end-markets, differentiated technology assets, and a leaner, innovation-driven business model that is now squarely focused on sustainability and forward-looking infrastructure solutions. For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of their on Harley-Davidson, Inc. (HOG). Jacobs Solutions Inc. (J) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held J at the end of the first quarter which was 42 in the previous quarter. While we acknowledge the risk and potential of J as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
18-05-2025
- Business
- Yahoo
Here's What We Like About Jacobs Solutions' (NYSE:J) Upcoming Dividend
Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Jacobs Solutions Inc. (NYSE:J) is about to trade ex-dividend in the next four days. The ex-dividend date is one business day before a company's record date, which is the date on which the company determines which shareholders are entitled to receive a dividend. The ex-dividend date is of consequence because whenever a stock is bought or sold, the trade takes at least one business day to settle. This means that investors who purchase Jacobs Solutions' shares on or after the 23rd of May will not receive the dividend, which will be paid on the 20th of June. The company's next dividend payment will be US$0.32 per share, and in the last 12 months, the company paid a total of US$1.28 per share. Calculating the last year's worth of payments shows that Jacobs Solutions has a trailing yield of 1.0% on the current share price of US$129.17. We love seeing companies pay a dividend, but it's also important to be sure that laying the golden eggs isn't going to kill our golden goose! So we need to check whether the dividend payments are covered, and if earnings are growing. We've discovered 1 warning sign about Jacobs Solutions. View them for free. Dividends are typically paid from company earnings. If a company pays more in dividends than it earned in profit, then the dividend could be unsustainable. Fortunately Jacobs Solutions's payout ratio is modest, at just 39% of profit. Yet cash flow is typically more important than profit for assessing dividend sustainability, so we should always check if the company generated enough cash to afford its dividend. Thankfully its dividend payments took up just 25% of the free cash flow it generated, which is a comfortable payout ratio. It's positive to see that Jacobs Solutions's dividend is covered by both profits and cash flow, since this is generally a sign that the dividend is sustainable, and a lower payout ratio usually suggests a greater margin of safety before the dividend gets cut. View our latest analysis for Jacobs Solutions Click here to see the company's payout ratio, plus analyst estimates of its future dividends. Companies with consistently growing earnings per share generally make the best dividend stocks, as they usually find it easier to grow dividends per share. If earnings fall far enough, the company could be forced to cut its dividend. With that in mind, we're encouraged by the steady growth at Jacobs Solutions, with earnings per share up 8.5% on average over the last five years. The company is retaining more than half of its earnings within the business, and it has been growing earnings at a decent rate. Organisations that reinvest heavily in themselves typically get stronger over time, which can bring attractive benefits such as stronger earnings and dividends. The main way most investors will assess a company's dividend prospects is by checking the historical rate of dividend growth. Jacobs Solutions has delivered 9.9% dividend growth per year on average over the past eight years. We're glad to see dividends rising alongside earnings over a number of years, which may be a sign the company intends to share the growth with shareholders. Is Jacobs Solutions worth buying for its dividend? Earnings per share growth has been growing somewhat, and Jacobs Solutions is paying out less than half its earnings and cash flow as dividends. This is interesting for a few reasons, as it suggests management may be reinvesting heavily in the business, but it also provides room to increase the dividend in time. It might be nice to see earnings growing faster, but Jacobs Solutions is being conservative with its dividend payouts and could still perform reasonably over the long run. There's a lot to like about Jacobs Solutions, and we would prioritise taking a closer look at it. With that in mind, a critical part of thorough stock research is being aware of any risks that stock currently faces. To help with this, we've discovered 1 warning sign for Jacobs Solutions that you should be aware of before investing in their shares. A common investing mistake is buying the first interesting stock you see. Here you can find a full list of high-yield dividend stocks. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
San Francisco Chronicle
06-05-2025
- Business
- San Francisco Chronicle
Jacobs Solutions: Fiscal Q2 Earnings Snapshot
DALLAS (AP) — DALLAS (AP) — Jacobs Solutions Inc. (J) on Tuesday reported fiscal second-quarter earnings of $5.6 million. On a per-share basis, the Dallas-based company said it had profit of 6 cents. Earnings, adjusted for non-recurring costs and amortization costs, were $1.43 per share. The results topped Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $1.41 per share. The construction and technical services company posted revenue of $2.91 billion in the period.
