Company Dossier · Industrials
Jacobs Solutions
- S&P 500
- Russell 1000
What Jacobs Solutions is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 26, 2026: $14.2 billion, up 20% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 26, 2026: $0.64 billion, up 56% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 26, 2026: $0.09 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 26, 2025: $0.75 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 26, 2025: $2.46 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 3 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed November 20, 2025): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $2.5 million on the open market.SEC Form 4
- 880 institutional managers reported a position at June 30, 2026 (−34 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 172 (117 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Jacobs Solutions is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending63rd pct
- Debt raised80th pct
- Buybacks vs capex19th pct
- Hiring filings70th pct
- Deals and private raises40th pct
- Patent publications84th pct
Confident ↔ Hedging
Confident
- Call sentiment80th pct
- Call confidence83rd pct
- Guidance changes86th pct
- Risk factors added64th pct
- Insider open-market trades54th pct
- + Guidance changes
- + Call sentiment
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver34th pct
- Stress filings50th pct
Credit
How these are built →Jacobs Solutions's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.6B
- Due within a year $0.0B
- Longer term $3.6B
- Default point $1.8B (short + ½ long)
Finance leases included · Jun 26, 2026 filing
Bonds priced, last 12 months
$1.3B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Feb 24, 2026 | $800M | 4.750% | 2031 (5y) | +115bp | 4.753% |
| Feb 24, 2026 | $500M | 5.375% | 2036 (10y) | +135bp | 5.389% |
From the pricing term sheets Jacobs Solutions filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)third_quarter 2026 · $0.1 million
- Oct 14, 2026LobbyingLobbying report (JACOBS SOLUTIONS, INC.)third_quarter 2026 · $0.2 million
- Sep 23, 20268-KDirector or officer changeItem 5.02
- Aug 14, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)second_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (JACOBS SOLUTIONS, INC.)second_quarter 2026 · $0.2 million
- Apr 29, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)first_quarter 2026 · $0.1 million
- Apr 17, 2026LobbyingLobbying report (JACOBS SOLUTIONS, INC.)first_quarter 2026 · $0.2 million
- Mar 17, 20268-KMaterial agreement signedItem 1.01
- Mar 3, 20268-KMaterial agreement signedItem 1.01
- Feb 3, 20268-KShareholder vote resultsItem 5.07
- Jan 16, 2026LobbyingLobbying report (JACOBS SOLUTIONS, INC.)fourth_quarter 2025 · $0.2 million
- Jan 16, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)fourth_quarter 2025 · $0.1 million
- Jan 5, 20268-KMaterial agreement signedItem 1.01
- Nov 20, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 19, 20258-KDirector or officer changeItem 5.02
- Jul 15, 2025Patent
- Mar 27, 20258-KMaterial agreement signedItem 1.01
- Mar 27, 20258-KMaterial agreement terminatedItem 1.02
- Feb 3, 20258-KShareholder vote resultsItem 5.07
- Nov 25, 202410-KAnnual report (10-K)7 risk factors added, 2 removed
- Nov 21, 202310-KAnnual report (10-K)2 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| AECOM ACM | $15.4B | $0.2B | Jun 30, 2026 |
| MasTec MTZ | $16.1B | $0.2B | Jun 30, 2026 |
| Emcor EME | $18.6B | $1.2B | Jun 30, 2026 |
| APi Group APG | $8.4B | $0.7B | Jun 30, 2026 |
| Quanta Services PWR | $32.9B | $2.4B | Jun 30, 2026 |
| Everus Construction Group ECG | $4.3B | $0.3B | Jun 30, 2026 |
| Comfort Systems USA FIX | $1.8B | $2.2B | Jun 30, 2026 |
| Amentum AMTM | $14.1B | $0.5B | Jul 3, 2026 |