Jacobs Solutions (J) official guidance
Jacobs Solutions (J) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteJJACOBS SOLUTIONS INC.FY2026 · ends 2026-09-25
1 metric1 maintainedearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC14.7% – 14.8%maintained
We're increasing our fiscal year 2026 adjusted net revenue growth range to 9.5%-10% year-over-year, narrowing our adjusted EBITDA margin range to 14.7%-14.8%, raising our adjusted EPS range to $7.20-$7.30, raising our adjusted free cash flow margin forecast to 8%.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-04 20:10:44 UTC14.7% – 14.8%maintained
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 9.5% to 10.0% over fiscal 2025 (versus prior forecast of 8.0% to 10.5%), adjusted EBITDA margin to range from 14.7% to 14.8% (versus prior forecast of 14.6% to 14.9%), adjusted EPS to range from $7.20 to $7.30 (versus prior forecast of $7.10 to $7.35) and adjusted free cash flow margin to be approximately 8% (versus prior forecast of 7.0% to 8.5%).
J · EX-99.1 · Q3 FY2026
2026-08-04 20:10:15 UTCOpen source
2026-05-06 04:01:21 UTC14.6% – 14.9%maintained
We're increasing our FY 2026 organic net revenue growth range to 8%-10.5% year-over-year, Adjusted EBITDA margin range to 14.6%-14.9%, and adjusted EPS range to $7.10-$7.35.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:10:28 UTC14.6% – 14.9%raised +1.4%
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).
J · EX-99.1 · Q2 FY2026
2026-05-05 20:09:51 UTCOpen source
2026-02-04 05:01:06 UTC14.4% – 14.7%maintained
Our expectation remains unchanged for an adjusted EBITDA margin range of 14.4%-14.7%.
J · transcript · Q1 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:10:52 UTC14.4% – 14.7%maintained
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6.5% to 10.0% over fiscal 2025 (previously forecast as 6.0% to 10.0%), adjusted EBITDA margin to range from 14.4% to 14.7% (unchanged forecast), adjusted EPS to range from $6.95 to $7.30 (previously forecast as $6.90 to $7.30) and for free cash flow margin to range from 7.0% to 8.5% (previously forecast as 7.0% to 8.0%).
J · EX-99.1 · Q1 FY2026
2026-02-03 21:10:18 UTCOpen source
2025-11-21 05:01:10 UTC14.4% – 14.7%maintained
We expect adjusted net revenue to increase 6%-10% year-over-year, adjusted EBITDA margin to range from 14.4%-14.7%, adjusted EPS to range from $6.90-$7.30 and free cash flow margin, which is free cash flow divided by adjusted net revenue, to be in the range of 7%-8%.
J · transcript · Q4 FY2025
2025-11-21 05:00:00 UTCOpen source
2025-11-20 11:45:34 UTC14.4% – 14.7%new
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6% to 10% over fiscal 2025, adjusted EBITDA margin to range from 14.4% to 14.7%, adjusted EPS to range from $6.90 to $7.30 and for free cash flow margin to range from 7.0% to 8.0%.
J · EX-99.1 · Q4 FY2025
2025-11-20 11:44:58 UTCOpen source
JJACOBS SOLUTIONS INC.Q4 FY2026 · ends 2026-09-25
2 metrics2 newearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC16%new
As it pertains to Q4, we expect our adjusted EBITDA margin to be approximately 16%, with year-over-year net revenue growth of approximately 14%.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:02 UTC27.5%new-105 bps vs Q4 FY2025
Furthermore, we expect our tax rate to be roughly 27.5% and our quarterly free cash flow to be approximately $150 million.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2026 · ends 2026-09-25
1 metric1 maintainedearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC$7.2 – $7.3maintained
We're increasing our fiscal year 2026 adjusted net revenue growth range to 9.5%-10% year-over-year, narrowing our adjusted EBITDA margin range to 14.7%-14.8%, raising our adjusted EPS range to $7.20-$7.30, raising our adjusted free cash flow margin forecast to 8%.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-04 20:10:44 UTC$7.2 – $7.3raised +0.3%
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 9.5% to 10.0% over fiscal 2025 (versus prior forecast of 8.0% to 10.5%), adjusted EBITDA margin to range from 14.7% to 14.8% (versus prior forecast of 14.6% to 14.9%), adjusted EPS to range from $7.20 to $7.30 (versus prior forecast of $7.10 to $7.35) and adjusted free cash flow margin to be approximately 8% (versus prior forecast of 7.0% to 8.5%).
J · EX-99.1 · Q3 FY2026
2026-08-04 20:10:15 UTCOpen source
2026-05-06 04:01:21 UTC$7.1 – $7.35maintained
We're increasing our FY 2026 organic net revenue growth range to 8%-10.5% year-over-year, Adjusted EBITDA margin range to 14.6%-14.9%, and adjusted EPS range to $7.10-$7.35.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:10:28 UTC$7.1 – $7.35raised +1.4%
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).
J · EX-99.1 · Q2 FY2026
2026-05-05 20:09:51 UTCOpen source
2026-02-04 05:01:06 UTC$6.95 – $7.3maintained
We're increasing our fiscal year 2026 net revenue range to 6.5%-10% year-over-year, adjusted EPS range to $6.95-$7.30, and free cash flow margin range to 7%-8.5%.
J · transcript · Q1 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:10:52 UTC$6.95 – $7.3raised +0.4%
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6.5% to 10.0% over fiscal 2025 (previously forecast as 6.0% to 10.0%), adjusted EBITDA margin to range from 14.4% to 14.7% (unchanged forecast), adjusted EPS to range from $6.95 to $7.30 (previously forecast as $6.90 to $7.30) and for free cash flow margin to range from 7.0% to 8.5% (previously forecast as 7.0% to 8.0%).
J · EX-99.1 · Q1 FY2026
2026-02-03 21:10:18 UTCOpen source
2025-11-21 05:01:10 UTC$6.9 – $7.3maintained
We expect adjusted net revenue to increase 6%-10% year-over-year, adjusted EBITDA margin to range from 14.4%-14.7%, adjusted EPS to range from $6.90-$7.30 and free cash flow margin, which is free cash flow divided by adjusted net revenue, to be in the range of 7%-8%.
J · transcript · Q4 FY2025
2025-11-21 05:00:00 UTCOpen source
2025-11-20 11:45:34 UTC$6.9 – $7.3new
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6% to 10% over fiscal 2025, adjusted EBITDA margin to range from 14.4% to 14.7%, adjusted EPS to range from $6.90 to $7.30 and for free cash flow margin to range from 7.0% to 8.0%.
J · EX-99.1 · Q4 FY2025
2025-11-20 11:44:58 UTCOpen source
JJACOBS SOLUTIONS INC.Q4 FY2026 · ends 2026-09-25
1 metric1 newearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC$150Mnew-57.6% vs Q4 FY2025
Furthermore, we expect our tax rate to be roughly 27.5% and our quarterly free cash flow to be approximately $150 million.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2026 · ends 2026-09-25
1 metric1 maintainedearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC8%maintained
We're increasing our fiscal year 2026 adjusted net revenue growth range to 9.5%-10% year-over-year, narrowing our adjusted EBITDA margin range to 14.7%-14.8%, raising our adjusted EPS range to $7.20-$7.30, raising our adjusted free cash flow margin forecast to 8%.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-04 20:10:44 UTC8%raised +3.2%
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 9.5% to 10.0% over fiscal 2025 (versus prior forecast of 8.0% to 10.5%), adjusted EBITDA margin to range from 14.7% to 14.8% (versus prior forecast of 14.6% to 14.9%), adjusted EPS to range from $7.20 to $7.30 (versus prior forecast of $7.10 to $7.35) and adjusted free cash flow margin to be approximately 8% (versus prior forecast of 7.0% to 8.5%).
J · EX-99.1 · Q3 FY2026
2026-08-04 20:10:15 UTCOpen source
2026-05-06 04:01:21 UTC7% – 8.5%maintained
We continue to anticipate adjusted free cash flow margin will range from 7%-8.5%.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:10:28 UTC7% – 8.5%maintained
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).
J · EX-99.1 · Q2 FY2026
2026-05-05 20:09:51 UTCOpen source
2026-02-04 05:01:06 UTC7% – 8.5%maintained
We're increasing our fiscal year 2026 net revenue range to 6.5%-10% year-over-year, adjusted EPS range to $6.95-$7.30, and free cash flow margin range to 7%-8.5%.
J · transcript · Q1 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:10:52 UTC7% – 8.5%raised +3.3%
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6.5% to 10.0% over fiscal 2025 (previously forecast as 6.0% to 10.0%), adjusted EBITDA margin to range from 14.4% to 14.7% (unchanged forecast), adjusted EPS to range from $6.95 to $7.30 (previously forecast as $6.90 to $7.30) and for free cash flow margin to range from 7.0% to 8.5% (previously forecast as 7.0% to 8.0%).
J · EX-99.1 · Q1 FY2026
2026-02-03 21:10:18 UTCOpen source
2025-11-21 05:01:10 UTC7% – 8%maintained
We expect adjusted net revenue to increase 6%-10% year-over-year, adjusted EBITDA margin to range from 14.4%-14.7%, adjusted EPS to range from $6.90-$7.30 and free cash flow margin, which is free cash flow divided by adjusted net revenue, to be in the range of 7%-8%.
J · transcript · Q4 FY2025
2025-11-21 05:00:00 UTCOpen source
2025-11-20 11:45:34 UTC7% – 8%new
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6% to 10% over fiscal 2025, adjusted EBITDA margin to range from 14.4% to 14.7%, adjusted EPS to range from $6.90 to $7.30 and for free cash flow margin to range from 7.0% to 8.0%.
J · EX-99.1 · Q4 FY2025
2025-11-20 11:44:58 UTCOpen source
JJACOBS SOLUTIONS INC.FY2027 · ends 2027-09-24
1 metric1 maintainedearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC1.50xmaintained
we still plan to de-lever to approximately 1.5x by the end of fiscal year 2027
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-05-06 04:01:21 UTC1.50xnew
Net leverage is roughly half a turn above our target range, but the increase in EBITDA from the full inclusion of PA, as well as our strong outlook for cash generation, positions us to lower our net leverage ratio back toward 1.5x during fiscal year 2027.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2026 · ends 2026-09-25
1 metric1 maintainedearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTC9.5% – 10%maintained9.5% – 10% vs FY2025
We're increasing our fiscal year 2026 adjusted net revenue growth range to 9.5%-10% year-over-year, narrowing our adjusted EBITDA margin range to 14.7%-14.8%, raising our adjusted EPS range to $7.20-$7.30, raising our adjusted free cash flow margin forecast to 8%.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-04 20:10:44 UTC9.5% – 10%raised +5.4%9.5% – 10% vs FY2025
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 9.5% to 10.0% over fiscal 2025 (versus prior forecast of 8.0% to 10.5%), adjusted EBITDA margin to range from 14.7% to 14.8% (versus prior forecast of 14.6% to 14.9%), adjusted EPS to range from $7.20 to $7.30 (versus prior forecast of $7.10 to $7.35) and adjusted free cash flow margin to be approximately 8% (versus prior forecast of 7.0% to 8.5%).
J · EX-99.1 · Q3 FY2026
2026-08-04 20:10:15 UTCOpen source
2026-05-05 20:10:28 UTC8% – 10.5%raised +12.1%8% – 10.5% vs FY2025
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 8.0% to 10.5% over fiscal 2025 (versus prior forecast of 6.5% to 10.0%), adjusted EBITDA margin to range from 14.6% to 14.9% (versus prior forecast of 14.4% to 14.7%), adjusted EPS to range from $7.10 to $7.35 (versus prior forecast of $6.95 to $7.30) and adjusted free cash flow margin to range from 7.0% to 8.5% (unchanged from prior forecast).
J · EX-99.1 · Q2 FY2026
2026-05-05 20:09:51 UTCOpen source
2026-02-04 05:01:06 UTC6.5% – 10%maintained6.5% – 10% vs FY2025
We're increasing our fiscal year 2026 net revenue range to 6.5%-10% year-over-year, adjusted EPS range to $6.95-$7.30, and free cash flow margin range to 7%-8.5%.
J · transcript · Q1 FY2026
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:10:52 UTC6.5% – 10%raised +3.1%6.5% – 10% vs FY2025
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6.5% to 10.0% over fiscal 2025 (previously forecast as 6.0% to 10.0%), adjusted EBITDA margin to range from 14.4% to 14.7% (unchanged forecast), adjusted EPS to range from $6.95 to $7.30 (previously forecast as $6.90 to $7.30) and for free cash flow margin to range from 7.0% to 8.5% (previously forecast as 7.0% to 8.0%).
J · EX-99.1 · Q1 FY2026
2026-02-03 21:10:18 UTCOpen source
2025-11-21 05:01:10 UTC6% – 10%maintained6% – 10% vs FY2025
We expect adjusted net revenue to increase 6%-10% year-over-year, adjusted EBITDA margin to range from 14.4%-14.7%, adjusted EPS to range from $6.90-$7.30 and free cash flow margin, which is free cash flow divided by adjusted net revenue, to be in the range of 7%-8%.
J · transcript · Q4 FY2025
2025-11-21 05:00:00 UTCOpen source
2025-11-20 11:45:34 UTC6% – 10%new6% – 10% vs FY2025
The Company’s outlook for fiscal 2026 is for adjusted net revenue to grow 6% to 10% over fiscal 2025, adjusted EBITDA margin to range from 14.4% to 14.7%, adjusted EPS to range from $6.90 to $7.30 and for free cash flow margin to range from 7.0% to 8.0%.
J · EX-99.1 · Q4 FY2025
2025-11-20 11:44:58 UTCOpen source
JJACOBS SOLUTIONS INC.Q4 FY2026 · ends 2026-09-25
3 metrics3 newearnings call · 2026-08-05 04:01:02 UTC
2026-08-05 04:01:02 UTCsolid quarter-on-quarter revenue growthnew
Importantly, we are already seeing a return to normal, and our forecast indicates solid quarter-on-quarter revenue growth in Q4, supported by recent awards activity, new project commencements, as well as performance quarter to date.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:02 UTCsequentially improvenew
On a positive note, we're forecasting growth for the water and environmental end market to sequentially improve in Q4 based on good awards activity in the quarter.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:02 UTC14%new14% vs Q4 FY2025
As it pertains to Q4, we expect our adjusted EBITDA margin to be approximately 16%, with year-over-year net revenue growth of approximately 14%.
J · transcript · Q3 FY2026
2026-08-05 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2027 · ends 2027-09-24
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTCat least $20Mnew
Specific targets that we've identified, which give us, you know, good visibility to getting to $20+ million of synergies in FY 2027.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2029+ · ends 2029-09-21
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTCat least 17%new
As it pertains to Adjusted EBITDA margin, we're increasing our target by 100 basis points to 17%+ for FY 2029.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.Q3 FY2026 · ends 2026-06-26
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTC15%new
As it pertains to Q3, we expect our Adjusted EBITDA margin to be approximately 15% with year-over-year net revenue growth of approximately 7.5%.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2029+ · ends 2029-09-21
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTCat least 75 bpsnew
This implies at least 75 basis points of identified annual margin improvement from FY 2027 through FY 2029.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.Q4 FY2026 · ends 2026-09-25
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTC27% – 28%new
Additionally, we expect our adjusted effective tax rate will be in the 27%-28% range in Q3 and Q4.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2029 · ends 2029-09-21
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTC$1.2B – $1.3Bnew
At our forecasted growth rate, that implies $1.2 billion to $1.3 billion of annual free cash generation by fiscal year 2029.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.H4 FY2026 · ends 2026-09-25
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTC$600M – $700Mnew
We're expecting more $600 million to $700 million of free cash flow in 2H, that helps us de-lever fairly quickly.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2029+ · ends 2029-09-21
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTCat least 11%new
Lastly, our high margin expectation and working capital management give us confidence we can now reach or exceed an 11% free cash flow margin, also up 100 basis points from our prior target.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source
JJACOBS SOLUTIONS INC.FY2026 · ends 2026-09-25
1 metric1 newearnings call · 2026-05-06 04:01:21 UTC
2026-05-06 04:01:21 UTCat most 2.00xnew
We said we'll be below 2x by the end of fiscal year 2026, which is just quarter and a half away.
J · transcript · Q2 FY2026
2026-05-06 04:00:00 UTCOpen source