Grand Coulee Modernization Program Enhances Grid Reliability and Power Delivery Across Eight U.S. States Jacobs is ranked by Engineering News-Record No. 1 in the Top 50 Program Management Firms list in 2024. At Jacobs, we're challenging today to reinvent tomorrow – delivering outcomes and solutions for the world's most complex challenges. With approximately $12 billion in annual revenue and a team of almost 45,000, we provide end-to-end services in advanced manufacturing, cities & places, energy, environmen ...

估值水平 - 公司当前12个月远期市盈率为18.97倍，低于技术服务业平均水平24.73倍和商业服务板块的22.69倍 [1] - 相比同业EMCOR集团(19.75X)、AECOM(20X)和Sterling Infrastructure(21.87X)的估值也处于折价状态 [2] - 过去一个月股价仅上涨5%，显著落后于行业15.7%和标普500指数6.3%的涨幅 [5] 业务基本面 - 第二财季未完成订单量同比增长20%至221.6亿美元，其中基础设施与先进设施板块订单达217.7亿美元(去年同期181.3亿美元) [9][10] - PA咨询业务订单从3.44亿美元增至3.92亿美元，受益于公共部门支出增加 [10] - 第三财季预计营收同比增长5%-7%，下半年收入主要来自现有订单 [11] 核心市场进展 - 生命科学领域实现双位数增长，包括为默克10亿美元肿瘤设施提供工程管理服务 [12] - 水务与环境服务受益于政府基建项目和气候适应计划 [12] - 交通领域聚焦全球航空投资机遇，运用咨询和项目管理专长 [13] 数据中心布局 - 被PsiQuantum选为澳大利亚布里斯班公用事业级量子计算设施的业主工程师 [14] - 与英伟达合作开发Omniverse Blueprint数据中心，推进AI工厂数字孪生技术 [15] 财务预测 - 2025财年盈利预计同比增长13.8%，当前季度每股收益预估1.56美元(较60日前1.61美元下调) [16][17] - 2026财年每股收益预估6.91美元，与90日前持平 [17] 经营挑战 - 劳动力成本上升和运营投入增加对利润率构成压力 [18] - 美元走强导致2025财年上半年产生230万美元汇兑损失(上年同期为590万美元收益) [18]

Jacobs Solutions (J) FY 2025 Conference May 28, 2025 02:30 PM ET Speaker0 Hi. Good afternoon, everyone. My name is Chad Dillard. I'm the lead analyst here, for Bernstein covering machinery sector as well as electrical infrastructure. And today I'm really pleased to have, Jacob Solutions on the stage and joining us is the CEO, Rob Pergotten. Thank you for having us. Thanks for having me. Alright. So, to begin, we're gonna have a fireside chat. And if you have any questions out there in the audience, there sh ...

Jacobs Solutions Inc. (NYSE: J ) should see good growth moving forward thanks to its solid backlog, “de minimis” impact of DOGE-related initiatives on its demand, and tariff-related opportunities to help clients navigate the changing supply chain environment. The company’s long-term growth prospectsWe focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. We are among the top 50 financial experts (Out of ~39,000 tracked) as measured by Tipranks based on the ...

Jacobs Solutions Inc. (J) has been appointed as the Integrated Delivery Partner for the Marinus Link project. The interconnector will span around 345 kilometers through undersea and underground HVDC cables between Tasmania and Victoria.The project is expected to support electricity and telecommunications transmission. It is aimed at improving energy reliability and encouraging renewable energy use within the National Electricity Market.Jacobs Supporting Renewable Energy Growth With Marinus LinkMarinus Link’ ...

Interconnector project will accelerate Australia's renewable energy economySupports reliable transmission of electricity and telecommunications between Tasmania and VictoriaDALLAS, May 14, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected as the Integrated Delivery Partner for Marinus Link, an approximately 214 mile (345-kilometer) undersea and underground high-voltage direct current (HVDC) electricity and data interconnector designed to bolster energy security, promote renewable energy investment and deli ...

Jacobs Solutions (J -5.69%) reported mixed results for the quarter, with adjusted earnings beating expectations but revenue falling short of what Wall Street had predicted.Investors were not enthused, sending Jacobs shares down 6% as of 1:30 p.m. ET. A "clean-up" quarterJacobs provides engineering and construction services on big-ticket commercial projects. The company earned $1.43 per share in its fiscal second quarter ending March 28, topping expectations by $0.05 per share, but revenue of $2.91 billion w ...

Jacobs Solutions Inc. (J) reported mixed second-quarter fiscal 2025 (ended March 28, 2025) results, with adjusted earnings beating the Zacks Consensus Estimate while revenues missed the same. On a year-over-year basis, the bottom and top lines grew.Shares of this construction and technical services company moved down 1.3% during today’s pre-market trading session, following the earnings release.The quarterly results reflect strong contributions from both the reportable segments, Infrastructure & Advanced Fa ...

For the quarter ended March 2025, Jacobs Solutions (J) reported revenue of $2.91 billion, down 31.8% over the same period last year. EPS came in at $1.43, compared to $1.91 in the year-ago quarter.The reported revenue represents a surprise of -3.57% over the Zacks Consensus Estimate of $3.02 billion. With the consensus EPS estimate being $1.41, the EPS surprise was +1.42%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

Jacobs Solutions (J) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Bert Subin - Senior Vice President, Investor RelationsBob Pragada - Chair & CEOVenk Nathamuni - Executive Vice President & Chief Financial OfficerAndrew Kaplowitz - Managing DirectorSabahat Khan - Managing DirectorJamie Cook - Managing Director - Equity ResearchJerry Revich - Senior Investment Leader & Head of US Machinery, Infrastructure, Sustainable Tech franchise Conference Call Participants Andrew Wittmann - Senior ...