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Jacobs Solutions (J) investor relations material
Jacobs Solutions UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Key accomplishments and operational highlights
Exceeded all key performance indicators for fiscal 2025, including top and bottom line growth, EPS, and backlog expansion.
Achieved a clean business separation and completed the Momentum spin within 12 months as planned.
Record backlog at the end of Q4, with strong market tailwinds and upcoming project wins anticipated.
Successfully implemented strategic guidance and delivered significant margin expansion in fiscal 2025.
Returned over 150% of free cash flow to shareholders in fiscal 2025.
Business model evolution and technology integration
Focused on supporting clients across the full asset lifecycle, from advisory to operations and maintenance.
Leveraged AI and digital tools to drive efficiency, productivity, and new business opportunities.
AI adoption has not reduced billable hours; instead, it has enabled the company to take on more work in resource-constrained markets.
Shifted investment from traditional software to AI tools, with ongoing partnerships and internal process automation.
AI is used both for client-facing solutions and internal enterprise functions, such as finance and legal.
Financial outlook and margin expansion
Fiscal 2026 guidance targets 6%-10% revenue growth, with margin expansion of 50-80 basis points.
Margin growth driven by global delivery, new commercial models, and early client engagement in the asset lifecycle.
Long-term goal to achieve 16%+ margins by fiscal 2029, with continued discipline in operating leverage.
Free cash flow margin targeted to rise from 7%-8% to 10%+ by fiscal 2029, supported by robust top line and operational efficiency.
AI's impact on billable hours model
New material growth drivers for FY26
Rationale for increasing PA Consulting stake
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Next Jacobs Solutions earnings date
Q1 20263 Feb, 2026
Next Jacobs Solutions earnings date
Q1 20263 Feb, 2026
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Frequently asked questions
Engineering, Professional, and Technical Services
Jacobs Solutions Inc. is an American company with multinational operations that provides various engineering, technical, professional, and construction services. The company operates across several sectors, including aerospace, buildings, infrastructure, water, environmental, and advanced facilities. For these sectors, the company provides services like engineering, architecture, design, planning, research, and project management. The company is headquartered in Dallas, Texas, and its shares are traded on the NYSE.
Built by Joseph J. Jacobs
What would go on to become the massive global company that is the Jacobs Solutions of today was founded by Joseph J. Jacobs, formerly employed at Merck, in 1947 as a one-man engineering consultancy in Pasadena, California. Through organic growth as well as numerous acquisitions over the years, the company grew and Jacobs continued to serve as CEO until 1992. The company ramped up its M&A activity going into the new millennium, with some notable acquisitions including Carter and Burgess, Lindsey Engineering, Edwards and Kelcey, and several other large players in the engineering sector. The company has a stellar reputation and has consistently ranked among the top firms in design and engineering throughout the 2000s.
A Multi-faceted Company
As previously discussed, Jacobs Solutions offers a wide array of services across multiple sectors. The company’s expertise encompasses various engineering services, including civil, aerospace, and environmental engineering. This is complemented by its work in the construction sector, providing project management and construction services for infrastructure and industrial projects. Jacobs also offers cybersecurity and information technology solutions. The company also has a host of consultancy services providing strategic advice in urban planning, environmental sustainability, and resource management. Additionally, Jacobs is involved in the defense and space industries, contributing technical and scientific expertise to government and private sector projects. Similar companies to Jacobs Solutions are, among others, Fluor Corporation and AECOM.
Private and Public Sectors
The company is active in both Private and Public sectors, working together with governments as well as businesses of various sizes and assisting in making large and complex projects doable. Some notable projects include a multi-billion dollar contract from the Pentagon to provide products and services for the Missile Defense Agency, the cleanup of the Fukushima Power Plant in Japan, and a massive cell production site for Fujifilm. This just scratches the surface of the company’s projects and Jacobs Solutions has a large number of concurrent projects active across the globe at all times.
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