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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Jacobs Solutions
Jacobs Solutions (J) investor relations material
Jacobs Solutions Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Aug, 2026
Executive summary
Gross revenue rose 34.5% year-over-year to $4.1 billion, with adjusted net revenue up 8.3% to $2.4 billion.
Adjusted EPS increased 13.6% year-over-year to $1.84, with adjusted EBITDA up 16.7% to $367 million.
Record backlog reached $28.9 billion, up 27.3% year-over-year, with a trailing twelve-month book-to-bill ratio of 1.4x.
FY26 guidance was raised for the third consecutive quarter, reflecting strong business momentum.
Completed PA Consulting acquisition, resulting in full ownership and integration costs.
Financial highlights
GAAP net earnings were $137.4 million, down from $181.2 million in Q3 2025, due to a temporarily higher tax rate from the PA acquisition.
Adjusted net earnings from continuing operations were $219.3 million, up from $194.8 million year-over-year.
Adjusted EBITDA margin improved to 15.2% from 14.1% year-over-year.
Free cash flow for Q3 was $541 million, with $614 million in share repurchases year-to-date.
Book-to-bill ratio was 1.5x for Q3 and 1.4x trailing twelve months.
Outlook and guidance
FY26 adjusted net revenue growth guidance raised to 9.5%–10.0% year-over-year.
Adjusted EBITDA margin expected at 14.7%–14.8%, with adjusted EPS forecasted at $7.20–$7.30.
Adjusted free cash flow margin projected at approximately 8%.
Q4 adjusted EBITDA margin expected at ~16%, with net revenue growth of ~14% year-over-year.
Management expects continued impact from PA Consulting integration costs and related compensation expenses.
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Latest events from Jacobs Solutions
- Strong growth, digital innovation, and robust capital returns drive an optimistic multi-year outlook.J
Investor presentation - Five-year plan targets strong growth, margin expansion, and aggressive share buybacks.JBarclays 42nd Annual Industrial Select Conference
- Raised FY26 outlook with strong growth, digital focus, and higher margin targets post-PA acquisition.JInvestor presentation
- Q2 2026 delivered 27% revenue growth, record backlog, and raised full-year guidance.JQ2 2026
- AI-driven growth, global delivery, and portfolio focus fuel record bookings and margin expansion.JCiti's Global Industrial Tech & Mobility Conference 2026
- AI-driven growth, PA Consulting acquisition, and global expansion fuel strong financial outlook.J47th Annual Raymond James Institutional Investor Conference
- Record backlog, digital growth, and margin expansion drive strong outlook through 2029.JBarclays 43rd Annual Industrial Select Conference
- Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook.JInvestor presentation
- Q1 FY2026 delivered strong growth, higher earnings, and raised guidance, with PA Consulting acquisition.JQ1 2026
Next Jacobs Solutions earnings date
Q4 202623 Nov, 2026
Jacobs Solutions
Next Jacobs Solutions earnings date
Q4 202623 Nov, 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.