Jacobs Solutions has delivered four consecutive earnings beats and carries 14.3% upside to analyst consensus with a 2.13-to-1 risk/reward ratio, but business quality scores just below the minimum threshold with no identified competitive advantage, the stock is in a confirmed downtrend below its 200-day moving average, and the asymmetry has not fully cleared the entry bar — a setup where fundamental execution is ahead of the technical reality.
Thesis pillars
- Quality Below Minimum Threshold↑Improving
- Consistent Earnings Beat Streak↑Improving
- Favorable Risk Reward To Analyst Target↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Nov 20, 2025
Jacobs Solutions Inc. (J) Stock Analysis
Catalyst-Driven edge
Industrials · Engineering & Construction
Sell if holding. Engine safety override at $150.91: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality.
Jacobs Solutions provides engineering, consulting, advisory, and program management services through two segments — Infrastructure & Advanced Facilities and a 65% stake in PA Consulting — serving clients across water, life sciences, transportation, energy, and critical... Read more
Sell if holding. Engine safety override at $150.91: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.4/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 25d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Jacobs Solutions Inc.
About Jacobs Solutions Inc.
Jacobs Solutions entered fiscal 2025 with a backlog of approximately $23.1 billion, distributed across Infrastructure & Advanced Facilities (I&AF) and a 65% stake in PA Consulting — the UK-based innovation and transformation consultancy acquired in March 2021. The U.S. federal government represented 8% of total revenue in fiscal 2025, with the balance drawn from infrastructure, water, life sciences, advanced manufacturing, and energy end markets across 40+ countries. Revenue splits approximately 68% cost-reimbursable and 32% fixed-price, and the company employs approximately 43,000 people globally.
Jacobs earns revenue through professional services engagements ranging from advisory and consulting to design, program delivery, and long-term facility operations. I&AF serves national, state, and local government clients in the U.S., Europe, U.K., Middle East, and Asia Pacific, as well as multinational private sector organizations. PA Consulting, with about 4,000 staff, serves seven sectors including defense and security, energy, government, and health across private and public clients — including Diageo, Microsoft, the U.K. Ministry of Defence, and National Highways. Fixed-price contracts expose Jacobs to cost-overrun risk: the 10-K notes that ambiguous specifications, supply chain delays, tariffs, and economic changes could cause losses on a project if costs exceed estimates. Competitors include AECOM, Tetra Tech, WSP, Arcadis, Bechtel, Accenture, Deloitte, KPMG, and McKinsey & Company.
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U.S. federal contracts carry elevated risk relative to private-sector engagements: they are subject to government audit, can be unilaterally terminated or insourced by federal employees, and are funded on an annual basis with no guaranteed multi-year appropriation. The 10-K notes that under-staffing of government departments — including from layoffs — could result in program cancellations, stop-work orders, or delayed payments. The 8% federal revenue share represents a residual exposure after the September 2024 Separation Transaction, which spun off the defense-heavy Critical Mission Solutions business into Amentum, listed on the NYSE as AMTM.
See also: Industrials · Engineering & Construction
From Jacobs Solutions Inc.'s most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-10-29Recent Developments — Jacobs Solutions Inc.
Latest news
- NEWS Jacobs Solutions Announces Routine Board-Level Director Resignation - TipRanks — TipRanks neutral
- NEWS Jacobs Solutions Stock (US4698141098): Gains 0.56% to $126.52 on April 28, 2026 Amid NYSE Trading - AD HOC NEWS — AD HOC NEWS positive
- NEWS Jacobs Solutions (J) to Release Earnings on Tuesday - MarketBeat — MarketBeat neutral
- NEWS (J) Jacobs Solutions Expects Fiscal 2026 Adjusted EPS Range $7.10-$7.35, vs. FactSet Est of $7.12 - marketscreener.com — marketscreener.com positive
- NEWS Jacobs Solutions (NYSE:J) Reports Strong Q1 CY2026 - StockStory — StockStory positive
Generated 2026-10-29T11:08:51Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomerU.S. federal government8.0%10-K Item 1A: 'The U.S. federal government represented approximately 8% of our total revenue in fiscal 2025'
Material Events(8-K, last 90d)
- 2026-04-29Item 5.02LOWDirector Diane Bryant resigned from the Jacobs Solutions Inc. board effective April 26, 2026. No disagreement with company operations, policies or practices cited. No successor named.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
3 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $150.91: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $143.85. Score 5.4/10, moderate confidence.
Analyst target $146.52 reached (−2.9% from $150.91); no take-profit level is published. Prior stop was $143.85. Stop-loss: $143.85.
Target reached (-2.9% upside); Quality below floor (3.8 < 4.0).
Jacobs Solutions Inc. trades at a P/E of 50.1 (forward 18.3). TrendMatrix value score: 5.8/10. Verdict: Sell.
24 analysts cover J with a consensus score of 4.0/5. Average price target: $163.
What does Jacobs Solutions Inc. do?Jacobs Solutions provides engineering, consulting, advisory, and program management services through two segments —...
Jacobs Solutions provides engineering, consulting, advisory, and program management services through two segments — Infrastructure & Advanced Facilities and a 65% stake in PA Consulting — serving clients across water, life sciences, transportation, energy, and critical infrastructure in over 40 countries. The company holds approximately $23.1 billion in backlog with 68% of fiscal 2025 revenues from cost-reimbursable contracts and employs approximately 43,000 people.