J
JACOBS SOLUTIONS INC.Evidence as of 2026-09-03Overview · JACOBS SOLUTIONS INC.
Jacobs Solutions Inc. provides consulting, technical, scientific, and project delivery services for the government and private sectors in the United States, Europe, Canada, India, Asia, Australia, New Zealand, South America, Mexico, the Middle East, and Africa. It operates through three segments: Critical Mission Solutions, People & Places Solutions, and PA Consulting. The company offers cybersecurity, data analytics…
Management team
- Bert Subin · Senior Vice President of Investor RelationsFind on LinkedIn
- Mr. William Benton Allen Jr. · Chief Accounting OfficerFind on LinkedIn
- Ms. Joanne E. Caruso · Executive VP, Chief Legal & Administration OfficerFind on LinkedIn
- Mr. Patrick X. Hill · Executive VP & President of Global OperationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.2 of a possible +2; was -0.2 before debate) · confidence high. Gross profit rose across the three fiscal quarters shown: USD 765,250,000 in fiscal Q1 2026 (fiscal quarter ended 2026-01-23), USD 794,893,000 in fiscal Q2 2026 (fiscal quarter ended 2026-04-24) and USD 810,703,000 in fiscal Q3 2026 (fiscal quarter ended 2026-07-24). Operating income and net income were both volatile over the same span, moving from operating income USD 232,561,000 and net income USD 125,508,000 in Q1 2026 to operating loss USD 81,176,000 and net loss USD 45,883,000 in Q2 2026, then back to operating income USD 286,703,000 and net income USD 136,553,000 in Q3 2026.
Diluted EPS tracked that pattern: USD 1.12 per share in Q1 2026, negative USD 0.34 in Q2 2026, and USD 1.15 in Q3 2026. Point-in-time balances show common shares outstanding trended lower (from 118,749,162 as of FY 2025 to 117,038,611 as of 2026-07-24), long-term noncurrent debt rose then fell (USD 2,236,456,000 as of 2025-09-26 to USD 4,084,220,000 as of 2026-03-27, then USD 3,579,376,000 as of 2026-06-26), cash and equivalents declined (USD 1,552,913,000 as of 2025-12-26 to USD 1,172,914,000 as of 2026-06-26), and stockholders’ equity decreased (USD 3,640,807,000 as of 2025-09-26 to USD 3,264,489,000 as of 2026-06-26).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Gross profit rose across the three fiscal quarters shown: USD 765,250,000 in fiscal Q1 2026 (2025-09-27 to 2025-12-26, 3mo), USD 794,893,000 in fiscal Q2 2026 (2025-12-27 to 2026-03-27, 3mo) and USD 810,703,000 in fiscal Q3 2026 (2026-03-28 to 2026-06-26, 3mo).
XBRL companyfacts · 0001628280-26-005006Operating income was volatile over the same three quarters: USD 232,561,000 in fiscal Q1 2026 (2025-09-27 to 2025-12-26, 3mo), a loss of USD 81,176,000 in fiscal Q2 2026 (2025-12-27 to 2026-03-27, 3mo), and USD 286,703,000 in fiscal Q3 2026 (2026-03-28 to 2026-06-26, 3mo).
XBRL companyfacts · 0001628280-26-005006Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the company was a constituent of the ETF with symbol IVV at a weight of 0.02% of that fund.
ETF constituents · market dataA 0.02% position in a large ETF represents small passive exposure in that fund; diversification principles indicate this single holding would be a minor component of the ETF's overall portfolio.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A single article (thelincolnianonline.com, 2 Sep 2026) reports that UBS AM trimmed its holdings in Jacobs Solutions Inc. by 10.8% in the second quarter.
News · thelincolnianonline.com · 2026-09-02Most headlines in the provided set are about other companies or topics (examples include a J.Jill dividend announcement, a White Lodging guest-satisfaction item, and multiple PRNewswire items on partnerships and nonprofit campaigns).
News · finance.yahoo.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
As of the price date 2026-09-02 the share price used in this analysis is $147.08 and the model reports an implied free-cash-flow (FCF) growth rate of 2.85% (0.0285).
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month FCF is $1,133,227,000 and FCF per share is $9.5311, producing a price-to-FCF multiple of 15.43.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The bull case highlights improving top-line profitability and shareholder-friendly capital structure moves alongside valuation metrics that show meaningful free-cash-flow relative to price. Gross profit rose each quarter across the three fiscal quarters reported, while diluted shares outstanding trended lower — an earnings-per-share tailwind for realized profits. Trailing twelve-month FCF and a price-to-FCF of ~15.4, plus an implied perpetual FCF growth rate of 2.85%, present a valuation frame where cash generation appears substantive versus price; the market-cap / EV reconciliation is internally consistent with reported cash and debt. Finally, available sell-side coverage skewed toward Buy ratings in the provided consensus sample, which supports a favorable market-view signal in the dataset.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.41
18 surviving claims rest on 8 distinct sources; the heaviest analyst carries 44% of them, and 100% of what the desk raised survived the debate.
The surviving read rests on a small set of primary filings and a handful of other sources, so individual documents or a single analyst's interpretation carry outsized influence. With 44% of claims coming via the heaviest analyst and the desk's points entirely unrefuted in debate, these findings are informative but relatively fragile to a small number of new or revised disclosures.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.4 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on J Gold
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Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.