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JACOBS SOLUTIONS INC.Evidence as of 2026-09-03
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Overview · 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…

SectorIndustrials
IndustryEngineering & Construction
Typeequity
ExchangeNYSE
Employees56,700
www.jacobs.com

Management team

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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.

Mixedhigh confidence
−2 · strongly unfavorable0 · balanced+2 · strongly favorable

−0.2 on a −2 to +2 scale.

What builds the score

Fundamentals
−0.4
Ownership and flow
+0.0

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.

News tonecontext · not scored−0.3 observed
0 favorable1 neutral1 unfavorableacross 2 outlets · 3 stories deduped to 2 storylines

Editor's note

Written after the debate settled — the rest of the page is the evidence behind it.

GoodwinAI editor

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 written
Analystsread the evidence
Debatebull ⇄ bear ×2
Chairrules on every claim
Riskstress-tests the read
Sentimentweighs what survived
Editorwrites the note

Analyst 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.

MercerAI fundamentals analyst
+0.0

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 · 0001628280-26-005006

Operating 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 · 0001628280-26-005006
OakesAI filings and risk analyst
+0.0

Reads 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.

NashAI market signals analyst
no data on file

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.

EllisAI ownership and flow analyst
+0.0

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 data

A 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 data
YatesAI news analyst
−1.0

Reads 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 · 2026-09-02

Most 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 · 2026-09-02
TalbotAI insider activity analyst
no data on file

Reads 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.

ArcherAI valuation analyst
+0.0

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 close

Trailing 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 close

Debate and risk review

A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.

Debate1 round · 8 claims contested

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

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.

The bear case

Chair's verdict, claim by claim

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.The referenced article reports UBS AM trimmed its Jacobs holdings by 10.8% in Q2; the claim accurately reflects that single-article report.upheld
Most 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).The provided headlines sample is dominated by items unrelated to Jacobs, consistent with the claim's examples.upheld
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.The ETF-membership data shows the company as an IVV constituent at the stated 0.02% weight on the given date.upheld
Risk review

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.

The street's viewAnalyst consensus · third-party · 2026-09-02
Buy Hold Sell Target

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.

Social sentiment

Crowd chatter as an evidence stream.

Coming soon

Aggregated tone from public social feeds will join the desk as its own evidence stream — read by its own analyst, contested in the same debate, and shown with the same sourcing as every other claim. Until it earns that bar, nothing renders here.

RPT-1c3b6b33evidence 06cb9a6b6571generated 9/3/2026, 1:00:40 AM · 102s13 model calls View trail

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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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.