Jacobs Solutions Inc. · J · Next earnings

Jacobs Solutions Inc. reports Monday, Nov 23, 2026

J reports after market close with consensus EPS at $2.12 and revenue at $2.55B. Last quarter: Jacobs raises FY2026 outlook as backlog reaches $29 billion

Reports After market close19 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.12 Calendar consensus
Consensus revenue $2.55B Calendar consensus
Report date Nov 23, 2026 Monday, date estimated
Session After market close 19 days away

Where J left off: FY2026 Q3

Full report

Jacobs raises FY2026 outlook as backlog reaches $29 billion

EPS surprise +0.5% Reported $1.84 vs $1.83
Revenue surprise +0.5% Reported $2.42B vs $2.40B
Stock move +1.4% Event window
Subsequent drift +1.7% Up to 20 sessions

FY2026 guidance was raised to 9.5%-10% net revenue growth, $7.20-$7.30 adjusted EPS, and 14.7%-14.8% EBITDA margin.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Environmental segment year-over-year headwinds.
  • Lumpiness in book-to-bill and reliance on large program wins.
  • UK government disruption affecting PA Consulting projects.
  • Middle East pauses and uncertainty around PFAS and IIJA funding.

Questions analysts left open

  • Visibility and growth expectations for FY2027.
  • Sustainability and conversion of the AI data-center pipeline.
  • Timing and burn rate of Water & Environmental awards.
  • SG&A leverage and GAAP versus non-GAAP adjustments after PA Consulting.

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Recent J quarters

All J earnings
+1.4%FY2026 Q3-7.3%FY2026 Q2+7.8%FY2026 Q1-10.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.