# Jacobs Solutions Inc. (J) — Stock CV

Jacobs Solutions Inc. is a $16.3B industrial company. Revenue grew 84.3% over the last year, it keeps 2¢ of every dollar of sales as profit, and its net debt equals ~1.6 years of free cash flow. It trades at 48.1× earnings — in the most expensive third of its own history.

> Jacobs Solutions is a global provider of engineering, design, procurement, construction, and maintenance services as well as cyber engineering and security solutions.

## Identity

- **Ticker**: J
- **Sector**: Industrials
- **Industry**: Heavy Construction Other Than Bldg Const - Contractors
- **Headquarters**: DALLAS, TX
- **Employees**: 43 000
- **Website**: https://www.jacobs.com
- **Market cap**: $16.3B
- **Last price**: $139.15
- **Financial profile**: Strained

## Vitals (TTM)

- **Revenue**: $14.2B
- **Net income**: $338M
- **Free cash flow**: $645M
- **Net debt**: $1.00B
- **P/E**: 48.1
- **Revenue growth (YoY)**: 84.3%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 42 |
| Growth | 25 |
| Profitability | 28 |
| Health | 50 |
| Quality | 97 |
| Moat | 36 |

## Qualifications (beginner checklist) — 9 of 11 passed

- [x] Revenue growing — +84.3% YoY
- [x] Profitable — $338M TTM
- [ ] Profit growing — -22.0% YoY
- [x] Generates cash — $645M TTM
- [x] Debt under control — ~1.6y of cash flow to repay
- [x] Established company — $16.3B market cap
- [x] Not printing shares — -8.3% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 30/100
- [x] Pays a dividend — yield 0.99%
- [x] Valuation not extreme — P/E 48.1

## Experience (career milestones)

- **Q2 2026** — 3 open-market insider purchases: ~4K shares bought by insiders
- **2024** — Jacobs spun-off its Critical Mission Solutions and Cyber and Intelligence Government Services businesses…
- **FY2020** — Positive free cash flow every year since: 6-year streak
- **2020** — Jacobs acquired Wood Nuclear, the nuclear services arm of John Wood Group of the UK, for £250…
- **FY2019** — Best year on record: $848M net income
- **Aug 2, 2017** — Jacobs acquired CH2M based in Englewood, Colorado– an engineering firm in infrastructure and…
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $10B: $11.0B in first reported year
- **2014** — Jacobs announced it completed a merger transaction with Sinclair Knight Merz (SKM), a 6,900-person…
- **2010** — Jacobs acquired TechTeam, Tybrin, and Jordan, Jones and Goulding
- **2008** — Jacobs spent $264 million to acquire Carter and Burgess, Lindsey Engineering and a 60% stake in Zamel…
- **2007** — Jacobs acquired the privately held planning, engineering and design firm, Edwards and Kelcey of…
- **2001** — Jacobs acquired the international operations, including the international consultancy Sir Alexander Gibb &…
- **Dec 10, 1998** — It was announced that Jacobs would acquire closely held engineering firm, Sverdrup Corporation…
- **1947** — Jacobs Engineering was founded in 1947, by Joseph J

## Strengths

- Revenue growing 84.3% year over year
- Interest covered 5.9× by operating earnings
- Piotroski F-Score 7/9 — fundamentally strong checklist

## Watch-outs

- None stand out in the data.

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $14.1B | $477M | $633M |
| FY2022 | $14.9B | $644M | $347M |
| FY2023 | $16.4B | $666M | $837M |
| FY2024 | $11.5B | $806M | $934M |
| FY2025 | $12.0B | $289M | $607M |

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Source: https://stockcv.com/J — derived from company filings; may be delayed or incomplete. Information, not investment advice.