Jacobs Solutions (J) stock
Industrials · Construction & Engineering
Jacobs Solutions (J) is a Construction & Engineering company in the Industrials sector, headquartered in Dallas, Texas. As of October 23, 2026, J closed at $145.06, a market capitalization of $16.98 billion, the 432nd largest company in the S&P 500. The stock trades at 48.2x trailing earnings and 17.6x forward earnings.
- 1-year total return: -8.8% (dividends reinvested)
- 5-year return: +6.0% a year
- 52-week range: $105.68 – $161.75
- Dividend yield: 0.99%, 7 straight years of increases
- FI Handbook report card: A- across 5 metrics
- 70th largest of 83 Industrials stocks in the S&P 500
J price chart
1Y price change: -9.8% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| J | +2.8% | +10.4% | -8.8% | +11.1% | +6.0% | +14.2% | +13.2% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1980.
J key statistics
- Market cap
- $17.0B
- #432 in S&P 500
- P/E (TTM)
- 48.2x
- Forward P/E
- 17.6x
- EPS (TTM)
- —
- Revenue (TTM)
- —
- Free cash flow
- $644.5M
- Gross margin
- —
- Operating margin
- —
- Return on equity
- —
- Dividend yield
- 0.99%
- 52-week range
- $105.68 – $161.75
- Beta
- —
- Price / sales
- —
- EV / EBITDA
- —
- Debt / equity
- —
- Employees
- —
J report card
A-Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth——
- Gross margin——
- Operating margin——
- FCF margin——
- Return on equity——
- Net debt / EBITDA0.0xA
- Forward P/E17.6xB
- PEG ratio0.4xA
- Shareholder yield5.4%A
- Share count change / yr-5.3%A
Jacobs Solutions financials
Revenue went from $11.0B in fiscal 2016 to $12.0B in fiscal 2025, growing 1.0% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.0B | $10.0B | $15.0B | $12.7B | $13.6B | $14.1B | $9.8B | $10.9B | $11.5B | $12.0B |
| Gross profit | $1.8B | $1.3B | $2.2B | $2.5B | $2.6B | $3.0B | $2.6B | $2.7B | $2.8B | $3.0B |
| Operating income | $338.6M | $244.1M | $387.4M | $404.9M | $536.0M | $688.1M | $539.9M | $676.5M | $692.4M | $863.6M |
| Net income | $210.5M | $293.7M | $163.4M | $848.0M | $491.8M | $477.0M | $644.0M | $665.8M | $806.1M | $289.3M |
| EPS (diluted) | $1.43 | $2.00 | $0.98 | $5.03 | $3.07 | $2.65 | $4.93 | $5.30 | $6.32 | $2.38 |
| Free cash flow | $612.5M | $456.8M | $386.3M | -$502.4M | $688.6M | $633.5M | $347.1M | $837.3M | $933.6M | $607.5M |
| Buybacks | $152.6M | $97.2M | $3.0M | $853.7M | $337.3M | $274.9M | $281.9M | $265.7M | $402.7M | $754.1M |
| Dividends paid | $5.9M | $58.8M | $86.6M | $106.4M | $144.0M | $156.0M | $115.9M | $128.4M | $142.8M | $153.0M |
| Diluted shares | 146.9M | 145.3M | 166.3M | 168.3M | 160.5M | 158.7M | 130.7M | 127.2M | 125.9M | 121.9M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into J?
A reverse DCF asks what growth the current price requires. With an enterprise value of $17.0B and $644.5M of trailing free cash flow, Jacobs Solutions needs to grow free cash flow about 17.5% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return. For context, free cash flow grew -2.5% a year over the last five years.
P/E ratio history
Current 60.9x vs. median 21.0x (10th–90th percentile 13.6x–49.8x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
J dividend
- Dividend yield
- 0.99%
- Annual dividend
- $1.44
- Years of increases
- 7
- 5-yr dividend growth
- 15.2%
- per year
- Payments per year
- 4
Regular dividends per share by calendar year; special dividends excluded. Current year omitted until complete.
J analyst price targets
16 analysts' average 12-month target is $162.80 (+12% vs. $145.06). Targets range from $144.00 to $188.00. 63% rate it a buy.
J earnings
Next report: November 19, 2026. Jacobs Solutions has beaten EPS estimates 7 quarters in a row. Last quarter's revenue was $4.1B (+34% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Aug 4, 2026 | $1.83 | $1.84 | +0.8% |
| May 5, 2026 | $1.63 | $1.75 | +7.1% |
| Feb 3, 2026 | $1.50 | $1.53 | +1.8% |
| Nov 20, 2025 | $1.68 | $1.75 | +4.2% |
| Aug 5, 2025 | $1.54 | $1.62 | +5.4% |
| May 6, 2025 | $1.38 | $1.43 | +3.5% |
| Feb 4, 2025 | $1.26 | $1.33 | +5.7% |
| Nov 19, 2024 | $1.37 | $1.37 | -0.3% |
Stocks like J
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|---|---|---|---|---|---|
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J news
- J or AGX: Which Is the Better Value Stock Right Now? · Oct 19, 2026
- 3 Low-Volatility Stocks We Find Risky · Oct 12, 2026
- 2 Cash-Producing Stocks with Solid Fundamentals and 1 We Ignore · Oct 6, 2026
- Why Jacobs Solutions (J) Stock Is Up Today · Oct 1, 2026
- Jacobs selected to support BGE’s Konrad Repository project in Germany · Sep 22, 2026
J stock FAQ
What is J's market cap?
Jacobs Solutions's market capitalization is $16.98 billion as of October 23, 2026, ranking 432nd in the S&P 500.
What is J's P/E ratio?
J trades at a trailing price-to-earnings ratio of 48.2x and a forward P/E of 17.6x. Its median P/E over the period we track is 21.0x.
Does J pay a dividend?
Yes. Jacobs Solutions pays $1.44 per share a year, a 0.99% yield. It has raised its dividend 7 years in a row. Dividends grew 15.2% a year over the last five years.
How much has J stock returned?
Including reinvested dividends, J returned -8.8% over one year, +6.0% a year over five years, +14.2% a year over ten years through October 23, 2026.
Is J stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies Jacobs Solutions must grow free cash flow about 18% a year for the next decade. Its free cash flow fell 2% a year over the last five years. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
What is the J price target?
16 analysts cover J with an average 12-month price target of $162.80, +12% from the current price. 62% of them rate it a buy.
When does J report earnings?
Jacobs Solutions is expected to report earnings on November 19, 2026. It has beaten EPS estimates 7 quarters in a row.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology