Valued at a market cap of $17.4 billion, Jacobs Solutions Inc. (J) is a global professional services company, employing around 47,000 people, and delivering solutions for complex challenges across advanced manufacturing, infrastructure, energy, environmental services, life sciences, transportation, and water. The company provides end-to-end advisory, consulting, planning, design, and program and lifecycle management services, focusing on creating a more connected and sustainable world.
The Dallas, Texas-based company is expected to release its fiscal Q4 2026 results after the market closes on Thursday, Nov. 19. Ahead of this event, analysts project the company to report an adjusted EPS of $2.14, a 22.3% growth from $1.75 in the year-ago quarter. It has exceeded or met Wall Street's bottom-line estimates in each of the last four quarters.
For fiscal 2026, analysts forecast Jacobs Solutions to post adjusted EPS of $7.24, up 18.3% from $6.12 in fiscal 2025.
Shares of Jacobs Solutions have fallen 5.6% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 12.3% return and the State Street Industrial Select Sector SPDR ETF's (XLI) 8.9% gain over the same period.
Jacobs Solutions shares rose 1.4% following its Q3 2026 results on Aug. 4, with adjusted EPS increased to $1.84, beating the analyst estimate. Revenue surged 34.5% to $4.08 billion, supported by strong demand for data-center infrastructure as AI investment accelerated. Operating profit in the Infrastructure and Advanced Facilities segment also grew 13.6% to $268 million, reflecting continued strength in AI-related manufacturing and compute-facility projects.
Analysts' consensus view on Jacobs Solutions stock is cautiously optimistic, with a "Moderate Buy" rating overall. Among 15 analysts covering the stock, eight suggest a "Strong Buy," two give a "Moderate Buy," and five provide a "Hold" rating.
The average analyst price target is $164.53, suggesting a potential upside of nearly 10% from current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.