J Jacobs (J) Q3 FY26 earnings call
Jacobs delivered strong Q3 FY26 results, driven by robust organic growth, significant margin expansion, and record backlog. The company's focus on AI infrastructure and critical infrastructure continues to fuel performance, leading to a third consecutive guidance raise for FY26. Despite temporary headwinds in PA Consulting and the environmental sector, management anticipates a strong finish to the fiscal year and continued profitable growth into FY27.
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J operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | This call Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog | $27BSecond, our backlog grew 22% to $27 billion, setting another new record with a trailing 12-month book-to-bill of 1.4x on gross revenue and 1.2x on net revenue.Source: earnings call transcript | $29BAnd third, our backlog grew 27% to $29 billion, setting another new record with a trailing 12-month book-to-bill of 1.4x on gross revenue and 1.2x on net revenue.Source: earnings call transcript | +7.4% |
| Employees | 47KAnd I want to thank our 47,000 colleagues for delivering leading solutions to our clients every single day.Source: earnings call transcript | 47K+In closing, I'd like to express my gratitude for the trust our clients continue to place in Jacobs and to our more than 47,000 talented employees for their continued commitment to delivering excellence.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.