Jun 2026 (Q3 FY26) — Aug 4, 2026
Jacobs Q3 FY26 — Record Backlog and Double-Digit EPS Growth
Read the full callJacobs earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4,076 | +34.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.0 | −0.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 137 | −24.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $155.39 on 17 Oct 2025 → $138.34. High $164.44 (21 Oct 2025), low $107.27 (13 May 2026).
Overview
Call summaries
Jacobs Q3 FY26 — Record Backlog and Double-Digit EPS Growth
Read the full callJacobs Solutions Q2 FY26 — Strong Operational Performance Drives Increased Outlook
Read the full callEvery analysed call
Financials
Net profit, year on year: −24% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,960 | 2,933 | 2,910 | 3,032 | 3,155 | 3,293 | 3,695 | 4,076 |
| Operating profit | 196 | 208 | 209 | 235 | 212 | 233 | -81 | 287 |
| Operating margin | 6.6% | 7.1% | 7.2% | 7.8% | 6.7% | 7.1% | −2.2% | 7.0% |
| Other income | 197 | -155 | -153 | 10 | -22 | -26 | -49 | -45 |
| Interest | 36 | 35 | 39 | 37 | 35 | 34 | 41 | 55 |
| Profit before tax | 394 | 53 | 56 | 245 | 189 | 206 | -131 | 241 |
| Tax rate | 3.2% | 107.5% | 90.6% | 21.9% | 28.6% | 35.5% | 34.5% | 43.4% |
| Net profit | 325 | -18 | 6 | 180 | 122 | 126 | -46 | 137 |
| EPS ($ per share) | 2.52 | -0.11 | 0.06 | 1.55 | — | 1.12 | -0.34 | 1.16 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 142 | 133 | 130 | 129 | 127 | 126 | 124 | 119 |
| Reserves | 3,810 | 3,939 | 4,021 | 4,016 | 4,226 | 4,543 | 2,367 | 1,526 |
| Total liabilities | 6,701 | 5,694 | 6,499 | 8,658 | 8,556 | 8,017 | 7,192 | 7,605 |
| Fixed assets | 258 | 308 | 319 | 353 | 347 | 280 | 316 | 312 |
| Total assets | 12,646 | 11,463 | 12,354 | 14,633 | 14,660 | 14,617 | 11,759 | 11,253 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 481 | -366 | 807 | 726 | 475 | 975 | 1,055 | 687 |
| Cash from investing | -1,578 | 2,152 | -429 | -1,381 | -538 | -146 | -127 | -75 |
| Cash from financing | 1,142 | -1,969 | -208 | 799 | 320 | -1,086 | -752 | -525 |
| Net cash flow | 19 | -162 | 231 | 164 | 128 | -225 | 217 | 90 |
| Capital expenditure | -95 | -136 | -118 | -93 | -128 | -137 | -121 | -79 |
| Free cash flow | 386 | -502 | 689 | 633 | 347 | 837 | 934 | 607 |
PA Consulting grew from 7% to 8% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Infrastructure Advanced Facilities | — | 90% | 89% | 89% | 90% | 89% | 90% | 92% | +38.8% |
| PA Consulting | 7% | 10% | 11% | 11% | 10% | 11% | 10% | 8% | -1.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q2 FY26 | 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.
Q3 FY2026 · share of revenue
As J cuts its regions in its filings; they can nest, so they need not add to 100%.
69 filings between Nov 13, 2025 and Aug 7, 2026.
Purchases
$813.5K
6 purchases by 4 insiders
Sales
$2.67M
3 sales by 2 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Hill Patrick | — | $2.48M | Aug 7, 2026 |
| PRAGADA ROBERT V | $400.0K | — | May 15, 2026 |
| Miller Shannon | — | $193.1K | Mar 6, 2026 |
| Fernandez Manuel J | $177.4K | — | May 13, 2026 |
| ROBERTSON PETER J | $134.8K | — | Nov 24, 2025 |
| Nathamuni Venkatesh | $101.3K | — | Nov 24, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | Hill Patrick PRESIDENT | Sale | 5,500 | $797.5K |
| Aug 7, 2026 | Hill Patrick PRESIDENT | Sale | 11,701 | $1.68M |
| Jul 8, 2026 | Miller Shannon President | Tax withheld | 52 | $6.7K |
| Jun 8, 2026 | Kachhela Jiten President | Award | 8,337 | $1.00M |
| Jun 3, 2026 | Nathamuni Venkatesh Chief Financial Officer | Tax withheld | 1,803 | $218.7K |
| May 18, 2026 | Lim Cheryl H.J. Chief Human Resources Officer | Award | 1,585 | $180.1K |
| May 15, 2026 | PRAGADA ROBERT V Chair & CEO | Purchase | 3,601 | $400.0K |
| May 13, 2026 | Fernandez Manuel J Director | Purchase | 253 | $28.5K |
| May 8, 2026 | Fernandez Manuel J Director | Purchase | 403 | $49.1K |
| Mar 6, 2026 | Miller Shannon President | Sale | 1,440 | $193.1K |
| Jan 29, 2026 | Jackson Mary M. Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | Pinkham Louis V. Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | Kiser Georgette D. Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | Bryant Diane M Director | Award | 1,636 | $223.0K |
| Jan 29, 2026 | Collins Michael Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | MCNAMARA ROBERT A Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | Fernandez Manuel J Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | Abani Priya Director | Award | 1,468 | $200.1K |
| Jan 29, 2026 | SLOAT JULIA A Director | Award | 1,468 | $200.1K |
| Dec 1, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Award | 975 | $129.5K |
| Dec 1, 2025 | Miller Shannon President | Tax withheld | 92 | $12.2K |
| Dec 1, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Award | 456 | $60.6K |
| Dec 1, 2025 | Hill Patrick PRESIDENT | Award | 831 | $110.4K |
| Dec 1, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Tax withheld | 476 | $63.2K |
| Dec 1, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Tax withheld | 106 | $14.1K |
| Dec 1, 2025 | Nathamuni Venkatesh Chief Financial Officer | Award | 809 | $107.5K |
| Dec 1, 2025 | Miller Shannon President | Award | 659 | $87.5K |
| Dec 1, 2025 | PRAGADA ROBERT V Chair & CEO | Award | 2,425 | $322.1K |
| Dec 1, 2025 | PRAGADA ROBERT V Chair & CEO | Tax withheld | 547 | $72.7K |
| Nov 24, 2025 | Fernandez Manuel J Director | Purchase | 763 | $99.8K |
| Nov 24, 2025 | Nathamuni Venkatesh Chief Financial Officer | Purchase | 750 | $101.3K |
| Nov 24, 2025 | ROBERTSON PETER J Director | Purchase | 1,000 | $134.8K |
| Nov 18, 2025 | PRAGADA ROBERT V Chair & CEO | Award | 27,501 | $4.15M |
| Nov 17, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Award | 5,579 | $840.1K |
| Nov 17, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Tax withheld | 660 | $99.4K |
| Nov 17, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Tax withheld | 4,405 | $663.3K |
| Nov 17, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Tax withheld | 2,375 | $357.7K |
| Nov 17, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Option exercise | 4,677 | — |
| Nov 17, 2025 | PRAGADA ROBERT V Chair & CEO | Tax withheld | 1,597 | $240.5K |
| Nov 17, 2025 | PRAGADA ROBERT V Chair & CEO | Tax withheld | 13,128 | $1.98M |
| Nov 17, 2025 | PRAGADA ROBERT V Chair & CEO | Option exercise | 33,362 | — |
| Nov 17, 2025 | PRAGADA ROBERT V Chair & CEO | Tax withheld | 7,079 | $1.07M |
| Nov 17, 2025 | PRAGADA ROBERT V Chair & CEO | Option exercise | 17,988 | — |
| Nov 17, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Award | 1,329 | $200.1K |
| Nov 17, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Tax withheld | 85 | $12.8K |
| Nov 17, 2025 | Zaccaro Joanne Caruso Chief Legal & Admin Officer | Option exercise | 8,673 | — |
| Nov 17, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Tax withheld | 460 | $69.3K |
| Nov 17, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Option exercise | 1,889 | — |
| Nov 17, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Tax withheld | 249 | $37.5K |
| Nov 17, 2025 | ALLEN WILLIAM B JR EXECUTIVE VICE PRESIDENT | Option exercise | 1,019 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow JACOBS SOLUTIONS INC. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading