Jacobs Solutions stock gains contract momentum after strong Q3 results
Published on 09/10/2026 at 16:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jacobs Solutions Inc. (ISIN US4698141098) stock closed at USD 143.71 on the NYSE on September 9, 2026, marking a modest 0.1% gain versus the prior close and keeping the shares within sight of their one year high of USD 168.44 as investors digested recent earnings and contract news.
Strong Q3 2026 figures and guidance
According to Jacobs Solutions Inc. in its release on August 4, 2026, the company reported fiscal third quarter 2026 gross revenue of USD 4.1 billion, up 34.5 percent year over year, while adjusted net revenue of USD 2.4 billion increased 8.3 percent compared with Q3 2025.
In the same Q3 2026 period ended June 26, 2026, Jacobs Solutions posted adjusted EBITDA of USD 366.8 million, an increase of 16.7 percent year over year, with an adjusted EBITDA margin of 15.2 percent that was 109 basis points higher than in Q3 2025, highlighting improving profitability alongside revenue growth.
The company also reported consolidated backlog of USD 28.9 billion at the end of Q3 2026, up 27 percent year over year, with a trailing 12 month book-to-bill ratio of 1.4 times on gross revenue and 1.2 times on adjusted net revenue, underscoring strong demand visibility across its project portfolio.
As Fortune reported on September 9, 2026, Jacobs Solutions raised its fiscal year 2026 adjusted EPS guidance to a range of USD 7.20 to USD 7.30 and increased its adjusted net revenue growth target to 9.5 to 10 percent year over year, reflecting management confidence after the Q3 performance.
New wastewater contract adds to backlog
The latest operational catalyst came on September 10, 2026, when StockTitan carried a Business Wire release stating that Jacobs has been selected by the Oklahoma City Water Utilities Trust to provide operations and maintenance services for the city’s wastewater facilities and solids management program under a five and a half year contract.
The agreement covers four wastewater treatment plants processing more than 110 million gallons of wastewater per day for Oklahoma City and six neighboring communities, which should support recurring revenue and deepen Jacobs Solutions’ footprint in municipal water infrastructure services over the life of the contract.
In addition to the Oklahoma City win, Jacobs Solutions has been expanding in energy transition work; as Zacks noted on September 9, 2026, the company was appointed by EnergyPathways plc to support the MESH Energy Storage Project in the United Kingdom, adding another long term project in the clean energy and storage segment.
Valuation, dividend and analyst view
On September 10, 2026, GuruFocus highlighted that Jacobs Solutions’ shares traded at USD 141.75, around 15 percent above its proprietary GF Value estimate of USD 123.29, implying a modest degree of overvaluation based on historical multiples, growth and future performance estimates.
The same GuruFocus analysis pointed out that Jacobs Solutions’ trailing twelve month price-to-earnings ratio stood at 49.74 times, significantly higher than its 5 year median P/E of 27.58 times, suggesting that the market is pricing in the company’s growth and backlog strength but leaving a more limited margin of safety for value oriented investors.
Jacobs Solutions continues to return capital to shareholders via dividends; according to MarketBeat on September 10, 2026, the company pays a quarterly dividend of USD 0.36 per share, corresponding to an annualized dividend of USD 1.44 and a dividend yield of about 1.0 percent at recent share prices, with a payout ratio reported at 51.06 percent.
The same MarketBeat overview noted that Jacobs Solutions has issued fiscal year 2026 EPS guidance of USD 7.20 to USD 7.30 and that equity research analysts on average expect the company to deliver EPS of around USD 7.26 for the current fiscal year, positioning the dividend and current valuation in the context of forecast earnings.
From a rating perspective, MarketBeat reported that six analysts currently rate Jacobs Solutions stock as Buy and six as Hold, resulting in a consensus rating of Moderate Buy and an average target price of USD 153.70, which is moderately above the recent closing level and reflects a generally constructive but not euphoric view among covering analysts.
Stock performance and key metrics
Per data summarized by MarketBeat on September 10, 2026, shares of Jacobs Solutions opened around USD 141.70, with the stock’s 50 day moving average at USD 139.66 and its 200 day moving average at USD 130.56, indicating that the current price trades above both intermediate and longer term trend indicators.
The same data set cited a market capitalization of roughly USD 16.73 billion for Jacobs Solutions and a one year trading range between a low of USD 105.68 and a high of USD 168.44, so the September 9, 2026 close of USD 143.71 places the stock about 36 percent above its one year low and around 15 percent below its one year high.
As Zacks observed on September 9, 2026, Jacobs Solutions stock has climbed 18.5 percent year to date, notably outperforming the Zacks Building Products - Miscellaneous industry, which has gained only 0.4 percent in the same period, underlining that the combination of strong Q3 figures, raised guidance and contract wins has translated into superior share performance in 2026.
In Q3 2026, Jacobs Solutions also delivered earnings per share of USD 1.84; according to the earnings summary on Seeking Alpha, this represented roughly 14 percent growth in adjusted EPS compared with Q3 2025, even though the figure only slightly beat or in some views narrowly missed consensus estimates depending on methodology.
Closing price context for investors
Jacobs Solutions stock ended the September 9, 2026 NYSE session at USD 143.71, up 0.1 percent on the day and trading in the upper half of its one year range between USD 105.68 and USD 168.44, with a market capitalization around USD 16.73 billion as investors weigh strong backlog and guidance against a valuation that some analyses consider modestly rich.
Jacobs Solutions stock at a glance
- Company: Jacobs Solutions Inc.
- ISIN: US4698141098
- Ticker: J
- Trading venue: NYSE
- Price (as of September 9, 2026): 143.71 USD
- Market capitalization: 16.73 billion USD (as of September 10, 2026)
- Sector / Industry: Engineering and construction services
- Index membership: S&P 500
- Next earnings date: November 19, 2026
