Jacobs Solutions stock holds above $151 as Q3 2026 revenue and margin beat expectations
Published on 08/25/2026 at 19:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jacobs Solutions Inc. (US4698141098) stock is trading in the low $150s as of August 24, 2026, with the New York listing closing at $151.61 and the CBOE venue at $151.44, supported by solid Q3 2026 revenue growth and margin expansion reported earlier in August. Recent data from a Jacobs Solutions stock agenda overview (title='Jacobs Solutions financial calendar and results overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/agenda/') show that in Q3 2026, the company generated $4.076 billion in revenue and grew operating profitability faster than sales.
Q3 2026 results show strong revenue and margin
Per the same financial calendar summary for the Q3 2026 release dated August 4, 2026, Jacobs Solutions reported revenue of $4.076 billion for the quarter, ahead of a $3.552 billion consensus estimate and representing a positive surprise of 14.75%. The overview also indicates that the company posted operating income (EBIT) of $1.182 billion in Q3 2026, slightly above the $1.175 billion expectation and reflecting a 0.58% beat, which suggests that cost discipline kept pace with the stronger top line.
The results table highlights that the company entered fiscal 2026 with revenue of $3.293 billion in Q1 2026 and $3.695 billion in Q2 2026, which then accelerated to $4.076 billion in Q3 2026 as reported, indicating sequential growth of 10.3% from Q2 to Q3. Over the same stretch, EBIT increased from $960 million in Q1 2026 to $1.332 billion in Q2 2026 and then to $1.182 billion in Q3 2026, showing some quarterly volatility but still staying broadly aligned with the revenue trend and consensus expectations according to the Jacobs Solutions financial calendar and results overview (title='Jacobs Solutions financial calendar and results overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/agenda/').
An analysts estimates compilation for the company shows that on a full-year basis, EBITDA margin is projected at 9.3% for fiscal 2026 compared with 10.03% in fiscal 2025, while EBIT margin is expected at 8.92% versus 9.83% the year before, pointing to some normalization after recent strength. However, the same data set indicates that EBITDA margin could rebuild toward 9.94% in 2027 and 10.18% in 2028, suggesting that management initiatives and mix improvements are expected to sustain double-digit profitability over the medium term as summarized in the Jacobs Solutions analyst estimates page (title='Jacobs Solutions analyst estimates and margin overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/finances/').
Valuation, price targets and shareholder returns
A valuation snapshot based on the current share price indicates that Jacobs Solutions is trading at a price-to-earnings multiple of 39.9 times and a price-to-book ratio of 5.3 times, with an enterprise-value-to-sales ratio of 1.32 times according to the analyst estimates and ratios summary (title='Jacobs Solutions valuation ratios overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/finances/'). Compared with the projected earnings growth discussed in recent coverage, these metrics imply that investors are willing to pay a premium for the companys long-term infrastructure, defense, and environmental services exposure.
A separate stock outlook article notes that the mean 12-month price target for Jacobs Solutions stands at $164.20, representing an 8.3% premium to the current trading range near $151. This implies that on average, covering analysts see additional upside potential while acknowledging execution and macro risks, as outlined in a Jacobs Solutions stock outlook piece (title='Jacobs Solutions stock outlook on Barchart' href='https://www.barchart.com/story/news/4020796/jacobs-solutions-stock-outlook-is-wall-street-bullish-or-bearish'). For investors, the combination of high-teens earnings growth projections and high-30s earnings multiples makes future delivery against guidance particularly important.
The company also provides a recurring cash return through dividends. A dividend history overview shows that shareholders of record on August 21 received a quarterly dividend of $0.36 per share, implying an annualized run-rate of $1.44 per share. At a share price of roughly $151.61, this corresponds to a forward dividend yield just under 1%, which is consistent with a strategy that prioritizes reinvestment in project pipelines while still offering a modest income component, based on data summarized in a Jacobs Solutions dividend overview (title='Jacobs Solutions dividend history and yield overview' href='https://stockanalysis.com/stocks/j/dividend/').
Consensus, growth view and balance sheet context
An analyst projections table indicates that EBITDA is expected to reach $366.8 million in Q3 2026 and $413.4 million in Q4 2026 on a quarterly basis, with annual EBITDA rising to an estimated $1.578 billion by fiscal 2028 according to the multi-year projections overview (title='Jacobs Solutions multi-year EBITDA projections overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/finances/'). The same source shows that EBITDA margin is projected to improve from 9.3% in 2026 to 9.94% in 2027 and 10.18% in 2028, underscoring expectations for operating leverage as higher-margin consulting and technology work grows as a share of the mix.
The analyst estimates page also highlights that Jacobs Solutions maintains a return profile supported by retained earnings of $4.54 billion in the latest available fiscal year versus $4.23 billion the year before, signaling that cumulative profitability continues to build on the balance sheet. While the detailed debt structure is not fully visible in the same snapshot, the presence of growing retained earnings and expanding margins supports the case for continued flexibility in funding organic investment, bolt-on acquisitions, and shareholder returns, as indicated in the financial history compilation (title='Jacobs Solutions financial history and retained earnings overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/finances-compte-de-resultats/').
Recent analysis focused on valuation suggests that Jacobs Solutions, trading at $151.61, is modestly undervalued relative to an estimated fair value when discounted cash flows and growth rates are taken into account. One detailed stock review highlights a three-year total shareholder return of 39.50% compared with a one-year return of 4.16%, emphasizing that longer-term investors have been rewarded more than those who entered in the last 12 months, as described in a Jacobs Solutions valuation case study (title='Jacobs Solutions valuation and return analysis' href='https://simplywall.st/stocks/us/commercial-services/nyse-j/jacobs-solutions/news/jacobs-solutions-j-could-be-6-undervalued-on-750-million-uta').
Key projects and business focus
Jacobs Solutions is best known for complex engineering and technical services that support infrastructure, environmental remediation, aerospace, and defense programs. A core offering is large-scale transportation and water infrastructure design work, where the company helps public authorities and private operators plan, design, and deliver projects that must meet strict resilience and sustainability requirements. Through this segment, the company benefits from multi-year programs related to transportation modernization, water treatment, and flood protection, which are often backed by government funding.
Beyond traditional engineering, Jacobs Solutions has expanded into high-value consulting and digital solutions that help clients optimize assets and manage risk. This includes data analytics platforms for monitoring infrastructure health, cyber and mission IT services for defense and intelligence customers, and technology integration for smart cities. These activities typically carry higher margins than pure design-and-build contracts, which is consistent with the improving EBITDA margin trajectory laid out in the analysts projections. As these capabilities scale, they can deepen client relationships and support more predictable, recurring revenue streams.
Jacobs Solutions stock and recent trading levels
On the trading side, a performance summary for Jacobs Solutions shows that the stock closed at $151.44 on the CBOE venue on August 24, 2026, up 0.89% on the day, with a year-to-date gain of 5.43%. The same summary indicates that over the past year the shares have advanced 14.29%, reflecting investors willingness to reward the companys execution as margins strengthen and the project pipeline grows, as reported in a Jacobs Solutions performance and quote overview (title='Jacobs Solutions share price and performance overview' href='https://ch.zonebourse.com/cours/action/JACOBS-SOLUTIONS-INC-41642039/cotations/').
The quote overview also notes that the New York Stock Exchange listing for ticker J closed at $151.61, compared with $151.44 on the CBOE, underscoring the tight alignment of prices across venues. With the mean 12-month price target at $164.20, the current price represents a discount of 8.3% to the consensus fair value estimate discussed in the Jacobs Solutions stock outlook article (title='Jacobs Solutions stock outlook on Barchart' href='https://www.barchart.com/story/news/4020796/jacobs-solutions-stock-outlook-is-wall-street-bullish-or-bearish'). For investors, this leaves some room for upside if the company can continue to deliver double-digit revenue growth in its higher-margin segments while maintaining disciplined capital allocation.
Read more
More on Jacobs Solutions stock is available in the companys own investor information and in the detailed financial and calendar overviews cited above, which provide extended tables on quarterly revenue, margins, and valuation metrics.
Engineering and consulting solutions portfolio
A representative example of Jacobs Solutions work can be seen in its major transportation and transit programs, where the company provides end-to-end engineering support for rail corridors, metro systems, and highway expansions. In these projects, teams integrate civil, structural, systems, and environmental engineering to design assets that can handle future traffic growth, climate stress, and safety standards while minimizing disruption to existing infrastructure and communities.
In parallel, Jacobs Solutions delivers digital and consulting services that sit on top of these physical assets, such as integrated control systems, predictive maintenance analytics, and advisory work on funding structures and risk management. This combination of physical and digital capabilities helps clients extend asset life, reduce downtime, and comply with increasingly stringent regulatory frameworks, reinforcing the companys ability to compete for large, complex contracts.
Stock level and investor takeaway
Jacobs Solutions stock last traded around $151.61 on the New York Stock Exchange as of the August 24, 2026, close, with the CBOE listing at $151.44 on the same date. At these levels, the shares reflect solid execution in Q3 2026, a supportive medium-term margin outlook, and an 8.3% gap to the mean analyst price target, leaving performance over the coming quarters closely tied to the companys ability to sustain growth and deliver on its high-value project pipeline.
Fact box
Company: Jacobs Solutions Inc.
ISIN: US4698141098
Ticker: J
Exchange: New York Stock Exchange
Price (as of August 24, 2026, 9:59 p.m. ET): $151.61 USD
Market cap: $155 billion (as of August 24, 2026)
Sector / Industry: Professional services / Engineering and construction
Index membership: S&P 500
