Jacobs Solutions Inc.
NYSE•J
CEO: Mr. Robert V. Pragada
セクター: Technology
業種: Software - Services
上場日: 1980-03-17
Jacobs Solutions Inc. provides consulting, technical, engineering, scientific, and project delivery services for the government and private sectors in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. It operates through Critical Mission Solutions, People & Places Solutions, Divergent Solutions, and PA Consulting segments. The company offers cyber, data analytics, systems and software application integration and consulting, enterprise level and mission IT, design, nuclear, and enterprise level operations and maintenance services; software development, testing, mission integration, program management, research, development, test, evaluation services, training, and environmental remediation services; and other technical consulting solutions, as well as construction and construction management services. It also provides consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport industries. The company was founded in 1947 and is headquartered in Dallas, Texas.
連絡先情報
時価総額
$15.12B
PER (TTM)
34.9
26.6
配当利回り
1.0%
52週高値
$168.44
52週安値
$105.18
52週レンジ
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q1 2026 データ
売上高
$3.29B+12.29%
直近4四半期の推移
EPS
$1.12-1118.18%
直近4四半期の推移
フリーCF
$364.94M+275.75%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Revenue Growth Strong Revenues reached $3.29B USD, up 12.3% from prior period. Driven primarily by stronger performance in I&AF International sectors.
Profitability Rebounds Significantly Continuing operations net earnings $125.0M USD, a favorable swing from prior period net loss of $(17.1)M USD.
Operating Cash Flow Surges Operating cash flow $380.8M USD, a favorable $273.3M increase compared to prior year period driven by working capital.
PA Consulting Profit Rises PA Consulting segment profit $84.9M USD, increasing 27%. Attributable to improved revenues and reduced SG&A costs.
リスク要因
Tax Expense Volatility Continues Effective tax rate 35.5% this quarter; unfavorably impacted by $16.6M tax expense related to non-deductible PA Consulting compensation.
Integration and Restructuring Costs Restructuring charges totaled $4.0M USD this quarter; cumulative charges for Separation/PA Consulting integration exceed $274M USD.
Debt Levels Increased Long-term debt increased $249.6M USD compared to prior period end, primarily due to revolving credit facility drawdowns.
PA Consulting Transaction Execution Execution risk remains concerning PA Consulting transaction closing timeline and achieving expected cost synergies post-closing.
見通し
PA Consulting Acquisition Timeline PA Consulting Transaction expected to close in the second fiscal quarter of 2026, subject to satisfaction of closing conditions.
Remaining Performance Obligations $18.5B USD remaining performance obligations; expect 46% recognized into revenue within the next twelve months period.
Share Repurchase Authorization $966.2M USD remains authorized for share repurchases under 2025 program expiring January 30, 2028.
Liquidity Position Strong Adequate liquidity supported by $1.55B cash and $1.61B available borrowing capacity for next twelve months funding needs.
同業比較
売上高 (TTM)
$22.42B
$12.39B
$11.60B
粗利益率 (最新四半期)
87.4%
85.1%
81.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CPAY | $22.21B | 20.6 | 27.9% | 38.3% |
| SSNC | $17.53B | 21.9 | 11.6% | 36.9% |
| CHKP | $16.50B | 15.5 | 36.6% | 25.3% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.2%
緩やかな成長
4四半期純利益CAGR
187.4%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月4日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし