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Jacobs Solutions Inc.

NYSE•J
CEO: Mr. Robert V. Pragada
板块: Technology
行业: Software - Services
上市日期: 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.
联系方式
1999 Bryan Street, Suite 3500, Dallas, TX, 75201, United States
214-583-8500
www.jacobs.com
市值
$16.07B
市盈率 (TTM)
37.0
27.5
股息率
1.0%
52周最高
$168.44
52周最低
$105.18
52周范围
49%
排名28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 5.3 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q1 2026 数据

营业收入

$3.29B+12.29%
近4季度走势

每股收益

$1.12-1118.18%
近4季度走势

自由现金流

$364.94M+275.75%
近4季度走势

2026 Q1 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

CDW stock ticker logoCDW
$22.42B
+6.8%
J stock ticker logoJ
$12.39B
+39.9%
GIB stock ticker logoGIB
$11.60B
+9.0%

毛利率 (最新季度)

NTNX stock ticker logoNTNX
87.4%
+0.9pp
CHKP stock ticker logoCHKP
85.1%
-2.1pp
FFIV stock ticker logoFFIV
81.5%
-0.1pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
CPAY$22.69B21.027.9%38.3%
SSNC$18.42B23.011.6%36.9%
CHKP$17.66B16.636.6%25.3%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
4.2%
温和增长
4季度净利润复合增长率
187.4%
盈利能力强劲提升
现金流稳定性
75%
现金流波动较大

深度研究

下次财报:2026年5月4日
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