Jacobs Solutions Inc. (J) earnings on August 4, 2026
More Jacobs Solutions Inc. earnings
Prior outlook: Optimistic Outcome: Partial
The company reported stronger quarterly results than analysts expected and raised its annual outlook. The stock jumped early in the day but gave up most of those gains by the close.
J price around the earnings
144.67
Change: +0.8%
2026-08-05, 20:00 UTC
Start of the measured window
End of the measured window
136.43
141.09
145.74
150.40
143.57
August 4, 2026
August 5, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Partial
- Thesis published
- Results released
Pre-release: Strong contract wins and analyst consensus, with a sustained run-up into earnings.
Context analyzed before publication
- Trend
- Stock experienced a sustained and strong run-up, reaching a high trajectory score into earnings.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.94
- Analysts covering the stock
- 15
- Average price target
- 156.53
- Lowest price target
- 131
- Highest price target
- 181
- Upside to price target
- 8.9%
- Revenue growth
- 27%
- Forward EPS
- 8.23
- Trailing EPS
- 3.38
- Analyst moves in the last 60 days
- 2
- Strong buy: 3
- Buy: 7
- Hold: 6
- Sell: 0
- Strong sell: 0
- Strong buy
- 3
- Buy
- 7
- Hold
- 6
- Sell
- 0
- Strong sell
- 0
- July 22, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
- July 2, 2026 · Truist Securities: Maintains rating (Hold → Hold)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (6)
- Jacobs Awarded Contract For Advanced Charging Infrastructure In Carson And West Hollywood, California; Terms Not Disclosed (opens in a new tab) — Benzinga
- RBC Capital Maintains Outperform on Jacobs Solutions, Raises Price Target to $171 (opens in a new tab) — Benzinga
- Jacobs Wins Small Modular Reactor Planning Role With Great British Energy – Nuclear, Building On Sizewell C And Hinkley Point C Experience (opens in a new tab) — Benzinga
- Jacobs Selected As Service Provider Under TransnetBW Framework, Providing Engineering, Permitting, Risk Management And Construction Oversight For Grid Modernization (opens in a new tab) — Benzinga
- Jacobs Wins Asset Renewal Roles For M32 Eastville And M5 Wynhol Viaducts Plus Five-Year Project Management Framework With National Highways (opens in a new tab) — Benzinga
- Jacobs Selected By Naval Facilities Engineering Systems Command Washington To Deliver Architectural And Engineering Services For Military Installations Under IDIQ Single-Award Task Order Contract (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 138.74
- Average true range (ATR)
- 2.7%
- Distance to 52-week high
- -11.8%
- 14-day change (14d)
- +7.1%
- 30-day change (32d)
- +8.5%
- 30-day relative strength
- +6.8%
- SPY change (32d)
- +1.7%
- Nearest support
- 137.97
- Distance to nearest support
- 0.6%
- Nearest resistance
- 139.61
- Distance to nearest resistance
- 0.6%
- Volume accumulation ratio (14d / 46d)
- 0.6
- Major: 137.97 (0.6% away, 0.21 ATR, 43 touches)
- Major: 137.17 (1.1% away, 0.42 ATR, 46 touches)
- Major: 135.71 (2.2% away, 0.81 ATR, 69 touches)
- Major: 139.61 (0.6% away, 0.24 ATR, 42 touches)
- Major: 141.17 (1.8% away, 0.65 ATR, 33 touches)
- Major: 141.99 (2.3% away, 0.87 ATR, 32 touches)
Trends
Evidence
- Average earnings surprise
- +4.6%
- May 5, 2026: actual EPS 1.75 vs estimate 1.63 (surprise +7.1%)
- February 3, 2026: actual EPS 1.53 vs estimate 1.5 (surprise +1.8%)
- November 20, 2025: actual EPS 1.75 vs estimate 1.68 (surprise +4.2%)
- August 5, 2025: actual EPS 1.62 vs estimate 1.54 (surprise +5.4%)
Expected move
- Implied move
- +2.7%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 3.6%
- 75th percentile move
- 5.7%
- 90th percentile move
- 8%
- Up / down moves
- 7 / 13
- Average up move
- +2.9%
- Average down move
- -5.0%
Monitoring and close
What Jacobs Solutions Inc. reported
- Status
- Finished
| Actual EPS | 1.84 |
|---|---|
| EPS estimate | 1.83 |
| EPS surprise | +0.5% |
| Revenue | $4,076 million |
| Revenue estimate | $2,403 million |
| Revenue surprise | +69.6% |
Jacobs Solutions beat Q3 expectations with adjusted EPS of $1.84 and revenue of $4.076B. The company narrowed its FY2026 guidance, reflecting an optimistic outlook.
Sources (6)
- Jacobs Solutions (J) Matches Q3 Earnings Estimates (opens in a new tab) — Zacks
- Jacobs Solutions’s (NYSE:J) Q2 CY2026 Sales Top Estimates (opens in a new tab) — StockStory
- Jacobs Solutions Narrows FY2026 Adj EPS Guidance from $7.10-$7.35 to $7.20-$7.30 vs $7.23 Est; Narrows FY2026 Sales Guidance from $9.391B-$9.608B to $9.521B-$9.565B vs $9.505B Est (opens in a new tab) — Benzinga
- Jacobs Solutions beat Q3 expectations: adjusted EPS of $1.84 (est. $1.83) and revenue of $4.076B (est. $2.403B). — Benzinga
- Jacobs Solutions Q3 Adj. EPS $1.84 Beats $1.83 Estimate, Sales $4.076B Beat $2.403B Estimate (opens in a new tab) — Benzinga
- Jacobs reports strong fiscal third quarter 2026 results (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +1.5% pre-market, a move below the stock's usual reaction (about 4%). The figures confirm the optimistic scenario. Across our market history, in the 1,401 similar cases the close held that direction 72% of the time.
How the stock reacted
- Outcome
- Partial
- Consolidated
- +0.4%
- Max favorable move (MFE)
- 5.9%
- Max adverse move (MAE)
- 3%