J at a glance
Jacobs Solutions (J, SEC CIK 52988) filed its latest 10-K annual report on November 20, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as August 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 26, 2025 (FY2025), Jacobs Solutions (J) reported revenue of $12.0 billion (up 4.6% from FY2024) and net income of $289.3 million. Diluted EPS was $2.38.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding Jacobs Solutions (J) shares worth $6.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hill Patrick on August 7, 2026 of 11,701 shares at $143.67 per share.
- In the last 90 days, J insiders reported 0 open-market purchases ($0) and 2 open-market sales ($2.5M) on Form 4, a net sale of $2.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.0B
- +4.6% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$2.5M
- 13F holders
- 44 funds
- $6.1B · +3 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 26, 2025
Business Overview
- Core business model: Engineering and consulting services with integrated solutions across infrastructure, environment, and advanced technology sectors
- Strategic shift: Completed merger with Amentum in November 2023, impacting continued operations and discontinued segments reporting
- Notable quantitative metric: Revenues $12.03B in FY 2025, up 4.6% YoY; net earnings from continuing operations $313M vs $613M prior year reflecting merger impacts
- Most unusual fact: Discontinued operations loss $24M in FY 2025 vs earnings $193M prior, linked to post-merger restructuring and asset divestitures
Risk Factors
- Federal government backlog $2.2B or 9.5% of total at FY2025 with annual Congressional appropriations risk
- $998M cash held outside U.S. across UK, Eurozone, Australia, India, Canada, Middle East with repatriation tax cost exposure
- PA Consulting equity-based incentive grants with $142.1M unrecognized compensation cost tied to 2026 liquidity event
- $2.25B revolving credit facility and $1.24B cash provide liquidity, but FY2025 net cash from operations down $368M YoY
- Long-term debt increased $888M due to new $750M term loan and $255M draw on revolver funding share buybacks and dividends
Management Discussion & Analysis
- Revenue $12.03B, up 4.6% YoY from $11.50B, driven by Infrastructure & Advanced Facilities (I&AF) and PA Consulting growth
- Operating profit $864M, margin 7.2% vs 6.0% in prior year; I&AF segment best performer with $904M operating profit (+13.2%) on $10.76B revenue
- PA Consulting segment revenue $1.27B (+7.5%) with $279M operating profit (+16.4%); worst performance impact from discontinued operations $(24M) net loss
- Net earnings from continuing operations $313M, down 48.9% YoY due to $227M mark-to-market losses on Amentum stock and $21M debt extinguishment cost
- Cash flow/capital allocation details limited; reduced net interest expense by $24.6M due to debt repayments; restructuring charges $28.2M in FY2025 with expected $165-200M annual cash savings
- Backlog $23.1B, up $1.2B; management positive outlook but notes risk from joint venture ruling and investment volatility in Amentum stock impacting earnings
AI summary of the J 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 26, 2026
Management Discussion & Analysis
- Headwinds: inflation, interest rates, labor shortages, project delays, budget constraints, tariffs, geopolitical conflict, and federal spending reductions
- Outlook commentary limited to forward-looking-statement cautions; no updated guidance disclosed
Risk Factors
- No material changes to 2025 Form 10-K risk factors
- PA Consulting Transaction, completed March 20, 2026, triggered issuance of 2,043,537 common shares
- Share-repurchase flexibility risk, with $618.8 million remaining under the 2025 authorization
- Capital-allocation exposure to financing costs, currency fluctuations, and market conditions
- No defaults upon senior securities reported as of June 26, 2026
AI summary of the J 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shannon Miller departing President, Strategy, Growth & Digital role by October 3, 2026
- Separation benefits conditioned on signed, non-revoked releases favoring Jacobs
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shannon Miller transitioned from President, Strategy, Growth & Digital on August 10, 2026
- Miller remains Special Advisor to the CEO during transition
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results covered quarter ended June 26, 2026
- Press release dated August 4, 2026 contains the financial results
AI summaries of J 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for J
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hill Patrick | Sell | Aug 7, 2026 | 11,701 | $143.67 |
| Hill Patrick | Sell | Aug 7, 2026 | 5,500 | $145.00 |
| Miller Shannon | F | Jul 8, 2026 | 52 | $129.70 |
| Kachhela Jiten | A | Jun 8, 2026 | 8,337 | $119.96 |
| Nathamuni Venkatesh | F | Jun 3, 2026 | 1,803 | $121.28 |
| Lim Cheryl H.J. | A | May 18, 2026 | 1,585 | $113.61 |
| PRAGADA ROBERT V | Buy | May 15, 2026 | 3,601 | $111.09 |
| Fernandez Manuel J | Buy | May 13, 2026 | 253 | $112.56 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $11.5B | $12.0B |
| Gross Profit | - | $2.8B | $3.0B |
| Operating Income | - | $692.4M | $863.6M |
| Net Income | - | $806.1M | $289.3M |
| Gross Margin | - | 24.6% | 24.8% |
| Op. Margin | - | 6.0% | 7.2% |
| Net Margin | - | 7.0% | 2.4% |
| Balance Sheet | |||
| Total Assets | $14.6B | $11.8B | $11.3B |
| Equity | $6.5B | $4.5B | $3.6B |
| ROE | - | 17.7% | 7.9% |
| Per Share | |||
| EPS | - | $6.32 | $2.38 |
| Cash Flow | |||
| Operating CF | - | $1.1B | $686.7M |
| CapEx | - | $121.1M | $79.2M |
Source: XBRL data in Jacobs Solutions (J)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate J share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $6.12B |
| Q1 2026 | 41 | $6.13B |
| Q4 2025 | 41 | $6.41B |
| Q3 2025 | 42 | $7.36B |
| Q2 2025 | 40 | $6.12B |
| Q1 2025 | 36 | $4.40B |
| Q4 2024 | 35 | $4.33B |
| Q3 2024 | 33 | $2.52B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 312 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
J filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 26, 2026 | Analysis | |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 27, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Mar 17, 2026 | - | Analysis | - |
| 4 | Mar 10, 2026 | - | - | - |
| 8-K | Mar 3, 2026 | - | Analysis | - |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 8-K | Feb 3, 2026 | - | - | |
| 10-Q | Feb 3, 2026 | Dec 26, 2025 | Analysis | |
| 8-K | Feb 3, 2026 | - | - | |
| 4 | Feb 2, 2026 | - | - | |
| 4 | Feb 2, 2026 | - | - |
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J SEC filings: frequently asked questions
Are J insiders buying or selling?
In the last 90 days, Jacobs Solutions (J) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $2.5 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold J stock?
As of June 30, 2026, the largest Jacobs Solutions (J) holders among the 13F filers tracked by SignalX were BlackRock ($1.4 billion), Vanguard Capital Management LLC ($972.0 million), State Street Corp ($931.3 million), Vanguard Portfolio Management LLC ($598.4 million), Invesco Ltd ($425.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was J's revenue in fiscal year 2025?
For the fiscal year ended September 26, 2025 (FY2025), Jacobs Solutions (J) reported revenue of $12.0 billion (up 4.6% from FY2024) and net income of $289.3 million. Diluted EPS was $2.38. The figures come from the XBRL data in the 10-K.
What are the main risks in J's latest 10-K?
In the 10-K filed November 20, 2025, Jacobs Solutions (J) flagged: Federal government backlog $2.2B or 9.5% of total at FY2025 with annual Congressional appropriations risk. $998M cash held outside U.S. across UK, Eurozone, Australia, India, Canada, Middle East with repatriation tax cost exposure. (AI summary of the Risk Factors section.)
What did J report in its latest 8-K?
Jacobs Solutions (J) filed an 8-K on September 23, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Shannon Miller departing President, Strategy, Growth & Digital role by October 3, 2026.
What are the latest J SEC filings?
Jacobs Solutions (J) filed its latest 10-K annual report on November 20, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on August 11, 2026.
What is J's SEC CIK number?
Jacobs Solutions (J)'s SEC Central Index Key (CIK) is 52988. EDGAR lists every J filing under that number.
Ask anything about J
The research agent reads J's filings, financials, insider trades and 13F holders, then answers with sources.