Jacobs Solutions (J) Q4 2025 10-Q Quarterly Report
Filed: Feb 3, 2026Period ending Dec 26, 2025
Industrials
Heavy Construction Other Than Bldg Const - ContractorsSEC EDGAR Jacobs Solutions (J) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 3, 2026 for the fiscal period ending Dec 26, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Jacobs Solutions Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $3.29B, up 12.3% YoY from $2.93B driven by Infrastructure & Advanced Facilities (I&AF, +12%, $2.94B) and PA Consulting (+16%, $354M) growth
- • Operating margin 7.1% vs 7.1% YoY; I&AF segment operating profit $214.7M (+2%), PA Consulting operating profit $84.9M (+27%)
- • Best segment: PA Consulting revenue growth 16% and operating profit increase 27%; worst relative margin impact in PA Consulting due to higher personnel costs and project mix
- • Operating cash flow $380.8M, up $273.3M YoY driven by working capital improvements; cash and equivalents $1.55B, up $317.5M since prior quarter
- • Management expects PA Consulting acquisition close in Q2 2026; notes risks from transaction approvals, economic conditions, and integration challenges; maintains adequate liquidity for acquisitions and capital deployment
Risk Factors
- • No new or materially changed risk factors since 2025 Form 10-K
- • Continued exposure to project delays and cost overruns affecting operational performance
- • Regulatory compliance risks related to evolving environmental standards and contractor licensing
- • Market competition risks impacting contract awards in engineering and construction sectors
- • Financial risks include working capital management and fluctuations in foreign currency exchange rates
Jacobs Solutions Q4 2025 Quarterly FinancialsXBRL
Revenue
$3.3B
▲ +12.3% YoY
Net Income
$126M
▲ +792.3% YoY
Gross Margin
23.2%
▼ -136bp YoY
Operating Margin
7.1%
▼ -4bp YoY
Net Margin
3.8%
▲ +443bp YoY
ROE
3.6%
▲ +408bp YoY
Total Assets
$11.6B
▲ +0.0% YoY
EPS (Diluted)
$1.12
▲ +1118.2% YoY
Operating Cash Flow
$381M
▲ +254.3% YoY
Source: XBRL data from Jacobs Solutions Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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