Track market-moving stories before they get noisy

DALLAS--(BUSINESS WIRE)-- #OurJacobs--Jacobs to provide consenting, regulatory and key Development Consent Order activities for the Marram Energy Storage Hub.

, /PRNewswire/ -- IsoEnergy Ltd. ("IsoEnergy", or the "Company") (NYSE American: ISOU); (TSX: ISO) is pleased to report on radioactive zones intersected in summer drilling along the Hurricane South Trend on the Larocque East project (the "Project"), which hosts the high-grade Hurricane deposit ("Hurricane" or the "Deposit"). Summer drilling at Larocque East totaled 10,159 m in 26 holes, for a year-to-date total of 16,963 m in 43 drill holes (Figure 1). The summer program was expanded from a planned 8,000 m, 20-hole program to follow up on encouraging winter and early summer results (see news release dated July 8, 2026). Highlights of drill core radiometric results and uranium geochemistry from the winter holes were reported on April 7, 2026 and May 12, 2026, respectively. All samples from the summer program have been submitted to SRC Geoanalytical Laboratories and results will be reported when available.

Hurricane hosts a current Mineral Resource of 48.6 Mlb U3O8 at 34.5% U3O8 Indicated, and 2.7 Mlb U3O8 at 2.2% U3O8 Inferred (see "Qualified Person Statement" below). The Project benefits from excellent infrastructure, located approximately 40 km northwest of the McClean Lake mill, and features relatively shallow mineralization at approximately 325 m depth, supporting efficient exploration and future development optionality. The Deposit is located on the Larocque Trend, an important regional structure that also hosts other notable high-grade occurrences including those on Cameco and Orano's Dawn Lake joint venture.

Highlights

The summer drill program successfully intersected widespread, strongly elevated radioactivity over a strike length of 600 m along the South Trend.18 of the 26 holes returned intervals at or above the cut-off of >350 cps threshold over 0.5 m, 13 holes returned 1,000 cps or greater, and three holes returned over 35,000 cps including the strongest radioactivity drilled to date on the South Trend. All radioactivity results reported herein are measured on drill core as total counts per second ("cps") with three readings averaged over each 0.5 m sample interval.Drill holes LE26-250 and LE26-273 intersected strongly elevated radioactivity on the L fault zone along strike east and west of mineralization previously reported in winter drill hole LE26-248 (4.21% U3O8 over 3.5 m, including up to 11.6% U3O8 over 1.0 m).LE26-250, drilled 75 m east of LE26-248 and outside the existing Hurricane footprint, intersected 11,075 cps over 3.5 m, including 43,160 cps over 0.5 m (see news release dated July 8, 2026).LE26-273, drilled 11 m west of LE26-248, intersected 14,135 cps over 3.0 m, including 36,292 cps over 1.0 m. Like LE26-248, LE6-273 was drilled in the southernmost portion of the Deposit footprint in an area previously interpreted as within the low-grade shell. This interpretation will be revisited once uranium geochemistry results are available. Drill hole LE26-254 intersected strongly elevated radioactivity, on strike west of previously reported mineralization in winter drill hole LE26-234 (1.00% U3O8 over 1.5 m, including up to 2.75% U3O8 over 0.5 m), on the interpreted L fault zone 510 m east of the existing Hurricane footprint.LE26-254, drilled 28 m west of LE26-234, intersected 10,110 cps over 2.0 m, including 35,900 cps over 0.5 m.Table. 1 Selected Radioactivity Highlights, 2026 Summer Program, Larocque East Project1,2,3,4

Hole ID

Target Area

From (m)

To (m)

Length (m)

Radioactivity (cps)

LE26-250

West L Fault

341.0

344.5

3.5

11,075

Includes

342.0

342.5

0.5

43,160

LE26-254

East L Fault

331.5

333.5

2.0

10,110

Includes

333.0

333.5

0.5

35,900

LE26-273

West L Fault

328.0

331.0

3.0

14,135

Includes

328.5

329.5

1.0

36,292

1. See Table 2 for a listing of individual 0.5 m mineralized intervals defined as intervals over which average RS-125 handheld spectrometer readings on drill core exceeded 350 cps.

2. Radioactivity is total gamma from drill core measured with an RS-125 hand-held spectrometer.

3. Individual 0.5 m interval cps values reported throughout this press release are averages of three readings taken over the 0.5 m interval.

4. Measurements of total gamma cps on drill core are an indication of uranium content but may not correlate with uranium chemical assays.

Dan Brisbin, Vice President Exploration, commented, "Our Larocque project team and contractor partners safely completed an expanded summer program despite a temporary demobilization in June due to a nearby wildfire. Nearly half of the holes drilled in 2026 intersected elevated radioactivity. Multiple holes along the Hurricane South Trend returned strongly elevated results, including thirteen of the twenty-six summer holes at 1,000 cps or greater, both inside the Hurricane deposit footprint and along strike of it. Geochemical results are pending, and those assays, together with the geological observations from drill core, will shape how we define targets for 2027."

Hurricane Resource Expansion Drilling

Summer drilling focused on expansion of the Hurricane mineral resource. Twenty-six holes were completed to target, with three holes abandoned in sandstone, for a total of 10,159 m. This was expanded from a planned 8,000 m in twenty holes based on early encouraging results. Aside from one hole (LE26-269) that tested the eastern extension of the Hurricane Main trend (Figure 1), all drilling was focused on the Hurricane South Trend. Within the South Trend, six holes tested J and K faults, and seventeen holes tested L fault. LE26-273 tested the L fault within the existing Deposit footprint and extended the zone of elevated radioactivity associated with mineralization intersected by winter hole LE26-248 (4.21% U3O8 over 3.5 m, including up to 11.6% U3O8 over 1.0 m) 11 m to the west.

The Hurricane area geological interpretation is being updated based on information gathered from the forty-three drill holes completed in 2026. Geochemical results will be added when received, and new and existing information integrated during evaluation of 2027 drill target potential.

The east-striking structures at Hurricane are grouped into three trends: the North Trend (not shown, minor unnamed faults north of the deposit), Main Trend (H and I faults), and the South Trend (J, K and L faults).

West L Fault Target

LE26-255, LE26-257, LE26-261, LE26-268, and LE26-270 to LE26-274 were drilled to follow up on strong radioactivity intersected in drill holes LE26-248 and LE26-250 on the L-fault zone. A strong illite spectral mineralogy signature dominates through the lower 150 m of sandstone with the lowermost five metres of sandstone dominantly characterized by a mix of illite and chlorite in most holes.

The West L fault target area was a major focus of the summer drill program. Many of the drill holes tested the optimal target position, specifically LE26-250, LE26-261, LE26-268, and LE26-273, where the results correlate with strongly elevated radioactivity. The Company is advancing a geological model for the area to assess its potential based on the winter and summer results.

LE26-250, drilled 75 m east of LE26-248, intersected 11,075 cps over 3.5 m, including 43,160 cps over 0.5 m (see news release dated July 8, 2026). This hole was drilled outside of the existing Hurricane footprint.

LE26-253 intersected elevated radioactivity averaging 620 cps over 0.5 m between 337.5 and 338.0 m, about 3 m above the unconformity (see news release dated July 8, 2026). The sandstone column is dominantly illitic.

LE26-255 was drilled 30 m east of LE26-250 to test for mineralization The sandstone below 130 m is strongly illitic, transitioning to a mixture of chlorite and illite within 5.0 m of the unconformity. The sandstone is strongly altered with clay and limonite centred on fault zones 70 m above the unconformity. A 0.5 m graphitic fault was intersected 20.0 m below the unconformity.

LE26-257 was completed to test mineralization between LE26-243 and LE22-115A. It intersected an average of 686 cps from 326.5 to 331.0 m, including 1,960 cps and 1,225 cps over 0.5 m intervals. The sandstone column is dominantly illitic below 100 m. Limonite, chlorite, and secondary hematite alteration are associated with the mineralized interval.

LE26-261 intersected 1,094 cps over 3.0 m from 331.0 to 334.0 m. The sandstone column is dominantly illitic starting 215 m above the unconformity.

LE26-268 intersected 1,115 cps over 1.0 m from 329.5 to 330.5 m. The sandstone is dominantly illitic, apart from a 35 m interval in the lower sandstone.

LE26-270 intersected 870 cps over 1.0 m from 327.5 to 328.5 m. The sandstone column is dominantly illitic throughout, with the basal 2.0 m consisting of a mixture of illite, chlorite, and sudoite.

LE26-271 didn't intersect elevated radioactivity, but significant alteration and structure were intersected starting 100 m above the unconformity. Fault-controlled hydrothermal hematite was intersected at 287 m and 302 m. Spectral clay analysis shows strong illite starting 200 m above the unconformity.

LE26-271C1 intersected 498 cps over 1.0 m from 330.0 to 331.0 m. The sandstone is dominantly illitic with mix of illite and chlorite from 5 m above the unconformity

LE26-272 intersected elevated radioactivity over 3.0 m from 322.5 to 327.0 m, featuring a maximum of 1,893 cps over 0.5 m. Illite dominated sandstone starts 200 m above the unconformity.

LE26-273 intersected elevated radiometry from 328.0 to 331.0 m, averaging 14,135 cps, including 36,292 cps over a 1.0 m interval.

LE26-274 intersected elevated radioactivity from 330.0 to 333.0 m, with a peak reading of 1,190 cps over a 0.5 m interval.

J and K Fault Targets

Drillholes LE26-251, LE26-258, LE26-259, LE26-260, LE26-265B, and LE26-267 targeted interpreted J fault at the unconformity.

LE26-251 was drilled to test the J fault at the unconformity (see news release dated July 8, 2026). The sandstone column is illitic starting 180 m above the unconformity. The lower sandstone is moderately bleached, with frequent desilicified and argillized intervals centered on structure. Elevated radioactivity up to 1,580 cps was intersected over 0.5 m from 331.5 m to 332.0 m within an interval with strong sooty pyrite alteration, and within a broader interval straddling the unconformity which averages 980 cps over 3.0 m from 331.0 m to 334.0 m. The hole intersected the unconformity 6 m north of optimal target. LE26-258 was drilled to test the K fault at the unconformity. The hole intersected a strongly graphitic and pyritic unit that hosts multiple faults. The unconformity intercept in this hole is interpreted to be 10 metres south of the optimal target.

LE26-259 was drilled to test the K fault at the unconformity. The hole did not intersect elevated radioactivity. A strongly graphitic fault is present 26 m below unconformity. The drill hole is interpreted to be 4 m north of the optimal target.

LE26-260 was drilled to test J fault at the unconformity. The hole intersected 1,971 cps over 4.5 m from 330.0 to 334.5 m, including 6,430 cps over 0.5 m. The sandstone column is illitic starting 200 m above the unconformity. The lower sandstone is strongly bleached, with frequent desilicified and argillized intervals centred on structure. Basement core includes strongly graphitic intervals and multiple graphitic faults. The hole tested optimal target.

LE26-265B was drilled to test J fault at the unconformity. The hole intersected strong alteration and structure in the basal sandstone and basement; however, no significant radioactivity was intersected. The drill hole is interpreted to 6 m north of the optimal target.

LE26-267 was drilled to test K fault at the unconformity. The hole didn't intersect significant radioactivity. Moderate bleaching and interstitial clay were intersected through the lower sandstone. The drill hole intersected moderately illitic sandstones from 150 m to 15 m above the unconformity. The basal 10 m of sandstone is a mix of chlorite and illite. Basement core hosts multiple graphitic faults and the most significant is a 30 cm graphitic fault, intersected 13 m below the unconformity. The drill hole is interpreted to be 5 m north of the optimal target.

Central L Fault Target

Drill holes LE26-256 and LE26-263 were completed to extend mineralization intersected in LE21-101 and LE25-207. LE26-256 intersected an average of 633 cps over 2 m. A 16 m wide zone of broken core with moderate alteration was intersected 25.8 m above the unconformity, including strong hydrothermal hematite over a 2 m interval at 294 m. Basement core intersected a metre-scale cataclastic fault 39 m below the unconformity. This basement fault was targeted with drill hole LE26-263, which intersected 2,023 cps over 1.0 m from 322.5 to 323.5 m. The middle and basal sandstone is dominantly illitic in both drillholes. A significantly altered fault zone consisting of clay, limonite, and desilicification was intersected 19 m above the unconformity in drill hole LE26-263. Sooty pyrite and chloritization are associated with the mineralized zone, and basement core is strongly chloritized down to 10 m below the unconformity. Potential remains open along east for 150 m.

Hurricane Main Trend Target

LE26-269 was drilled on the Hurricane Main Trend 40 m east of the existing Deposit footprint. It intersected a maximum of 476 cps over a 0.5 m sample. The sandstone column 170 m above the unconformity is strongly illitic, while the basal 5 m above the unconformity contains a mixture of chlorite and kaolinite.

Southeast L Fault Target

Drill holes LE26-252, LE26-254, LE26-262, LE26-264, LE26-266A were completed on the eastern portion of interpreted L-fault.

LE26-252 was drilled 30 m east of mineralized winter hole LE26-234 (see news release dated July 8, 2026). The sandstone is moderately bleached below 143.5 m. Multiple fault zones with strong quartz dissolution and white clay were intersected through lower sandstone. The basement rocks are moderately to strongly clay altered to 337.7 m, with weakly elevated radioactivity intersected within the clay altered zone (450 cps over 0.5 m from 333.5 m to 334.0 m). The drill hole is interpreted to be 8 m north of the optimal target.

LE26-254 was drilled 27 m west of mineralized drill hole LE26-234. It intersected elevated radioactivity immediately below the unconformity from 331.5 to 333.5 m averaging 10,110 cps, including 35,900 cps over 0.5 m. The lower sandstone unit is strongly altered, with bleaching, argillization, and desilicification centered on fault zones, alongside patches of hydrothermal hematite immediately above the mineralized zone. The sandstone column below 140 m has a dominantly illitic signature. Basement core down to 40 m below the unconformity is moderately altered with pervasive, mineral-controlled clay and chloritization. Radioactivity was intersected in the basement rather than at the unconformity, but the drill hole is interpreted to have tested the optimal target position, with the basement structure intersected immediately below the unconformity.

LE26-262 was drilled up-dip of a basement structure intersected in drill hole LE26-252. It intersected strong alteration consisting of bleaching, desilicification, and argillization roughly 100 m above the unconformity. The basal sandstone includes secondary hematitization centred on a fault and strong clay replacement. The hole is interpreted to have intersected the unconformity 12 m south of the optimal target.

LE26-264 was drilled to test the L fault at the unconformity between LE26-234 and LE26-254. The hole intersected 849 cps over 5.0 m from 324.0 to 329.0 m, including 2,490 cps over 1.0 m from 326.5 to 327.5 m. Middle and basal sandstone is dominantly illitic. Strongly bleached core begins 50 m above the unconformity, featuring patches of limonite and argillized intervals. A secondary radioactive interval in the basement (610 cps at 334.5 m) is associated with secondary hematite and clay. The hole achieved its objective, intersecting elevated radioactivity at the unconformity.

LE26-266A was planned as step-out hole approximately 140 m east of mineralization intersected in previous holes to test the extent of the alteration footprint in the eastern part of the L-fault. It intersected strongly bleached, argillized, and limonitized alteration centred on a fault zone over an 80.0 m wide interval above the unconformity. The unconformity intercept is 20 m south of the interpreted optimal target and potential along strike remains open.

Qualified Person Statement

The scientific and technical information contained in this news release was reviewed and approved by Dr. Dan Brisbin, P.Geo., IsoEnergy's Vice President, Exploration, who is a "Qualified Person" (as defined in National Instrument 43-101 – Standards of Disclosure for Mineral Projects). See the April 7, 2026 press release for information on quality assurance/quality control procedures. Dr. Brisbin has verified the data disclosed herein. Data verification procedures included comparing radioactivity measured on core with the RS-125 spectrometer to radioactivity measured downhole with the 2PGA probe, comparing RS-125 data to cps values marked on core boxes in core photos, and checking reported composite lengths and cps values. For additional information regarding the Company's Larocque East Project, including the current mineral resource estimate for IsoEnergy's Hurricane Deposit, please see the technical report entitled "Technical Report on the Larocque East Project, Northern Saskatchewan, Canada" dated August 4, 2022, available on the Company's profile at www.sedarplus.ca.

About IsoEnergy Ltd.

IsoEnergy (NYSE American: ISOU; TSX: ISO) is a leading, globally diversified uranium company with substantial current and historical mineral resources in top uranium mining jurisdictions of Canada, the U.S. and Australia at varying stages of development, providing near-, medium- and long-term leverage to rising uranium prices. IsoEnergy is currently advancing its Larocque East project in Canada's Athabasca basin, which is home to the Hurricane deposit, boasting the world's highest-grade indicated uranium mineral resource.

X: @IsoEnergyLtd www.isoenergy.ca

Cautionary Statement Regarding Forward-Looking Information

This press release contains forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within the meaning of applicable Canadian securities legislation (collectively, referred to as "forward-looking information"). Generally, forward-looking information can be identified by the use of forward-looking terminology such as "plans", "expects" or "does not expect", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or "does not anticipate", or "believes", or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved". These forward-looking statements or information may relate to statements with respect to the activities, events or developments that the Company expects or anticipates will or may occur in the future, including, without limitation, the anticipated results from the 2026 exploration activities and expected timing for reporting thereof. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof.

Forward-looking statements are necessarily based upon a number of assumptions that, while considered reasonable by management at the time, are inherently subject to business, market and economic risks, uncertainties and contingencies that may cause actual results, performance or achievements to be materially different from those expressed or implied by forward-looking statements. Such assumptions include, but are not limited to, assumptions that the results of planned exploration activities are as anticipated; the anticipated mineralization of IsoEnergy's projects being consistent with expectations and the potential benefits from such projects and any upside from such projects; the price of uranium; that general business and economic conditions will not change in a materially adverse manner; that financing will be available if and when needed and on reasonable terms; that third party contractors, equipment and supplies and governmental and other approvals required to conduct the Company's planned activities will be available on reasonable terms and in a timely manner. Although IsoEnergy has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking information.

Such statements represent the current views of IsoEnergy with respect to future events and are necessarily based upon a number of assumptions and estimates that, while considered reasonable by IsoEnergy, are inherently subject to significant business, economic, competitive, political and social risks, contingencies and uncertainties. Risks and uncertainties include, but are not limited to the following: negative operating cash flow and dependence on third party financing; uncertainty of additional financing; no known mineral reserves; aboriginal title and consultation issues; reliance on key management and other personnel; actual results of exploration activities being different than anticipated; changes in exploration programs based upon results; availability of third party contractors; availability of equipment and supplies; failure of equipment to operate as anticipated; accidents, effects of weather and other natural phenomena; other environmental risks; changes in laws and regulations; regulatory determinations and delays; stock market conditions generally; demand, supply and pricing for uranium; other risks associated with the mineral exploration industry, and general economic and political conditions in Canada, the United States and other jurisdictions where the Company conducts business. Other factors which could materially affect such forward-looking information are described in the risk factors in IsoEnergy's most recent annual management's discussion and analysis and annual information form and IsoEnergy's other filings with the securities regulators which are available under the Company's profile on SEDAR+ at www.sedarplus.ca and and on EDGAR at www.sec.gov. IsoEnergy does not undertake to update any forward-looking information, except in accordance with applicable securities laws.

Cautionary Note to United States Investors Regarding Presentation of Mineral Resource Estimates

The mineral resource estimates included in this press release have been prepared in accordance with the requirements of the securities laws in effect in Canada and Australia, as applicable, which differ in certain material respects from the disclosure requirements promulgated by the U.S. Securities and Exchange Commission (the "SEC"). Accordingly, information contained in this press release may not be comparable to similar information made public by U.S. companies reporting pursuant to SEC disclosure requirements.

View original content to download multimedia:https://www.prnewswire.com/news-releases/isoenergy-completes-summer-drilling-at-larocque-east-intersecting-widespread-and-strongest-radioactivity-to-date-along-the-hurricane-south-trend-302871790.html

SOURCE IsoEnergy Ltd.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Jacobs Solutions (J - Free Report) Dallas, TX-based Jacobs Solutions Inc., formerly known as Jacobs Engineering Group Inc., is one of the leading providers of professional, technical and construction services to industrial, commercial and governmental clients. During the fourth-quarter fiscal 2019 earnings call, the company reported that the stock will trade on the NYSE under the ticker symbol "J" instead of JEC, effective Dec 10, 2019.

J is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. J has a Growth Style Score of B, forecasting year-over-year earnings growth of 18.6% for the current fiscal year.

For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.06 to $7.26 per share. J boasts an average earnings surprise of +3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, J should be on investors' short list.

Danske Bank A S acquired a new stake in shares of Jacobs Solutions Inc. (NYSE:J – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 7,400 shares of the company’s stock, valued at approximately $932,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. grew its position in Jacobs Solutions by 737.4% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 159,189 shares of the company’s stock valued at $21,086,000 after acquiring an additional 140,179 shares during the last quarter. Kepler Cheuvreux Suisse SA acquired a new position in Jacobs Solutions during the fourth quarter worth about $2,161,000. Crossmark Global Holdings Inc. lifted its holdings in shares of Jacobs Solutions by 360.3% in the fourth quarter. Crossmark Global Holdings Inc. now owns 24,819 shares of the company’s stock worth $3,288,000 after acquiring an additional 19,427 shares during the last quarter. Catalyst Funds Management Pty Ltd bought a new position in shares of Jacobs Solutions in the fourth quarter worth about $3,312,000. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Jacobs Solutions by 24.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 852,803 shares of the company’s stock valued at $112,962,000 after purchasing an additional 169,059 shares in the last quarter. 85.65% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on J shares. Truist Financial decreased their price target on shares of Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating on the stock in a report on Thursday, July 2nd. Royal Bank Of Canada increased their price objective on shares of Jacobs Solutions from $171.00 to $174.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. Wall Street Zen upgraded shares of Jacobs Solutions from a “hold” rating to a “buy” rating in a research report on Saturday. Citigroup boosted their target price on shares of Jacobs Solutions from $180.00 to $181.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Finally, Wells Fargo & Company lowered their price target on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating for the company in a report on Thursday, May 7th. Six analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $153.70.

Check Out Our Latest Analysis on Jacobs Solutions Jacobs Solutions Price Performance Jacobs Solutions stock opened at $149.77 on Friday. The stock has a 50-day moving average price of $133.18 and a two-hundred day moving average price of $129.91. Jacobs Solutions Inc. has a 12 month low of $105.68 and a 12 month high of $168.44. The company has a market capitalization of $17.68 billion, a PE ratio of 53.11, a P/E/G ratio of 1.45 and a beta of 0.68. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 1.10.

Jacobs Solutions (NYSE:J – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 earnings per share for the quarter, topping the consensus estimate of $1.83 by $0.01. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.40 billion. During the same period in the previous year, the business posted $1.62 earnings per share. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. Analysts expect that Jacobs Solutions Inc. will post 7.26 EPS for the current year.

Jacobs Solutions Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be given a dividend of $0.36 per share. The ex-dividend date is Friday, August 21st. This represents a $1.44 annualized dividend and a yield of 1.0%. Jacobs Solutions’s dividend payout ratio (DPR) is currently 51.06%.

Insiders Place Their Bets In other Jacobs Solutions news, President Patrick Hill sold 17,201 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $144.10, for a total transaction of $2,478,664.10. Following the sale, the president directly owned 67,356 shares of the company’s stock, valued at $9,705,999.60. The trade was a 20.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.48% of the stock is owned by insiders.

(Free Report)

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

Featured Articles Five stocks we like better than Jacobs Solutions 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Want to see what other hedge funds are holding J? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jacobs Solutions Inc. (NYSE:J – Free Report).

Receive News & Ratings for Jacobs Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Jacobs Solutions and related companies with MarketBeat.com's FREE daily email newsletter.

DALLAS--(BUSINESS WIRE)-- #OurJacobs--Jacobs selected by the Central Utah Water Conservancy District to provide engineering services for proposed Strawberry High Line Improvement Project.

Jacobs Solutions (NYSE:J) reported fiscal third-quarter 2026 results marked by organic revenue growth, margin expansion and a record backlog, prompting the company to raise its full-year outlook for the third consecutive quarter.

Chair and CEO Bob Pragada said adjusted earnings per share increased approximately 14% year over year to $1.84, supported by more than 8% adjusted net revenue growth and more than 100 basis points of margin expansion. The company recorded its sixth consecutive quarter of double-digit adjusted EPS growth, he said.

Adjusted EBITDA rose 17% to $367 million, while adjusted EBITDA margin reached 15.2%, up 109 basis points from a year earlier, according to CFO Venk Nathamuni. Gross revenue increased more than 34%, while adjusted net revenue, excluding pass-through revenue, grew more than 8%.

Record Backlog and Higher Full-Year Outlook Consolidated backlog rose more than 27% year over year to a record $29 billion. Jacobs reported trailing-12-month book-to-bill ratios of 1.4x on gross revenue and 1.2x on net revenue. Net revenue and gross profit in backlog increased 11% and 14%, respectively, from the prior year.

Pragada said the company sees “convergence of backlog growth and overall revenue growth” and expects another strong bookings performance in the fiscal fourth quarter. Nathamuni said the backlog position provides confidence that fiscal 2027 growth can at least align with the company’s previously stated long-term average, though he deferred specific fiscal 2027 guidance until the next earnings call.

For fiscal 2026, Jacobs raised its outlook for adjusted net revenue growth to 9.5% to 10%. The company narrowed its adjusted EBITDA margin forecast to 14.7% to 14.8% and increased its adjusted EPS outlook to $7.20 to $7.30. The midpoint of the EPS range implies nearly 19% year-over-year adjusted EPS growth, Nathamuni said.

For the fourth quarter, Jacobs expects approximately 14% year-over-year net revenue growth, adjusted EBITDA margin of about 16%, a tax rate near 27.5%, and approximately $150 million in free cash flow.

Advanced Manufacturing and AI Infrastructure Drive Growth Infrastructure & Advanced Facilities, or I&AF, generated nearly $2.1 billion in net revenue, a quarterly record for the segment. Segment operating profit increased 14% on 10% net revenue growth.

Within I&AF, life sciences and advanced manufacturing net revenue climbed 24% year over year, the company’s highest reported growth rate in that end market since it began disclosing end-market results in late 2024. Data center and semiconductor activity were major contributors, and Jacobs expects the trend to continue in the fourth quarter.

Direct AI infrastructure build-out represented 11% of adjusted net revenue as of the third quarter, up about 100 basis points from the previous quarter. Pragada said Jacobs has expanded its data center scope from technical advisory and design to digital twins and full program delivery, while also applying water, environmental, power and digital capabilities to support both private-sector clients and utilities.

Among its awards, Jacobs received a sole-source engineering, procurement and construction management contract from Hut 8 for the Beacon Point AI data center campus in Texas. The multiphase site is designed to support 1 gigawatt of total capacity, with initial energization targeted for 2027. Jacobs is also leading program delivery for Hut 8’s River Bend campus in Louisiana.

In the semiconductor market, Pragada said customers are pushing the company to accelerate designs. He said Jacobs is working for the largest high-bandwidth memory chip manufacturer in the U.S. and is seeing its pipeline grow, including through its longstanding relationship with Intel.

Water, Environmental and Infrastructure Trends Critical infrastructure net revenue increased 9% in the quarter, led by transportation and energy and power activity. Nathamuni said Jacobs continues to expect the end market to grow at a mid-to-high single-digit rate over the medium term.

Pragada said transportation growth was led by aviation, rail, ports and maritime, with highways and bridges also contributing during the third quarter. Energy and power posted double-digit growth, primarily from U.S. transmission and distribution activity, while international growth was supported by generation and renewable-energy work.

Water and environmental net revenue grew slightly more than 1%, as strength in water was partly offset by continuing year-over-year environmental headwinds. The company expects sequential improvement in the fourth quarter following recent awards activity.

Jacobs was selected to provide program management and technical environmental services for the U.S. Navy’s Environmental Restoration Program across the Mid-Atlantic and Puerto Rico. The work includes contaminated-site restoration, including PFAS and munitions-related projects. The company also won the Central Utah Water Conservancy District’s Strawberry High Line Improvement Project, part of the broader approximately $1.5 billion Nebo Regional Water Project.

Pragada said environmental awards during the quarter included two sizable, unnamed private-sector industrial contracts, along with public-sector opportunities involving PFAS and Department of Defense regulatory work. He said the environmental business posted book-to-bill above 1.3x for the quarter and is expected to return to its prior growth levels in fiscal 2027.

Cash Flow, Repurchases and PA Consulting Jacobs generated $541 million in adjusted free cash flow in the third quarter, excluding $110 million of payments related to proceeds from the PA transaction. Year-to-date adjusted free cash flow totaled $633 million.

The company repurchased $614 million of shares through the third quarter, bringing total repurchases since the beginning of fiscal 2025 to $1.4 billion. Including dividends, Jacobs said it is on track to return more than 100% of free cash flow to shareholders for the second consecutive year. Net leverage declined to 1.8x, reaching the company’s below-2.0x target one quarter early. Jacobs still plans to reduce net leverage to about 1.5x by the end of fiscal 2027.

PA Consulting operating profit increased 2% on roughly flat revenue, while its operating margin remained above 22%. Nathamuni said a recent change in U.K. government leadership temporarily delayed project starts, but the company has seen a return toward normal conditions and expects solid sequential revenue growth in the fourth quarter.

Management said future margin expansion should be supported by operating leverage, greater use of global delivery and business mix. Pragada added that Jacobs expects margin improvement to be balanced between I&AF and PA Consulting as it advances cost synergies at PA.

About Jacobs Solutions (NYSE:J) Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

Key Takeaways Jacobs' AI-related work reached 11% of adjusted net revenues, spanning key infrastructure markets.Advanced Facilities growth and a $28.9B backlog position Jacobs for AI infrastructure demand.Digital expansion boosts growth, but larger projects raise execution and cash conversion risks. Jacobs Solutions Inc. (J - Free Report) is turning Artificial Intelligence infrastructure into a meaningful growth engine. Fiscal third-quarter results showed that the opportunity now extends beyond data centers into semiconductors, power, industrial water and digital services.

The breadth of that exposure could support a longer growth runway than a single-market data-center cycle. It also raises the importance of execution as Jacobs takes on larger, more complex programs with demanding schedules and supply chains.

Jacobs’ AI Revenue Exposure Reaches 11%Businesses directly related to the Artificial Intelligence build-out represented 11% of adjusted net revenues in the fiscal third quarter, up about 100 basis points sequentially. The measure includes data centers, semiconductors, energy and power, water and digital services tied to those projects.

That mix reduces dependence on one type of Artificial Intelligence spending. Data centers require chip capacity, transmission infrastructure, cooling systems and digital tools, allowing Jacobs to participate at several points in the investment cycle.

J’s Advanced Facilities Business AcceleratesLife Sciences and Advanced Manufacturing adjusted net revenues increased 24.2% year over year to $476 million. Gross revenues in the category surged 116.6% to $1.63 billion, reflecting strong data-center and semiconductor activity as well as a larger amount of pass-through work.

Peer activity points to broad sector demand. Fluor Corporation (FLR - Free Report) reported new awards across data centers and power markets in its first-quarter 2026 update. AECOM (ACM - Free Report) also entered the year with record backlog and pipeline, highlighting continued spending across infrastructure and design services.

Jacobs Expands Beyond Design ServicesJacobs is widening its role from advisory and design into digital twins and full program delivery. That expanded scope can increase the value of each client relationship and position the company earlier in project planning and later in execution.

Its repeat sole-source engineering, procurement and construction management contract for Hut 8’s planned one-gigawatt Beacon Point campus illustrates the potential scale. Jacobs is also applying design elements from an earlier Hut 8 project and using a data-center digital twin to help reduce commissioning risk and shorten the path to operation.

J’s Backlog Can Extend the AI OpportunityTotal backlog reached a record $28.9 billion, up 27.3% year over year. The quarterly gross revenue book-to-bill ratio was 1.5, while the trailing 12-month ratio stood at 1.4.

Net revenues and gross profit embedded in backlog increased 11% and 14%, respectively. Continued bookings across data centers, semiconductors and supporting infrastructure could keep artificial intelligence-related work contributing beyond the current fiscal year.

Jacobs Faces Scale-Related Execution RisksLarge programs carry procurement, subcontractor, scheduling and commissioning risks. Delays, scope changes or inaccurate cost estimates can pressure margins and cash collection, particularly when multiple suppliers and jurisdictions are involved.

Pass-through revenues can also increase quarterly volatility. Jacobs generated gross revenue growth of 34.5% in the quarter, while adjusted net revenue growth was 8.3%, showing how client-funded materials and subcontracting can widen the gap between reported and underlying growth.

J’s Ratings Reflect Momentum but Mixed FundamentalsThe bottom line is that Artificial Intelligence infrastructure gives Jacobs a credible path to faster growth, broader client relationships and greater revenue visibility. The opportunity remains investable, but execution and cash conversion will determine how much of that demand reaches earnings.

Jacobs currently carries a Zacks Rank #2 (Buy), which supports a constructive near-term view. Its Momentum Score of B aligns with favorable price and estimate trends, while the Growth Score of D and VGM Score of D point to a less consistent profile across styles. Investors may therefore view the theme positively without overlooking valuation, project risk and financial discipline. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Jacobs' Q3 revenues rose 34.5% and beat estimates, while EPS matched consensus and increased year over year.Record backlog was driven by growth across data centers, semiconductors, energy, transportation & water.Jacobs raised its fiscal 2026 outlook, citing strong execution, higher revenue growth and record backlog. Jacobs Solutions Inc.’s (J - Free Report) third-quarter fiscal 2026 (ended June 26, 2026) adjusted earnings met the Zacks Consensus Estimate but grew year over year. However, revenues topped the consensus mark and increased from the year-ago quarter’s figure.

The quarterly results were driven by strength in the Infrastructure & Advanced Facilities (I&AF) segment because of broad-based growth witnessed across data center, semiconductor, energy & power, transportation and water sectors.

Besides, the company is benefiting from rising investment tied to Artificial Intelligence infrastructure. Businesses directly related to the AI build-out represented 11% of adjusted net revenues during the quarter, including data centers, semiconductors, energy and power, water and digital services.

J stock tumbled 2.4% during yesterday’s after-hours trading session, despite management’s approach of raising fiscal 2026 expectations.

Inside Jacobs’ Q3 ResultsJacobs reported adjusted earnings of $1.84 per share for the third quarter of fiscal 2026, in line with the Zacks Consensus Estimate, but up 13.6% from $1.62 in the year-ago quarter.

Gross revenues of $4.08 billion surpassed the consensus mark of $3.54 billion by 15.1% and rose 34.5% year over year. Adjusted net revenues, which exclude low-margin pass-through revenues, increased 8.3% year over year to $2.42 billion. Backlog climbed 27.3% to a record $28.89 billion.

Adjusted operating profit increased 10.8% to $341.8 million year over year, while the corresponding margin improved 30 basis points (bps) to 14.1%. Adjusted EBITDA advanced 16.7% to $366.8 million, and the margin expanded 110 bps to 15.2%.

Jacobs' I&AF Segment Posts Solid ExpansionI&AF segment’s revenues surged 38.8% year over year to $3.75 billion. Adjusted net revenues advanced 9.9% to $2.09 billion, reflecting entirely organic growth. Segment operating profit rose 13.6% to $268.1 million. The operating margin expanded 40 bps to 12.8%, indicating that stronger volumes and execution translated into improved profitability despite an evolving revenue mix.

Life Sciences & Advanced Manufacturing delivered the strongest top-line growth. Gross revenues jumped 116.6% to $1.63 billion, while adjusted net revenues rose 24.2% to $476 million, led by data center and semiconductor activity.

Critical Infrastructure gross revenues increased 7.2% to $1.23 billion, with adjusted net revenues up 9.4% to $1.01 billion. Water & Environmental gross revenues grew 10.8% to $889 million, although adjusted net revenue growth was limited to 1.5% as environmental activity offset solid water demand.

Jacobs' PA Consulting Margin ImprovesPA Consulting generated revenues of $329.5 million, down about 1% from the year-ago quarter. However, operating profit increased 1.7% to $73.6 million and the operating margin expanded 50 bps to 22.3% year over year.

PA Consulting backlog reached $459 million, up 9.3% year over year, supporting management’s confidence in the segment’s opportunity pipeline following the acquisition of the remaining ownership stake.

J's Cash Flow StrengthensJacobs generated $456.1 million in reported operating cash flow and spent $25.1 million on capital expenditures. Adjusted free cash flow, excluding accelerated employee-related payments connected with the PA Consulting transaction, totaled $541 million.

The company ended the quarter with $1.17 billion in cash and cash equivalents and $3.58 billion in long-term debt. Net leverage declined to 1.8 times adjusted EBITDA, falling below the fiscal year-end target ahead of schedule.

Jacobs repurchased $142 million of shares during the quarter, bringing fiscal year-to-date buybacks to $614 million. It also declared a quarterly dividend of 36 cents per share, representing a 12.5% year-over-year increase.

Jacobs Raises Fiscal 2026 ExpectationsManagement raised the midpoint of its fiscal 2026 adjusted earnings outlook for the third consecutive quarter. Adjusted earnings are now expected between $7.20 and $7.30 per share, compared with the previous range of $7.10-$7.35.

Adjusted net revenue growth is projected at 9.5-10%, up from the prior 8-10.5% range. The adjusted EBITDA margin is expected between 14.7% and 14.8% (compared with 14.6-14.9% expected earlier), while the adjusted free cash flow margin is forecast at approximately 8%.

The outlook reflects strong execution, record backlog and continued private-sector and utility capital spending. Jacobs also expects an extra week in the fourth quarter to benefit adjusted net revenue growth.

J Stock’s Zacks Rank & Recent Construction ReleasesJacobs currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Martin Marietta Materials, Inc. (MLM - Free Report) reported outstanding second-quarter 2026 results, wherein adjusted earnings (from continuing operations) and revenues topped the Zacks Consensus Estimate and increased year over year.

Martin Marietta’s results benefited from strong organic performance and contributions from acquisitions. Aggregates shipments increased 17% to a record 61.6 million tons, supported by infrastructure and heavy nonresidential demand. Heavy nonresidential demand also benefits from data center, power-generation and warehouse construction. Martin Marietta raised its 2026 revenue guidance to a range of $7.2-$7.4 billion, with a midpoint of $7.3 billion.

CRH plc (CRH - Free Report) reported exceptional second-quarter 2026 financial results with adjusted earnings and total revenues topping the Zacks Consensus Estimate and growing year over year. Positive pricing, favorable demand and acquisition contributions supported the quarterly growth. CRH completed 11 acquisitions during the quarter for $1.1 billion.

CRH reaffirmed 2026 net income guidance of $3.9-$4.1 billion, adjusted EBITDA guidance of $8.1-$8.5 billion and earnings guidance of $5.60-$6.05 per share. The company expects public infrastructure spending and reindustrialization activity to support demand, while new-build residential conditions remain subdued.

Quanta Services, Inc. (PWR - Free Report) reported better-than-expected second-quarter 2026 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. Quanta’s performance benefited from strong demand for grid, generation and data-center infrastructure, broader self-perform capabilities, efficient resource utilization and solid execution across both segments.

Quanta increased its 2026 revenue forecast to $39.3-$39.7 billion, representing a $4.55 billion increase at the midpoint from its prior outlook. Adjusted earnings are now projected to be in the range of $16.45-$16.95 per share, while adjusted EBITDA is expected to be between $4.09 billion and $4.21 billion. Free cash flow is forecast to be in the $2-$2.5 billion range.

Adjusted EPS: $1.84, up approximately 14% year-over-year.Adjusted Net Revenue Growth: More than 8% year-over-year, all organic.Adjusted EBITDA: $367 million, up

Jacobs Solutions (J - Free Report) came out with quarterly earnings of $1.84 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.62 per share a year ago. These figures are adjusted for non-recurring items.

A quarter ago, it was expected that this construction and technical services company would post earnings of $1.64 per share when it actually produced earnings of $1.75, delivering a surprise of +6.71%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Jacobs Solutions, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $4.08 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 15.07%. This compares to year-ago revenues of $3.03 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Jacobs Solutions shares have added about 4.7% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Jacobs Solutions?While Jacobs Solutions has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Jacobs Solutions was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.15 on $3.61 billion in revenues for the coming quarter and $7.23 on $14.17 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Miscellaneous is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Owens Corning (OC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This construction materials company is expected to post quarterly earnings of $3.06 per share in its upcoming report, which represents a year-over-year change of -27.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Owens Corning's revenues are expected to be $2.67 billion, down 2.8% from the year-ago quarter.

Key Takeaways Jacobs' Q3 revenues may rise on demand across AI infrastructure, water and energy markets.PA Consulting, and Infrastructure & Advanced Facilities are expected to post y/y growth.Jacobs' backlog is projected at $26.49 billion, suggesting a 16.7% y/y rise, supported by strong bookings. Jacobs Solutions, Inc. (J - Free Report) is slated to report third-quarter fiscal 2026 results on Aug. 04, after market close.

In the last reported quarter, the company’s adjusted earnings and gross revenues topped the Zacks Consensus Estimate by 6.7% and 13.8%, respectively. On a year-over-year basis, adjusted earnings and gross revenues grew 22.4% and 27%, respectively.

Jacobs’ earnings beat the consensus mark in the last four quarters, the average surprise being 4%.

How Are Estimates Placed for Jacobs Stock?For the fiscal third quarter, the Zacks Consensus Estimate for earnings per share has been unchanged at $1.84 over the past 30 days. The estimate indicates 13.6% year-over-year growth from $1.62.

The consensus mark for gross revenues is pegged at $3.54 billion, indicating an increase of 16.9% from the year-ago reported figure of $3.03 billion.

Factors to Note Ahead of Jacobs' Q3 ResultsRevenuesJacobs’ revenues in the fiscal third quarter are expected to have increased year over year because of sustained demand across AI infrastructure, data centers, transportation modernization, water, energy and advanced manufacturing markets. This growth is likely to have been reflected in increased contributions from the company’s Infrastructure & Advanced Facilities segment (which accounted for 90.3% of gross revenues in the second quarter of fiscal 2026).

Healthy demand for digital consulting, national security, public sector advisory and European defense-related work is expected to have supported the PA Consulting segment’s growth (which contributed 9.7% to fiscal second-quarter gross revenues) during the fiscal third quarter.

The Zacks Consensus Estimate for revenues from the Infrastructure & Advanced Facilities and PA Consulting segments is pegged at $3.2 billion and $366 million, indicating year-over-year growth from $2.7 billion and $333 million, respectively.

Strong bookings activity, record backlog levels and a favorable book-to-bill ratio, supported by demand across key infrastructure and advanced facilities markets, are expected to have driven backlog growth in the fiscal third quarter. The consensus mark for backlog during the quarter is pinned at $26.49 billion, suggesting 16.7% year-over-year growth.

Although ongoing geopolitical tensions and elevated inflation are likely to have been headwinds, resilient demand across the company’s end markets and solid project execution are expected to have supported revenue growth.

EarningsThe bottom line of Jacobs is likely to have grown in the fiscal third quarter because of healthy project execution, favorable business mix and strong operating discipline across its businesses. Margin expansion is also likely to have benefited from the company’s operational improvement initiatives, disciplined cost management and increasing contributions from higher-margin businesses, including PA Consulting.

The Zacks Consensus Estimate for operating profit of the Infrastructure & Advanced Facilities and PA Consulting segments is pegged at $262 million and $83 million, implying year-over-year growth of 11% and 15.3%, respectively.

What the Zacks Model Says for JacobsOur proven model does not conclusively predict an earnings beat for Jacobs this time around. A combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Unfortunately, this is not the case here.

J’s Earnings ESP: Jacobs has an Earnings ESP of 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Jacobs’ Zacks Rank: The stock currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks With the Favorable CombinationHere are some stocks from the Zacks Construction sector, which, per our model, have the right combination of elements to deliver an earnings beat this time around.

Boise Cascade Company (BCC - Free Report) has an Earnings ESP of +6.50% and a Zacks Rank of 2 at present.

Boise Cascade’s earnings beat estimates in two of the last four quarters, missed on one occasion, and met on the remaining occasion, the average surprise being 40.8%. The company’s earnings for the second quarter of 2026 are expected to decline 25% year over year.

Amentum Holdings, Inc. (AMTM - Free Report) currently has an Earnings ESP of +3.18% and a Zacks Rank of 3.

Amentum’s earnings beat estimates in the last four quarters, the average surprise being 4%. The company’s earnings for the second quarter of 2026 are expected to increase 12.5% year over year.

Limbach Holdings, Inc. (LMB - Free Report) has an Earnings ESP of +0.26% and a Zacks Rank of 3 at present.

Limbach’s earnings beat estimates in three of the last four quarters and missed on the remaining one occasion, the average surprise being 37.3%. LMB’s earnings for the second quarter of 2026 are expected to rise 5.4% year over year.

Valuation Assessment of Jacobs Solutions Inc (J)On July 29, 2026, Jacobs Solutions Inc (J) shares fell 3.3% to a current price of $135.91, navigating a volatile

Andra AP fonden purchased a new position in Jacobs Solutions Inc. (NYSE:J – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 42,128 shares of the company’s stock, valued at approximately $5,362,000.

Several other hedge funds and other institutional investors have also modified their holdings of the business. State Street Corp boosted its position in Jacobs Solutions by 3.4% during the 4th quarter. State Street Corp now owns 7,367,828 shares of the company’s stock valued at $975,942,000 after purchasing an additional 243,345 shares during the period. Morgan Stanley increased its position in Jacobs Solutions by 19.5% in the fourth quarter. Morgan Stanley now owns 3,379,681 shares of the company’s stock worth $447,673,000 after buying an additional 552,277 shares during the period. Geode Capital Management LLC increased its position in Jacobs Solutions by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company’s stock worth $424,846,000 after buying an additional 28,076 shares during the period. Ninety One UK Ltd lifted its stake in Jacobs Solutions by 2.8% in the fourth quarter. Ninety One UK Ltd now owns 3,156,313 shares of the company’s stock valued at $418,085,000 after buying an additional 86,677 shares during the last quarter. Finally, Boston Partners lifted its stake in Jacobs Solutions by 3.7% in the third quarter. Boston Partners now owns 3,040,383 shares of the company’s stock valued at $456,746,000 after buying an additional 108,134 shares during the last quarter. 85.65% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Jacobs Solutions In related news, CEO Robert V. Pragada purchased 3,601 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was acquired at an average price of $111.09 per share, for a total transaction of $400,035.09. Following the transaction, the chief executive officer directly owned 333,755 shares of the company’s stock, valued at $37,076,842.95. This trade represents a 1.09% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Manuel J. Fernandez purchased 253 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was bought at an average cost of $112.56 per share, for a total transaction of $28,477.68. Following the purchase, the director directly owned 12,504 shares in the company, valued at $1,407,450.24. This represents a 2.07% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have bought 4,257 shares of company stock valued at $477,651. 0.48% of the stock is currently owned by company insiders.

Jacobs Solutions Price Performance Shares of NYSE:J opened at $130.69 on Thursday. The stock has a market cap of $15.43 billion, a price-to-earnings ratio of 40.59, a PEG ratio of 1.26 and a beta of 0.69. The company has a debt-to-equity ratio of 1.24, a current ratio of 1.43 and a quick ratio of 1.43. Jacobs Solutions Inc. has a 12 month low of $105.68 and a 12 month high of $168.44. The stock’s 50 day moving average price is $122.97 and its 200 day moving average price is $129.26.

Jacobs Solutions (NYSE:J – Get Free Report) last released its earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.11. The firm had revenue of $2.33 billion for the quarter, compared to analyst estimates of $2.28 billion. Jacobs Solutions had a return on equity of 22.29% and a net margin of 2.92%.Jacobs Solutions’s revenue was up 8.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.43 earnings per share. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. Equities research analysts anticipate that Jacobs Solutions Inc. will post 7.23 earnings per share for the current fiscal year.

Jacobs Solutions Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, May 22nd were issued a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, May 22nd. Jacobs Solutions’s dividend payout ratio is currently 44.72%.

Wall Street Analyst Weigh In Several equities analysts have recently commented on J shares. Truist Financial lowered their price target on shares of Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating for the company in a research report on Thursday, July 2nd. Citigroup lifted their price objective on shares of Jacobs Solutions from $180.00 to $181.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. KeyCorp reduced their target price on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Wells Fargo & Company decreased their target price on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating for the company in a research report on Thursday, May 7th. Finally, Robert W. Baird dropped their price target on shares of Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. Six investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $153.30.

View Our Latest Research Report on Jacobs Solutions

Jacobs Solutions Company Profile (Free Report)

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

Featured Articles Five stocks we like better than Jacobs Solutions Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding J? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jacobs Solutions Inc. (NYSE:J – Free Report).

Receive News & Ratings for Jacobs Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Jacobs Solutions and related companies with MarketBeat.com's FREE daily email newsletter.

Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System cut its holdings in shares of Jacobs Solutions Inc. (NYSE:J – Free Report) by 6.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 239,802 shares of the company’s stock after selling 16,272 shares during the quarter. California Public Employees Retirement System owned 0.20% of Jacobs Solutions worth $30,522,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its holdings in Jacobs Solutions by 737.4% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 159,189 shares of the company’s stock valued at $21,086,000 after purchasing an additional 140,179 shares during the period. Kepler Cheuvreux Suisse SA acquired a new position in Jacobs Solutions during the 4th quarter worth $2,161,000. Crossmark Global Holdings Inc. increased its holdings in Jacobs Solutions by 360.3% during the 4th quarter. Crossmark Global Holdings Inc. now owns 24,819 shares of the company’s stock worth $3,288,000 after purchasing an additional 19,427 shares during the period. Catalyst Funds Management Pty Ltd purchased a new stake in Jacobs Solutions during the 4th quarter worth about $3,312,000. Finally, Goldman Sachs Group Inc. increased its holdings in Jacobs Solutions by 24.7% during the 4th quarter. Goldman Sachs Group Inc. now owns 852,803 shares of the company’s stock worth $112,962,000 after purchasing an additional 169,059 shares during the period. Hedge funds and other institutional investors own 85.65% of the company’s stock.

Analyst Upgrades and Downgrades A number of research firms have issued reports on J. Wall Street Zen lowered Jacobs Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Robert W. Baird lowered their price objective on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating for the company in a research report on Monday, April 13th. Truist Financial cut their target price on shares of Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating on the stock in a research note on Thursday, July 2nd. Citigroup raised their target price on shares of Jacobs Solutions from $180.00 to $181.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, KeyCorp decreased their price target on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Six research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $153.10.

Check Out Our Latest Report on J

Jacobs Solutions Stock Performance Shares of J stock opened at $129.70 on Wednesday. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 1.24. The firm has a fifty day moving average price of $122.50 and a 200 day moving average price of $129.27. The company has a market cap of $15.32 billion, a P/E ratio of 40.28, a PEG ratio of 1.25 and a beta of 0.69. Jacobs Solutions Inc. has a 12 month low of $105.68 and a 12 month high of $168.44.

Jacobs Solutions (NYSE:J – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.11. Jacobs Solutions had a return on equity of 22.29% and a net margin of 2.92%.The company had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.28 billion. During the same period last year, the firm earned $1.43 earnings per share. Jacobs Solutions’s quarterly revenue was up 8.9% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. Sell-side analysts predict that Jacobs Solutions Inc. will post 7.23 earnings per share for the current fiscal year.

Jacobs Solutions Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, May 22nd were issued a $0.36 dividend. The ex-dividend date was Friday, May 22nd. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.1%. Jacobs Solutions’s dividend payout ratio is presently 44.72%.

Insider Transactions at Jacobs Solutions In other Jacobs Solutions news, Director Manuel J. Fernandez bought 403 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was purchased at an average price of $121.93 per share, for a total transaction of $49,137.79. Following the completion of the purchase, the director directly owned 12,251 shares in the company, valued at $1,493,764.43. This trade represents a 3.40% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Robert V. Pragada purchased 3,601 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was acquired at an average cost of $111.09 per share, with a total value of $400,035.09. Following the completion of the acquisition, the chief executive officer directly owned 333,755 shares of the company’s stock, valued at $37,076,842.95. This represents a 1.09% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders bought 4,257 shares of company stock worth $477,651. Company insiders own 0.48% of the company’s stock.

About Jacobs Solutions (Free Report)

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

Read More Five stocks we like better than Jacobs Solutions Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

Receive News & Ratings for Jacobs Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Jacobs Solutions and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEAndra AP fonden Increases Stake in The Travelers Companies, Inc. $TRV

NEXT HEADLINE »NetApp, Inc. $NTAP Shares Sold by California Public Employees Retirement System

[url="]Jacobs[/url] (NYSE: J) has been selected by [url="]Great British Energy – Nuclear[/url] (GBE-N) to provide planning and consenting services for the pr

Key Takeaways Jacobs joined TransnetBW's trusted partner pool to support major transmission infrastructure programs.The framework covers permitting, design, cost management, risk oversight and construction supervision.Jacobs' record $27 billion backlog and 1.4x book-to-bill ratio support strong revenue visibility. Jacobs Solutions Inc. (J - Free Report) has secured a multidisciplinary framework agreement with TransnetBW, one of Germany’s four major electricity transmission system operators, strengthening its position in Europe's accelerating energy transition. Instead of a single contract, the two companies have entered into a flexible agreement that places Jacobs in a pre-approved pool of trusted partners, allowing TransnetBW to assign work more efficiently without repeating the formal bidding process.

Under the agreement, Jacobs will provide end-to-end project delivery support across multiple transmission infrastructure programs. Its responsibilities will span environmental permitting, site investigations, engineering design, project and cost management, risk oversight and construction supervision. While TransnetBW will retain overall governance and final decision-making authority, Jacobs will contribute technical expertise to help deliver large-scale grid modernization projects safely, efficiently and in compliance with Germany's regulatory requirements.

Germany's Energy Transition Creates Long-Term OpportunityThe partnership strengthens Jacobs' presence in energy and power infrastructure, one of the company's fastest-growing end markets. As renewable energy capacity expands, Germany requires significant transmission upgrades to improve grid reliability and connect new clean-energy sources across the country.

Leveraging its established engineering and program management capabilities in Germany, Jacobs will help TransnetBW execute complex transmission projects through integrated technical delivery, environmental planning and disciplined project oversight. The collaboration also aligns with Jacobs' broader strategy of providing integrated lifecycle solutions, from planning and advisory services through construction management, for critical infrastructure projects.

The award comes amid rising investments in Germany's transmission network as renewable energy deployment and electrification increase demand for a stronger, more resilient power grid. It also positions Jacobs to capitalize on long-term infrastructure spending opportunities across Europe's energy market.

Record Backlog Supports Growth VisibilityThe TransnetBW framework further strengthens Jacobs' long-term growth outlook, supported by robust project demand across its key end markets. In the second quarter of fiscal 2026, the company reported a record backlog of $27 billion, up 22% year over year, while its trailing 12-month book-to-bill ratio remained a healthy 1.4x, reflecting continued strong bookings and revenue visibility. Management also raised its fiscal 2026 organic adjusted net revenue growth outlook to 8-10.5%, citing sustained momentum across data centers, semiconductors, water, energy and power, and transportation.

Recent project wins, including the Dallas Fort Worth International Airport Terminal S expansion, the San Francisco Southeast Wastewater Treatment Plant modernization and multiple hyperscaler data center projects, underscore Jacobs' ability to secure large, complex infrastructure programs across diversified end markets. This broad-based demand continues to reinforce the company's long-term growth strategy.

J’s Share Price PerformanceJacobs’ stock has declined 2.1% year to date against the Zacks Building Products - Miscellaneous industry’s 2.1% growth. Near-term performance could remain pressured by uncertainties surrounding infrastructure funding, foreign-exchange headwinds and higher leverage following the acquisition of the remaining stake in PA Consulting.

Image Source: Zacks Investment Research

Nevertheless, Jacobs remains well positioned for long-term growth, supported by its record backlog, improving bookings and sustained demand across mission-critical markets such as energy and power, transportation, water, advanced manufacturing and AI-related infrastructure.

J’s Zacks Rank & Key PicksJacobs currently carries a Zacks Rank #3 (Hold).

Some top-ranked stocks from the Construction sector are:

Argan, Inc. (AGX - Free Report) flaunts a Zacks Rank #1 (Strong Buy) at present. The company delivered a trailing four-quarter earnings surprise of 40.5%, on average. AGX stock has surged 94.4% year to date. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Argan’s 2026 sales and EPS indicates growth of 38% and 29.4%, respectively, from the prior-year levels.

Sterling Infrastructure, Inc. (STRL - Free Report) flaunts a Zacks Rank of 1 at present. The company delivered a trailing four-quarter earnings surprise of 29.1%, on average. STRL stock has jumped 118.4% year to date.

The Zacks Consensus Estimate for Sterling’s 2026 sales and EPS indicates growth of 59.2% and 75.7%, respectively, from the prior-year levels.

Everus Construction Group (ECG - Free Report) presently has a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter earnings surprise of 62%, on average. ECG stock has climbed 61.8% year to date.

The Zacks Consensus Estimate for ECG’s 2026 sales and EPS indicates growth of 17% and 11.1%, respectively, from the year-ago period’s levels.

Jacobs Solutions Inc. is rated a buy due to a robust contract backlog, diversified sector exposure, and active shareholder returns. J reported a 26.95% YoY revenue increase to $3.69B in Q2 2026, driven by its Infrastructure and Advanced Facilities segment. Recent acquisitions and new project wins, including major contracts in the US, UK, and Australia, underpin J's forward revenue visibility.

Project strengthens Australia’s renewables portfolio and supports the country’s energy goals

DALLAS--(BUSINESS WIRE)--Jacobs (NYSE: J) was selected by Tilt Renewables, a leading wind developer and operator, as Owner’s Engineer for its 288-megawatt (MW) Palmer Wind Farm near Adelaide, South Australia. The project will feature 407.2MW wind turbine generators which will connect to the grid at 275 kilovolts (kV) via two new substations and transmission line to the existing Tungkillo switching station.

Jacobs will provide delivery phase services, including design and documentation review, construction monitoring, grid connection support, site inspections and more. The project will be delivered under separate contractors for Turbine Supply and Installation works, Balance of Plant works and grid connection works. Construction will commence in 2026 and is expected to be completed in 2028.

Jacobs Executive Vice President Fiachra Ó Cléirigh said: “Our appointment as Owner’s Engineer for Palmer Wind Farm reinforces Jacobs’ position as a trusted delivery partner in Australia’s growing renewables market and supports our ongoing relationship with Tilt Renewables. By combining deep technical knowledge with commercial insight and site-based experience, we will help manage delivery risks, optimize performance and enable safe, reliable operations.”

Palmer Wind Farm will contribute to South Australia’s renewable energy capacity, supporting energy security and helping advance Australia’s decarbonization goals.

This appointment builds on Jacobs’ project portfolio across Australia, including major wind projects in Queensland, New South Wales and Victoria. Jacobs has supported renewable developments across the region for decades and brings deep experience working with area network service providers. Jacobs is also the Delivery Partner supporting the Marinus Link interconnector project – an approximately 214-mile (345 kilometer) strategic subsea high-voltage cable connecting the island state of Tasmania to the mainland grid in Australia.

At Jacobs, we're challenging today to reinvent tomorrow – delivering outcomes and solutions for the world’s most complex challenges. With approximately $12 billion in annual revenue and a talent force of approximately 47,000, we provide end-to-end services in advanced manufacturing, cities & places, energy, environmental, life sciences, transportation and water. From advisory and consulting, feasibility, planning, design, program and lifecycle management, we’re creating a more connected and sustainable world. See how at jacobs.com and connect with us on LinkedIn, Instagram, X and Facebook.

Jacobs employs more than 2,600 people across Australia, operating from 13 offices. Working with the Australian public and private sectors, Jacobs helps shape and deliver the nation’s most critical infrastructure, energy, environmental and community programs — creating social value by improving resilience, driving economic growth and enhancing quality of life.

Certain statements contained in this press release constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not directly relate to any historical or current fact. When used herein, words such as "expects," "anticipates," "believes," "seeks," "estimates," "plans," "intends," "future," "will," "would," "could," "can," "may," and similar words are intended to identify forward-looking statements. We base these forward-looking statements on management's current estimates and expectations, as well as currently available competitive, financial and economic data. Forward-looking statements, however, are inherently uncertain. There are a variety of factors that could cause business results to differ materially from our forward-looking statements including, but not limited to, uncertainties as to, the timing of the award of projects and funding and potential changes to the amounts provided for under the Infrastructure Investment and Jobs Act and other legislation and executive orders related to governmental spending, including any directive to federal agencies to reduce federal spending or the size of the federal workforce, and changes in U.S. or foreign tax laws, including the tax legislation enacted in the U.S. in July 2025, statutes, rules, regulations or ordinances, including the impact of, and changes to tariffs and retaliatory tariffs or trade policies, that may adversely impact our future financial positions or results of operations, as well as general economic conditions, including inflation and the actions taken by monetary authorities in response to inflation, changes in interest rates and foreign currency exchange rates, changes in capital markets, the possibility of a recession or economic downturn, and increased uncertainty and risks, including policy risks and potential civil unrest, relating to the outcome of elections across our key markets and elevated geopolitical tension and conflicts, among others. For a description of these and additional factors that may occur that could cause actual results to differ from our forward-looking statements, see our filings with the U.S. Securities and Exchange Commission. The company is not under any duty to update any of the forward-looking statements after the date of this press release to conform to actual results, except as required by applicable law.

Investors interested in Building Products - Miscellaneous stocks are likely familiar with Jacobs Solutions (J) and Masco (MAS). But which of these two companies is the best option for those looking for undervalued stocks?

Jacobs Solutions (J - Free Report) closed the last trading session at $124.39, gaining 4.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $157.13 indicates a 26.3% upside potential.

The average comprises 15 short-term price targets ranging from a low of $129.00 to a high of $181.00, with a standard deviation of $16.15. While the lowest estimate indicates an increase of 3.7% from the current price level, the most optimistic estimate points to a 45.5% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.

However, an impressive consensus price target is not the only factor that indicates a potential upside in J. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in JThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 0.1%, as one estimate has moved higher compared to no negative revision.

Moreover, J currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much J could gain, the direction of price movement it implies does appear to be a good guide.

The United Kingdom nuclear sector is making notable progress that reinforces its role in the European and broader global nuclear renaissance. Recent announcements span technology cooperation with Japan, an export win in Sweden, and critical site preparation work at home. These developments show how established engineering, fuel cycle, and reactor design capabilities are converting policy support into tangible revenue opportunities for nuclear players.  

Key Takeaways Rolls-Royce (RR.LN) signed reactor and fuel technology Memorandums of Cooperation with the U.K. National Nuclear Laboratory (UKNNL) and Japan Atomic Energy Agency (JAEA). Rolls-Royce was also selected to deliver three small modular reactors (SMRs) for Sweden’s first nuclear power plant in four decades. Jacobs (J) was awarded a contract by Great British Energy – Nuclear to provide environmental baseline studies for future U.K. nuclear development. Rolls-Royce’s U.K.-Japan Advanced Reactor Technologies Cooperation Rolls-Royce signed two trilateral Memorandums of Cooperation with the UKNNL and JAEA. The agreements target acceleration of High-Temperature Gas-Cooled reactor (HTGR) designs and the next-generation fuel that enables their inherent safety features.

The formal signing took place during the Japanese Prime Minister’s visit, underscoring government backing for U.K.-Japan collaboration on advanced nuclear systems. The work focuses on addressing technical challenges, manufacturing fuel, and enabling deployment for civil, defense, and industrial applications.

Rolls-Royce brings full-lifecycle nuclear experience and end-to-end capability for novel technologies. The UKNNL provides access to world-class expertise through the U.K. government’s Advanced Nuclear Framework. The JAEA contributes deep knowledge in high-temperature gas reactor systems. This builds on Rolls-Royce’s existing success with its SMR program in the U.K. and positions the company to broaden its advanced nuclear portfolio.

Rolls-Royce Selected for Sweden’s First New Nuclear Plant in Over 40 Years Rolls-Royce was chosen by Videberg Kraft to deliver three SMRs for a project on Sweden’s west coast. Videberg Kraft is a partnership involving state-owned utility Vattenfall AB. The project marks Sweden’s first new nuclear power plant in more than four decades and supports energy security and industrial needs.

The win follows Rolls-Royce’s contract for the first SMRs in the U.K. and a contract with CEZ Group for the Czech Republic’s initial SMRs. The company has now succeeded in every competitively tendered SMR selection process in Europe and holds multiple contractual commitments across the continent.

Jacobs Advances Environmental Foundations at Oldbury Jacobs was selected to deliver environmental consultancy services for South Gloucestershire in the U.K. The scope includes developing baseline environmental assessments and related activities to inform future planning, design, and permitting decisions.

Jacobs is working with subconsultants AtkinsRéalis and AECOM to execute surveys, impact assessments, and regulatory support. The work builds on earlier site characterization and provides the environmental data needed for potential new nuclear generation at the site.

Jacobs brings more than 60 years of experience across the full nuclear lifecycle in the U.K., including major programs such as Sizewell C, Hinkley Point C, and Sellafield. The appointment supports the U.K.’s goals of strengthening energy security and advancing lower-carbon power.

Implications for Investors and the Nuclear Value Chain Revenue opportunities are already flowing to established public companies that supply design expertise, engineering services, specialized transport, and component capabilities. The VettaFi Nuclear Renaissance Index (NUKZX) includes Rolls-Royce, which is executing on domestic U.K. contracts and international SMR wins while exploring broader opportunities. 

NUKZX also captures exposure to engineering and service providers such as Jacobs. These companies are positioned to support site development, environmental assessments, and project execution across the nuclear value chain. NUKZX serves as the underlying index for the Range Nuclear Renaissance Index ETF (NUKZ).

For investors seeking participation in the nuclear renaissance, the diversified composition of NUKZX offers a practical way to gain exposure to these momentum-building steps across the U.K. and Europe, without concentrating risk in any single pre-revenue reactor developer. Progress on technology qualification, fuel logistics, and site readiness creates tangible value for supply chain participants well before individual reactors reach commercial operation.

Related Research: Doors Swing Open for Advanced Nuclear in the U.K.

Companies Powering Nuclear Subs & Advanced Reactor Tech

The Geopolitical Bull Case for Nuclear

Looking for nuclear insights in your inbox? Subscribe here to keep a pulse on nuclear investing through our weekly research.

For more news, information, and analysis, visit the Nuclear Energy Content Hub.

vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for NUKZ, for which it receives an index licensing fee. However, NUKZ is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of NUKZ.

May 5 - Engineering services provider Jacobs Solutions (J.N), opens new tab on Tuesday lifted its forecast for annual ​profit, banking on strong demand for its data ‌center infrastructure services.

The rush to build data centers to run artificial intelligence technologies ​is benefiting firms such as Jacobs that provide planning, ​engineering and construction-management services.

Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here.

The Dallas, Texas-based ⁠company now expects 2026 adjusted ​per share profit between $7.10 and $7.35, the midpoint ​of which is above analysts' estimates of $7.16 per share, according to data compiled by LSEG.

The ​company forecast 2026 adjusted net ​revenue to grow 8% to 10.5%

Jacobs' adjusted profit ‌rose ⁠to $1.75 per share in the quarter ended March 31, up from $1.43 per share a year ago. Analysts expected a ​profit of $1.63 ​per ⁠share.

The company reported second-quarter revenue of $3.69 billion, compared with $2.91 billion ​a year earlier.

Revenue of newly ​acquired ⁠UK-based firm, PA Consulting, rose 17% in the quarter.

Shares of the company, ⁠however, ​were down about 2% ​in after-hours trading.

Reporting by Jahanvi Kothari and Parth ​Chandna in Bengaluru; Editing by Sahal Muhammed

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Jacobs Solutions Inc. (J) Q2 2026 Earnings Call Transcript

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.

Jacobs Solutions (J - Free Report) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

Here are three of the most important factors that make the stock of this construction and technical services company a great growth pick right now.

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Jacobs Solutions is 0.2%, investors should actually focus on the projected growth. The company's EPS is expected to grow 17.1% this year, crushing the industry average, which calls for EPS growth of 10.8%.

Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.

Right now, Jacobs Solutions has an S/TA ratio of 1.14, which means that the company gets $1.14 in sales for each dollar in assets. Comparing this to the industry average of 0.86, it can be said that the company is more efficient.

In addition to efficiency in generating sales, sales growth plays an important role. And Jacobs Solutions is well positioned from a sales growth perspective too. The company's sales are expected to grow 13.6% this year versus the industry average of 4.3%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for Jacobs Solutions. The Zacks Consensus Estimate for the current year has surged 0.8% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made Jacobs Solutions a Zacks Rank #2 stock, it has earned itself a Growth Score of A based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that Jacobs Solutions is a potential outperformer and a solid choice for growth investors.

DALLAS--(BUSINESS WIRE)-- #OurJacobs--Jacobs awarded a sole‑source EPCM contract by Hut 8, an energy infrastructure platform, to deliver a second U.S. AI data center campus.