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Wire

AECOM and Jacobs' JV Selected as Delivery Partner for Ireland's Metro Railway System

AECOM (ACM) and Jacobs' (J) joint venture was named by the Transport Infrastructure Ireland as the program delivery partner for the MetroLink transportation program, the companies said in a Thursday statement.The JV will support the procurement and delivery of Ireland's first underground high-capacity segregated metro railway system that will connect North County Dublin, Dublin Airport, and the city center, according to the companies.The team will support Transport Infrastructure Ireland using a delivery model expected to enhance governance, oversee interfaces across multiple contracts, and provide transparency throughout the program lifecycle, according to a statement.Price: $64.33, Change: $+0.31, Percent Change: +0.48%

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Commodities

Jacobs Wins Regulatory Work For UK MESH Energy Storage Project

Jacobs Solutions (J) will support EnergyPathways' regulatory and planning work for its MESH energy storage project, targeting operations by 2031, the company said Tuesday.Jacobs will lead the planning and development consent order strategy, including environmental planning, technical coordination and stakeholder engagement under the UK's Nationally Significant Infrastructure Project process.MESH will operate in the Irish Sea, with onshore infrastructure connecting to Barrow-in-Furness, and could become one of the UK's largest integrated energy storage projects at 300 megawatts and 55 gigawatt-hours.The project will combine compressed air energy storage with natural gas and hydrogen storage to balance renewable generation and provide more than 190 hours of storage.Jacobs will also help EnergyPathways apply to Ofgem's upcoming long-duration electricity storage cap-and-floor scheme, while managing environmental and technical work and supporting the grid connection application.Jacobs will engage local councils and regional government, align statutory consents and technical studies with the project schedule, and assess planning and legislative changes to identify risks and streamline regulatory delivery."Our extensive experience delivering complex infrastructure projects through the Development Consent Order process will support EnergyPathways in navigating planning and regulatory requirements while maintaining project momentum," said Richard Sanderson, Jacobs executive vice president.Price: $144.83, Change: $-1.41, Percent Change: -0.96%

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Science Applications International Boosts Outlook as Second-Quarter Results Beat Estimates
US Markets

Science Applications International Boosts Outlook as Second-Quarter Results Beat Estimates

Science Applications International (SAIC) raised its fiscal 2027 outlook on Monday as its second-quarter results topped Wall Street's expectations amid organic growth.The US government services contractor now anticipates adjusted earnings between $10.65 and $10.75 per share for fiscal 2027, up from its previous guidance of $9.90 and $10.10. Analysts in a FactSet-polled survey expect non-GAAP EPS of $10.18.Science Applications expects revenue in a range of $7.2 billion to $7.3 billion for the ongoing fiscal year, compared with $7 billion to $7.2 billion previously projected. The Street is looking for $7.19 billion."We continue to see healthy customer engagement and we believe that we're well-positioned to convert those opportunities into growth as we align with our customers clear demand signals for more capability and capacity," Chief Executive Jim Reagan said during an earnings call, according to a FactSet transcript.For the three months through July 31, the firm's revenue increased 6% annually to $1.88 billion, exceeding the average analyst estimate of $1.76 billion. The company's adjusted EPS plunged 17% to $3.01, well ahead of the Street's view for $2.31."We also believe our base is more secure with a recompete win rate of over 90% this quarter, creating an easier path to on contract growth and building momentum to capture the benefits of new business where our win rates are well within our target range," Reagan told analysts.Revenue in the defense and intellgence segment rose to $1.45 billion from $1.37 billion in the prior-year period. The civilian business grew to $431 million from $395 million.Science Applications reported 5.3% organic growth, with an estimated backlog at the end of the second quarter at about $22.1 billion.Science Applications' shares were up 5.4% in Monday trade. The stock has gained 32% so far this year.Earlier in August, defense contractor Leidos (LDOS) raised the lower end of its fiscal 2026 revenue and non-GAAP EPS guidance after its second-quarter results topped the Street's views. Professional services company Jacobs Solutions (J) narrowed its full-year outlook.Price: $130.26, Change: $+4.30, Percent Change: +3.41%

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Wire

Jacobs Solutions' Life Sciences, AI Businesses to Drive Growth, RBC Says

Jacobs Solutions (J) could maintain strong growth as AI and life sciences demand stays firm, environmental work improves, PA Consulting opportunities grow, and the company keeps focusing capital on internal growth and shareholder returns, RBC Capital Markets said in a note Thursday.Life Sciences & Advanced Manufacturing unit should remain Jacobs' main growth and margin driver, helped by continued spending on AI data centers, chip plants, power and water infrastructure, the investment firm said.Demand for data center work remains strong, while Jacobs' long relationships with hyperscalers and growing work with neocloud customers could support more project wins, according to the note.Environmental Services, which was softer in fiscal 2025 following the change in the US administration, could return to roughly mid-single-digit year-over-year growth in fiscal 2027, while PA Consulting has opportunities in European defense and security and revenue synergies in North America.The investment firm said Jacobs is prioritizing investments in its existing businesses and shareholder returns, with mergers and acquisitions not a near-term priority given the organic opportunities across the company.RBC has an outperform rating with a price target of $174.Shares of Jacobs Solutions were down 2% in Thursday afternoon trading.Price: $142.53, Change: $-2.85, Percent Change: -1.96%

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Insider Trading

Jacobs Solutions Insider Sold Shares Worth $2,478,583, According to a Recent SEC Filing

Patrick Hill, President, on August 07, 2026, sold 17,201 shares in Jacobs Solutions (J) for $2,478,583. Following the Form 4 filing with the SEC, Hill has control over a total of 67,356 common shares of the company, with 67,356 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/52988/000187774726000003/xslF345X05/form4-08112026_110850.xml

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Wire

Baird Adjusts Price Target on Jacobs Solutions to $153 From $140

Jacobs Solutions (J) has an average rating of overweight and mean price target of $161.77, according to analysts polled by FactSet.Price: $145.25, Change: $+2.57, Percent Change: +1.80%

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Commodities

Jacobs to Support TransnetBW Grid Expansion Program

Jacobs (J), a technical professional services firm, will support German transmission system operator TransnetBW in its seven-year grid expansion program, it said on Thursday.Under a multidisciplinary framework agreement, Jacobs said it will provide support services throughout the full project lifecycle, starting from early-stage planning and environmental assessment to engineering, procurement, and construction.Meanwhile, TransnetBW will remain responsible for project governance, according to the statement.Jacobs' major projects in Germany include the SuedLink, a 700-kilometer underground power cable valued at around $11 billion.

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Wire

Jacobs Solutions Benefits From AI Buildout Across Multiple End Markets, RBC Says

Jacobs Solutions (J) is seeing robust demand across end-markets directly related to the AI buildout, which accounts for about 10% of revenue and is growing more than 35% year over year, creating a positive flywheel effect given its positioning across relevant sectors, RBC Capital Markets said in a Monday research report.Second-derivative AI tailwinds include the acceleration of drug discovery, where Jacobs is also witnessing steady demand, according to the note.The company's digital & Data team has quadrupled in about five years and continues to use engineering data to create tools that enhance efficiency at the enterprise level, ultimately freeing up resources for new projects, according to the note.RBC also pointed to Jacobs' role as engineering, procurement and construction management partner for the FUJIFILM Diosynth Biotechnologies facility in Holly Springs, North Carolina, saying the project underscores the company's positioning in the life sciences market and its ability to benefit from long-term demand trends.The firm has an outperform rating on the stock with a $169 price target.Price: $126.60, Change: $-0.41, Percent Change: -0.32%

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Wire

Jacobs Growth Could Improve on Data Centers, Life Sciences Demand, RBC Says

Jacobs (J) could see stronger growth in H2 as data center demand, Life Sciences work, US infrastructure spending, AI use and shareholder returns support the outlook, RBC Capital Markets said in a note Monday.Jacobs' demand backdrop remains healthy, with Life Sciences and Advanced Facilities expected to improve further in H2, and the company is already seeing better growth, helped by higher net revenue in fiscal Q1 and fiscal Q2, the investment firm said.RBC said about 10% of Jacobs' business is linked to the AI market, including data centers, power, energy and semiconductors, with demand supported by hyperscalers and neocloud companies, adding that Jacobs could win more work from Hut 8 (HUT) after securing a second AI data center project, helped by its growing relationship with the customer and its data center work with Nvidia (NVDA).The US infrastructure outlook also remains supportive, with about half of the $500 billion IIJA funding allocated and a possible surface transportation reauthorization later this year, according to the note.RBC kept the company's outperform rating and $169 price target.Price: $114.11, Change: $+0.50, Percent Change: +0.44%

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Wire

Argus Cuts Jacobs Solutions Price Target to $145 From $155

Jacobs Solutions (J) has an average rating of overweight and mean price target of $160.69, according to analysts polled by FactSet.Price: $116.18, Change: $-2.25, Percent Change: -1.90%

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Research

Research Alert: CFRA Upholds Buy Rating On Shares Of Jacobs Solutions Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price by $10 to $155 on a P/E of 19.1x our FY 27 (Sep.) EPS view, in line with J's three-year historical forward P/E average (19.7x). We raise our FY 26 EPS estimate by $0.09 to $7.26 and FY 27's by $0.25 to $8.13 on respective adjusted revenue projections of $9.50B (+9%) and $10.11B (+6%). We think J's underlying business is demonstrating exceptional health, with 9% organic growth and a record $27B backlog due to powerful AI infrastructure tailwinds. This momentum led management to raise FY 26 guidance for revenue, margin, and EPS for the second consecutive quarter. Key opportunities are centered in its data center business, which grew over 100% Y/Y with a pipeline up 400%. J continues to leverage its NVIDIA partnership to deliver digital twins and provide full EPCM (Engineering, Procurement, and Construction Management) solutions for next-generation AI factories. While the PA Consulting acquisition created temporary GAAP and cash flow distortions, these are viewed as manageable.

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Research

Research Alert: J Mar-q: Strong Eps Beat Driven By Broad-based Growth And Record Backlog

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:J delivered strong Mar-Q results with adjusted EPS of $1.75 vs. $1.43 prior year, beating Street estimate of $1.63, while adjusted net revenue of $2.3B (+9%) marked accelerating growth momentum. The Infrastructure & Advanced Facilities segment showed robust performance at $1.97B (+8%) with Critical Infrastructure +9%, Water & Environmental +2%, and Life Sciences & Advanced Manufacturing +12%, while PA Consulting continued impressive trajectory with 17% growth. This diversified performance underscores J's successful positioning across high-growth, high-margin sectors benefiting from secular tailwinds. The completion of PA Consulting acquisition represents a strategic milestone, with management increasing cost synergy estimates to $20M+ within 24 months from the initial $16M-$20M range. J's record backlog of $27.0B (+22%) provides exceptional revenue visibility, supported by strong book-to-bill ratios of 1.2x for Mar-Q and 1.4x trailing-12-month.

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Wire

Jacobs Solutions Fiscal Q2 Earnings, Revenue Rise

Jacobs Solutions (J) reported fiscal Q2 adjusted earnings late Tuesday of $1.75 per diluted share, up from $1.43 a year earlier.Analysts polled by FactSet expected $1.63.Revenue in the three months ended March 27 rose to $3.69 billion from $2.91 billion a year ago.Jacobs boosted fiscal 2026 adjusted EPS guidance to the range of $7.10 to $7.35 from the prior forecast of $6.95 to $7.30.Analysts polled by FactSet expect $7.12.Jacobs shares fell 4.8% in after-hours trading.

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US Markets

Industrial Demand Holds Strong Despite Iran War, Truist Securities Says

The industrial sector likely saw strong demand in the first quarter, despite concerns around the impact of the Iran war, Truist Securities said in a note on Friday.The broader momentum is attributable to improved demand in machinery markets and growth across data centers, aerospace, and heating, ventilation and air conditioning, according to the note."Rising input costs tied to the Iran war are manageable in the short term," Truist analysts, including Jamie Cook, said.While there are worries tied to tariffs, "we would be more concerned about a prolonged war with Iran and the potential macro repercussions," Cook said.Oil prices plunged on Friday after Iran opened the Strait of Hormuz following a ceasefire agreement between Lebanon and Israel. Energy prices have surged following the US-Israel war with Tehran. US President Donald Trump has expressed optimism over the prospects of a deal with Iran ahead of the expiration of a two-week ceasefire between the two sides."We see a positive setup for first-quarter prints across machinery, multi-industry and infrastructure services," Cook wrote.Within the machinery industry, the brokerage maintained 2026 estimates for Deere (DE), AGCO (AGCO) and CNH Industrial (CNH) amid order momentum. Caterpillar (CAT) is expected to deliver another strong quarter, Cook said.Infrastructure service companies AECOM (ACM) and Jacobs (J) must convince investors with sustainable organic growth and margin improvement, though Jacobs is seen posting a solid quarter.Multi industry player Parker-Hannifin (PH) is on track for continued earnings beats and raises, with signs that industrial organic growth is improving, Cook said. AMETEK (AME) is recovering and holds capacity for more deals, according to the research note.AMETEK completed its acquisition of Faro Technologies in 2025.

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Wire

Baird Adjusts Price Target on Jacobs Solutions to $126 From $130, Maintains Neutral Rating

Jacobs Solutions (J) has an average rating of overweight and mean price target of $158.54, according to analysts polled by FactSet.Price: $122.18, Change: $-0.70, Percent Change: -0.57%

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