JACOBS SOLUTIONS INC. (J) Form 10-Q — Aug 4, 2026

$JForm 10-QFiled Aug 4, 2026, 4:12 PM ET0001628280-26-052573Original filing

Jacobs Solutions filed its fiscal Q3 2026 10-Q reporting revenue of $4.08 billion, up 34% year over year, while net earnings attributable to Jacobs fell to $136.6 million, or $1.15 per diluted share, from $179.6 million, or $1.55, a year earlier. The quarter reflects the full consolidation of PA Consulting, which Jacobs acquired outright on March 20, 2026 for roughly £1.21 billion in cash and stock, funded partly with $1.3 billion of newly issued bonds and new term loans. Higher interest expense and a ~$50.9 million jump in quarterly tax expense from non-deductible deal costs weighed on EPS, and long-term debt rose to $3.58 billion from $2.24 billion at fiscal year-end.

Key figures

Eps: $1.15 diluted (Q3 FY2026, vs $1.55 prior year); $1.94 diluted (nine months, vs $1.46 prior year)
Revenue: $4.08 billion (Q3 FY2026); $11.06 billion (nine months FY2026)
Net Income: $136.6 million attributable to Jacobs (Q3 FY2026, vs $179.6 million prior year); $216.2 million (nine months, vs $167.1 million)
Total Debt: $3.58 billion long-term debt (up from $2.24 billion at September 26, 2025)
Revenue Yoy: +34.5% (Q3); +24.7% (nine months)
Cash Position: $1.17 billion cash and cash equivalents at June 26, 2026
Shares Outstanding: 117038611
Total assets: $11.74 billion
Nine month buybacks: $614.1 million (4,597,096 shares at average $133.58)
Q3 interest expense: $54.7 million (vs $37.1 million prior year)
Q3 operating profit: $286.7 million (vs $235.0 million prior year)
Pa consulting consideration: £1.21 billion (~£997.6 million cash plus 2,043,537 Jacobs shares), plus £75 million deferred to fiscal 2028
Quarterly dividend per share: $0.36 declared July 30, 2026 (up from $0.32)
Nine month operating cash flow: $352.8 million (vs $303.6 million prior year)
Buyback authorization remaining: $618.8 million under $1.5 billion 2025 authorization
Remaining performance obligations: $22.2 billion (45% expected to convert to revenue within 12 months)

Price after filing

1 day: +4.5%7 days: +11.2%30 days: +10.8%

Close on the filing date to close N calendar days later (from $132.75). Historical, not a forecast.

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