NYSE · Industrials

JACOBS SOLUTIONS INC J

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities.

Military/Government/Technical

Company profile

Business mix

  • The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities.
  • It also offers consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors.
  • The company was founded in 1947 and is headquartered in Dallas, Texas.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in engineering & construction?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 35.72 FCF 3.35% Buyback 3.79%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $35.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $36.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +285,549 / 0
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$21.4M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -49.6% 13F value change -$9.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 112.3% 13F value change +$17.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +276,200 (New) Total shares 276,200 Value $35.2M
Third Point Dan Loeb 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$169.2M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -9.7% 13F value change -$3.1M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -27.6% 13F value change -$29.0M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$137.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Sequoia Fund 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$142.3M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.9% 13F value change -$1.3M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -99.1% 13F value change -$139.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +9,349 (New) Total shares 9,349 Value $1.4M

Recent mentions

No public mentions.