Jacobs shares tumble 5% as Q2 revenue falls short of estimates

Published 06/05/2025, 12:06
Jacobs shares tumble 5% as Q2 revenue falls short of estimates

NEW YORK - Jacobs Solutions Inc. (NYSE:J) reported mixed fiscal second quarter results on Tuesday, with earnings beating expectations but revenue falling short of analyst estimates.

The company’s shares were down 5.24% in premarket trading following the release.

The engineering and construction firm posted adjusted earnings per share of $1.43 for the quarter ended March 28, surpassing the consensus estimate of $1.39. However, revenue came in at $2.91 billion, missing Wall Street’s forecast of $3 billion.

Jacobs’ backlog grew 20% YoY to $22.2 billion, with a book-to-bill ratio of 1.1x for the quarter and 1.3x on a trailing twelve-month basis.

"We ended the first half of FY25 with solid performance across our business, led by strong Life Sciences, Transportation and Energy & Power revenue growth within Infrastructure & Advanced Facilities," said Bob Pragada, Jacobs’ Chair and CEO.

The company reaffirmed its full-year fiscal 2025 guidance, projecting adjusted EPS of $5.85-$6.20. The midpoint of $6.03 aligns with current analyst expectations.

Jacobs repurchased $351 million of shares during Q2 and $552 million in the first half of fiscal 2025. The company also announced it will distribute its remaining shares in Amentum to shareholders on May 30th.

Despite the revenue miss, Jacobs’ management expressed confidence in the company’s outlook, citing tailwinds from robust bookings and a healthy pipeline of opportunities across end markets.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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