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Jacobs Solutions (J) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 4, 2026 · Jacobs Solutions (J) Q3 FY26 earnings results →

Q3 FY26 Revenue up 34% year over year to $4.1B · 3¢ of every $1 of revenue kept as net profit · operating margin 7.0%

Jacobs Solutions made $4.1B in Q3 FY26 (+34% Y/Y). Operating margin 7.0%, net earnings $137M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 4, 2026.

Revenue$4.1B
Year over year+34%
Operating margin7.0%
Net earnings$137M
Operating cash flow$456M

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Jacobs Solutions Q3 FY26 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
Jacobs Solutions Q3 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $4.1B in Q3 FY26, up 34% year over year and up 10% from the previous quarter.

Gross margin was 19.9%, down 5.1 points from Q3 FY25. Operating profit was $0.29B, a 7.0% margin (down 0.7 points year over year). Of the extra revenue versus Q3 FY25, 5% reached operating profit, below the 8% margin then. Operating expenses grew 0% against revenue growth of 34%. Net earnings were $0.14B, down 24% year over year. The effective tax rate was 43.5%.

Operating cash flow was $0.46B (up 56% year over year), 336% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items added $0.28B. Capital expenditures of $0.03B left free cash flow of $0.43B.

Quarterly history

Jacobs Solutions revenue by quarterJacobs Solutions revenue by quarter$3.0BQ4 FY24$2.9BQ2 FY25$3.0BQ3 FY25$3.2BQ4 FY25$3.3BQ1 FY26$3.7BQ2 FY26$4.1BQ3 FY26
Jacobs Solutions net earnings by quarterJacobs Solutions net earnings by quarter$325MQ4 FY24−$303KQ2 FY25$180MQ3 FY25$122MQ4 FY25$126MQ1 FY26−$88.4MQ2 FY26$137MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 4, 2026$4.1B+34%7.0%$137M$456M
Q2 FY2610-QMay 5, 2026$3.7B+27%-2.2%−$88.4M−$484M
Q1 FY2610-QFeb 3, 2026$3.3B+12%7.1%$126M$381M
Q4 FY2510-KNov 20, 2025$3.2B+7%6.7%$122M$383M
Q3 FY2510-QAug 5, 2025$3.0B+5%7.8%$180M$293M
Q2 FY2510-QMay 6, 2025$2.9B+2%7.2%−$303K−$96.4M
Q4 FY2410-KNov 25, 2024$3.0B+4%6.6%$325M$197M

Charts

Jacobs Solutions: revenue growth, year over year and quarter over quarterJacobs Solutions: revenue growth, year over year and quarter over quarterY/YQ/Q+4%Q4 FY24+2%-2%Q2 FY25+5%+4%Q3 FY25+7%+4%Q4 FY25+12%+4%Q1 FY26+27%+12%Q2 FY26+34%+10%Q3 FY26
Latest (Q3 FY26): Y/Y +34%, Q/Q +10%.
Jacobs Solutions: where the cash came from (+) and went (−), TTM to Q3 FY26Jacobs Solutions: where the cash came from (+) and went (−), TTM to Q3 FY26Net borrowing (+) / repaid (−)$1.1BPartners−$938MOperating cash flow$736MBuybacks−$715MDividends−$162MCash drawn (+) / kept (−)$107MCapital spending−$91.3MShares issued$35.4MTaxes on employees’ shares−$29.7MExchange rates−$22.9MOther financing−$16.5MAsset & business sales$4.5M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Jacobs Solutions: profit against cash, quarter by quarterJacobs Solutions: profit against cash, quarter by quarterNet incomeOperating cash flow$339M$197MQ4 FY24−$5.0M$107MQ1 FY25−$303K−$96.4MQ2 FY25$190M$293MQ3 FY25$120M$383MQ4 FY25$134M$381MQ1 FY26−$88.4M−$484MQ2 FY26$136M$456MQ3 FY26
Latest (Q3 FY26): Net income $136M, Operating cash flow $456M.
Jacobs Solutions: diluted shares by fiscal yearJacobs Solutions: diluted shares by fiscal year133MFY20131MFY21129MFY22127MFY23126MFY24122MFY25
-8.1% since FY20: buybacks shrank the count.
Jacobs Solutions in its industry: growth against margin (12 companies, SIC 1600)Jacobs Solutions in its industry: growth against margin (12 companies, SIC 1600)revenue growth, year over year →↑ operating marginmedian +28%median 7%FLRKBRGVASTRLROADMWHORNCDNLSLNDSHIMRNGEJ (+34%, 7%)
Heavy Construction Other Than Bldg Const - Contractors; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Jacobs Solutions

Guided by our values and our brand promise — Challenging today. Reinventing tomorrow – Jacobs delivers innovative solutions to address the world’s most complex challenges and create lasting value for clients, communities and society. With a global team of approximately 43,000, we provide end-to-end capabilities across advanced manufacturing, cities & places, energy, environmental, life sciences, transportation and water. Our services span advisory and consulting, feasibility and planning, through to design, program delivery and lifecycle management — helping to create a more connected and sustainable world.

In its own words, from its 10-K, filed Nov 20, 2025.

Jacobs Solutions against its Heavy Construction Other Than Bldg Const - Contractors peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +34% against the peers' median +28%. Operating margin: 7.0% against the peers' median 7.3%.

CompanyQuarterRevenueY/YOp. margin
J Jacobs SolutionsQ3 FY26$4.1B+34%7.0%
FLR FluorQ3 2026$3.7B+10%6.0%
KBR KBRQ3 2026$2.0B+5%9.2%
GVA Granite ConstructionQ3 2026$1.8B+23%12.7%
STRL Sterling InfrastructureQ3 2026$1.6B+127%19.6%
ROAD Construction PartnersQ3 FY26$999M+28%10.9%
MWH Solv EnergyQ2 2026$951M+78%7.3%
BYOP KiNRGQ2 2026$369M—4.6%
ORN Orion Group HoldingsQ3 2026$256M+14%3.3%

Source: Jacobs Solutions 10-Q on SEC EDGAR · CIK 52988 · Heavy Construction Other Than Bldg Const - Contractors

13F: who owns J and who is buying

Largest holders of J (13F)Largest holders of J (13F)Vanguard Group$1.8BBlackRock$1.4BVanguard Capital Management LLC$972MState Street$931MVanguard Portfolio Management LLC$598MPrimecap Management$575MInvesco$425MGeode Capital Management, LLC$418MMorgan Stanley$400MBoston Partners$340M
Funds' net buying of J by quarter (13F)Funds' net buying of J by quarter (13F)−$125M2024-09−$201M2024-12−$14.8M2025-03$293M2025-06$299M2025-09−$443M2025-12$127M2026-03$379M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on J

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

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