JACOBS SOLUTIONS INC.

J · Heavy Construction Other Than Bldg Const - Contractors · 118.1M shares · -2%/yr ↓ buyback · EDGAR filings ↗

Net buyback after stock comp: $191M (gross $266M, SBC $74M)

Reference price $111.09 · est. market cap ~$13.1B — last insider purchase, 2026-05-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

C64

Streamlined infrastructure/advisory consulting franchise with elite free cash flow but only mid-pack returns.

Strengths

Best-in-class free cash flow (100th pct) and strong cash position (90th pct)
Clean liquidity (current/quick 1.30) and a focused, recurring services model

Risks

Below-median ROE (7.9%, 25th pct) and ROA (2.6%, 45th pct) — no standout return profile
Fixed-price contract/cost-overrun, backlog cancellation and goodwill-impairment risk

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Strong balance sheetStrong balance sheet — $1.2B cash & investments
Insider buyingInsider buying — 3 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, ~$477,650, last 6mo) Form 4 ↗
Buying back stockNet buyback — share count -2%/yr over 4y

Quarterly revenue

2015-06-26 · $2.9B2016-07-01 · $2.7B2017-06-30 · $2.5B2017-09-29 · $2.7B

Last 4 quarters · from SEC filings.

Key metrics

Return on equity

7.9%

Return on assets

2.6%

ROIC

11.6%

Revenue growth (QoQ)

5.5%

Net-income growth

-64.1%

Debt / equity

0.6×

Net debt / EBITDA

1.1×

Current ratio

1.3×

Free cash flow

$607M

EBITDA

$946M

Tangible book value

-$1.9B

Cash & investments

$1.2B

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-08	Kachhela Jiten	Grant	8.3K	$119.96
2026-06-03	Nathamuni Venkatesh	Tax withheld	1.8K	$121.28
2026-05-18	Lim Cheryl H.J.	Grant	1.6K	$113.61
2026-05-15	PRAGADA ROBERT V	Buy	3.6K	$111.09
2026-05-13	Fernandez Manuel J	Buy	253	$112.56
2026-05-08	Fernandez Manuel J	Buy	403	$121.93
2026-03-06	Miller Shannon	Sell	1.4K	$134.13
2026-01-29	Fernandez Manuel J	Grant	1.5K	$136.29
2026-01-29	Kiser Georgette D.	Grant	1.5K	$136.29
2026-01-29	Bryant Diane M	Grant	1.6K	$136.29
2026-01-29	Abani Priya	Grant	1.5K	$136.29
2026-01-29	SLOAT JULIA A	Grant	1.5K	$136.29
2026-01-29	Collins Michael	Grant	1.5K	$136.29
2026-01-29	Pinkham Louis V.	Grant	1.5K	$136.29
2026-01-29	MCNAMARA ROBERT A	Grant	1.5K	$136.29
2026-01-29	Jackson Mary M.	Grant	1.5K	$136.29
2025-12-01	Miller Shannon	Grant	659	$132.84
2025-12-01	Nathamuni Venkatesh	Grant	809	$132.84
2025-12-01	Hill Patrick	Grant	831	$132.84
2025-12-01	Zaccaro Joanne Caruso	Grant	975	$132.84
2025-12-01	PRAGADA ROBERT V	Tax withheld	547	$132.84
2025-12-01	ALLEN WILLIAM B JR	Grant	456	$132.84
2025-12-01	ALLEN WILLIAM B JR	Tax withheld	106	$132.84
2025-12-01	Miller Shannon	Tax withheld	92	$132.84
2025-12-01	Zaccaro Joanne Caruso	Tax withheld	476	$132.84
2025-12-01	PRAGADA ROBERT V	Grant	2.4K	$132.84
2025-11-24	Fernandez Manuel J	Buy	763	$130.78
2025-11-24	ROBERTSON PETER J	Buy	1.0K	$134.76
2025-11-24	Nathamuni Venkatesh	Buy	750	$135.11
2025-11-18	PRAGADA ROBERT V	Grant	28K	$150.76
2025-11-17	Zaccaro Joanne Caruso	Tax withheld	2.4K	$150.59
2025-11-17	Miller Shannon	Option exercise	1.2K	—
2025-11-17	Miller Shannon	Tax withheld	292	$150.59
2025-11-17	Miller Shannon	Option exercise	2.2K	—
2025-11-17	Miller Shannon	Tax withheld	542	$150.59
2025-11-17	Miller Shannon	Tax withheld	45	$150.59
2025-11-17	Miller Shannon	Grant	3.6K	$150.59
2025-11-17	Nathamuni Venkatesh	Grant	6.0K	$150.59
2025-11-17	Hill Patrick	Option exercise	3.6K	—
2025-11-17	Hill Patrick	Option exercise	6.7K	—
2025-11-17	Hill Patrick	Grant	5.3K	$150.59
2025-11-17	Zaccaro Joanne Caruso	Option exercise	4.7K	—
2025-11-17	Zaccaro Joanne Caruso	Option exercise	8.7K	—
2025-11-17	Zaccaro Joanne Caruso	Tax withheld	4.4K	$150.59
2025-11-17	Zaccaro Joanne Caruso	Tax withheld	660	$150.59
2025-11-17	Zaccaro Joanne Caruso	Grant	5.6K	$150.59
2025-11-17	PRAGADA ROBERT V	Option exercise	18K	—
2025-11-17	PRAGADA ROBERT V	Tax withheld	7.1K	$150.59
2025-11-17	PRAGADA ROBERT V	Option exercise	33K	—
2025-11-17	PRAGADA ROBERT V	Tax withheld	13K	$150.59
2025-11-17	PRAGADA ROBERT V	Tax withheld	1.6K	$150.59
2025-11-17	ALLEN WILLIAM B JR	Option exercise	1.0K	—
2025-11-17	ALLEN WILLIAM B JR	Tax withheld	249	$150.59
2025-11-17	ALLEN WILLIAM B JR	Option exercise	1.9K	—
2025-11-17	ALLEN WILLIAM B JR	Tax withheld	460	$150.59
2025-11-17	ALLEN WILLIAM B JR	Tax withheld	85	$150.59
2025-11-17	ALLEN WILLIAM B JR	Grant	1.3K	$150.59
2025-11-14	Miller Shannon	Tax withheld	354	$154.41
2025-11-14	PRAGADA ROBERT V	Tax withheld	5.7K	$154.41
2025-11-14	Zaccaro Joanne Caruso	Tax withheld	1.7K	$154.41
2025-11-14	ALLEN WILLIAM B JR	Tax withheld	217	$154.41
2025-11-13	ALLEN WILLIAM B JR	Tax withheld	87	$153.20
2025-11-13	Miller Shannon	Tax withheld	180	$153.20
2025-11-13	Nathamuni Venkatesh	Tax withheld	681	$153.20
2025-11-13	Zaccaro Joanne Caruso	Tax withheld	613	$153.20
2025-11-13	PRAGADA ROBERT V	Tax withheld	2.5K	$153.20
2025-07-08	Miller Shannon	Tax withheld	52	$132.99
2025-06-03	Nathamuni Venkatesh	Tax withheld	886	$125.84
2025-05-08	Fernandez Manuel J	Buy	145	$120.61
2025-03-13	JACOBS SOLUTIONS INC.	Other	19.5M	—
2025-03-07	Fernandez Manuel J	Buy	70	$122.80
2025-03-06	Fernandez Manuel J	Buy	202	$124.01
2025-01-30	Jackson Mary M.	Grant	1.7K	$139.82
2025-01-30	Pinkham Louis V.	Grant	1.4K	$139.82
2025-01-30	Abani Priya	Grant	1.4K	$139.82
2025-01-30	Fernandez Manuel J	Grant	1.4K	$139.82
2025-01-30	Kiser Georgette D.	Grant	1.4K	$139.82
2025-01-30	MCNAMARA ROBERT A	Grant	1.4K	$139.82
2025-01-30	ROBERTSON PETER J	Grant	1.4K	$139.82
2025-01-30	SLOAT JULIA A	Grant	1.4K	$139.82
2025-01-30	Collins Michael	Grant	1.7K	$139.82

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (0)

Suppliers (1)

GRAHAM CORP

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-05-05	ResultsExhibits	filing ↗
2026-04-29	Exec/director change	filing ↗
2026-03-17	Material agreementDebt obligationExhibits	filing ↗
2026-03-03	Material agreementDebt obligationExhibits	filing ↗
2026-02-26	OtherExhibits	filing ↗
2026-02-03	ResultsExhibits	filing ↗
2026-02-03	Shareholder voteOther	filing ↗
2026-01-05	Material agreement3.02Reg FDExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
10-Q	2026-05-05	2026-03-27	0001628280-26-030528 ↗
8-K	2026-05-05	2026-05-05	0001628280-26-030521 ↗
8-K	2026-04-29	2026-04-26	0001628280-26-028137 ↗
8-K	2026-03-17	2026-03-16	0001193125-26-110913 ↗
8-K	2026-03-03	2026-03-03	0001193125-26-088712 ↗
8-K	2026-02-26	2026-02-24	0001193125-26-077417 ↗
10-Q	2026-02-03	2025-12-26	0001628280-26-005006 ↗
8-K	2026-02-03	2026-02-03	0001628280-26-005001 ↗
8-K	2026-02-03	2026-01-28	0001628280-26-004841 ↗
8-K	2026-01-05	2026-01-02	0001193125-26-001432 ↗
10-K	2025-11-20	2025-09-26	0001628280-25-053316 ↗
8-K	2025-11-20	2025-11-20	0001628280-25-053313 ↗