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Jacobs' Q3 2025 Earnings Call: Unpacking Contradictions in Growth, Government Exposure, and Backlog Insights
Generated by AI AgentAinvest Earnings Call Digest
Wednesday, Aug 13, 2025 8:40 am ET1min read
Aime SummaryData Center growth and scope, IIJA impact on Jacobs growth, U.S. federal government exposure and impact, backlog and book-to-bill indicators, and PA Consulting growth and sustainability are the key contradictions discussed in Jacobs' latest 2025Q3 earnings call.
Revenue and Earnings Growth:
- reported a combined adjusted net revenue growth of 7% in Q3, supported by a 25% increase in adjusted EPS to $1.62.
- This growth was driven by strong demand in sectors like Life Sciences, Semiconductor, Data Center, Energy & Power, and Water.
Backlog and Bookings:
- The company's backlog grew 14% year-over-year to nearly $23 billion, setting a new record.
- This was supported by a 1.2x trailing 12-month book-to-bill ratio, with gross revenue and profit in backlog also up 14% each.
Infrastructure and Advanced Facilities Awards:
- Jacobs secured several notable awards in Q3, including a critical modernization effort for the Little Miami Wastewater Treatment Facility and a partnership with for Digital Twin advancements.
- The strong global demand, particularly in Water & Environmental and Data Center sectors, contributed to these wins.
Financial Performance and Margin Expansion:
- Adjusted EBITDA increased more than 13% to $314 million, with a margin expansion to 14.1%.
- This improvement was attributed to disciplined cost management and increased productivity across segments.
Revenue and Earnings Growth:
- reported a combined adjusted net revenue growth of 7% in Q3, supported by a 25% increase in adjusted EPS to $1.62.
- This growth was driven by strong demand in sectors like Life Sciences, Semiconductor, Data Center, Energy & Power, and Water.
Backlog and Bookings:
- The company's backlog grew 14% year-over-year to nearly $23 billion, setting a new record.
- This was supported by a 1.2x trailing 12-month book-to-bill ratio, with gross revenue and profit in backlog also up 14% each.
Infrastructure and Advanced Facilities Awards:
- Jacobs secured several notable awards in Q3, including a critical modernization effort for the Little Miami Wastewater Treatment Facility and a partnership with for Digital Twin advancements.
- The strong global demand, particularly in Water & Environmental and Data Center sectors, contributed to these wins.
Financial Performance and Margin Expansion:
- Adjusted EBITDA increased more than 13% to $314 million, with a margin expansion to 14.1%.
- This improvement was attributed to disciplined cost management and increased productivity across segments.
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