Jacobs Solutions Exceeds Q3 Estimates with $3.0 Billion Revenue, 136% EPS Growth.

Jacobs Solutions Inc. reported Q3 2025 earnings with a gross revenue of $3.0 billion, a 5.1% YoY increase. The adjusted net revenue rose by 7.0% to $2.2 billion, and the GAAP net earnings surged by 119% YoY to $181.2 million. The company's backlog grew by 14.3% YoY to $22.7 billion, with a book-to-bill ratio of 1.2x, indicating strong future revenue potential.

Jacobs Solutions Inc. (NYSE: J) has released its Q3 2025 financial results, showcasing a robust performance amidst a challenging macroeconomic environment. The company reported a gross revenue of $3.0 billion, representing a 5.1% year-over-year (YoY) increase. The adjusted net revenue grew by 7.0% YoY to $2.2 billion, while GAAP net earnings surged by 119% YoY to $181.2 million [1].

The company's backlog expanded by 14.3% YoY to $22.7 billion, with a book-to-bill ratio of 1.2x, indicating strong future revenue potential. Jacobs' Chair and CEO, Bob Pragada, commented, "We delivered excellent third quarter results driven by revenue strength in both Infrastructure & Advanced Facilities (I&AF) and PA Consulting." The company's CFO, Venk Nathamuni, added, "We're pleased with our strong execution to deliver solid Q3 results, fueled by higher revenue growth rates in both segments as well as disciplined cost control" [1].

Jacobs' strategic focus on cost management, capital deployment, and shareholder returns has positioned the company to navigate macroeconomic headwinds. The company repurchased $101 million of its shares in Q3 2025, adding to the record $653 million repurchased year-to-date. This aggressive buyback strategy, combined with a robust balance sheet and a $1.1 billion annualized free cash flow, suggests management views the stock as undervalued [1].

The company's diversified client base and global footprint, along with its focus on digital twins, predictive analytics, and ESG-driven projects, mitigate risks and position Jacobs to capitalize on long-term trends. The recent earnings report underscores the company's operational resilience and strategic initiatives, making it a compelling candidate for value-oriented investors seeking exposure to the professional services sector.

References:
[1] https://www.ainvest.com/news/navigating-macro-headwinds-jacobs-solutions-q3-2025-earnings-outlook-strategic-resilience-2508/
[2] https://finance.yahoo.com/news/jacobs-reports-strong-fiscal-third-104500305.html