Jacobs Solutions shares jump 5.01% intraday after reporting strong Q4 2025 results with revenue and EPS beats, robust backlog growth, and improved free cash flow.

Jacobs Solutions surged 5.01% intraday following robust fourth-quarter 2025 results, including 12.3% year-over-year revenue growth to $3.29 billion and adjusted earnings per share of $1.53, both exceeding estimates. A 20.6% rise in backlog to $26.31 billion and a significant jump in free cash flow margin to 11.1% signaled strong future demand and operational efficiency, directly driving investor optimism. While the stock later moderated to a 3.2% gain, the initial sharp move reflected the market’s recognition of the company’s performance against a backdrop of historically low volatility for the stock. Other news, including a coastal project win and analyst price target upgrades, were peripheral to the intraday rally.