Jacobs Engr Group Inc Stock Price, News & Analysis

Jacobs (NYSE:J) has scheduled its fiscal third quarter 2025 earnings conference call for Tuesday, August 5, 2025, at 10:00 a.m. ET. The company will release its earnings results before the market opens on the same day. During the call, management will present the company's financial performance and discuss operational trends.

Investors and interested parties can access the conference call and accompanying presentation slides through a webcast available on jacobs.com.

Jacobs (NYSE: J) and AtkinsRéalis have secured a position on England's National Highways' third Specialist Professional and Technical Services Framework (SPaTS3). The framework, valued at up to $680 million (£495m), spans six years and includes six total suppliers.

The joint venture will provide essential services including strategic transport planning, transport modeling, engineering, sustainability, and network resilience. Building on their eight-year collaboration through previous SPaTS frameworks, the partnership brings expertise in innovative projects such as the "Structures Moonshot" for bridge monitoring and graphene-enhanced asphalt trials on the A12.

The framework will support England's Roads Investment Strategy and can be accessed by various public bodies including the Department for Transport.

Jacobs (NYSE: J) has secured a significant three-year contract as Knowledge Partner with the National Industrial Corridor Development Corporation Limited (NICDC) to support the development of 12 industrial corridors across India. The project spans 10 states and six major corridors, focusing on creating greenfield industrial smart cities.

As program manager, Jacobs will oversee planning, design review, budgeting, monitoring, evaluation, reporting, documentation, and stakeholder coordination. The ambitious program is expected to attract approximately $18 billion in investments and generate 1 million direct and 3 million indirect jobs.

The project aims to establish pre-built base infrastructure for industrial development, incorporating ICT-enabled utilities and sustainable design principles. This appointment builds on Jacobs' existing portfolio in India, including their work on the Aurangabad Industrial City and Smart City Masterplans for three greenfield industrial developments.

Jacobs (NYSE: J) and AtkinsRéalis have been selected as National Highways' Environmental and Sustainability Technical Partner in the UK. The three-year contract will support National Highways' Environmental Sustainability Strategy to achieve net zero emissions across England's 4,500 miles of motorways and major A-roads by 2050.

The joint venture will provide technical expertise in designing lower carbon roads, developing nature-based solutions, mitigating pollution, optimizing resource usage, and integrating roads into landscapes. The partnership builds on their eight-year collaboration history, including the "Structures Moonshot" project and graphene-enhanced asphalt trials on the A12. Both companies have achieved PAS 2080:2023 verification for carbon management in infrastructure.

Jacobs (NYSE: J) has been selected by Bonneville Power Administration (BPA) to provide engineering and advisory services for the Grand Coulee Modernization Program. The project aims to enhance the reliability and efficiency of transmission infrastructure at Grand Coulee Dam, the largest power-generating facility in the US, which delivers over 21 billion kilowatt-hours of electricity annually across eight states and parts of Canada. The dam's current capacity exceeds 7,000 megawatts. Jacobs will serve as the owner's consultant, providing project management, engineering, and strategic advisory services. This builds on Jacobs' existing relationship with BPA, including work on the Ross Complex Redevelopment program and Facilities Portfolio Delivery Program. The program was recently transferred from the Bureau of Reclamation to BPA to accelerate modernization at reduced costs.

Jacobs (NYSE: J) has been selected to provide design, engineering, and environmental services for Boeing's significant expansion project in St. Louis, Missouri. The multi-billion-dollar project involves a 1.1-million-square-foot expansion that will nearly double Boeing's regional manufacturing footprint. The expansion includes advanced assembly facilities and a post-assembly operations center for future advanced aircraft. Construction is scheduled in multiple phases from 2026 to 2030. The project showcases Jacobs' expertise in navigating complex design and environmental challenges, including accelerated NEPA approvals completed in eight months. Boeing confirms this represents their largest defense investment in St. Louis, with plans for classified facilities featuring advanced digital design and manufacturing capabilities. The project aligns with Jacobs' track record in delivering critical infrastructure for defense contractors and government agencies.

Jacobs (NYSE: J) announces collaboration with NVIDIA to implement the Omniverse Blueprint for AI factory digital twins, aimed at optimizing data center operations. The blueprint enables accurate simulations of facility equipment efficiency, throughput, and resiliency across power, cooling, and network ecosystems. Jacobs will test and enhance the end-to-end workflow, allowing engineering teams to design and optimize facilities in virtual environments. The company showcases its expertise through various projects, including Portugal's SINES DC Campus (1.2-gigawatt AI-scale data center), Xcel Energy's transmission program, and PsiQuantum's quantum computing facility in Australia. With $12 billion in annual revenue and 45,000 employees, Jacobs provides comprehensive services across multiple sectors including advanced manufacturing, energy, and environmental.

Jacobs (NYSE: J) has been selected as the Integrated Delivery Partner for Marinus Link, a significant 214-mile undersea and underground high-voltage direct current interconnector project connecting Tasmania and Victoria, Australia. The project features a 1500-megawatt capacity, sufficient to power 1.5 million Australian homes. Jacobs will oversee the first 750-megawatt stage, managing technical engineering and construction packages. The project is expected to create 3,300 jobs and generate $3.9 billion in economic growth. Listed as a priority on Australia's National Renewable Energy Priority List, Marinus Link aims to strengthen energy security and affordability by delivering low-cost renewable power and expanding transmission capacity.

Jacobs Solutions (NYSE: J) reported its Q2 2025 financial results with mixed performance. Gross revenue grew 2.2% year-over-year to $2.9 billion, while adjusted net revenue increased 3.1%. The company's backlog reached $22.2 billion, up 20% year-over-year, with a Q2 book-to-bill ratio of 1.1x. GAAP net earnings were $11.2 million, with EPS of $0.10, while adjusted EPS was $1.43. Performance was impacted by a reserve following an interim ruling against a consolidated JV and $109.5 million in mark-to-market losses on Amentum investment. The company demonstrated strong shareholder returns, repurchasing $351 million of shares in Q2 and $552 million in H1 2025. Jacobs reaffirmed its FY 2025 guidance, expecting mid-to-high single-digit adjusted net revenue growth and adjusted EPS of $5.85-$6.20.