Jacobs and PA Consulting-led Consortium Supports United Kingdom Transport Security

Rhea-AI Summary

Jacobs (NYSE: J) and PA Consulting lead a consortium awarded a four-year extension to run the U.K. National Security Science and Research (NSSR) program for the Department for Transport.

The team — including QinetiQ, TNO, Iconal Technology, Cambridge University Technical Services and Prometheus Policing Services — will deliver science-led solutions across air, road and rail to anticipate risks, respond to threats and strengthen transport resilience in the U.K.

Positive

• Four-year contract extension with U.K. Department for Transport
• Consortium includes established partners: QinetiQ, TNO, university services
• Science-led solutions across air, road and rail security

Negative

• No contract value disclosed, financial impact unclear
• No quantified revenue or guidance tied to the NSSR extension

Market Reaction

-8.36% $130.46

15m delay 18 alerts

-8.36% Since News

$130.46 Last Price

$129.52 $144.19 Day Range

-$1.40B Valuation Impact

$15.32B Market Cap

0.7x Rel. Volume

Following this news, J has declined 8.36%, reflecting a notable negative market reaction. Our momentum scanner has triggered 18 alerts so far, indicating notable trading interest and price volatility. The stock is currently trading at $130.46. This price movement has removed approximately $1.40B from the company's valuation.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.

Key Figures

Contract extension term: 4 years

1 metrics

Contract extension term 4 years Duration of U.K. Department for Transport NSSR program extension

Market Reality Check

Price: $142.36 Vol: Volume 1,263,353 vs 20-da...

normal vol

$142.36 Last Close

Volume Volume 1,263,353 vs 20-day average 877,599 (1.44x typical activity) normal

Technical Price $142.36 is trading above the 200-day MA at $140.31

Peers on Argus

While J fell 5.82%, key peers ACM (-5.61%) and STN (-4.22%) also declined, with ...

While J fell 5.82%, key peers ACM (-5.61%) and STN (-4.22%) also declined, with MTZ and APG modestly lower and FIX up 1.85%, suggesting broader group softness but not a scanner-flagged sector rotation.

Historical Context

5 past events · Latest: Feb 10 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 10	Defense contract award	Positive	+0.1%	Awarded role on SHIELD IDIQ contract with large ceiling for defense systems.
Feb 05	Rail upgrade win	Positive	+0.3%	Selected to manage Southern California rail double-track and platform project.
Feb 04	Coastal protection design	Positive	+7.8%	Chosen to design major Texas Gulf Coast storm surge barrier gate system.
Feb 03	Earnings release	Positive	-2.9%	Reported strong Q1 2026 results with revenue, EPS growth and higher backlog.
Jan 29	Dividend increase	Positive	-0.3%	Announced quarterly dividend hike to $0.36 per share, up 12.5% from prior.

Pattern Detected

Recent contract wins often saw modest positive reactions, while strong earnings and dividend news have sometimes coincided with short-term pullbacks.

Recent Company History

Over the past weeks, Jacobs has announced multiple contract wins and solid financial performance. Awards included a U.S. Missile Defense Agency SHIELD role with a $151 billion ceiling and major infrastructure projects like the Bolivar Roads Gate System, designed to protect over 6 million residents and about $800 billion in assets. Fiscal Q1 2026 results showed higher revenue and backlog plus a 12.5% dividend increase. Compared with these growth- and security-focused milestones, today’s U.K. transport security contract extension fits a pattern of expanding high-profile, government-related work.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2026-02-02

An effective Form S-3ASR automatic shelf filed on 2026-02-02 allows Jacobs and its subsidiary to issue various securities, including debt, preferred stock, depositary shares and common stock, in one or more future offerings for general corporate purposes.

Market Pulse Summary

The stock is down -8.4% following this news. A negative reaction despite a multi-year U.K. transport...

Analysis

The stock is down -8.4% following this news. A negative reaction despite a multi-year U.K. transport security extension would fit recent instances where positive fundamentals, including strong Q1 2026 earnings and a 12.5% dividend increase, coincided with short-term weakness. The stock already traded near its 200-day MA before this news, and group peers also showed pockets of softness. An effective automatic shelf registration on Form S-3ASR adds a backdrop of potential future issuance that cautious investors may monitor.

Key Terms

systems integration, quantum, ai-powered

3 terms

systems integration technical

"Jacobs contributes capabilities in transport infrastructure, systems integration and resilience planning"

Systems integration is the process of connecting different software, hardware and data sources so they operate together as a single, working system. For investors, it matters because successful integration can cut costs, speed operations and enable new products, while poor integration can cause delays, extra spending and operational risk; think of it like wiring a house so all appliances run reliably from the same circuit.

quantum technical

"PA brings deep innovation and scientific expertise in quantum, cyber, aviation security"

The quantum of something is the measured amount or size of that item—commonly used for payments, penalties, settlements, awards, or doses in legal, financial or regulatory settings. Investors care because the quantum determines how much money, risk or regulatory impact is actually at stake; like checking the bill at a restaurant to see what you’ll owe, knowing the quantum helps assess potential gains, losses or obligations tied to a company.

ai-powered technical

"design an AI-powered intelligent airport foundation that improves efficiency and passenger experience"

"AI-powered" describes technology that uses artificial intelligence to perform tasks, make decisions, or analyze information automatically. It’s similar to having a highly skilled assistant that can learn from data, recognize patterns, and improve over time, helping to make processes faster and more accurate. For investors, this means better insights and more efficient operations, potentially leading to smarter investment choices.

AI-generated analysis. Not financial advice.

Four-year extension to accelerate innovation across air, road and rail security

Program advances science-led solutions to protect U.K. transport systems

DALLAS, Feb. 12, 2026 /PRNewswire/ -- Jacobs (NYSE: J), in strategic partnership with PA Consulting, has secured a four-year contract extension from the U.K. Department for Transport to continue leading the National Security Science and Research (NSSR) program. The program demonstrates how government and industry can work together to accelerate and translate innovation into operational outcomes that strengthen security and resilience across the U.K.'s air, road and rail networks.

Alongside Jacobs and PA Consulting, the consortium includes QinetiQ, TNO, Iconal Technology, Cambridge University Technical Services Limited and Prometheus Policing Services. Over the next four years, the team will deliver science-led solutions designed to help the Department for Transport anticipate risks, respond to emerging threats and safeguard critical transport infrastructure.

Supporting a coordinated approach across modes and agencies, Jacobs contributes capabilities in transport infrastructure, systems integration and resilience planning, while PA brings deep innovation and scientific expertise in quantum, cyber, aviation security and program management.

Jacobs Executive Vice President Richard Sanderson said: "This program applies science, technology and agile delivery discipline to real-world transport security challenges. Continuing this work supports the Department for Transport's goal of maintaining a secure, resilient and adaptable transport network over the long term."

PA Consulting Transport Innovation Expert Steve Carden said: "This strategically important work sits at the intersection of innovation, security and public impact. The renewed contract shows how collaboration can address complex national security challenges and scale impact across critical areas like cyber, standards and characterization, and behavioral science. Together we are working to strengthen national security while building a more resilient transport network and keeping the U.K.'s transport systems moving safely, every day."

Together, Jacobs and PA support transport clients across the full infrastructure lifecycle, from planning and design through operations and maintenance. Work includes advising Copenhagen Metro on operations and safety for its high-capacity urban system, and partnering with Dallas Fort Worth International Airport to design an AI-powered intelligent airport foundation that improves efficiency and passenger experience.

Jacobs supports complex transport programs globally, including the Elizabeth line and the Transpennine Route Upgrade in the U.K., Melbourne Metro in Australia and the Metropolitan Transportation Authority's Grand Central Madison program in New York.

About Jacobs

At Jacobs, we're challenging today to reinvent tomorrow – delivering outcomes and solutions for the world's most complex challenges. With approximately $12 billion in annual revenue and a team of almost 43,000, we provide end-to-end services in advanced manufacturing, cities & places, energy, environmental, life sciences, transportation and water. From advisory and consulting, feasibility, planning, design, program and lifecycle management, we're creating a more connected and sustainable world. See how at jacobs.com and connect with us on LinkedIn, Instagram, X and Facebook.

Jacobs employs more than 5,000 people across the U.K., operating from 15 core offices and over 35 additional sites. Working with HM Government, local authorities and the private sector, Jacobs helps shape and deliver the nation's most critical infrastructure, energy, environmental and community programs — creating social value by improving resilience, driving economic growth and enhancing quality of life.

About PA Consulting

PA Consulting is a global innovation and transformation consultancy. PA works with clients across transport and other sectors to apply science, technology and delivery capability to complex challenges, from early-stage research through operational deployment.

Jacobs currently holds a majority stake in PA Consulting. The two companies have reached an agreement for Jacobs to acquire the remaining stake in PA Consulting. The transaction is expected to close by the end of Jacobs' fiscal 2026 second quarter, subject to the satisfaction of customary closing conditions. Until transaction close Jacobs and PA Consulting continue to operate as separate businesses, each responsible for serving clients independently.

Certain statements contained in this press release constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not directly relate to any historical or current fact. When used herein, words such as "expects," "anticipates," "believes," "seeks," "estimates," "plans," "intends," "future," "will," "would," "could," "can," "may," and similar words are intended to identify forward-looking statements. We base these forward-looking statements on management's current estimates and expectations, as well as currently available competitive, financial and economic data. Forward-looking statements, however, are inherently uncertain. There are a variety of factors that could cause business results to differ materially from our forward-looking statements including, but not limited to, uncertainties as to, the timing of the award of projects and funding and potential changes to the amounts provided for under the Infrastructure Investment and Jobs Act and other legislation and executive orders related to governmental spending, including any directive to federal agencies to reduce federal spending or the size of the federal workforce, and changes in U.S. or foreign tax laws, including the tax legislation enacted in the U.S. in July 2025, statutes, rules, regulations or ordinances, including the impact of, and changes to tariffs and retaliatory tariffs or trade policies, that may adversely impact our future financial positions or results of operations, as well as general economic conditions, including inflation and the actions taken by monetary authorities in response to inflation, changes in interest rates and foreign currency exchange rates, changes in capital markets, the possibility of a recession or economic downturn, and increased uncertainty and risks, including policy risks and potential civil unrest, relating to the outcome of elections across our key markets and elevated geopolitical tension and conflicts, among others. For a description of these and additional factors that may occur that could cause actual results to differ from our forward-looking statements, see our filings with the U.S. Securities and Exchange Commission. The company is not under any duty to update any of the forward-looking statements after the date of this press release to conform to actual results, except as required by applicable law.

For press/media inquiries:
media@jacobs.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/jacobs-and-pa-consulting-led-consortium-supports-united-kingdom-transport-security-302686134.html

SOURCE Jacobs

FAQ

What did Jacobs (J) announce about the NSSR contract on February 12, 2026?

Jacobs announced a four-year extension to lead the National Security Science and Research program. According to the company, the extension continues consortium delivery of science-led security solutions across U.K. air, road and rail networks to anticipate and respond to threats.

Who are the partners in the Jacobs-led consortium for the NSSR program (J)?

The consortium includes PA Consulting, QinetiQ, TNO, Iconal Technology, Cambridge University Technical Services, and Prometheus Policing Services. According to the company, these partners bring expertise in innovation, quantum, cyber, aviation security and policing support.

How will the NSSR extension affect Jacobs' (J) transport security work in the U.K.?

The extension sustains Jacobs' lead role delivering science and resilience solutions for U.K. transport. According to the company, it supports continued collaboration with government and industry to translate innovation into operational security outcomes.

Does the Jacobs (J) announcement disclose the financial value of the NSSR extension?

No, the announcement does not disclose a monetary value for the four-year extension. According to the company, timing and program scope are specified, but financial details and revenue impact were not provided.

What capabilities do Jacobs and PA Consulting bring to the NSSR program (J)?

Jacobs contributes transport infrastructure, systems integration and resilience planning; PA adds innovation, quantum, cyber and aviation security expertise. According to the company, combined capabilities aim to accelerate science-led solutions into operational use.

Will the NSSR extension change Jacobs' (J) global transport project footprint?

The extension reinforces Jacobs' ongoing U.K. transport security role while complementing global projects. According to the company, work continues alongside existing programs like Elizabeth line and Transpennine upgrades without announced changes to global operations.