Every 8-K that Jacobs Solutions Inc. (J) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow J and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full J filings page.
Jacobs Solutions Inc. reported an executive leadership change. On August 10, 2026, Shannon Miller transitioned from her role as President, Strategy, Growth & Digital. She will continue with the company as Special Advisor to the Chief Executive Officer until her departure, which will be no later than October 3, 2026.
The company states that during this period Ms. Miller will serve in the advisory role before leaving Jacobs Solutions Inc. The report is signed by Chair and Chief Executive Officer Robert V. Pragada.
Jacobs Solutions Inc. reported strong fiscal third quarter 2026 results, with gross revenue of $4.1 billion, up 34.5% year over year, and adjusted net revenue of $2.4 billion, up 8.3%. GAAP net earnings from continuing operations were $137.4 million, or $1.16 per diluted share, while adjusted EPS rose 13.6% to $1.84. Adjusted EBITDA reached $366.8 million, up 16.7%, and backlog hit a record $28.9 billion, 27.3% higher than a year ago, with a Q3 book‑to‑bill of 1.5x.
The company generated $456 million of operating cash flow in the quarter, supporting strong free cash flow. Capital deployment included $142 million of share repurchases in Q3 and $614 million year‑to‑date. Management raised fiscal 2026 guidance for the third consecutive quarter, now targeting adjusted net revenue growth of 9.5%–10.0%, adjusted EBITDA margin of 14.7%–14.8%, adjusted EPS of $7.20–$7.30, and an adjusted free cash flow margin of about 8%.
Jacobs Solutions Inc. reported strong fiscal Q2 2026 results with higher guidance despite GAAP losses driven by acquisition-related charges. Gross revenue was $3.7 billion, up 27% year over year, and adjusted net revenue reached $2.3 billion, up 8.8%.
The company posted a GAAP net loss from continuing operations of $43.0 million (EPS -$0.32) versus earnings of $11.2 million a year ago, mainly due to costs tied to acquiring the remaining stake in PA Consulting and related compensation. On an adjusted basis, net earnings from continuing operations were $205.9 million and adjusted EPS was $1.75, up 22.4%.
Adjusted EBITDA was $327.2 million, up 14.2%, for a 14.1% adjusted EBITDA margin. Backlog hit a record $27.0 billion, up 21.7% year over year, with a trailing 12‑month book‑to‑bill of 1.4x. Jacobs repurchased $220 million of shares in the quarter, $472 million year to date, and completed the PA Consulting acquisition, increasing expected annual cost synergies to $20 million+ within 24 months.
Reflecting the momentum, Jacobs raised its fiscal 2026 outlook to adjusted net revenue growth of 8.0%–10.5%, adjusted EBITDA margin of 14.6%–14.9%, and adjusted EPS of $7.10–$7.35, while keeping its adjusted free cash flow margin target at 7.0%–8.5%.
Jacobs Solutions Inc. reported that Diane Bryant resigned from its Board of Directors on April 26, 2026. The company stated that her decision to leave the board was not the result of any disagreement with Jacobs on its operations, policies, or practices.
Jacobs Solutions Inc. entered into new financing arrangements that expand and extend its access to bank debt. The company and certain subsidiaries signed a $1.5 billion revolving credit facility maturing on March 16, 2031, with multi‑currency borrowing options and an accordion feature of up to $750 million for additional revolving or term loans if conditions are met.
On the same date, Jacobs Engineering Group Inc. drew $545 million under the new revolver to repay and terminate its prior revolving credit agreement, while the company borrowed about $56 million to help fund the planned acquisition of the remaining shares of PA Consulting. Jacobs also entered a term loan agreement providing a $700 million three‑year facility and a $500 million five‑year facility, both based on SOFR with margin grids tied to debt rating or leverage. The proceeds from these term loans, together with the revolver and cash on hand, are designated primarily to finance the PA Consulting acquisition or, if it does not close, for general corporate purposes. Both agreements include a maximum consolidated leverage ratio of 3.5:1.0, with temporary increases to 4.0:1.0 after certain material acquisitions, and contain customary covenants, guarantees and events of default.
Jacobs Solutions Inc. completed an Offering of $800,000,000 aggregate principal amount of 4.750% Senior Notes due 2031 and $500,000,000 of 5.375% Senior Notes due 2036. The Notes are senior unsecured obligations, fully and unconditionally guaranteed by wholly owned subsidiary Jacobs Engineering Group Inc.
The company intends to use the net proceeds primarily to fund the cash consideration for acquiring the remaining share capital of PA Consulting Group Limited from other shareholders. Until that acquisition closes, Jacobs plans to repay amounts outstanding under its revolving credit facility and term loan facility, with any leftover funds available for general corporate purposes.
The Notes pay interest semi-annually each March 3 and September 3, starting September 3, 2026, and can be redeemed at specified make-whole premiums before designated par call dates, and at par thereafter. A change of control combined with a ratings downgrade would require Jacobs to offer to repurchase the Notes at 101% of principal plus accrued interest.
Jacobs Solutions Inc. entered into an underwriting agreement to issue $800 million of 4.750% Senior Notes due 2031 and $500 million of 5.375% Senior Notes due 2036, guaranteed by its subsidiary. The company expects net proceeds of about $1,286 million and plans to use them primarily to fund the cash portion of its PA Consulting acquisition and to repay borrowings under its revolving credit and term loan facilities.
The notes offering, made off an existing automatic shelf registration, is expected to close on March 3, 2026, subject to customary conditions. Separately, PA Consulting shareholders strongly backed the acquisition scheme, with more than 97% of voting shareholders, representing over 99% of share value, voting in favor. Remaining conditions include court sanction of the scheme and approval by the UK Secretary of State under the UK National Security and Investment Act 2021.
Jacobs Solutions Inc. furnished an update on its recent performance by issuing a press release with financial results for the quarter ended December 26, 2025. The company attached this earnings press release as Exhibit 99.1 to its current report. The information under Items 2.02 and 9.01, including the exhibits, is being treated as furnished rather than filed under securities laws, which limits certain legal liabilities and prevents it from being automatically incorporated into other registration statements or reports.
Jacobs Solutions Inc. reported results from its January 28, 2026 Annual Meeting, where shareholders elected ten directors to serve until the 2027 meeting and approved the advisory vote on executive compensation. They also ratified Ernst & Young LLP as independent auditor for the fiscal year ending October 2, 2026.
Out of 118,088,311 shares entitled to vote, 104,035,217 shares were represented, a turnout of 88.09%. The company announced several changes to Audit, Human Resource and Compensation, and Sustainability and Risk Committee memberships following a board retirement.
The Board declared a quarterly cash dividend of $0.36 per share, a 12.5% increase in the quarterly dividend. This dividend will be paid on March 20, 2026 to shareholders of record as of February 20, 2026, with future payments subject to Board review and approval.
Jacobs Solutions Inc. has agreed to acquire all remaining shares of PA Consulting Group Limited that it does not already own. The deal is structured around an initial consideration that implies an enterprise value for PA Consulting of approximately £3.05 billion, paid in a mix of cash and new Jacobs common stock. Shares will represent 20% of the aggregate initial consideration, net of certain shareholder expenses, with the stock issued at £100.20 per share, and an additional £75 million in Jacobs shares is expected to be issued on the second anniversary of the scheme becoming effective, unless Jacobs elects to pay some or all of that amount in cash.
The transaction will be implemented mainly through a UK scheme of arrangement that requires approval from PA shareholders, sanction by the UK court, clearances under the UK National Security and Investment Act 2021, and specified approvals from the Danish Business Authority, along with completion of related share purchases. There is no financing condition on the purchaser’s obligations, and Jacobs plans to enter hedging arrangements to manage foreign currency exposure on the cash portion of the consideration.
Jacobs Solutions Inc. filed a Form 8-K reporting that it issued a press release on November 20, 2025 announcing its financial results for the quarter and fiscal year ended September 26, 2025. The press release is furnished as Exhibit 99.1, along with an Exhibit 104 cover page interactive data file. The company notes that the information furnished under Items 2.02 and 9.01, including the exhibits, is not deemed filed for liability purposes or automatically incorporated into other securities law filings.
Jacobs Solutions Inc. (J) announced that its Board of Directors expanded from 10 to 11 members and elected Diane Bryant as a new independent director, effective November 18, 2025. She will serve until the company’s 2026 annual meeting of shareholders.
The Board determined that Ms. Bryant qualifies as an independent director under New York Stock Exchange rules and the company’s own independence guidelines. As a non-management director, she will receive the standard compensation package, including a $135,000 annual cash retainer and restricted stock units with an aggregate value of $200,000, pro-rated from her election date under the 1999 Outside Director Plan. She is also eligible to participate in the Jacobs Director Deferral Plan. The company stated that there are no special arrangements related to her appointment and no related-party transactions requiring disclosure.