Everything You Need To Know Ahead Of Earnings

Global professional services company Jacobs Solutions (NYSE:J) will be announcing earnings results this Thursday before the bell. Here’s what to expect.

Jacobs Solutions missed analysts’ revenue expectations by 0.9% last quarter, reporting revenues of $3.03 billion, up 5.1% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ backlog estimates but a slight miss of analysts’ revenue estimates.

Is Jacobs Solutions a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Jacobs Solutions’s revenue to grow 5.8% year on year to $3.13 billion, improving from the 4.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.68 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.

Looking at Jacobs Solutions’s peers in the government & technical consulting segment, some have already reported their Q3 results, giving us a hint as to what we can expect. UL Solutions delivered year-on-year revenue growth of 7.1%, beating analysts’ expectations by 1.5%, and Booz Allen Hamilton reported a revenue decline of 8.1%, falling short of estimates by 2.7%. UL Solutions traded up 9.1% following the results while Booz Allen Hamilton was down 13.7%.

Read our full analysis of UL Solutions’s results here and Booz Allen Hamilton’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the government & technical consulting stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.9% on average over the last month. Jacobs Solutions is down 7.5% during the same time and is heading into earnings with an average analyst price target of $159.69 (compared to the current share price of $150.50).

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