Every material Form 8-K Jacobs Solutions has filed with the SEC since November 19, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Jacobs Solutions said its President, Strategy, Growth & Digital, Shannon Miller, transitioned from that role on August 10, 2026, and will serve as Special Advisor to the CEO until she leaves the company, no later than October 3, 2026. The filing gives no successor, financial effect, or reason for the change.
Shannon Miller's role as President, Strategy, Growth & Digital ended with a transition on August 10, 2026.
Miller will serve as Special Advisor to CEO Robert V. Pragada until her departure.
Her departure from the company is due no later than October 3, 2026.
The filing does not name a replacement or disclose compensation terms.
Jacobs reported fiscal third-quarter 2026 results, with revenue of $4.1 billion up 34.5% year over year and adjusted EPS of $1.84, up 13.6%. GAAP EPS fell to $1.16 from $1.56 because of a temporarily higher tax rate tied to the PA Consulting transaction, and the company raised the midpoints of its fiscal 2026 adjusted net revenue growth and adjusted EPS guidance.
Gross revenue $4.1 billion vs. $3.0 billion a year earlier; adjusted net revenue $2.4 billion, up 8.3%
GAAP net earnings $137.4 million vs. $181.2 million; GAAP EPS $1.16 vs. $1.56, with GAAP effective tax rate at 43.4%
Fiscal 2026 adjusted EPS outlook $7.20 to $7.30 (prior $7.10 to $7.35); adjusted net revenue growth 9.5% to 10.0% (prior 8.0% to 10.5%)
Backlog $28.9 billion, up 27.3%; $614 million of shares repurchased year to date
Jacobs reported fiscal Q2 2026 results for the quarter ended March 27, 2026. Gross revenue rose 27.0% to $3.7 billion, but the company posted a GAAP net loss from continuing operations of $43.0 million ($0.32 per diluted share), compared with earnings of $11.2 million a year earlier, largely due to charges tied to the PA Consulting acquisition. Adjusted EPS rose 22.4% to $1.75, and the company raised its fiscal 2026 adjusted EPS outlook to $7.10 to $7.35 from $6.95 to $7.30.
Gross revenue of $3.7 billion, up 27.0% year over year; adjusted net revenue of $2.3 billion, up 8.8%
GAAP net loss from continuing operations of $43.0 million vs. $11.2 million earnings in Q2 2025; restructuring, transaction and other charges totaled $352.2 million
Adjusted EPS of $1.75, up 22.4%; adjusted EBITDA of $327.2 million, up 14.2%
Fiscal 2026 adjusted EPS outlook raised to $7.10 to $7.35 (from $6.95 to $7.30); adjusted net revenue growth outlook raised to 8.0% to 10.5%
Jacobs Solutions Inc. disclosed that Diane Bryant resigned from its Board of Directors on April 26, 2026. The filing states her decision was not the result of any disagreement with the company on operations, policies or practices. The filing gives no replacement director and no financial figures.
Diane Bryant resigned from the Board of Directors on April 26, 2026.
The company says the resignation did not stem from any disagreement on operations, policies or practices.
The filing names no successor and gives no financial figures.
Jacobs entered a $1.5 billion revolving credit facility and two term loan facilities totaling $1.2 billion, all dated March 16, 2026. The company said it will use the borrowings, along with cash on hand if needed, to finance the cash purchase of the remaining shares of PA Consulting Group Limited, and the filing says the new facilities replace the existing revolving credit agreement.
Revolving facility of $1.5 billion matures March 16, 2031; JEGI borrowed $545 million on March 16 to repay the existing revolver, and the company borrowed about $56 million for the PA Consulting acquisition.
Term loans of $700 million (maturing March 16, 2029) and $500 million (maturing March 16, 2031) were borrowed on March 17, 2026.
Both agreements require a Consolidated Leverage Ratio of 3.50:1.00 or less, temporarily rising to 4.00:1.00 after certain material acquisitions closes.
Interest rates are based on SOFR and other reference rates plus a margin tied to the company's debt rating or leverage ratio.
Jacobs Solutions completed an offering of $1.3 billion in senior unsecured notes due 2031 and 2036. The company plans to use the proceeds mainly to fund the cash consideration for its acquisition of the remaining shares of PA Consulting Group, with the rest going to repay revolving and term loan debt if the deal is delayed or not completed. For shareholders, the filing shows the company taking on new long-term debt to finance a large acquisition.
$800 million of 4.750% Senior Notes due March 3, 2031, and $500 million of 5.375% Senior Notes due March 3, 2036
Interest is paid semi-annually on March 3 and September 3, starting September 3, 2026
Proceeds are intended to finance cash consideration for the acquisition of PA Consulting Group's remaining shares; if the deal is not completed, proceeds will repay revolving and term loan borrowings
Notes are fully guaranteed by subsidiary Jacobs Engineering Group Inc. and issued under an indenture with U.S. Bank Trust Company as trustee
Jacobs reported fiscal first quarter 2026 results for the quarter ended December 26, 2025, with gross revenue of $3.3 billion, up 12.3%, and GAAP net earnings of $125.0 million, compared with a net loss of $17.1 million a year earlier. The company raised the low end of its fiscal 2026 adjusted net revenue growth range and its adjusted EPS range, and also announced a 12.5% dividend increase and a transaction to acquire the remaining stake in PA Consulting, which matter to shareholders because they reflect higher profit, higher guidance and increased capital returns.
Gross revenue of $3.3 billion, up 12.3% year over year; adjusted net revenue of $2.3 billion, up 8.2%
GAAP EPS of $1.11 versus a loss of $0.10 a year earlier; adjusted EPS of $1.53, up 15.0%
Fiscal 2026 adjusted EPS guidance of $6.95 to $7.30 (previously $6.90 to $7.30); adjusted net revenue growth of 6.5% to 10.0% (previously 6.0% to 10.0%)
Repurchased $252 million of Jacobs shares in the quarter; quarterly dividend increased 12.5%
On January 2, 2026, Jacobs agreed to buy the remaining PA Consulting shares held by outside shareholders, mostly current and former employees, for approximately £1.216 billion ($1.6 billion) upfront, paid 80% in cash and 20% in Jacobs common stock. Jacobs expects the deal to be accretive to adjusted EPS in the first 12 months after closing and to close by the end of its fiscal 2026 second quarter, but closing depends on shareholder, UK court and regulatory approvals, and the cash portion will be funded from cash on hand and debt facilities.
Upfront consideration of approximately £1.216 billion ($1.6 billion), with an implied enterprise value for PA Consulting of approximately £3.05 billion
Additional £75 million in deferred consideration, payable in Jacobs shares or cash at Jacobs' election on the second anniversary of closing
Expected to close by the end of fiscal 2026 second quarter; the agreement terminates if closing has not occurred by 5 pm UK time on May 29, 2026
Adjusted EBITDA margin was 13.9% for fiscal 2025 as reported, versus 14.5% had Jacobs fully owned PA Consulting for the full year
Jacobs reported fiscal fourth-quarter 2025 gross revenue of $3.2 billion, up 6.6% year over year, and adjusted EPS of $1.75, up 27.7%. GAAP EPS fell 55.9% to $1.05, which the company attributes partly to mark-to-market gains in the prior-year period from its former Amentum stake. The company also guided fiscal 2026 adjusted EPS to $6.90 to $7.30, which it says is 16% growth at the midpoint.
Q4 gross revenue $3.2 billion, up 6.6%; adjusted net revenue $2.2 billion, up 5.8%
Q4 GAAP EPS $1.05, down from $2.38; adjusted EPS $1.75, up from $1.37
Fiscal 2025 adjusted EPS $6.12, up 15.9%; GAAP EPS $2.58, down 46.1%
Fiscal 2026 outlook: adjusted net revenue growth of 6% to 10% and adjusted EPS of $6.90 to $7.30
Jacobs Solutions appointed Diane Bryant, a former technology executive, to its board effective immediately, filling a vacancy after the board expanded from 10 to 11 directors. The board determined she is independent under NYSE standards, and her compensation follows the standard non-management director package.
Board increased from 10 to 11 authorized directors on November 18, 2025 to fill the vacancy with Diane Bryant
Bryant's annual compensation includes a $135,000 cash retainer and restricted stock units valued at $200,000, pro-rated from her election date
Her initial term expires at the 2026 annual shareholder meeting; the filing reports no related-party transactions
Jacobs Solutions reported fiscal third quarter 2025 results for the quarter ended June 27, 2025, with gross revenue of $3.0 billion, up 5.1% year over year, and GAAP earnings per diluted share of $1.56 compared with $0.66 a year earlier. The company raised its fiscal 2025 adjusted EPS guidance to $6.00-$6.10, which signals improved expected profitability for shareholders.
Gross revenue of $3.0 billion, up 5.1% year over year; adjusted net revenue of $2.2 billion, up 7.0%
GAAP EPS of $1.56 versus $0.66 a year earlier; adjusted EPS of $1.62, up 24.6%
Fiscal 2025 adjusted EPS guidance raised to $6.00-$6.10; the company repurchased $101 million of shares in the quarter and $653 million fiscal year to date
Jacobs reported fiscal second quarter 2025 revenue of $2.9 billion, up 2.2% from a year earlier, and adjusted EPS of $1.43, up from $1.17. GAAP EPS from continuing operations fell to $0.10 from $0.73, reflecting $109.5 million in mark-to-market losses on its Amentum stock and a reserve tied to an adverse interim ruling against a consolidated joint venture. The company reaffirmed its full-year fiscal 2025 guidance, which matters to shareholders because it holds the outlook steady despite the charges.
Gross revenue was $2,910,415 thousand, up 2.2% year over year; adjusted net revenue rose 3.1%.
GAAP EPS from continuing operations was $0.10 versus $0.73 a year earlier; adjusted EPS was $1.43 versus $1.17.
Backlog reached $22.2 billion, up 20.0% year over year, with a trailing twelve-month book-to-bill of 1.3x.
Jacobs repurchased $351 million of shares in Q2 2025 and reaffirmed fiscal 2025 adjusted EPS guidance of $5.85-$6.20.
On March 27, 2025, Jacobs Engineering Group Inc., a subsidiary guaranteed by Jacobs Solutions Inc., entered into a new two-year term loan facility with Bank of America and used the proceeds to repay in full its amended and restated term loan dated February 6, 2023. The filing describes a refinancing of existing debt rather than new borrowing for a specified project, and it does not state any change in revenue, profit or guidance.
New 2025 Term Loan Facility: $200 million term loan and £410 million term loan, with a two-year term from initial funding.
Repayment on March 27, 2025: about $120.5 million and £411.9 million paid in full under the February 6, 2023 agreement.
Pricing depends on the borrower's consolidated leverage ratio, with SONIA or term SOFR plus 0.875% to 1.50%, or base rate plus 0.00% to 0.50%.
Guaranty to the prior lenders was terminated as part of the repayment.
Jacobs reported gross revenue up 4.4% to $2.9 billion for the fiscal first quarter ended December 27, 2024, but a GAAP net loss from continuing operations of $17.1 million, or $0.10 per diluted share, reflected $145 million in mark-to-market losses on its Amentum stake. The company raised its fiscal 2025 adjusted EPS range to $5.85-$6.20 from $5.80-$6.20, and its board authorized a new $1.5 billion share repurchase program. Shareholders also get a quarterly dividend raised 10% to $0.32 per share.
Gross revenue of $2.9 billion, up 4.4% year over year; backlog of $21.8 billion, up 18.9%
GAAP net loss from continuing operations of $17.1 million ($0.10 per diluted share), compared with earnings of $128.3 million a year earlier; adjusted EPS of $1.33, down 8.3%
Fiscal 2025 adjusted EPS range raised to $5.85-$6.20 from $5.80-$6.20; other fiscal 2025 outlook reiterated
Board authorized an incremental $1.5 billion repurchase program over three years; quarterly dividend of $0.32 payable March 21, 2025
Jacobs reported fiscal fourth-quarter 2024 revenue of $3.0 billion, up 4.4% year over year, and GAAP EPS of $2.38, helped by $187 million in mark-to-market gains on its Amentum stock. The company also gave fiscal 2025 guidance for adjusted EPS of $5.80-$6.20, compared with fiscal 2024 adjusted EPS of $5.28, following the completed separation of its Critical Mission Solutions and Cyber & Intelligence businesses into Amentum.
Q4 revenue of $2,960,150 thousand, up 4.4%; adjusted net revenue of $2.1 billion, up 4.3%
Q4 GAAP EPS of $2.38 versus $0.63 a year earlier; adjusted EPS of $1.37, up 28.0%
FY2025 outlook: adjusted EPS of $5.80-$6.20, adjusted EBITDA margin of 13.8-14.0%
FY2024 returned $545 million to shareholders through dividends and share repurchases
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