Jacobs Q1 adjusted EPS rises 15% to $1.53; fiscal 2026 guidance raised
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.
Key points
- 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%
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:11 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 03, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.