Every material Form 8-K Jacobs Solutions filed with the SEC in 2025, 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 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Jacobs Solutions filing is on SEC EDGAR ↗. 8-K briefs of other companies →