What is the 13F Pro Quality Score for J?

13F Pro ranks JACOBS SOLUTIONS INC. (J) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View J's current score at https://13fpro.ai/company/J (free sign-up required for the full ranking).

Which hedge funds own the most J stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of J include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/J as soon as new 13F filings post.

Where does 13F Pro source J data?

All JACOBS SOLUTIONS INC. fundamentals and ownership data come directly from SEC EDGAR. JACOBS SOLUTIONS INC. files with the SEC under CIK 52988. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

JACOBS SOLUTIONS INC. (J) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives J's revenue?

Per JACOBS SOLUTIONS INC.'s latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Infrastructure & Advanced Facilities ($3.75B, +39% YoY); PA Consulting ($329.5M, -1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/J.

How often is J research updated on 13F Pro?

J's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

JACOBS SOLUTIONS INC.(J)Stock Analysis

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SEC EDGAR: CIK 52988 J stock profile & AI dashboard →

13F Pro Quality Score

64.3/100

Rank #555 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

85.1/100

Profitability

41.1/100

Balance Sheet

58.8/100

Earnings Quality

74.8/100

Free Cash Flow

40.4/100

Institutional Flow

75.8/100

Revenue Scale

89.5/100

Dilution Risk

74.9/100

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Why J Scores 64/100

exact factor attribution · 2026-09-11

J's composite is driven by revenue growth and scale, held back by earnings growth and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.0 pts

85th pct

Scale

+5.9 pts

90th pct

Earnings quality

+2.5 pts

75th pct

Institutional flow

+1.3 pts

76th pct

Shareholder dilution

+1.3 pts

75th pct

Capital efficiency

+0.9 pts

59th pct

Profitability

-1.3 pts

41th pct

Free cash flow

-1.4 pts

40th pct

Earnings growth

-1.8 pts

14th pct

Latest change (2026-08-04): 48 → 58 · ↑ Revenue growth 5→54; ↑ Earnings growth 10→24

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in J

Events flagged as statistical outliers against J's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-04
J quality score jumped 10 points (48→58) on a new filing
View source filing →

J Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for JACOBS SOLUTIONS INC. (J), a Industrials sector company. 13F Pro's AI-powered ranking engine scores J at 64.3/100 on a 32-signal composite quality model, placing it at rank #555 of 2,961 stocks — the top 25% of the AI-ranked universe. J scores in the top quartile across revenue scale (89.5), revenue growth (85.1), institutional flow (75.8). Based on the latest XBRL financial filings (Q2 2026), JACOBS SOLUTIONS INC. reports quarterly revenue of $4.1B, net income of $136.6M, an operating margin of 7.0%. Top institutional holders of J by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. J trades on the NYSE exchange and files with the SEC under CIK 52988. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate J daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JACOBS SOLUTIONS INC. directly from SEC EDGAR. JACOBS SOLUTIONS INC.'s 13F Pro composite quality score has ranged between 48 and 66 since 2022, currently 64.3 — an improving long-term trajectory across 57 quarterly and live scoring snapshots.

What's Driving J's Business? Latest 10-Q Breakdown

✓ 23/23 datapoints verified

AI-extracted from JACOBS SOLUTIONS INC.'s 10-Q filed 2026-08-04 — Q3 FY2026 (quarter ended June 26, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 34.5% YoY to $4.08B on I&AF segment strength, but net earnings attributable to Jacobs fell to $137.4M as the PA Consulting Transaction pushed the effective tax rate to 43.4% from 21.9%.

Biggest Revenue Drivers

Infrastructure & Advanced Facilities$3.75B+39% YoY

Stronger performance in Global Operations, Americas and International sectors, plus higher revenues associated with pass-through cost

PA Consulting$329.5M-1% YoY

Revenue impacted by delayed client approvals, which adversely affected the timing of revenue recognition

Biggest Revenue Drivers

Total revenue: $4.08B+34.5% YoY

Infrastructure & Advanced Facilities$3.75B+39% YoY

Stronger performance in Global Operations, Americas and International sectors, plus higher revenues associated with pass-through cost

PA Consulting$329.5M-1% YoY

Revenue impacted by delayed client approvals, which adversely affected the timing of revenue recognition

Largest Expense Items

Direct cost of contracts$3.27B

Increase driven by higher revenues, including higher revenues associated with pass-through cost

Selling, general and administrative expenses$524.0M+0.1% YoY

Higher PA Consulting Transaction restructuring/integration costs ($10.8M increase) offset by lower Separation Transaction charges and reduced TSA expenses

Net interest expense$46.3M+61.2% YoY

Higher average levels of outstanding debt, partially offset by lower interest rates versus the prior year

Margins: Gross profit rose 6.9% YoY to $810.7M but gross margin fell to 19.9% from 25.0%, reflecting higher revenues tied to pass-through costs, year-over-year project mix, and lower utilization trends primarily in the PA Consulting business.

Watch Items from the Filing

Effective tax rate from continuing operations jumped to 43.4% from 21.9% a year ago, driven by $35.8M of non-deductible expenses tied to the PA Consulting Transaction.
PA Consulting segment revenue declined 1% YoY to $329.5M as delayed client approvals pushed out revenue recognition timing.
Long-term debt rose to $3.58B from $2.24B after issuing $1.3B of new bonds and $1.2B of term loans to fund the ~£1.21B PA Consulting buyout.
Total backlog grew to $28.9B (I&AF $28.4B, PA Consulting $459M) from $22.7B a year earlier, led by growth in the Advanced Manufacturing market.
Remaining performance obligations of $22.2B, with only 45% expected to convert to revenue within the next twelve months.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$4.1B

Net Income

Q2 2026

$136.6M

Free Cash Flow

Q2 2026

$431.0M

Operating Margin

Q2 2026

7.0%

ROIC

Q2 2026

16.8%

D/E Ratio

Q2 2026

1.10

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.6% YoY

$12.03BFY 2025

FY22 $9.78BFY23 $10.85BFY24 $11.50BFY25 $12.03B

Net Income

-64.1% YoY

$289.3MFY 2025

FY22 $644.0MFY23 $665.8MFY24 $806.1MFY25 $289.3M

Operating Income

+24.7% YoY

$863.6MFY 2025

FY22 $539.9MFY23 $676.5MFY24 $692.4MFY25 $863.6M

EPS (Diluted)

-62.3% YoY

$2.38FY 2025

FY22 $4.98FY23 $5.30FY24 $6.32FY25 $2.38

Total Assets

-4.3% YoY

$11.25BFY 2025

FY22 $14.66BFY23 $14.62BFY24 $11.76BFY25 $11.25B

Total Debt

+0.8% YoY

$2.24BFY 2025

FY22 $3.41BFY23 $2.87BFY24 $2.22BFY25 $2.24B

Op. Cash Flow

-34.9% YoY

$686.7MFY 2025

FY22 $474.7MFY23 $974.8MFY24 $1.05BFY25 $686.7M

Free Cash Flow

-34.9% YoY

$607.5MFY 2025

FY22 $347.1MFY23 $837.3MFY24 $933.6MFY25 $607.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$12.03B +4.6%	$11.50B +6.0%	$10.85B +10.9%	$9.78B -30.6%	$14.09B +3.9%	$13.57B
Net Income	$289.3M -64.1%	$806.1M +21.1%	$665.8M +3.4%	$644.0M +35.0%	$477.0M -3.0%	$491.8M
Operating Income	$863.6M +24.7%	$692.4M +2.4%	$676.5M +25.3%	$539.9M -21.5%	$688.1M +28.4%	$536.0M
EPS (Diluted)	$2.38 -62.3%	$6.32 +19.2%	$5.30 +6.4%	$4.98 +55.6%	$3.20 -13.7%	$3.71
Total Assets	$11.25B -4.3%	$11.76B -19.6%	$14.62B -0.3%	$14.66B +0.2%	$14.63B +18.4%	$12.35B
Total Debt	$2.24B +0.8%	$2.22B -22.6%	$2.87B -15.9%	$3.41B +15.6%	$2.95B +75.7%	$1.68B
Operating Cash Flow	$686.7M -34.9%	$1.05B +8.2%	$974.8M +105.3%	$474.7M -34.6%	$726.3M -10.0%	$806.8M
Free Cash Flow	$607.5M -34.9%	$933.6M +11.5%	$837.3M +141.2%	$347.1M -45.2%	$633.5M -8.0%	$688.6M

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Available Research

13F Pro tracks comprehensive data for JACOBS SOLUTIONS INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of J

BlackRock, Inc.
$1.4B10,893,728 sh
VANGUARD CAPITAL MANAGEMENT LLC
$972.0M7,714,329 sh
STATE STREET CORP
$931.3M7,390,941 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$598.4M4,749,089 sh
PRIMECAP MANAGEMENT CO/CA/
$575.3M4,565,799 sh
Invesco Ltd.
$425.2M3,374,847 sh
GEODE CAPITAL MANAGEMENT, LLC
$418.5M3,333,601 sh
MORGAN STANLEY
$400.3M3,176,879 sh
Ninety One UK Ltd
$357.3M2,835,514 sh
Boston Partners
$339.8M2,693,079 sh

Fund	Value	Shares
BlackRock, Inc.	$1.4B	10,893,728
VANGUARD CAPITAL MANAGEMENT LLC	$972.0M	7,714,329
STATE STREET CORP	$931.3M	7,390,941
VANGUARD PORTFOLIO MANAGEMENT LLC	$598.4M	4,749,089
PRIMECAP MANAGEMENT CO/CA/	$575.3M	4,565,799
Invesco Ltd.	$425.2M	3,374,847
GEODE CAPITAL MANAGEMENT, LLC	$418.5M	3,333,601
MORGAN STANLEY	$400.3M	3,176,879
Ninety One UK Ltd	$357.3M	2,835,514
Boston Partners	$339.8M	2,693,079

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Is J a good stock to buy?

13F Pro's AI-powered analysis of JACOBS SOLUTIONS INC. (J) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for J are available on the J stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. J is classified as a large company.

Which hedge funds own J?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling J. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of JACOBS SOLUTIONS INC.'s investment landscape.