Jacobs Solutions Inc
J: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| JNl | LOCK|@% | LOCK|D@@?bvy |
Jacobs Solutions Earnings: Fiscal 2025 Outlook Maintained Despite Macroeconomic Uncertainty
We’ve lowered our fair value estimate for Jacobs to $136 from $140 following fiscal second-quarter earnings, which reflects our slightly more conservative near-term revenue growth and operating margin expectations, partially offset by time value of money. Management maintained its fiscal 2025 outlook and continues to anticipate adjusted net revenue growth in the mid to high single digits and adjusted EPS of $5.85 to $6.20.
