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Jacobs Solutions — Nov 20, 2025 release

Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001628280-25-053313
Open on SEC.gov ↗
Showing in the filing
Adjusted EPS Growth, at Midpoint
“16% Growth”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 6
Adjusted EPS Growth, at Midpoint for FY2026
“16% Growth”
Annual margin expansion target for FY2025
“50-80 basis point”
Adjusted net revenue growth for FY2026
“grow 6% to 10% over fiscal 2025”
Adjusted EBITDA margin for FY2026
“14.4% to 14.7%”
Adjusted EPS for FY2026
“$6.90 to $7.30”
Free cash flow margin for FY2026
“7.0% to 8.0%”
Exhibit 99.1 · the passage around this item
… earlier in the release
Net Revenue Grew 5.8% y/y in Fiscal Fourth Quarter 2025 Backlog Reached New Record with TTM Book-to-Bill Ratio of 1.1x Returned a Record $1.1 billion Through Repurchases and Dividends in Fiscal 2025 Fiscal 2026 Guidance for 16% Growth in Adj. EPS, at Midpoint DALLAS - Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal fourth quarter and fiscal year ended September 26, 2025. Q4 2025 Financial Highlights 1 : • Gross revenue of $3.2 billion up 6.6% y/y; adjusted net revenue 2 of $2.2 billion up 5.8% y/y • GAAP net earnings of $138 million decreased (55.4)% y/y, impacted by mark-to-market gains/losses in the comparable period from our previous stake in Amentum stock; adjusted EBITDA 2 of $324 million increased 12.0% y/y • GAAP EPS of $1.05 decreased (55.9)% y/y; adjusted EPS 2 of $1.75 increased 27.7% y/y • Backlog of $23.1 billion, up 5.6% y/y; Q4 book-to-bill of 1.1x (1.1x TTM) Fiscal Year 2025 Financial Highlights 1 : • Gross revenue of $12.0 billion up 4.6% y/y; adjusted net revenue 2 of $8.7 billion up 5.3% y/y • GAAP net earnings of $313 million decreased (48.9)% y/y, impacted by mark-to-market gains/losses in the comparable period from our previous stake in Amentum stock; adjusted EBITDA 2 of $1.2 billion increased 13.9% y/y • GAAP EPS of $2.58 decreased (46.1)% y/y; adjusted EPS 2 of $6.12 increased 15.9% y/y • Cash conversion and reported free cash flow conversion 2 exceed
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.