CluenexJacobs Solutions J
Jacobs Solutions scores weak on business quality (4.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Jacobs Solutions does
Jacobs Solutions provides professional, technical, and construction services to corporate and government clients, generating $14.2 billion in annual revenue. The firm is shifting its focus toward data center permitting and critical infrastructure projects to capture surging tech demand.
- What it does best
Jacobs excels at managing complex infrastructure, supported by a gross margin of 22.1%. This operational expertise creates sticky client relationships in government and corporate sectors that peers like LDOS at 17.8% struggle to match.
- The main risk
Data center permitting bottlenecks threaten project timelines and volume growth. Any regulatory delays in this key expanding segment directly pressure its 7.9% operating margin.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 7.9% and free cash flow reached $645 million. Profitability remains modest with an ROE of 9.9%, trailing sector peers.
Jacobs holds a modest moat built on engineering expertise that locks in enterprise and government clients. Its gross margin sits in the 17th sector percentile, limiting pricing power.
Revenue grew 4.6% to $14.2 billion, landing in the middle of the pack at the 51st sector percentile. Growth has slowed compared to historical peaks above $16 billion.
Total debt sits at $2.2 billion against $1.2 billion in cash, resulting in net debt of $1.0 billion. Interest coverage is 6.8x, meaning debt costs are manageable.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $2.5M outside pre-planned sales.
Our sealed record on J
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Jacobs Solutions scores weak on the Cluenex quality check (4.0 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 sold $2.5M outside pre-planned sales.
Nov 18, 2026, after the close.
See J today
- Today's verdict on J, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Jacobs Solutions (J)”, https://cluenex.com/stocks/j/, data as of Oct 10, 2026.