NYSE$J

Jacobs Engineering Group Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Jacobs reported a solid performance in Q2, bolstered by People & Places Solutions, and focused on streamlining the business with cost optimization.

Jacobs Solutions Inc. announced its financial results for the fiscal second quarter ended March 29, 2024. Revenue was up 4.7% year-over-year, with People and Places Solutions revenue up 7.5% year-over-year. EPS was $1.29, and adjusted EPS from continuing operations was $1.91. The company narrowed its outlook for fiscal 2024 adjusted EBITDA to a range of $1,540M to $1,585M and adjusted EPS of $7.80 to $8.10.

  • Revenue of $4.3 billion, up 4.7% year-over-year.
  • People & Places Solutions (P&PS) revenue up 7.5% year-over-year.
  • Backlog of $29.4 billion, up 1.5% year-over-year.
  • EPS of $1.29, down 24% year-over-year; adjusted EPS from continuing operations of $1.91, down 7% year-over-year.

Headline financials

Total Revenue

$4.27B

Previous: $4.08B+4.7%
EPS

$1.28

Previous: $1.81-29.3%
Backlog

$18.5B

Previous: $29B-36.3%
Capital Expenditures

-$45.1M

Previous: -$67.4M+33.1%
Free Cash Flow

$117M

Previous: $149M-21.5%
Net Income

$162M

Previous: $217M-25.1%
Operating Income

$281M

Previous: $290M-3.1%
Gross Profit

$905M

Previous: $890M+1.6%
Cash & Equivalents

$1.03B

Previous: $1.22B-15.5%
Total Assets

$14.9B

Previous: $15B-0.7%
Stock-Based Comp

$15.9M

Previous: $15.1M+5.4%

Revenue & EPS history

Jacobs · Revenue · Quarterly

$4.27B

Q2 2024+4.7%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Jacobs · $288M total across 1 segment · Q4 2023

  • PA Consulting
    $288M+13.3%

Forward guidance

The Company has narrowed its outlook for fiscal 2024 adjusted EBITDA to a range of $1,540M to $1,585M and adjusted EPS of $7.80 to $8.10, up 9% and 10% year-over-year at the midpoints, respectively.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.0%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.3%

Avg return

30 days after

45%

33 / 74 earnings

Positive

+10.9%

Q2 2018

Best reaction

-11.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.1%-9.5%-8.7%
Q1 2026+7.8%+13.6%+2.9%
Q4 2025-11.4%-7.9%-7.6%
Q2 2025-5.7%-3.1%-0.3%
Q1 2025-3.5%-3.5%-10.9%
Q4 2024-5.6%-2.1%-4.5%
Q3 2024-0.5%+2.4%+2.7%
Q2 2024-7.1%-6.6%-7.2%
Q1 2024+4.8%+6.2%+8.6%
Q4 2023-9.5%-9.9%-6.9%
Q3 2023+6.1%+6.2%+2.5%
Q2 2023-2.3%-1.8%-0.5%
Q1 2023-2.8%-2.6%-5.6%
Q4 2022-2.0%-1.9%-3.8%
Q3 2022-6.9%-7.1%-9.3%
Q2 2022+3.3%-0.0%+1.8%
Q1 2022-0.2%-5.1%-2.7%
Q4 2021+1.3%-0.6%-6.3%
Q3 2021-3.9%-3.7%+1.8%
Q2 2021+0.1%-1.1%+1.1%
Q1 2021+1.4%+5.3%+14.6%
Q4 2020+1.8%+1.3%+2.7%
Q3 2020+8.2%+7.0%+9.1%
Q2 2020-3.7%-3.6%+9.2%
Q1 2020+4.0%+2.9%+4.5%
Q4 2019-2.1%-1.4%-4.1%
Q3 2019+5.7%+7.8%+14.1%
Q2 2019+2.6%+2.1%+3.4%
Q1 2019-2.3%-1.5%+7.7%
Q4 2018-10.6%-11.3%-21.7%
Q3 2018+7.6%+7.1%+8.3%
Q2 2018+10.9%+12.1%+16.5%
Q1 2018-2.1%-1.6%-5.2%
Q4 2017+9.2%+6.7%+12.0%
Q3 2017+3.6%+0.5%+4.1%
Q2 2017-0.3%-3.6%-3.3%
Q1 2017-4.0%-2.3%-4.0%
Q4 2016+6.4%+7.2%+0.6%
Q3 2016+2.3%+0.2%-3.4%
Q2 2016+9.5%
Q1 2016-3.3%
Q4 2015+3.7%
Q3 2015+7.8%
Q2 2015-5.4%
Q1 2015-0.9%
Q4 2014+0.0%
Q3 2014-4.1%
Q2 2014-8.1%
Q1 2014-2.2%
Q4 2013-5.7%
Q3 2013-1.8%
Q2 2013-2.3%
Q1 2013+0.5%
Q4 2012+0.0%
Q3 2012-2.2%
Q2 2012-2.3%
Q1 2012+1.5%
Q4 2011-2.7%
Q3 2011-0.8%
Q2 2011-0.3%
Q1 2011+2.2%
Q4 2010+0.0%
Q1 2008+0.0%
Q3 2010+4.7%
Q2 2010-0.3%
Q1 2009-4.1%
Q1 2010+2.2%
Q4 2007-0.4%
Q2 2009-0.4%
Q4 2009-0.4%
Q3 2008+3.6%
Q4 2008+3.6%
Q3 2009+3.6%
Q2 2008+3.6%

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