NYSE$J

Jacobs Engineering Group Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Jacobs' Q3 2023 financial performance was marked by increased revenue and strategic advancements.

Jacobs Solutions Inc. reported a 9.4% year-over-year increase in revenue, reaching $4.2 billion for the fiscal third quarter ended June 30, 2023. The company is advancing its plans for the separation of the Critical Mission Solutions business and reiterates its fiscal year 2023 outlook.

  • Revenue increased by 9.4% year-over-year, or 10% in constant currency.
  • Backlog reached $28.9 billion, a 2.9% year-over-year increase, with gross margin in backlog up 7.1%.
  • EPS was $1.29, a 15.1% decrease year-over-year, while adjusted EPS from continuing operations was $1.82, a 2.2% decrease year-over-year.
  • Company reiterates 100% cash flow conversion target and fiscal year 2023 outlook range.

Headline financials

Total Revenue

$4.19B

Previous: $3.83B+9.4%
EPS (adj)

$1.82

Previous: $1.86-2.2%
Backlog

$28.9B

Previous: $28.1B+2.9%
Capital Expenditures

-$98.2M

Previous: -$80.1M-22.7%
Free Cash Flow

$66M

Previous: $116M-43.1%
Net Income

$164M

Previous: $196M-16.2%
Operating Income

$270M

Previous: $266M+1.5%
Gross Profit

$857M

Previous: $824M+3.9%
Cash & Equivalents

$1.09B

Previous: $1.1B-0.9%
Total Assets

$14.9B

Previous: $14.7B+1.5%
Stock-Based Comp

$20.6M

Previous: $16.5M+24.7%

Revenue & EPS history

Jacobs · Revenue · Quarterly

$4.19B

Q3 2023+9.4%vs Q3 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Jacobs · $287M total across 1 segment · Q3 2023

  • PA Consulting
    $287M+3.3%

Forward guidance

The company has reiterated its outlook for fiscal year 2023 adjusted EBITDA to a range of $1,420 million to $1,470 million and adjusted EPS of $7.25 to $7.45.

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 Q3 2023

Historical avgQ3 2023

-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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