Jacobs Solutions Inc
J
$140.22 -0.36%
Exchange: NYSE | Sector: Technology | Industry: Software Services
Q4 2024
Published: Nov 25, 2024

Earnings Highlights

  • EPS of $2.51 increased by 101.6% from previous year
  • Gross margin of -13.9%
  • Net income of 325.44M
  • "We see pipeline growth as really, really strong. Water and Environmental is up double-digits on a pipeline basis, and Life Sciences and Advanced Manufacturing are showing robust activity as well." - Bob Pragada
J
Company J

Executive Summary

Jacobs Solutions (J) delivered a strong close to its fiscal year 2024 despite executing a strategic spin-off that separated CMS and C&I into Amentum. In Q4, total gross revenue rose 4% YoY with adjusted net revenue up 4%, and Q4 adjusted EBITDA reached $289 million, up 12% YoY. The company closed FY24 with trailing twelve-month book-to-bill of 1.35x and a Q4 book-to-bill of 1.67x, underscoring robust demand across its three focus end markets. The realized restructuring and separation gains materially influenced GAAP results, while adjusted metrics continue to reflect underlying performance. Management reaffirmed a constructive path into FY25, projecting mid-to-high single-digit net revenue growth, EBITDA margin of 13.8–14%, adjusted EPS of $5.80–$6.20, and free cash flow conversion above 100%. Free cash flow from continuing operations was $718M in FY24, and the company ended the year with roughly $1.1B of net debt (net leverage ~1.0x), supporting ongoing deleveraging and shareholder-friendly capital allocation through buybacks and dividends.

Key Performance Indicators

Revenue
Decreasing
-1.16B
QoQ: -127.39% | YoY: -127.02%
Gross Profit
Decreasing
160.82M
-13.88% margin
QoQ: -82.46% | YoY: -82.36%
Operating Income
Decreasing
-53.08M
QoQ: -120.38% | YoY: -119.11%
Net Income
Increasing
325.44M
QoQ: 121.48% | YoY: 117.86%
EPS
Increasing
2.52
QoQ: 115.38% | YoY: 101.60%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 2,910.42 0.06 -31.8% View
Q1 2025 2,932.96 -0.11 -29.5% View
Q4 2024 -1,158.96 2.51 -127.0% View
Q3 2024 4,231.58 1.17 +1.1% View
Q2 2024 4,269.09 1.28 +4.7% View