Jacobs and PA Consulting Secure Four-Year Contract Extension
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Should l Buy J?
Source: PRnewswire
- Contract Renewal: Jacobs and PA Consulting have secured a four-year contract extension from the U.K. Department for Transport to continue leading the National Security Science and Research (NSSR) program, aimed at enhancing the security and resilience of the U.K.'s transport systems through science-led solutions.
- Innovative Collaboration: The program brings together Jacobs, PA Consulting, and other organizations to leverage expertise in quantum, cyber, and aviation security, driving innovation to address emerging threats and safeguard critical transport infrastructure.
- Global Project Support: Jacobs supports complex transport projects globally, including the Elizabeth Line and Transpennine Route Upgrade in the U.K., showcasing its capabilities in transport infrastructure, systems integration, and resilience planning.
- Strategic Acquisition: Jacobs plans to acquire the remaining stake in PA Consulting, expected to close by the end of Jacobs' fiscal 2026 second quarter, which will further enhance synergies between the two companies in transport and other sectors, boosting market competitiveness.
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Analyst Views on J
Wall Street analysts forecast J stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for J is 153.75 USD with a low forecast of 130.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
5 Buy
5 Hold
0 Sell
Moderate Buy
Current: 151.160
Low
130.00
Averages
153.75
High
180.00
Current: 151.160
Low
130.00
Averages
153.75
High
180.00
About J
Jacobs Solutions Inc. provides end-to-end services in advanced manufacturing, cities and places, energy, environmental, life sciences, transportation and water. The Company’s segments include Infrastructure and Advanced Facilities (I&AF) and PA Consulting. The I&AF segment provides end-to-end solutions for its client’s complex challenges related to climate change, energy transition, connected mobility, buildings and infrastructure, integrated water management and biopharmaceutical manufacturing. It uses data science and technology-enabled expertise to deliver outcomes for its clients and communities. Its clients include national, state and local governments in Europe, the Middle East, and others. The PA Consulting segment has a diverse mix of private and public sector clients. Private sector clients include global household names like Unilever, Microsoft, and Pret A Manger, and start-ups like PulPac, which converts plant fibers into sustainable packaging to reduce single-use plastic.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Contract Renewal: Jacobs, in partnership with PA Consulting, has secured a four-year contract extension from the U.K. Department for Transport to continue leading the National Security Science and Research (NSSR) program, aimed at enhancing the security and resilience of the U.K.'s transport systems through science-led solutions.
- Innovative Collaboration: The program brings together Jacobs, PA Consulting, and several other organizations, with expectations to address emerging threats and safeguard critical transport infrastructure, thereby promoting collaborative innovation between industry and government.
- Global Project Support: Jacobs supports complex transport programs globally, including the Elizabeth line and the Transpennine Route Upgrade in the U.K., showcasing its comprehensive capabilities in managing the entire lifecycle of transport infrastructure.
- Strategic Acquisition: Jacobs plans to acquire the remaining stake in PA Consulting, with the transaction expected to close by the end of Jacobs' fiscal 2026 second quarter, further solidifying the market position of both companies in innovation and transformation consulting.
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- Contract Renewal: Jacobs and PA Consulting have secured a four-year contract extension from the U.K. Department for Transport to continue leading the National Security Science and Research (NSSR) program, aimed at enhancing the security and resilience of the U.K.'s transport systems through science-led solutions.
- Innovative Collaboration: The program brings together Jacobs, PA Consulting, and other organizations to leverage expertise in quantum, cyber, and aviation security, driving innovation to address emerging threats and safeguard critical transport infrastructure.
- Global Project Support: Jacobs supports complex transport projects globally, including the Elizabeth Line and Transpennine Route Upgrade in the U.K., showcasing its capabilities in transport infrastructure, systems integration, and resilience planning.
- Strategic Acquisition: Jacobs plans to acquire the remaining stake in PA Consulting, expected to close by the end of Jacobs' fiscal 2026 second quarter, which will further enhance synergies between the two companies in transport and other sectors, boosting market competitiveness.
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- Massive Contract Award: Jacobs has been awarded the SHIELD contract from the U.S. Missile Defense Agency, with a ceiling value of $151 billion, covering a wide range of work areas aimed at rapid delivery of innovative capabilities, enhancing responsiveness and agility.
- Enhanced Software Capabilities: The contract focuses on the development and integration of advanced scalable solutions, with Jacobs leveraging its software capabilities to support secure digital architectures and resilient systems, thereby accelerating solution delivery.
- Support for National Security: Jacobs provides services across land, air, maritime, and space sectors for government agencies and private sector clients, supporting the project lifecycle of national security infrastructure and systems.
- Strong Financial Position: With approximately $12 billion in annual revenue and a workforce of nearly 43,000, Jacobs offers end-to-end services from advisory to lifecycle management, committed to creating a more connected and sustainable future.
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- Project Management: Jacobs has been selected by the San Diego Association of Governments to manage the San Dieguito Lagoon Double Track and Special Events Platform project, aimed at enhancing capacity and reliability along the Los Angeles–San Diego–San Luis Obispo corridor, which is crucial for improving regional traffic conditions.
- Track Improvements: The project involves 2.1 miles of track enhancements, including a new double track to eliminate a major bottleneck between Solana Beach and Del Mar fairgrounds, which is expected to ease congestion and improve access during large-scale events.
- Infrastructure Upgrades: Additional upgrades include replacing the century-old San Dieguito Lagoon bridge to enhance climate resilience, as well as improvements to turnouts, signals, communications, and drainage systems, all aimed at boosting operational efficiency and ensuring more reliable service.
- Strategic Importance: Ranked No. 2 in Transportation, Jacobs generates approximately $12 billion in annual revenue with nearly 43,000 employees, and through comprehensive service offerings, it is committed to creating a more sustainable future and driving regional economic development.
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- Project Scale: Jacobs has been selected to lead the design of a coastal storm surge barrier in Texas, expected to be one of the largest in the world, spanning Bolivar Roads and protecting over six million residents and $800 billion in regional assets.
- Strategic Investment: The project is backed by nearly $1 billion in state funding, representing the most ambitious coastal resiliency effort in U.S. history, aimed at enhancing Texas's resilience to extreme weather while ensuring the Houston Ship Channel remains operational for commerce.
- Ecological Protection and Economic Benefits: Beyond reducing storm damage risks, the project is expected to safeguard thousands of jobs tied to port and industrial activities and preserve sensitive ecosystems like wetlands and oyster reefs, promoting regional sustainability.
- Global Experience Application: Jacobs will leverage its experience from over 1,000 resilience projects worldwide, utilizing advanced digital modeling and operational planning to ensure the long-term reliability of the surge barrier, further solidifying the company's leadership in infrastructure.
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- Significant Earnings Growth: Jacobs Solutions reported an adjusted EPS of $1.53 for Q1 2026, reflecting a 15% year-over-year increase, alongside an 8% growth in net revenue, showcasing the company's strong performance and enhanced profitability in the market.
- Record Backlog: The company reported a backlog of $26.3 billion, up 21% year-over-year, which not only indicates robust market demand but also lays a solid foundation for future revenue growth, boosting investor confidence.
- Strategic Acquisition Progress: Jacobs announced the acquisition of the remaining stake in PA Consulting, expected to positively impact adjusted EPS within the next 12 months, with projected cost synergies of $16 million to $20 million, further advancing the company's strategic objectives.
- Optimistic Outlook: The company raised its fiscal year 2026 net revenue growth guidance to 6.5% to 10% and increased adjusted EPS guidance to a range of $6.95 to $7.30, reflecting management's confidence in future performance and a positive market outlook.
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