Jacobs Awarded $151B Defense Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy J?
Jacobs has been awarded a contract under the U.S. Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense - SHIELD - indefinite-delivery/indefinite-quantity contract, which has a ceiling value of $151B. The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities with increased speed and agility.
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Analyst Views on J
Wall Street analysts forecast J stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 139.760
Low
137.00
Averages
157.40
High
180.00
Current: 139.760
Low
137.00
Averages
157.40
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.
Jacobs Secures England Ecosystem Survey Contract
- Ecosystem Survey Collaboration: Jacobs has been selected to provide coordination and field delivery services for the England Ecosystem Survey, expected to conclude in the first half of 2027, supporting the collection of national environmental data foundational for policy-making.
- Data Collection Scope: The project aims to gather soil, vegetation, and landscape data to establish a baseline of England's natural assets, thereby informing environmental policy and land management decisions, which holds significant strategic importance.
- Project Management and Coordination: Jacobs will closely collaborate with Southern Ecological Solutions to ensure the safety and consistency of surveys while managing dependencies between different survey types and locations to generate usable datasets at a national scale.
- Long-term Environmental Commitment: The implementation of this contract will further enhance Jacobs' contributions in the environmental sector, supporting the UK government's Natural Capital and Ecosystem Assessment program and aiding in achieving the 25-Year Environment Plan and net-zero goals.
See More
Jacobs Selected to Support UK Ecosystem Survey Coordination
- Project Background: Jacobs has been selected by Natural England and Defra to coordinate and deliver the England Ecosystem Survey, a cornerstone of the UK government's Natural Capital and Ecosystem Assessment program, expected to be completed by 2029.
- Data Collection: The survey will gather national-scale soil, vegetation, and landscape data to inform environmental policy and land management decisions, ensuring data reliability and consistency to provide a solid foundation for future policy-making.
- Partnership: Jacobs will closely collaborate with Southern Ecological Solutions, mobilizing internal survey teams and multiple contractors to ensure surveys are completed safely and efficiently according to Natural England's standards, with the contract anticipated to commence immediately and activities concluding in the first half of 2027.
- Strategic Importance: This project represents the largest field survey in England's history and will provide critical data for national ecosystem assessments, supporting the UK's environmental goals outlined in the 25-Year Environment Plan and international biodiversity frameworks, thereby promoting sustainable development.
See More
Trump Administration Releases Gateway Tunnel Funds
- Funding Release: The Trump administration released $98 million previously withheld for the Gateway Tunnel construction and an additional $30 million in reimbursements, significantly enhancing passenger rail capacity into Manhattan.
- Project Resumption: The funding freeze had triggered a work stoppage threatening nearly 1,000 jobs, but contractors are now instructed to prepare for construction resumption next week, ensuring the project stays on track.
- Legal Obligation: Governor Hochul emphasized that the federal government has a legal obligation to fully fund the Gateway project, highlighting the importance of continuous funding support to prevent future disruptions for workers and commuters.
- Infrastructure Significance: The Gateway project is one of the most critical infrastructure initiatives in the U.S., with the existing North River Tunnel carrying 200,000 passengers daily and in urgent need of repairs to meet growing transportation demands.
See More
Jacobs and PA Consulting Secure Four-Year Contract Extension
- 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.
See More
Jacobs Secures Four-Year Contract Extension with PA Consulting
- 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.
See More
Jacobs Secures $151 Billion Defense Contract
- 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.
See More
Jacobs Secures England Ecosystem Survey Contract
- Ecosystem Survey Collaboration: Jacobs has been selected to provide coordination and field delivery services for the England Ecosystem Survey, expected to conclude in the first half of 2027, supporting the collection of national environmental data foundational for policy-making.
- Data Collection Scope: The project aims to gather soil, vegetation, and landscape data to establish a baseline of England's natural assets, thereby informing environmental policy and land management decisions, which holds significant strategic importance.
- Project Management and Coordination: Jacobs will closely collaborate with Southern Ecological Solutions to ensure the safety and consistency of surveys while managing dependencies between different survey types and locations to generate usable datasets at a national scale.
- Long-term Environmental Commitment: The implementation of this contract will further enhance Jacobs' contributions in the environmental sector, supporting the UK government's Natural Capital and Ecosystem Assessment program and aiding in achieving the 25-Year Environment Plan and net-zero goals.
See More
Jacobs Selected to Support UK Ecosystem Survey Coordination
- Project Background: Jacobs has been selected by Natural England and Defra to coordinate and deliver the England Ecosystem Survey, a cornerstone of the UK government's Natural Capital and Ecosystem Assessment program, expected to be completed by 2029.
- Data Collection: The survey will gather national-scale soil, vegetation, and landscape data to inform environmental policy and land management decisions, ensuring data reliability and consistency to provide a solid foundation for future policy-making.
- Partnership: Jacobs will closely collaborate with Southern Ecological Solutions, mobilizing internal survey teams and multiple contractors to ensure surveys are completed safely and efficiently according to Natural England's standards, with the contract anticipated to commence immediately and activities concluding in the first half of 2027.
- Strategic Importance: This project represents the largest field survey in England's history and will provide critical data for national ecosystem assessments, supporting the UK's environmental goals outlined in the 25-Year Environment Plan and international biodiversity frameworks, thereby promoting sustainable development.
See More
Trump Administration Releases Gateway Tunnel Funds
- Funding Release: The Trump administration released $98 million previously withheld for the Gateway Tunnel construction and an additional $30 million in reimbursements, significantly enhancing passenger rail capacity into Manhattan.
- Project Resumption: The funding freeze had triggered a work stoppage threatening nearly 1,000 jobs, but contractors are now instructed to prepare for construction resumption next week, ensuring the project stays on track.
- Legal Obligation: Governor Hochul emphasized that the federal government has a legal obligation to fully fund the Gateway project, highlighting the importance of continuous funding support to prevent future disruptions for workers and commuters.
- Infrastructure Significance: The Gateway project is one of the most critical infrastructure initiatives in the U.S., with the existing North River Tunnel carrying 200,000 passengers daily and in urgent need of repairs to meet growing transportation demands.
See More
Jacobs and PA Consulting Secure Four-Year Contract Extension
- 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.
See More
Jacobs Secures Four-Year Contract Extension with PA Consulting
- 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.
See More
Jacobs Secures $151 Billion Defense Contract
- 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.
See More
