Jacobs Named Supplier for UK Government Framework
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2026
0mins
Source: seekingalpha
- Supplier Designation: Jacobs has been named a supplier on the UK Government Commercial Agency's (GCA) construction professional services 2 framework, one of Europe's largest public sector infrastructure frameworks, highlighting the company's significant role in public projects.
- Framework Duration and Impact: This four-year framework enables central government departments and a variety of public sector organizations to procure services more efficiently, thereby supporting the delivery of infrastructure and built environment projects that underpin economic growth and essential services.
- Strong Financial Performance: Jacobs reported a non-GAAP EPS of $1.75 for Q2 2026, beating estimates by $0.12, with revenue of $3.69 billion exceeding expectations by $450 million, showcasing the company's robust performance in the market.
- Positive Future Outlook: Jacobs has set targets for FY 2029, projecting an adjusted EBITDA margin of over 17% and annual free cash generation between $1.2 billion and $1.3 billion, indicating strong confidence in future growth.
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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: 124.630
Low
137.00
Averages
157.40
High
180.00
Current: 124.630
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 Appointed Owner's Engineer for Australia's Palmer Wind Farm
- Project Scale: Jacobs has been selected by Tilt Renewables as the Owner's Engineer for the 288-megawatt Palmer Wind Farm in South Australia, which will feature 407.2 megawatts of wind turbine generators, with construction set to begin in 2026 and completion expected by 2028, significantly enhancing the region's renewable energy capacity.
- Technical Support: Jacobs will provide delivery phase services including design review, construction monitoring, and grid connection support, leveraging its deep technical knowledge and site experience to help mitigate delivery risks and optimize project performance, thereby reinforcing its position in Australia's renewable energy market.
- Strategic Importance: The construction of the Palmer Wind Farm will support energy security and decarbonization goals in South Australia, reflecting Jacobs' long-term commitment to advancing renewable energy development and synergizing with its other major wind projects in Queensland, New South Wales, and Victoria.
- Company Strength: With approximately 2,600 employees and 13 offices across Australia, Jacobs generates around $12 billion in annual revenue and is dedicated to providing comprehensive services for the nation’s infrastructure, energy, and environmental projects, driving economic growth and enhancing social value.
See More
Jacobs Named Supplier for UK Government Framework
- Supplier Designation: Jacobs has been named a supplier on the UK Government Commercial Agency's (GCA) construction professional services 2 framework, one of Europe's largest public sector infrastructure frameworks, highlighting the company's significant role in public projects.
- Framework Duration and Impact: This four-year framework enables central government departments and a variety of public sector organizations to procure services more efficiently, thereby supporting the delivery of infrastructure and built environment projects that underpin economic growth and essential services.
- Strong Financial Performance: Jacobs reported a non-GAAP EPS of $1.75 for Q2 2026, beating estimates by $0.12, with revenue of $3.69 billion exceeding expectations by $450 million, showcasing the company's robust performance in the market.
- Positive Future Outlook: Jacobs has set targets for FY 2029, projecting an adjusted EBITDA margin of over 17% and annual free cash generation between $1.2 billion and $1.3 billion, indicating strong confidence in future growth.
See More
Trump Suggests Lincoln Memorial Reflecting Pool May Need Draining for Repairs
- Repair Necessity: Trump indicated that the Lincoln Memorial Reflecting Pool may need to be partially drained for repairs due to vandalism, acknowledging that contractors inspected the site and recommended releasing much of the water to facilitate necessary repair work.
- Vandalism Allegations: Trump alleged that the reflecting pool was vandalized, including the pouring of corrosive chemicals, although he did not provide evidence, and law enforcement agencies have yet to comment on the claims.
- Recent Renovation: The reflecting pool recently underwent a $14.7 million renovation aimed at enhancing its appearance and functionality; however, shortly after completion, water quality issues arose, prompting workers to treat the water with hydrogen peroxide to combat algae blooms.
- Strategic Implications: This incident highlights the Trump administration's efforts to reshape parts of Washington, with plans not only for the reflecting pool's repairs but also for a new ballroom at the White House and a large arch near Arlington National Cemetery.
See More
Stantec and Jacobs Win Melbourne Water Infrastructure Program Contract
- Project Collaboration: Stantec, in partnership with Jacobs Solutions, has been awarded a five-year infrastructure planning program for Greater Western Water in Melbourne, aimed at addressing the challenge of demand doubling by 2050 due to population growth, ensuring long-term sustainability and reliability of infrastructure.
- Scope of Services: The initiative will provide end-to-end engineering and advisory services, including system design, treatment plant development, water resource assessments, and environmental analysis, ensuring infrastructure adaptability under climate and population pressures.
- Social Responsibility: The program will also incorporate social procurement initiatives, partnerships with Indigenous-owned businesses, and local workforce development, aiming to deliver broader community and economic benefits, enhancing the project's social value.
- Market Outlook: Stantec's strong presence in water infrastructure positions it as a promising mid-cap stock investment, with analysts generally optimistic about its future growth potential, although some AI stocks are viewed as having greater upside potential.
See More
Jacobs Secures AI Services Framework with Yorkshire Water
- Significant Contract Value: Jacobs has been appointed to Yorkshire Water's AI services framework, with an estimated total value of approximately $45 million (£32 million) over five years, which will significantly enhance operational performance in water and wastewater services.
- Accelerated Digital Transformation: As the U.K. water sector enters Asset Management Period 8 (AMP8), water companies are increasing investments in digital and AI capabilities to meet stricter regulatory requirements, thereby strengthening resilience and managing affordability pressures.
- Collaborative Solution Development: Under this framework, Jacobs will work collaboratively with Yorkshire Water to co-develop scalable digital products and solutions aimed at enhancing decision-making, asset performance, and operational efficiency, driving the company's digital transformation in the water sector.
- Global Service Network: Jacobs supports water utilities globally with integrated digital, data, and engineering services that address resilience, regulatory, and affordability challenges while improving outcomes for customers and communities.
See More
Jacobs Selected for Environmental Services in UK Nuclear Project
- Environmental Assessment Partnership: Jacobs has been selected by Great British Energy - Nuclear to provide environmental services for the Oldbury site, aiming to support potential nuclear development in the UK by establishing environmental baseline data that will inform future planning and design decisions.
- Multidisciplinary Team Collaboration: Jacobs will collaborate with subconsultants AtkinsRéalis and AECOM to form a multidisciplinary team conducting environmental surveys and impact assessments, ensuring project compliance with regulatory requirements, thereby enhancing feasibility and compliance.
- Energy Security Strategy: Jacobs' Executive Vice President Richard Sanderson emphasized that advancing civil nuclear development is crucial for enhancing the UK's energy security, and the company's extensive experience will lay the groundwork for the success of the Oldbury project, supporting long-term growth.
- Industry Leadership Position: With over 60 years of experience in global civil nuclear solutions, Jacobs continues to play a leading role in major projects like Sizewell C and Hinkley Point C, driving sustainable development and innovation while meeting global energy demands.
See More
Jacobs Appointed Owner's Engineer for Australia's Palmer Wind Farm
- Project Scale: Jacobs has been selected by Tilt Renewables as the Owner's Engineer for the 288-megawatt Palmer Wind Farm in South Australia, which will feature 407.2 megawatts of wind turbine generators, with construction set to begin in 2026 and completion expected by 2028, significantly enhancing the region's renewable energy capacity.
- Technical Support: Jacobs will provide delivery phase services including design review, construction monitoring, and grid connection support, leveraging its deep technical knowledge and site experience to help mitigate delivery risks and optimize project performance, thereby reinforcing its position in Australia's renewable energy market.
- Strategic Importance: The construction of the Palmer Wind Farm will support energy security and decarbonization goals in South Australia, reflecting Jacobs' long-term commitment to advancing renewable energy development and synergizing with its other major wind projects in Queensland, New South Wales, and Victoria.
- Company Strength: With approximately 2,600 employees and 13 offices across Australia, Jacobs generates around $12 billion in annual revenue and is dedicated to providing comprehensive services for the nation’s infrastructure, energy, and environmental projects, driving economic growth and enhancing social value.
See More
Jacobs Named Supplier for UK Government Framework
- Supplier Designation: Jacobs has been named a supplier on the UK Government Commercial Agency's (GCA) construction professional services 2 framework, one of Europe's largest public sector infrastructure frameworks, highlighting the company's significant role in public projects.
- Framework Duration and Impact: This four-year framework enables central government departments and a variety of public sector organizations to procure services more efficiently, thereby supporting the delivery of infrastructure and built environment projects that underpin economic growth and essential services.
- Strong Financial Performance: Jacobs reported a non-GAAP EPS of $1.75 for Q2 2026, beating estimates by $0.12, with revenue of $3.69 billion exceeding expectations by $450 million, showcasing the company's robust performance in the market.
- Positive Future Outlook: Jacobs has set targets for FY 2029, projecting an adjusted EBITDA margin of over 17% and annual free cash generation between $1.2 billion and $1.3 billion, indicating strong confidence in future growth.
See More
Trump Suggests Lincoln Memorial Reflecting Pool May Need Draining for Repairs
- Repair Necessity: Trump indicated that the Lincoln Memorial Reflecting Pool may need to be partially drained for repairs due to vandalism, acknowledging that contractors inspected the site and recommended releasing much of the water to facilitate necessary repair work.
- Vandalism Allegations: Trump alleged that the reflecting pool was vandalized, including the pouring of corrosive chemicals, although he did not provide evidence, and law enforcement agencies have yet to comment on the claims.
- Recent Renovation: The reflecting pool recently underwent a $14.7 million renovation aimed at enhancing its appearance and functionality; however, shortly after completion, water quality issues arose, prompting workers to treat the water with hydrogen peroxide to combat algae blooms.
- Strategic Implications: This incident highlights the Trump administration's efforts to reshape parts of Washington, with plans not only for the reflecting pool's repairs but also for a new ballroom at the White House and a large arch near Arlington National Cemetery.
See More
Stantec and Jacobs Win Melbourne Water Infrastructure Program Contract
- Project Collaboration: Stantec, in partnership with Jacobs Solutions, has been awarded a five-year infrastructure planning program for Greater Western Water in Melbourne, aimed at addressing the challenge of demand doubling by 2050 due to population growth, ensuring long-term sustainability and reliability of infrastructure.
- Scope of Services: The initiative will provide end-to-end engineering and advisory services, including system design, treatment plant development, water resource assessments, and environmental analysis, ensuring infrastructure adaptability under climate and population pressures.
- Social Responsibility: The program will also incorporate social procurement initiatives, partnerships with Indigenous-owned businesses, and local workforce development, aiming to deliver broader community and economic benefits, enhancing the project's social value.
- Market Outlook: Stantec's strong presence in water infrastructure positions it as a promising mid-cap stock investment, with analysts generally optimistic about its future growth potential, although some AI stocks are viewed as having greater upside potential.
See More
Jacobs Secures AI Services Framework with Yorkshire Water
- Significant Contract Value: Jacobs has been appointed to Yorkshire Water's AI services framework, with an estimated total value of approximately $45 million (£32 million) over five years, which will significantly enhance operational performance in water and wastewater services.
- Accelerated Digital Transformation: As the U.K. water sector enters Asset Management Period 8 (AMP8), water companies are increasing investments in digital and AI capabilities to meet stricter regulatory requirements, thereby strengthening resilience and managing affordability pressures.
- Collaborative Solution Development: Under this framework, Jacobs will work collaboratively with Yorkshire Water to co-develop scalable digital products and solutions aimed at enhancing decision-making, asset performance, and operational efficiency, driving the company's digital transformation in the water sector.
- Global Service Network: Jacobs supports water utilities globally with integrated digital, data, and engineering services that address resilience, regulatory, and affordability challenges while improving outcomes for customers and communities.
See More
Jacobs Selected for Environmental Services in UK Nuclear Project
- Environmental Assessment Partnership: Jacobs has been selected by Great British Energy - Nuclear to provide environmental services for the Oldbury site, aiming to support potential nuclear development in the UK by establishing environmental baseline data that will inform future planning and design decisions.
- Multidisciplinary Team Collaboration: Jacobs will collaborate with subconsultants AtkinsRéalis and AECOM to form a multidisciplinary team conducting environmental surveys and impact assessments, ensuring project compliance with regulatory requirements, thereby enhancing feasibility and compliance.
- Energy Security Strategy: Jacobs' Executive Vice President Richard Sanderson emphasized that advancing civil nuclear development is crucial for enhancing the UK's energy security, and the company's extensive experience will lay the groundwork for the success of the Oldbury project, supporting long-term growth.
- Industry Leadership Position: With over 60 years of experience in global civil nuclear solutions, Jacobs continues to play a leading role in major projects like Sizewell C and Hinkley Point C, driving sustainable development and innovation while meeting global energy demands.
See More
