The chart below shows how J performed 10 days before and after its earnings report, based on data from the past quarters. Typically, J sees a -0.07% change in stock price 10 days leading up to the earnings, and a +0.61% change 10 days following the report. On the earnings day itself, the stock moves by -1.93%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Revenue Increase Overview: Total gross revenue increased 6% year-over-year, with adjusted net revenue rising 5%.
EBITDA Growth and Margin Expansion: Adjusted EBITDA increased 9% as a function of higher revenue and just over 40 basis points of margin expansion.
Adjusted EPS Growth: Adjusted EPS from continuing operations increased 16% year-over-year, marking a strong performance.
Revenue Book-to-Bill Ratio: The trailing 12-month revenue book-to-bill ratio was 1.35 times, with our gross profit and backlog increasing 12% year-over-year.
Strong Free Cash Flow: Free cash flow from continuing operations was strong at $718 million, enabling us to repurchase $403 million in shares and pay $143 million in cash dividends.
Negative
Revenue Increase Overview: Total gross revenue increased 6% with adjusted net revenue rising 5%.
GAAP EPS Analysis: GAAP EPS from continuing operations was $4.79 and included a positive $0.50 impact, related primarily to the net effect of a amortization of acquired intangibles and the mark-to-market of our investment in Amentum, and a negative impact of $1.07 from transaction, restructuring and other related costs.
Adjusted EPS Growth: Excluding these items, fourth-quarter adjusted EPS was $5.28, marking a 16% increase compared to the previous year.
Adjusted EBITDA Increase: Adjusted EBITDA for FY'24 was $1.06 billion, representing a 9% increase versus FY'23.
Revenue Book-to-Bill Ratio: Our trailing 12-month revenue book-to-bill ratio was 1.35, with our consolidated backlog increasing 23% year-over-year in Q4.
Jacobs Solutions Inc. (J) Q4 2024 Earnings Call Transcript
J.N
-2.16%