Jacobs Solutions Inc. (J) is a global leader in professional services, delivering innovative engineering, consulting, and technology solutions to address the world's most complex challenges. With a market cap of $16.4 billion, Jacobs is dedicated to driving sustainable and transformative outcomes across various sectors, including infrastructure, environmental, and advanced technology solutions. The Dallas, Texas-based company is set to release its first-quarter earnings on Tuesday, Feb. 4.

Ahead of the event, analysts expect Jacobs Solutions to report a profit of $1.29 per share, down 36.1% from $2.02 in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates over the past four quarters. In Q4, the company posted an EPS of $1.37, slightly topping consensus estimates, driven by improved operational efficiency.

For fiscal 2025, analysts expect Jacobs Solutions to report an adjusted EPS of $6.06, up 14.8% from $5.28 in fiscal 2024. 

J stock has underperformed the S&P 500’s ($SPX) 21.8% gains over the past 52 weeks, with shares up 20.4% during this period. However, it outpaced the Industrial Select Sector SPDR Fund’s (XLI) 16.9% gains over the same time frame.

Jacobs Solutions' shares declined 4.9% on Nov. 19 following Q4 earnings results. The company reported revenue of $3 billion, reflecting a 4.4% year-over-year increase. Adjusted EBITDA reached $289 million, up 12.5% year-over-year. For fiscal 2025, Jacobs Solutions projects adjusted net revenue growth in the mid-to-high single digits compared to fiscal 2024, with an adjusted EBITDA margin forecasted between 13.8% and 14%.

Analysts’ consensus opinion on Jacobs Solutions' stock is cautiously optimistic, with a “Moderate Buy” rating overall. Out of 15 analysts covering the stock, seven advise a “Strong Buy” rating, two give a “Moderate Buy” rating, and six recommend a “Hold.”

Jacobs Solutions’ average analyst price target is $155.91, indicating a 17.8% potential upside from the current price levels.