Jacobs Solutions Inc. Q4 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

Jacobs Solutions Inc. – Fiscal Q4 & Full-Year 2025 Earnings Summary

Overall Performance
  • Q4 adjusted EPS grew 28% year over year, driven by 6% net revenue growth and a record adjusted EBITDA margin of 14.4%.
  • Full-year adjusted EPS rose 16% versus FY 2024, reaching $6.12, above the prior guidance range of $6.00 to $6.10.
  • Backlog increased 6% year over year to a record $23.1 billion, reflecting strong demand and trailing 12‑month book‑to‑bill of 1.1x.
  • PA Consulting posted double‑digit revenue and profit growth, supported by strong performance in public and national security sectors.
  • Free cash flow reached $607 million with a 7% margin; the company returned $1.1 billion to shareholders via dividends, share repurchases, and the Momentum share distribution.
Quarterly Segment and Market Details
  • Infrastructure & Advanced Facilities operating profit rose 16% year over year in Q4; FY 2025 profit increased 13%.
  • Critical Infrastructure Q4 net revenue increased more than 9% year over year due to strong transportation and energy/power activity.
  • Life Sciences and Advanced Manufacturing net revenue grew 5%+ in Q4, with strong life sciences and data center demand offset by weaker industrial comparisons.

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Operator: Good morning, and welcome, everyone, to Jacobs Solutions Inc.'s Fiscal Fourth Quarter and Full Year 2025 Earnings Conference Call and Webcast. Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. On your telephone keypad. At this time, I would like to turn the conference over to Bert Subin, Senior Vice President, Investor Relations. Please go ahead. Bert Subin: Thank you, Audra, and good morning, everyone. Our earnings announcement and 10-Ks were filed this morning, and we have posted a slide presentation on our website which we will reference during the call. I would like to refer you to Slide two of the presentation for information about our forward-looking statements, non-GAAP financial measures, and operating metrics. Now let's turn to the agenda on Slide three. Speaking on today's call will be Jacobs Solutions Inc.'s Chair and CEO, Bob Pragada, and CFO, Venkatesh R. Nathamuni. Bob will begin by providing comments on the business, as well as highlights from our fourth quarter and fiscal year results and a recap of notable awards. Venk will then provide a detailed review of our financial performance, including commentary on end market trends, cash flow, balance sheet data, and our FY 2026 outlook. Finally, Bob will provide closing remarks, then we will open up the call for questions. With that, I turn it over to our Chair and CEO, Bob Pra

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