Added to YB: 2025-07-21
Pitch date: 2025-06-30
J [neutral]
Jacobs Solutions Inc.
+4.14%
current return
Author Info
No bio for this author
Company Info
Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa.
Market Cap
$18.5B
Pitch Price
$130.32
Price Target
N/A
Dividend
0.83%
EV/EBITDA
15.40
P/E
39.20
EV/Sales
1.78
Sector
Professional Services
Category
growth
L1 Capital International (Unhedged) Active ETF Portfolio Holding: Jacobs Solutions Inc.
J (holding update): Leading engineering firm shifting to higher-margin infrastructure, water, life sciences. 90% repeat clients, poised for margin expansion via low-cost delivery centers, AI, better commercial models. Growth drivers: US$1.2T IIJA, $3.7T infrastructure gap, CHIPS Act. Post-Amentum spin, 19x P/E with 5% FCF yield, targeting double-digit EPS growth.
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