Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Jacobs Engineering Group delivered solid financial and operational performance in the third quarter of fiscal 2026, marked by double-digit growth in adjusted earnings per share (EPS) and strong revenue expansion across its key segments.</li><li>Adjusted EPS increased approximately 14% year-over-year to $1.84, supported by over 8% organic adjusted net revenue growth and a notable margin expansion of more than 100 basis points.</li><li>The Infrastructure and Advanced Facilities (I&AF) segment achieved a quarterly record with nearly $2.1 billion in net revenue, representing a 10% increase year-over-year.</li></ul>

Jacobs Engineering Group delivered solid financial and operational performance in the third quarter of fiscal 2026, marked by double-digit growth in adjusted earnings per share (EPS) and strong revenue expansion across its key segments.Adjusted EPS increased approximately 14% year-over-year to $1.84, supported by over 8% organic adjusted net revenue growth and a notable margin expansion of more than 100 basis points.The Infrastructure and Advanced Facilities (I&AF) segment achieved a quarterly record with nearly $2.1 billion in net revenue, representing a 10% increase year-over-year.

Jacobs’ $2.1 Billion Infrastructure Quarter — Record Revenue Meets Rising Margins!

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Research Reinvented

<ul>
  <li>Jacobs is strategically repositioning itself as a higher-margin, technology-enabled solutions provider by focusing on high-growth sectors like climate response, critical infrastructure, and advanced manufacturing.</li>
  <li>The recent spin-off of its Critical Mission Solutions business and the full acquisition of PA Consulting are pivotal moves, sharpening its focus on more profitable consulting and advisory services.</li>
  <li>Strong tailwinds from global infrastructure spending, the energy transition, and digitalization, including the build-out of AI-related data centers, provide significant long-term growth opportunities, reflected in a record backlog.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Jacobs is strategically repositioning itself as a higher-margin, technology-enabled solutions provider by focusing on high-growth sectors like climate response, critical infrastructure, and advanced manufacturing.
  The recent spin-off of its Critical Mission Solutions business and the full acquisition of PA Consulting are pivotal moves, sharpening its focus on more profitable consulting and advisory services.
  Strong tailwinds from global infrastructure spending, the energy transition, and digitalization, including the build-out of AI-related data centers, provide significant long-term growth opportunities, reflected in a record backlog.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Jacobs Solutions  (J US) - Aug 2026

<ul><li>Jacobs Engineering Group reported strong financial and operational performance for its fiscal second quarter 2026, reflecting continued momentum across multiple end markets and the integration of PA Consulting, which Jacobs fully acquired earlier this year.</li><li>Adjusted earnings per share (EPS) increased 22% year-over-year to $1.75, driven by 9% organic growth in net revenue and a 70 basis point expansion in operating margins.</li><li>The company’s backlog reached a record $27 billion, growing 22% year-over-year, with a trailing 12-month book-to-bill ratio of 1.4x on gross revenue and 1.2x on net revenue, signaling sustained strong demand.</li></ul>

Jacobs Engineering Group reported strong financial and operational performance for its fiscal second quarter 2026, reflecting continued momentum across multiple end markets and the integration of PA Consulting, which Jacobs fully acquired earlier this year.Adjusted earnings per share (EPS) increased 22% year-over-year to $1.75, driven by 9% organic growth in net revenue and a 70 basis point expansion in operating margins.The company’s backlog reached a record $27 billion, growing 22% year-over-year, with a trailing 12-month book-to-bill ratio of 1.4x on gross revenue and 1.2x on net revenue, signaling sustained strong demand.

Jacobs Engineering Group: The NVIDIA-Backed AI Ecosystem Opportunity Fueling Long-Term Visibility!

<ul><li>Jacobs Solutions has moved from partial ownership to full control of PA Consulting, completing the purchase of the remaining stake after first announcing the deal in early January 2026 and closing it in March.</li><li>The transaction adds a leading innovation, digital, and transformation consultancy to Jacobs at a time when the company is reporting strong momentum in its own business, including 21% backlog growth to a record level, 15% adjusted EPS growth in fiscal first quarter 2026, and raised full-year guidance.</li><li>Management has framed PA as a force multiplier for its strategy to redefine the asset lifecycle, linking advisory, AI, digital, engineering, and delivery under one platform.</li></ul>

Jacobs Solutions has moved from partial ownership to full control of PA Consulting, completing the purchase of the remaining stake after first announcing the deal in early January 2026 and closing it in March.The transaction adds a leading innovation, digital, and transformation consultancy to Jacobs at a time when the company is reporting strong momentum in its own business, including 21% backlog growth to a record level, 15% adjusted EPS growth in fiscal first quarter 2026, and raised full-year guidance.Management has framed PA as a force multiplier for its strategy to redefine the asset lifecycle, linking advisory, AI, digital, engineering, and delivery under one platform.

Jacobs Solutions Buyout Move: Why This PA Consulting Deal Could Change Everything!

<ul><li>Jacobs Solutions reported strong results for its fiscal first quarter of 2026, notably exceeding expectations across key metrics, which have provided a positive outlook going forward.</li><li>Adjusted earnings per share (EPS) rose by 15% to $1.53, underpinned by solid revenue growth and margin performance.</li><li>The company's backlog increased significantly, by 21%, reaching a record over $26 billion, with a notable trailing 12-month book-to-bill ratio of 1.4x, highlighting robust demand across its end markets.</li></ul>

Jacobs Solutions reported strong results for its fiscal first quarter of 2026, notably exceeding expectations across key metrics, which have provided a positive outlook going forward.Adjusted earnings per share (EPS) rose by 15% to $1.53, underpinned by solid revenue growth and margin performance.The company's backlog increased significantly, by 21%, reaching a record over $26 billion, with a notable trailing 12-month book-to-bill ratio of 1.4x, highlighting robust demand across its end markets.

Jacobs Solutions: Engineering Meets AI — What Digital Twins and Predictive Analytics Unlock Next?

United States

Jacobs Solutions Inc. provides technical professional services. The Company offers engineering and construction services, as well as scientific and specialty consulting for a broad range of clients including companies, organizations, and government agencies. Jacobs Solutions serves customers worldwide.

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Jacobs Solutions (J US)

Jacobs’ $2.1 Billion Infrastructure Quarter — Record Revenue Meets Rising Margins!

Jacobs Engineering Group delivered solid financial and operational performance in the third quarter of fiscal 2026, marked by double-digit growth...

Baptista Research

Primer: Jacobs Solutions (J US) - Aug 2026

Jacobs is strategically repositioning itself as a higher-margin, technology-enabled solutions provider by focusing on high-growth sectors like...

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Jacobs Engineering Group: The NVIDIA-Backed AI Ecosystem Opportunity Fueling Long-Term Visibility!

Jacobs Engineering Group reported strong financial and operational performance for its fiscal second quarter 2026, reflecting continued momentum...

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Jacobs Solutions Buyout Move: Why This PA Consulting Deal Could Change Everything!

Jacobs Solutions has moved from partial ownership to full control of PA Consulting, completing the purchase of the remaining stake after first...

Baptista Research

Jacobs Solutions: Engineering Meets AI — What Digital Twins and Predictive Analytics Unlock Next?

Jacobs Solutions reported strong results for its fiscal first quarter of 2026, notably exceeding expectations across key metrics, which have...

Baptista Research

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