Jacobs Solutions (J)
Advises, designs and manages infrastructure and advanced-facility projects from strategy through delivery.
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Jacobs rents out engineers. Its people plan, design and manage other people's building projects — water and sewage works, highways and airports, medicine factories and chip plants, power grids — while the client owns the concrete and the risk. Since it handed its government-services arm to another company, what is left is pure design and advice work, and the part growing fastest now is the rush to build data centers for artificial intelligence.
Item facts: FY2026 · nine months ended Jun 26, 2026, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
8 in detail · 16 more below
Water
Designing drinking-water and sewage schemes and running the programs that build them. About a quarter of the fees Jacobs keeps for its own work, and its steadiest grower at high single digits.
Competes with Water business (AECOM) · Water and environment work (Tetra Tech) · Water & Environment (Stantec)
In plain English
Every glass of tap water and every flushed toilet ends at a plant somebody had to design, and a town builds one of those maybe once in a generation — far too rarely to keep a design department of its own busy.
So it rents one. Municipal utilities, water districts and Britain's regulated water companies pay Jacobs by the hour to plan pipes, treatment works, water reuse and desalination, then to shepherd the construction on their behalf. The money comes from water bills and bonds, so it arrives slowly and fairly predictably. Engineering News-Record ranks Jacobs first in water and wastewater treatment.
Environmental
Cleaning up contaminated ground — the long-lasting chemicals known as PFAS, buried munitions, nuclear waste. Roughly 8% of fee revenue and the one line that shrank this year; management expects growth to return in coming quarters.
Competes with Environmental services (Tetra Tech) · Environment & Resilience (Arcadis) · Environmental and nuclear clean-up (Amentum)
In plain English
Somebody has to clear up what was left behind. Chemicals soaked into the ground at an old military site, shells on a former firing range, radioactive waste with nowhere permanent to go — and rules saying all of it must be dealt with.
Jacobs tests the ground, designs the clean-up and manages the work. The payers are governments and companies acting under regulation, which makes the demand durable but hostage to when budgets actually clear. That timing is what bit in 2026: the work went backwards, and management points to a US Navy restoration award plus private-sector wins as the reason it should turn.
Life Sciences & Advanced Manufacturing
Designing the plants where medicines and computer chips get made — roughly a sixth of fee revenue and the fastest-growing corner, up 24% in the June quarter. Data center work sits in the same end market and is counted separately here.
Competes with Chip fab and biotech plant engineering (Exyte) · Semiconductor Facilities (Fluor) · Pharmaceutical facility design (CRB Group)
In plain English
Think of a modern medicine factory or a chip plant as one enormous machine with a roof on it: the air, the vibration, the water and the power all have to be controlled to a degree an ordinary building never attempts. Getting that right is a specialist trade.
Drug makers and chip makers pay Jacobs to design those buildings and to run the multi-year programs that put them up. Jacobs says its semiconductor relationships span over fifty years. The work rises and falls with its clients' own spending waves, and management says the AI build-out is now pushing chip makers to add capacity.
Transportation
Design and program management for highways, bridges, airports, transit and rail — roughly a sixth of fee revenue and a named driver of its end market's 9% growth. The dated risk: the US infrastructure law expires on 30 September 2026.
Competes with Transportation business (AECOM) · Transportation (WSP) · Roadway and transit design (Kimley-Horn)
In plain English
Roads and runways belong to governments, and governments do not keep thousands of bridge designers on the payroll for the years between projects. They hire them by the job.
A state highway department, Britain's National Highways or an airport authority signs Jacobs onto a framework — a standing agreement to call on its designers and program managers for years — and pays for the hours worked. Recent examples: three UK National Highways contracts, highway modernizations in California, lead design on a new terminal at Dallas Fort Worth. The catch is that the money is voted, not earned: the US infrastructure law that has funded five years of federal road work runs out at the end of September 2026.
PA Consulting
The UK consultancy Jacobs now owns outright: about 15% of fee revenue but roughly a quarter of segment operating profit, at about twice the margin of the engineering side. Growth stalled when UK government leadership changed and start dates slipped.
Competes with Government and digital transformation consulting (Accenture) · Public-sector consulting (Deloitte) · Management consulting (McKinsey)
In plain English
PA Consulting is a London-headquartered firm of advisers that helps organisations — heavily British government departments — work out what to build or change next, then design it and get it running. Jacobs took control in 2021 and bought the remaining shares in March 2026 for about £1.21 billion.
Advice sold by the day earns far more per head than drawing pipes does, which is why a business worth roughly a seventh of the revenue produces about a quarter of the profit. Owning all of it widens the range of work the two can chase together, and Jacobs now keeps the whole profit instead of a share.
Data Centers & AI Facilities
Design and program management for AI and cloud campuses — roughly 6% of fee revenue and doubling in a year; management's wider count of AI-related work reaches about 11%. Watch how much is fee and how much is equipment bought and passed on.
Competes with Data center design and delivery (AECOM) · Mission-critical building engineering (Arup) · Data center power and design (Black & Veatch)
In plain English
Picture a warehouse full of computers that drinks electricity and water. The hard part is not the computers — it is finding a site with power to spare, getting permission, and having the building ready on time.
Jacobs does that thinking for the owner: advice, design, a virtual copy of the campus to test before anyone digs, then managing the contractors. It also buys the electrical equipment on the owner's behalf, and that purchasing shows up as sales with almost no profit on it. Hence the odd pair of numbers in the June quarter: company sales up 34.5%, the fees Jacobs keeps for its own work up 8.3%. Engineering News-Record ranks it first in data centers.
Hut 8 River Bend & Beacon Point
Jacobs runs the build programs at Hut 8's Louisiana and Texas AI campuses, the second handed over without a contest. The only AI data center client Jacobs names, and part of why signed-but-undone work hit a record $28.9 billion.
Competes with Owner-side campus program management (Burns & McDonnell) · Build-it-all contracting (Fluor) · Campus design and delivery (Black & Veatch)
In plain English
Start with the customer. Hut 8 is a listed energy-infrastructure and AI data center company: it assembles the land, the power and the buildings, then leases the capacity to a tenant. It is not an engineering firm, so it hired one.
Jacobs leads delivery at River Bend in Louisiana, and in May 2026 Hut 8 gave it the follow-on at Beacon Point in Texas without running a competition — a campus sized for a gigawatt, first power targeted in 2027, reusing design pieces proven at the first site. Jacobs does not disclose its fee. No single client is more than a tenth of its revenue, and Hut 8 is the largest anyone can name.
Energy & Power
Grid upgrades, transmission planning, checking wind and storage designs for their owners, and nuclear. Small at roughly 8% of fee revenue, but growing at strong double digits and pulled along by data center power demand.
Competes with Power and grid engineering (Burns & McDonnell) · Nuclear services (AtkinsRéalis) · Energy infrastructure delivery (Worley)
In plain English
Electricity systems are being asked to carry far more than they were built for: countries shifting more of daily life onto the grid, Europe scrambling for secure supply, and vast computing halls arriving all at once. Someone has to work out where new lines and substations go, win permission for them, and check that a developer's design will actually hold up.
Jacobs sells that judgement by the hour. Its clients include a German transmission operator, a state-backed British nuclear developer, storage and wind farm owners. Nuclear runs from planning permission for small new reactors to long-running sites. And when a data center campus needs power and water, the same group picks up the work.
WaterDesigning drinking-water and sewage schemes and running the programs that build them. About a quarter of the fees Jacobs keeps for its own work, and its steadiest grower at high single digits.Designing drinking-water and sewage schemes and running the programs that build them. About a quarter of the fees Jacobs keeps for its own work, and its steadiest grower at high single digits.
In plain English
Every glass of tap water and every flushed toilet ends at a plant somebody had to design, and a town builds one of those maybe once in a generation — far too rarely to keep a design department of its own busy.
So it rents one. Municipal utilities, water districts and Britain's regulated water companies pay Jacobs by the hour to plan pipes, treatment works, water reuse and desalination, then to shepherd the construction on their behalf. The money comes from water bills and bonds, so it arrives slowly and fairly predictably. Engineering News-Record ranks Jacobs first in water and wastewater treatment.
Competes with Water business (AECOM) · Water and environment work (Tetra Tech) · Water & Environment (Stantec)
EnvironmentalCleaning up contaminated ground — the long-lasting chemicals known as PFAS, buried munitions, nuclear waste. Roughly 8% of fee revenue and the one line that shrank this year; management expects growth to return in coming quarters.Cleaning up contaminated ground — the long-lasting chemicals known as PFAS, buried munitions, nuclear waste. Roughly 8% of fee revenue and the one line that shrank this year; management expects growth to return in coming quarters.
In plain English
Somebody has to clear up what was left behind. Chemicals soaked into the ground at an old military site, shells on a former firing range, radioactive waste with nowhere permanent to go — and rules saying all of it must be dealt with.
Jacobs tests the ground, designs the clean-up and manages the work. The payers are governments and companies acting under regulation, which makes the demand durable but hostage to when budgets actually clear. That timing is what bit in 2026: the work went backwards, and management points to a US Navy restoration award plus private-sector wins as the reason it should turn.
Competes with Environmental services (Tetra Tech) · Environment & Resilience (Arcadis) · Environmental and nuclear clean-up (Amentum)
Life Sciences & Advanced ManufacturingDesigning the plants where medicines and computer chips get made — roughly a sixth of fee revenue and the fastest-growing corner, up 24% in the June quarter. Data center work sits in the same end market and is counted separately here.Designing the plants where medicines and computer chips get made — roughly a sixth of fee revenue and the fastest-growing corner, up 24% in the June quarter. Data center work sits in the same end market and is counted separately here.
In plain English
Think of a modern medicine factory or a chip plant as one enormous machine with a roof on it: the air, the vibration, the water and the power all have to be controlled to a degree an ordinary building never attempts. Getting that right is a specialist trade.
Drug makers and chip makers pay Jacobs to design those buildings and to run the multi-year programs that put them up. Jacobs says its semiconductor relationships span over fifty years. The work rises and falls with its clients' own spending waves, and management says the AI build-out is now pushing chip makers to add capacity.
Competes with Chip fab and biotech plant engineering (Exyte) · Semiconductor Facilities (Fluor) · Pharmaceutical facility design (CRB Group)
TransportationDesign and program management for highways, bridges, airports, transit and rail — roughly a sixth of fee revenue and a named driver of its end market's 9% growth. The dated risk: the US infrastructure law expires on 30 September 2026.Design and program management for highways, bridges, airports, transit and rail — roughly a sixth of fee revenue and a named driver of its end market's 9% growth. The dated risk: the US infrastructure law expires on 30 September 2026.
In plain English
Roads and runways belong to governments, and governments do not keep thousands of bridge designers on the payroll for the years between projects. They hire them by the job.
A state highway department, Britain's National Highways or an airport authority signs Jacobs onto a framework — a standing agreement to call on its designers and program managers for years — and pays for the hours worked. Recent examples: three UK National Highways contracts, highway modernizations in California, lead design on a new terminal at Dallas Fort Worth. The catch is that the money is voted, not earned: the US infrastructure law that has funded five years of federal road work runs out at the end of September 2026.
Competes with Transportation business (AECOM) · Transportation (WSP) · Roadway and transit design (Kimley-Horn)
PA ConsultingThe UK consultancy Jacobs now owns outright: about 15% of fee revenue but roughly a quarter of segment operating profit, at about twice the margin of the engineering side. Growth stalled when UK government leadership changed and start dates slipped.The UK consultancy Jacobs now owns outright: about 15% of fee revenue but roughly a quarter of segment operating profit, at about twice the margin of the engineering side. Growth stalled when UK government leadership changed and start dates slipped.
In plain English
PA Consulting is a London-headquartered firm of advisers that helps organisations — heavily British government departments — work out what to build or change next, then design it and get it running. Jacobs took control in 2021 and bought the remaining shares in March 2026 for about £1.21 billion.
Advice sold by the day earns far more per head than drawing pipes does, which is why a business worth roughly a seventh of the revenue produces about a quarter of the profit. Owning all of it widens the range of work the two can chase together, and Jacobs now keeps the whole profit instead of a share.
Competes with Government and digital transformation consulting (Accenture) · Public-sector consulting (Deloitte) · Management consulting (McKinsey)
Data Centers & AI FacilitiesDesign and program management for AI and cloud campuses — roughly 6% of fee revenue and doubling in a year; management's wider count of AI-related work reaches about 11%. Watch how much is fee and how much is equipment bought and passed on.Design and program management for AI and cloud campuses — roughly 6% of fee revenue and doubling in a year; management's wider count of AI-related work reaches about 11%. Watch how much is fee and how much is equipment bought and passed on.
In plain English
Picture a warehouse full of computers that drinks electricity and water. The hard part is not the computers — it is finding a site with power to spare, getting permission, and having the building ready on time.
Jacobs does that thinking for the owner: advice, design, a virtual copy of the campus to test before anyone digs, then managing the contractors. It also buys the electrical equipment on the owner's behalf, and that purchasing shows up as sales with almost no profit on it. Hence the odd pair of numbers in the June quarter: company sales up 34.5%, the fees Jacobs keeps for its own work up 8.3%. Engineering News-Record ranks it first in data centers.
Competes with Data center design and delivery (AECOM) · Mission-critical building engineering (Arup) · Data center power and design (Black & Veatch)
Hut 8 River Bend & Beacon PointJacobs runs the build programs at Hut 8's Louisiana and Texas AI campuses, the second handed over without a contest. The only AI data center client Jacobs names, and part of why signed-but-undone work hit a record $28.9 billion.Jacobs runs the build programs at Hut 8's Louisiana and Texas AI campuses, the second handed over without a contest. The only AI data center client Jacobs names, and part of why signed-but-undone work hit a record $28.9 billion.
In plain English
Start with the customer. Hut 8 is a listed energy-infrastructure and AI data center company: it assembles the land, the power and the buildings, then leases the capacity to a tenant. It is not an engineering firm, so it hired one.
Jacobs leads delivery at River Bend in Louisiana, and in May 2026 Hut 8 gave it the follow-on at Beacon Point in Texas without running a competition — a campus sized for a gigawatt, first power targeted in 2027, reusing design pieces proven at the first site. Jacobs does not disclose its fee. No single client is more than a tenth of its revenue, and Hut 8 is the largest anyone can name.
Competes with Owner-side campus program management (Burns & McDonnell) · Build-it-all contracting (Fluor) · Campus design and delivery (Black & Veatch)
Energy & PowerGrid upgrades, transmission planning, checking wind and storage designs for their owners, and nuclear. Small at roughly 8% of fee revenue, but growing at strong double digits and pulled along by data center power demand.Grid upgrades, transmission planning, checking wind and storage designs for their owners, and nuclear. Small at roughly 8% of fee revenue, but growing at strong double digits and pulled along by data center power demand.
In plain English
Electricity systems are being asked to carry far more than they were built for: countries shifting more of daily life onto the grid, Europe scrambling for secure supply, and vast computing halls arriving all at once. Someone has to work out where new lines and substations go, win permission for them, and check that a developer's design will actually hold up.
Jacobs sells that judgement by the hour. Its clients include a German transmission operator, a state-backed British nuclear developer, storage and wind farm owners. Nuclear runs from planning permission for small new reactors to long-running sites. And when a data center campus needs power and water, the same group picks up the work.
Competes with Power and grid engineering (Burns & McDonnell) · Nuclear services (AtkinsRéalis) · Energy infrastructure delivery (Worley)
Named in filings, launches and programs
- Cities & PlacesServiceUrban development, buildings and masterplanning; an estimated 3–5% of fee revenue. Ranked first by Engineering News-Record in government offices and health care.
- US federal and defense portfolioCustomer programUS federal agencies were 8% of FY2025 revenue, management describing most of it as tied to defense engagements — bounded exposure to Washington budget swings.
- Missile Defense Agency SHIELDCustomer program · AnnouncedA seat on a US missile-defense contract shared among many firms. The $151 billion figure covers the whole program, not Jacobs' share, which is undisclosed.
- NAVFAC Washington design contractCustomer programWon July 2026: engineering design for military installations across the US national capital region.
- US Navy environmental restorationCustomer programProgram management and technical clean-up across the Mid-Atlantic and Puerto Rico, extending a forty-year Navy relationship; cited as a reason environmental work should return to growth.
- Great British Energy – Nuclear SMR planningCustomer programPlanning and consenting for proposed small nuclear reactors at Gwynedd and Oldbury-on-Severn, appointed July 2026.
- UK National Highways frameworksCustomer programThree contracts won in July 2026 with Britain's national road agency — the kind of multi-year panel place that keeps transport designers busy.
- TransnetBW grid frameworkCustomer programA multidisciplinary framework won in July 2026 to help expand Germany's electricity transmission network.
- MESH Energy Storage ProjectCustomer programRegulatory and permitting strategy for a UK energy storage project, appointed September 2026.
- BGE Konrad RepositoryCustomer programSelected in September 2026 to support Germany's permanent disposal site for radioactive waste.
- Data Center Digital TwinProductSoftware that plans and rehearses a gigawatt-scale AI campus virtually; deployed at Beacon Point to reduce commissioning risk and shorten the time to first revenue.
- Replica for WaterProductA virtual copy of a treatment plant, used to design and test it before it is built or operated.
- StreetLightProductA transportation data analytics platform, sold as part of Jacobs' digital and AI solutions range.
- ScioProductPlanning software that ties cost, carbon, logistics and resource questions together for infrastructure projects.
- RealSceneProductImmersive training environments for emergency responders.
- Engage AIProductAnalyses the public comments water agencies receive on their plans.
Cities & PlacesService
Urban development, buildings and masterplanning; an estimated 3–5% of fee revenue. Ranked first by Engineering News-Record in government offices and health care.
US federal and defense portfolioCustomer program
US federal agencies were 8% of FY2025 revenue, management describing most of it as tied to defense engagements — bounded exposure to Washington budget swings.
Missile Defense Agency SHIELDCustomer program · Announced
A seat on a US missile-defense contract shared among many firms. The $151 billion figure covers the whole program, not Jacobs' share, which is undisclosed.
NAVFAC Washington design contractCustomer program
Won July 2026: engineering design for military installations across the US national capital region.
US Navy environmental restorationCustomer program
Program management and technical clean-up across the Mid-Atlantic and Puerto Rico, extending a forty-year Navy relationship; cited as a reason environmental work should return to growth.
Great British Energy – Nuclear SMR planningCustomer program
Planning and consenting for proposed small nuclear reactors at Gwynedd and Oldbury-on-Severn, appointed July 2026.
UK National Highways frameworksCustomer program
Three contracts won in July 2026 with Britain's national road agency — the kind of multi-year panel place that keeps transport designers busy.
TransnetBW grid frameworkCustomer program
A multidisciplinary framework won in July 2026 to help expand Germany's electricity transmission network.
MESH Energy Storage ProjectCustomer program
Regulatory and permitting strategy for a UK energy storage project, appointed September 2026.
BGE Konrad RepositoryCustomer program
Selected in September 2026 to support Germany's permanent disposal site for radioactive waste.
Data Center Digital TwinProduct
Software that plans and rehearses a gigawatt-scale AI campus virtually; deployed at Beacon Point to reduce commissioning risk and shorten the time to first revenue.
Replica for WaterProduct
A virtual copy of a treatment plant, used to design and test it before it is built or operated.
StreetLightProduct
A transportation data analytics platform, sold as part of Jacobs' digital and AI solutions range.
ScioProduct
Planning software that ties cost, carbon, logistics and resource questions together for infrastructure projects.
RealSceneProduct
Immersive training environments for emergency responders.
Engage AIProduct
Analyses the public comments water agencies receive on their plans.