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GOVT-CONTRACT ·Filed Aug 7, 2026

J

JACOBS SOLUTIONS INC.
NEUTRAL
Impact 2/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine contract award with no material impact on Jacobs' financials. Monitor for larger DHS or infrastructure awards that could meaningfully contribute to the company's record backlog of $28.9B.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
J ▼ -2.08% at T+20d
NEUTRAL call -2.08% · α vs SPY -1.16% · entry $147.33 → $144.27
Next anchor: T+60d in 6d
Latest observation: T+53 -15.94% FF3 residual α
Entry = T+0 close
Aug 10, 2026
via day close
T+1d
+0.20%
call +0.20% · α +0.52%
$147.62
settled 3mo ago
T+5d
-2.51%
call -2.51% · α -2.46%
$143.63
settled 2mo ago
T+20d
-2.08%
call -2.08% · α -1.16%
$144.27
settled 7w ago
T+60d
Pending
in 6d

Price Chart

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Executive Summary

Jacobs Engineering Group Inc., a subsidiary of Jacobs Solutions Inc., was awarded a $44.95M contract by the Department of Homeland Security for construction management advisory services across multiple U.S. states and territories. The award is small relative to Jacobs' annualized revenue of ~$16.3B, representing about 0.28% of revenue, and is a routine contract win with no material financial impact.

Key Financial Metrics

Award Amount
$45.0M
Agency
Department of Homeland Security
Contract Type
new
Rev Impact
+0.3%

Key Facts

  • Award amount: $44,953,139.81
  • Awarding agency: Department of Homeland Security
  • Contract type: Construction Management as Advisor (CMA) services for 10 design-build projects
  • Period of performance starts 2026-08-07
  • Award represents ~0.28% of Jacobs' annualized revenue of $16.3B

Financial Impact

$44.95M award, approximately 0.28% of annualized revenue

revenue

Risk Factors

  • Award is small relative to company scale; no material revenue or earnings impact expected
  • Government contracts subject to funding availability and continuing resolutions

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-70B01C26F00000597
8 reports for J
Performance horizon
33% Hit rate @ T+1 1 of 3 directional calls Went positive at some point 2 of 3 best @ T+20▲ +1.67%Aug 4, 2026
Filters
Rows
Reports for J — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
BEARISH ★ 4/10
$145.06 $147.14▼ −1.43%▼ −0.72%$148.34 (−2.26%)
Aug 14, 2026
10w ago
8-K
NEUTRAL ★ 2/10
$143.63 $142.86▼ −0.54%▲ +0.14%$148.34 (+3.28%)
Aug 7, 2026
11w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$147.33 $147.62▲ +0.20%▲ +0.52%$148.34 (+0.69%)
Aug 7, 2026
11w ago
GOVT-CONTRACT
BULLISH ★ 4/10
$146.97 $147.26▲ +0.20%▲ +0.52%$148.34 (+0.93%)
Aug 4, 2026
12w ago
8-K
BULLISH ★ 6/10
$144.67 $144.03▼ −0.44%▼ −0.28%$148.34 (+2.54%)
Jun 11, 2026
19w ago
Institutional Cluster
NEUTRAL ★ 4/10
$126.31 $127.00▲ +0.55%▲ +0.01%$148.34 (+17.44%)
May 18, 2026
23w ago
Insider Cluster
NEUTRAL ★ 3/10
$113.25 $112.53▼ −0.63%▲ +0.02%$148.34 (+30.98%)
Apr 29, 2026
25w ago
8-K
NEUTRAL ★ 2/10
$125.57 $129.41▲ +3.06%▲ +2.03%$148.34 (+18.13%)
Showing 8 of 8

US Market Status

Market Closed — Opens Thu (10h 53m)

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Report published Aug 7, 2026