This contract adds to Jacobs' already record $28.9B backlog and supports the positive momentum from the recent strong earnings report. Traders should watch for additional federal infrastructure awards, particularly in border security and data center verticals, as the company continues to execute on its growth strategy.
Price Chart
Executive Summary
Jacobs Solutions (J) was awarded a $105.6M contract from the Department of Homeland Security for construction management advisory services on 11 design-build border patrol station projects across four states. The award represents ~0.65% of annualized revenue and adds to the company's record $28.9B backlog, reinforcing its strong positioning in federal infrastructure work.
Key Financial Metrics
Key Facts
- Award amount: $105,597,114.41
- Awarding agency: Department of Homeland Security
- Scope: Construction management advisory services for 11 design-build border patrol station projects in AZ, CA, NM, TX
- Award date: August 7, 2026
- Annualized revenue: ~$16.3B (based on Q2 FY2026 quarterly revenue of $4.08B)
- Contract value ~0.65% of annualized revenue
Financial Impact
$105.6M contract, approximately 0.65% of annualized revenue
Risk Factors
- Execution risk across multiple concurrent construction projects
- Political and funding risk related to border security policy changes
- Potential for continuing resolutions or budget delays impacting contract timing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-70B01C26F00000581 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $145.88 | awaiting T+20 | — | $147.14 (−0.86%) |
Aug 14, 2026 10w ago | 8-K | $143.63 $144.91 | ▲ +0.89% | ▲ +2.87% | $147.14 (+2.44%) |
Aug 7, 2026 11w ago | GOVT-CONTRACT | $147.33 $144.27 | ▼ −2.08% | ▼ −1.16% | $147.14 (−0.13%) |
Aug 7, 2026 11w ago | GOVT-CONTRACT | $146.97 $144.27 | ▼ −1.84% | ▼ −0.92% | $147.14 (+0.11%) |
Aug 4, 2026 11w ago | 8-K | $144.67 $147.08 | ▲ +1.67% | ▲ +2.27% | $147.14 (+1.71%) |
Jun 11, 2026 19w ago | Institutional Cluster | $126.31 $125.84 | ▼ −0.37% | ▼ −2.26% | $147.14 (+16.49%) |
May 18, 2026 23w ago | Insider Cluster | $113.25 $124.82 | ▲ +10.21% | ▲ +8.63% | $147.14 (+29.92%) |
Apr 29, 2026 25w ago | 8-K | $125.57 $115.90 | ▼ −7.70% | ▼ −13.16% | $147.14 (+17.18%) |
US Market Status
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