JJACOBS SOLUTIONS INC.
Heavy Construction Other Than Bldg Const - Contractors
- Revenue
- $12.0B
- 4.6% YoY
- Operating margin
- 7.2%
- 19% YoY
- EBITDA
- $946M
- 19% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.5×
- $2.4B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear237% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired132% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired41% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $14.1B | $9.8B | $10.9B | $11.5B | $12.0B | 4.6% |
| Operating income | $688M | $540M | $676M | $692M | $864M | 25% |
| Net income | $477M | $644M | $666M | $806M | $289M | 64% |
| Operating cash flow | $726M | $475M | $975M | $1.1B | $687M | 35% |
| Capex | $93M | $128M | $137M | $121M | $79M | 35% |
| Stock-based comp | $56M | $53M | $74M | $74M | $61M | 18% |
| Buybacks | $275M | $282M | $266M | $403M | $754M | 87% |
| Dividends | $107M | $116M | $128M | $143M | $153M | 7.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.