Jacobs Solutions Leads Government Consulting Peers With 8.3% Q2 Revenue Growth

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

Jacobs Solutions reported Q2 revenues of $2.42 billion, up 8.3% year on year, the fastest growth among the seven government and technical consulting stocks tracked, though full-year EPS guidance came in merely in line with analysts' estimates. SAIC posted the group's biggest estimate beat, with revenues of $1.88 billion up 6.3% year on year and 7.1% above consensus, alongside beats on EPS and full-year EPS guidance. Amentum was the weakest performer, reporting revenues of $3.49 billion, down 2% year on year and 2.2% short of expectations, with a significant EPS miss. Booz Allen Hamilton recorded revenues of $2.8 billion, down 4.2% year on year and 0.5% below expectations, but still beat on EPS, while UL Solutions reported revenues of $816 million, up 5.2% and in line with expectations, also beating on EPS. As a group, the seven stocks' revenues matched consensus and share prices have fallen 3% on average since the latest results.

Impact on stocks 6

Defense & Geopolitical Fragmentation± Mixed · 2 stocks
Amentum Holdings Inc.
AMTM
▼ NegativeCapitalrelevance

Amentum was the weakest performer with revenues down 2% YoY, a 2.2% miss, and a significant EPS miss.

Artificial Intelligence▲ · 2 stocks
Jacobs Solutions Inc.
J
▲ PositiveCapitalrelevance

Jacobs led peers with 8.3% YoY revenue growth to $2.42B, though full-year EPS guidance was only in line.

Industrials▲ · 1 stocks
UL Solutions Inc.
ULS
▲ PositiveCapitalrelevance

UL Solutions revenues rose 5.2% YoY, in line with expectations, and it beat on EPS.

Others▲ · 1 stocks
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