Jacobs Solutions Announces Dividend Hike and Major Contract Wins

Jacobs Solutions has commenced its new fiscal year with significant momentum, underscored by a double-digit dividend increase and the acquisition of major new contracts within the U.S. water sector. The company's operational achievements set a positive tone ahead of its upcoming quarterly earnings release.

The board of directors approved a quarterly cash dividend of $0.36 per share last Thursday. This represents a 12.5% increase from the previous payout of $0.32 per share. Shareholders of record as of February 20, 2026, will receive the distribution on March 20, 2026.

Strategic Wins in Critical Infrastructure

Alongside its enhanced shareholder returns, Jacobs is solidifying its role in critical infrastructure development. A key January contract win involves a major modernization project for a regional wastewater facility in San José, California. The value of this project is estimated at approximately $200 million.

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Further strengthening its portfolio, the company was also awarded two management contracts for the city of Suffolk in Virginia. These awards highlight the firm's strategic focus on upgrading municipal utilities and advancing sustainable water treatment solutions. Industry observers view this concentration on core infrastructure areas as a direct response to growing global demand for modernization.

Earnings Preview and Business Outlook

These operational advances provide a foundation for the imminent quarterly report. Jacobs Solutions is coming off a robust fiscal 2025, characterized by double-digit growth in adjusted earnings per share and a record backlog. For the current year, management anticipates a continuation of this positive trajectory, with particular strength expected in the data centers, semiconductors, and life sciences sectors.

Investors will soon get their first detailed look at the current fiscal year's performance. The company is scheduled to release its Q1 2026 financial results after the U.S. market closes on Tuesday, February 3. A conference call with management to discuss the quarterly performance and provide details on key business segment developments will follow at 10:30 p.m. Central European Time.