debt_leverage_profile
0.00x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
Moderate sensitivity; ~$3.5B total debt with ~60% fixed-rate, 100bps rate rise adds ~$14M annual interest expense, manageable vs ~$500M EBITDA
Inferred
Agent_Inference
geopolitical_supply_exposure
Medium intensity; US-China trade tariffs on metals and components disrupt supply chains.
Medium
GICS-commodity-overlay-v1
supply_chain_dependency
Middle East stability (large GCC infrastructure contracts) and Indo-Pacific semiconductor/advanced materials corridors for defense/tech projects
Inferred
Agent_Inference
international_expansion_readiness
GBP (UK ~20% revenue), EUR (Europe ~10%), AUD (Australia ~8%) exposure; GBP devaluation most material given large UK government contracts
Inferred
Agent_Inference
geographic_footprint
Operates in 40+ countries; top revenue markets USA (~55%), UK (~20%), Australia (~8%); GBP and AUD devaluation create meaningful translation risk
Inferred
Agent_Inference
commodity_exposure_profile
Medium intensity; commodities: Steel, Aluminum, Copper, Crude Oil (fuel), Rare Earth Elements, Plastics/Resins; geopolitical: US-China trade tariffs on metals and components disrupt supply chains.
Medium
GICS-commodity-overlay-v1
vendor_lock_dependency_score
No single vendor exceeds 30% of input costs; primary subcontractor ecosystem is fragmented, though specialized engineering software (e.g., Bentley, Autodesk) creates moderate switching friction
Inferred
Agent_Inference
business_model_type_primary
Professional services and government contracting; cloud disruption would impair project delivery tools but core business is labor/expertise-based, not cloud-native
Inferred
Agent_Inference
business_model_type_secondary
Data analytics and digital solutions segment (formerly Jacobs Connected Enterprises) has higher cloud dependency; 30-day termination would disrupt but not eliminate this ~15% revenue segment
Inferred
Agent_Inference
switching_cost_profile
Low-to-moderate API coupling risk; proprietary platforms (Jacobs Connected Enterprises tools) create some client stickiness but enterprise clients retain data portability rights
Inferred
Agent_Inference
howey_test_risk_index
Near-zero Howey Test risk; revenue derived from professional services contracts, not investment schemes or profit-sharing arrangements
Inferred
Agent_Inference
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate GDPR/CCPA exposure given handling of government and infrastructure client data across EU and UK; formal compliance programs in place, no major regulatory actions disclosed
Inferred
Agent_Inference
antitrust_exposure_flag
Low-moderate; government contracting markets are competitive and regulated; no dominant market share in any single segment exceeding ~5% globally
Inferred
Agent_Inference
regulatory_exposure_profile
Medium burden; regimes: FAA, DOT, OSHA, EPA, ITAR, FTC; Export controls and defense procurement rules create contract concentration risk.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
~75% recurring via multi-year government and infrastructure contracts; ~25% transactional project-based; backlog of ~$20B+ provides high revenue visibility
Inferred
Agent_Inference
monetization_vector
Fee-for-service on cost-plus and fixed-price government/infrastructure contracts; growing digital solutions revenue adds SaaS-like recurring streams (~10-15% of total)
Inferred
Agent_Inference
pricing_architecture
Cost-plus contracts provide inflation pass-through protection; fixed-price contracts (~30% mix) face margin compression in high-inflation environments; pricing power moderate
Inferred
Agent_Inference
pricing_power_rating
6/10; government cost-plus contracts allow cost recovery but limit margin expansion; fixed-price and competitive bidding constrains premium pricing ability
Inferred
Agent_Inference
target_gross_margin_bracket
24.8% Gross Margin (Moderate (20-40%))
High
SEC-XBRL
churn_vulnerability_index
Minimal free-rider risk; services are billed directly with no public-good or open-access component; client retention high due to long-term contract structures
Inferred
Agent_Inference
headcount_cost_structure
Revenue growth is largely headcount-linear; professional services model requires proportional engineering/technical staff additions; automation in digital segment offers partial sublinearity
Inferred
Agent_Inference
marginal_cost_of_growth
Marginal cost of growth is high relative to software peers; doubling revenue requires ~80-90% proportional headcount growth; EBITDA margins structurally capped at 10-13%
Inferred
Agent_Inference
franchise_compliance_risk
Not applicable; Jacobs operates as a direct services firm, not a franchise model
Inferred
Agent_Inference
customer_acquisition_metric
At 10x scale, government procurement concentration risk intensifies; CAC is low (relationship/BD-driven) but win rates on mega-projects compress with scale
Inferred
Agent_Inference
network_effect_present
Weak network effects; reputation and past-performance credentials create mild compounding advantage in government bidding, but no platform-based network effects exist
Inferred
Agent_Inference
asset_efficiency_ratio
4.8% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Tier 2 recession resilience; ~65% government/defense revenue provides stability, but infrastructure capex can be delayed; demonstrated resilience through 2008-2009 and COVID-19
Inferred
Agent_Inference
customer_segment_primary
U.S. federal government (DoD, NASA, DoE, EPA) ~40% of revenue; high concentration but diversified across agencies reducing single-client risk
Inferred
Agent_Inference
customer_segment_secondary
State/local governments and international public sector (~35% combined); private sector industrial and life sciences clients (~25%); no single client exceeds ~5% of revenue
Inferred
Agent_Inference
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "23-0000 Legal Occupations", "33-0000 Protective Service Occupations", "37-0000 Building and Grounds Cleaning and Maintenance Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.3 (HIL — ~30% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v1
capital_expenditure_profile
0.7% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0000052988
High
SEC-EDGAR