Jacobs Solutions Inc. · NYSE:J
Jacobs Solutions — Cowen 42nd Annual Aerospace/Defense & Industrials Conference (February 2021)
16 slides from Jacobs Solutions's conference presentation, Feb 11, 2021
Slide 1: Critical Mission Solutions
Critical Mission Solutions Cowen 42nd Annual Aerospace/Defense & Industrials Conference February 11, 2021
Slide 2: Jacobs: Delivering Innovative Solutions & Disciplined Execution
Jacobs: Delivering Innovative Solutions & Disciplined Execution Q1 Fiscal 2021 ($ in billions) Reimbursable and Net Revenue TTM Gross Backlog Lower Risk Fixed As Reported As Reported U.S./Int’l Mix Talent Base Price Services Public Sector 73%/27% ~55,000 94% 73% ▪ Increasing portfolio mix in high va
Slide 3: CMS Leadership Team
CMS Leadership Team Dawne Hickton Steve Arnette Bruce Crawford Caesar Nieves Jennifer Richmond Brian Shelton Ron Wallace Karen Wiemelt Clive White EVP & COO SVP SVP SVP SVP SVP & CFO SVP SVP SVP CMS AERO/Growth & Sales Strategic Dev Cyber Intelligence National Security CMS Operations Support Nuclear
Slide 4: Critical Mission Solutions Snapshot
Critical Mission Solutions Critical Mission Solutions Snapshot Demonstrated resilient base and strong pipeline of innovative solutions (TTM including Buffalo Group and Wood Nuclear) ▪ Multi-year enterprise contracts provide long-term stability U.S./International 85% / 15% Government ~88% ▪ High-valu
Slide 5: A Deliberate and Focused Journey
A Deliberate and Focused Journey Growth-Oriented Strategic M&A: Capabilities, Customers, Contract Vehicles, Past Performance,People MISSION CRITICAL FOCUS Expands cyber, data analytics, and application development capabilities. Expands capabilities Adds Cyber capabilities Expands capabilities within
Slide 6: Expanded Capabilities Today
Expanded Capabilities Today ⌂ C5ISR ⌂ Nuclear CMS Existing Capabilities 2013 ⌂ Cybersecurity ⌂ Operations and maintenance ⌂ Information Technology Services ⌂ Platform/program testing and evaluation ⌂ Facility Engineering & Operations ⌂ Software design and implementation ⌂ Technical/Engineering Servi
Slide 7: CMS Creates, Delivers and Succeeds with Certainty for Customers
CMS Creates, Delivers and Succeeds with Certainty for Customers Annual Revenue: $2.1 billion (39%) CIVIL MARKET ▪ At 8 of 10 NASA sites providing services and solutions, including development of the Orion Capsule, life support systems, robotics, science and engineering solutions, and digital moderni
Slide 8: CMS Creates, Delivers and Succeeds with Certainty for Customers
CMS Creates, Delivers and Succeeds with Certainty for Customers Annual Revenue: $900 million (17%) INTELLIGENCE MARKET ▪ Enabling critical US national security missions by providing technical services and advanced tools for collecting, transforming, analyzing and synthesizing data into actionable in
Slide 9: Space Solutions
Space Solutions ▪ We are a leading provider of space solutions to NASA and the DOD, making up approx. 25% of the CMS portfolio − #1 services provider to NASA, with 5,000+ employees working at 8 of 10 locations − Strategic entre as A&D space payload provider of affordable, space-flight proven Active
Slide 10: Intelligent Asset Management
Intelligent Asset Management ▪ CMS is an IAM leader in providing full facility lifecycle solutions through data-based ops/maintenance decisions ▪ Recent US Navy wins at Mayport, West Sound and King’s Bay leverage our IAM core competency; a built-in discriminator across the CMS portfolio ▪ Large mult
Slide 11: Cyber & Intelligence
Cyber & Intelligence ▪ Cyber & Intelligence footprint, including our newest family member—The Buffalo Group—allows us to become a true enabler for delivering next generation solutions in Multi-Domain and Joint All- Domain operations supported by 3,300+ professionals, 30+ locations, 150+ projects ▪ C
Slide 12: The Buffalo Group Expands Intelligence and Cyber Capabilities
The Buffalo Group Expands Intelligence and Cyber Capabilities • The Buffalo Group strengthens high priority cyber, all-source intelligence and AI capabilities ▪ Acquired The Buffalo Group for ~9x NTM Adj. EBITDA ▪ Expect $0.08 to $0.10 of adj. EPS accretion for FY21 ▪ Closed on November 24th Custome
Slide 13: Environmental, Social and Governance (ESG) Summary
Environmental, Social and Governance (ESG) Summary Jacobs ESG Investor Page 2020 ESG Data Disclosure for Analysts ▪ Achieved 100% renewable energy for Water Business Overview our operations in 2020 ▪ Achieved net zero carbon for our Environmental and PFAS Overview operations and business travel in 2
Slide 14: Delivering Sustainable Solutions
Delivering Sustainable Solutions Member of Dow Jones Sustainability™ North America Index PFAS Remediation Hydrogen Economy Climate Action Plan Value Chain World’s first field-scale biogeochemical Jacobs and Yarra Valley Water: white paper Meridian Water, North London: £7bn sustainable Western Digita
Slide 15: The CMS Growth Strategy is Clear
The CMS Growth Strategy is Clear ▪ Grow our resilient Government Services core business, delivering high-value solutions that solve our clients most complex challenges in critical national priority sectors ▪ Expand into digital modernization, clean energy and higher margin commercial and emerging ma
Slide 16: Critical Mission Solutions
Critical Mission Solutions Cowen 42nd Annual Aerospace/Defense & Industrials Conference February 11, 2021