Jacobs Solutions Inc. · NYSE:J

Jacobs Solutions — Jacobs — Investor Presentation (June 2020)

16 slides from Jacobs Solutions's investor presentation, Jun 15, 2020

  1. Slide 1: Delivering Water Solutions

    Delivering Water Solutions Connected, Sustainable World

  2. Slide 2: Disclaimer

    Disclaimer Forward-Looking Statement Disclaimer Non-GAAP Financial Measures Certain statements contained in this presentation constitute forward-looking statements as such term is defined in To supplement the financial results presented in accordance with generally accepted accounting principles in

  3. Slide 3: Jacobs: Delivering Innovative Solutions & Disciplined Execution

    Jacobs: Delivering Innovative Solutions & Disciplined Execution Q2 Fiscal 2020 ($ in billions) Reimbursable and Net Revenue TTM Gross Backlog Lower Risk Fixed Public/Private As Reported As Reported U.S./Int’l Mix Talent Base Price Services Sector 76%/24% ~55,000 93% 73%/27% ▪ Increasing portfolio mi

  4. Slide 4: People & Places Solutions

    People & Places Solutions People & Places Solutions Snapshot (Net Revenue Q2 2020) Unique Competitive Advantage to Sustain Long-Term Growth U.S./International 64% / 36% Public / Private Sector 59% / 41% ▪ Maintaining talent capacity for post-COVID-19 new normal Reimbursable and Lower RIsk Fixed ~90%

  5. Slide 5: Solutions and Technology – Stewards Our Technical Experts; Provides Global Connectivity & Delivery Excellence

    Solutions and Technology – Stewards Our Technical Experts; Provides Global Connectivity & Delivery Excellence Across All Markets • Industrial Water 5 ©Jacobs 2020

  6. Slide 6: Water Market Leadership

    Water Market Leadership MARKET/BUNDLE WATER Drinking Water and Water Conveyance and Solutions Wastewater Industrial Water Reuse Resources Storage Odor Control and Ecosystem Restoration Groundwater Treatment Condition Assessment Water Supply / Storage Air Quality Engineering Utility / Process Water D

  7. Slide 7: Other Solutions and Technology Services Delivered to Jacobs Water Clients

    Other Solutions and Technology Services Delivered to Jacobs Water Clients Environmental ▪ PFAS Strategic Consulting ▪ Asset Management ▪ Commissioning and Energy Efficiency Tunneling and Ground Engineering Digital Solutions ▪ Digital Twins ▪ Geospatial Solutions ▪ Digital Delivery Built Environment

  8. Slide 8: Global Water Market

    Global Water Market Users and Utility Spend Addressable Market World Developed Countries Utility Spend Target Target Addressable Water Consumption Water Consumption Country Service Market Revenue ($, B) by Use by Use 3% Consulting/Design 8 11% 15% Design/Build 5 16% U.S. 37% Operations (non regulate

  9. Slide 9: Market Drivers

    Market Drivers Traditional Drivers Accelerator ▪ Water scarcity Climate change- ▪ Population growth induced extreme ▪ Urbanization weather events ▪ Aging infrastructure ▪ Aging workforce COVID-19 ▪ Recent and emerging regulations ▪ Water/energy/food nexus ▪ Our water practice covers complete water c

  10. Slide 10: Proprietary IP: AquaDNA, Replica and AI Solutions

    Proprietary IP: AquaDNA, Replica and AI Confidential Solutions A digital replica of physical assets, processes and AquaDNA – predictive analytics platform that systems that can be used for synthetic data integrates innovative technologies for wastewater generation, prediction, optimization and pump

  11. Slide 11: Monitoring COVID-19 Spread in Community Wastewater Streams

    Monitoring COVID-19 Spread in Community Wastewater Streams ▪ In an effort to better understand the spread of COVID-19, our Digital Solutions, Water and Operations Management and Facilities Services teams have launched a program to monitor wastewater streams at locations where we operate plants. ▪ At

  12. Slide 12: O&M for of the Country's Largest Public-Private Partnerships for Wastewater Operations

    O&M for of the Country's Largest Public-Private Partnerships for Wastewater Operations ▪ Twenty-year agreement with the City of Wilmington furthers Jacobs' history of long-term partnerships with global clients, providing innovative engineering and technical services, and investing in impactful commu

  13. Slide 13: Wastewater Utility O&M, City of Vancouver | Washington, U.S.

    Wastewater Utility O&M, City of Vancouver | Washington, U.S. ▪ Our history of engineering services with the City of Vancouver helped us unseat a 37-year incumbent to secure a 10-year partnership for the operation and maintenance of the City’s two wastewater treatment plants and eight pump stations.

  14. Slide 14: Northeast Water Purification Plant | City of Houston, Texas

    Northeast Water Purification Plant | City of Houston, Texas ▪ Largest progressive design-build of its kind in North America – 320 mgd ▪ Treatment challenges include variable raw water quality and a small facility footprint to minimize cost and construction time ▪ Procurement and subcontracting appro

  15. Slide 15: Tuas Water Reclamation Plant | Singapore PUB

    Tuas Water Reclamation Plant | Singapore PUB ▪ Largest MBR facility in the world - total average treatment capacity of 800,000 m3/d and a footprint 30% smaller than conventional plants ▪ Separate industrial and domestic used water streams arrive and are lifted 300 feet to the treatment plants. ▪ Man

  16. Slide 16: Summary

    Summary ▪ Large, global, and fragmented market JACOBS LEADERSHIP POSITION Top 500 Design Firms 2020 Engineering News Record (ENR) ▪ Maintaining base business and capturing the spikes leads to continued #1 #1 #1 and long-term sustained growth Design Firm Wastewater Sanitary and ▪ Full-service offerin

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