Jacobs Solutions Inc. · NYSE:J
Jacobs Solutions — Jefferies Virtual Industrials Conference 2021
15 slides from Jacobs Solutions's conference presentation, Aug 4, 2021
Slide 1: Jefferies Virtual Industrials Conference
Jefferies Virtual Industrials Conference August 4, 2021
Slide 2: Jacobs: Challenging today. Reinventing tomorrow.
Jacobs: Challenging today. Reinventing tomorrow. ▪ Compelling investment thesis with strong track record of execution − Global infrastructure modernization, advanced facilities and national security − ESG solutions embedded throughout global offerings − Effectively deploying capital to maximize long
Slide 3: Critical Mission Solutions Snapshot
Critical Mission Solutions Critical Mission Solutions Snapshot (TTM including The Buffalo Group) ▪ Base of recurring revenue; margin-accretive new business pipeline U.S. / International 83% / 17% − Multi-year enterprise contracts provide long-term stability Government ~89% − High-value solutions and
Slide 4: 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 5: CMS Existing Capabilities 2013 Expanded Capabilities Today
CMS Existing Capabilities 2013 Expanded Capabilities Today ⌂ Operations and Maintenance ⌂ C5ISR ⌂ Platform/Program Testing and Evaluation ⌂ Nuclear ⌂ Software Design and Implementation ⌂ Cybersecurity ⌂ Facility Design, Build ⌂ Information Technology Services (advanced facilities, wind tunnels) ⌂ Fa
Slide 6: Diverse Customer Base
Diverse Customer Base CMS serves a broad client base across the U.S. government, international and commercial markets COMMERCIAL, $0.4 billion (7%) DEFENSE, $1.2 billion (24%) ▪ Telecom ▪ Army ▪ Automotive ▪ Air Force ▪ Aerospace ▪ Navy/Marine Corps ▪ Space Force INTERNATIONAL, $0.9 billion (17%) ▪
Slide 7: Enabling the Client Mission
Enabling the Client Mission CMS creates, delivers and succeeds with certainty for its customers FEDERAL CIVILIAN DEFENSE INTELLIGENCE INTERNATIONAL COMMERCIAL ▪ NASA’s largest non-OEM ▪ Delivers warfighter ▪ Enables critical U.S. national ▪ Supports U.K. and Australia ▪ Complete end-to-end 5G servic
Slide 8: Recent Notable Contract Wins
Recent Notable Contract Wins Awarded Provide weapons operations, maintenance, and Department of Energy’s Idaho National Lab as the Awarded sustainment support for the North American prime partner to use our nuclear tech-driven $434M Aerospace Defense (NORAD) Cheyenne $6.4B solutions to reduce the en
Slide 9: Who We Are
Who We Are Our combined Cyber & Intelligence footprint allows us to become true enablers for delivering By the Numbers and operationalizing the next generation solutions into Joint All Domain operations for mission-critical clients giving them the information advantage. 3600+ Key Capabilities Differ
Slide 10: Cyber & Intelligence Growth Strategy
Cyber & Intelligence Growth Strategy Continue as true enablers for delivering and operationalizing the next generation Cyber & Intelligence solutions into Multi-Domain and Joint All- Domain operations for mission-critical clients. Expand the Cyber service offerings focused on an information environm
Slide 11: Jacobs Global Nuclear Portfolio
Jacobs Global Nuclear Portfolio BY THE NUMBERS (FY21P) $1.4B+ 5,200+ 50+ 20+ In FY21E revenue employees nuclear programs locations FULL LIFECYCLE TIER-1 CAPABILITIES ▪ Decommissioning & Remediation ▪ New Build Design & Construction ▪ Environmental Remediation ▪ Program Management ▪ Facility Operatio
Slide 12: Jacobs Space Portfolio Overview
Jacobs Space Portfolio Overview BY THE NUMBERS (FY21P) $1.4+B 6600+ 50+ 20+ In FY21E revenue employees spacecraft programs locations SELECT CLIENTS HIGHLIGHTS ▪ From idea to operation, we deliver know-how and value to every stage of the space system lifecycle for our civil, national security, and co
Slide 13: Jacobs is a Leading Solutions Provider to NASA
Jacobs is a Leading Solutions Provider to NASA KEY CABAILITIES & SERVICES ▪ IT Modernization ▪ R&D, Sciences ▪ Launch Support ▪ R&D/Test Facility D/B/O/M ▪ Modeling & Simulation ▪ Rocket Propulsion ▪ On-Orbit Operations ▪ Software Engineering ▪ Program Management ▪ Systems Engineering/Development HI
Slide 14: Jacobs Defense Space
Jacobs Defense Space KEY CABAILITIES & SERVICES ▪ Cybersecurity ▪ Program Management ▪ Engineering & Integration ▪ Satellite Payloads ▪ IT Modernization ▪ Software, DevSecOps ▪ Intelligence Analytics ▪ Test & Evaluation ▪ Modeling & Simulation ▪ Weapon Systems Sustainment HIGHLIGHTS ▪ Leading provid
Slide 15: Growth Oriented Technology Solutions Provider, People Driven Culture, Future Focus
1. Growth Oriented Technology Solutions Provider ▪ An all-source intelligence, cyber, digital services, and engineering provider ▪ Long tradition of serving the DoD, IC and federal civil clients 2. People Driven Culture ▪ Inclusion and diversity as a priority ▪ World class talent ▪ Purpose-driven: P
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