Jacobs Solutions Inc. · NYSE:J
Jacobs Solutions — Stifel Virtual DC Government Services Road Trip (December 2020)
8 slides from Jacobs Solutions's conference presentation, Dec 15, 2020
Slide 1: Stifel Virtual DC Bus Tour
Jacobs Stifel Virtual DC Bus Tour December 15, 2020
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 To supplement the financial results presented in accordance with generally accepted defined in Section 27A of the Securi
Slide 3: Jacobs: Delivering innovative solutions & disciplined execution
Jacobs: Delivering innovative solutions & disciplined execution Fiscal 2020 ($ in billions) Reimbursable and Net Revenue FY20 Gross Backlog Lower Risk Fixed Public/Private As Reported As Reported U.S./Int’l Mix Talent Base Price Services Sector 75%/25% ~55,000 89% 72%/28% ▪ Increasing portfolio mix
Slide 4: Critical Mission Solutions
Critical Mission Solutions Critical Mission Solutions Snapshot (TTM including Wood Nuclear) Strengthening resilient base and expanding into higher value solutions U.S. / International 85% / 15% ▪ Multi-year enterprise contracts provide long-term stability Government ~86% ▪ Next 18-month new business
Slide 5: CMS creates, delivers and succeeds with certainty for customers
CMS creates, delivers and succeeds with certainty for customers Annual Revenue: $1.9 billion (37%) ▪ 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 modernization ▪ Lead
Slide 6: CMS creates, delivers and succeeds with certainty for customers
CMS creates, delivers and succeeds with certainty for customers Annual Revenue: $900 million (18%) ▪ Enables critical U.S. national security missions by providing technical services and advanced tools for collecting, transforming, analyzing and synthesizing data into actionable information when cust
Slide 7: A foundation of large, multi-year highly technical contracts
A foundation of large, multi-year highly technical contracts Agency Award Size Duration Contract Scope $217M 5 years Supporting the Department of Defense Cyber Crime Center for modernization, design, to 2024 development and delivery of specialized cyber training for its Cyber Training Academy $4.6B
Slide 8: 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
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