Jacobs Solutions Inc. · NYSE:J

Jacobs Solutions — Investor Presentation (June 2026)

6 slides from Jacobs Solutions's investor presentation, Jun 9, 2026

  1. Slide 1: Jacobs' core position in the AI build-out

    Jacobs' core position in the AI build-out June 2026 ©Jacobs 2026

  2. Slide 2: Forward-Looking Statement Disclaimer

    DISCLAIMER Forward-Looking Statement Disclaimer Certain statements contained in this presentation constitute forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not directly relate to a

  3. Slide 3: AI investment is driving growth for Jacobs

    10%+ AI investment is driving growth for Jacobs Data Centers Massive growth in AI compute requirements of Adj. Net Revenue¹ directly related to the AI build-out AI Investment ~$1T annual capex and growing Semiconductors Fab design & cleanrooms, tooling, R&D 37% Y/Y growth in AI build-out Adj. Net Re

  4. Slide 4: And various other sectors are boosting investment on the back of AI

    And various other sectors are boosting investment on the back of AI Significant growth in our business as clients face new challenges and opportunities across the asset lifecycle. TTM Adjusted Net Revenue Growth is robust with AI transformation driving capital cycles in various markets. +72% +19% +1

  5. Slide 5: We approach infrastructure with the core technology at the center

    We approach infrastructure with the core technology at the center Jacobs' deep domain knowledge drives leading solutions across the asset lifecycle Digital Environment Digital Twins Competitive Differentiation AI Optimization Predictive O&M Site Infrastructure Deep process expertise, better solution

  6. Slide 6: Optimizing data centers with digital twins

    Optimizing data centers with digital twins Leveraging NVIDIA libraries to help enable faster builds and more seamless retrofits. How it propels Jacobs Jacobs brings deep domain expertise to the Omniverse, 01 enabling the digital-to-physical infrastructure build Jacobs is embedded through NVIDIA ecos

Jacobs Solutions — Investor Presentation (June 2026) on 6ix