Jacobs Solutions Inc. (J) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

call and webcast. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. And if you would like to withdraw your question, press star one again. Thank you. I would now like to turn the conference over to Bert Zubin, Head of Investor Relations. Bert, you may begin. Thank you, Krista, and good morning, everyone. Our earnings announcement and 10-Q were filed this morning, and we have posted a slide presentation on our website, which we'll reference during the call. I would like to refer you to slide two of the presentation for information about our forward-looking statements, non-GAAP financial measures, and operating measures. Now let's turn to the agenda on slide three. Speaking on today's call will be Jacobs Chair and CEO Bob Pergata and CFO of Bank Nathan Unique. Bob will begin by providing comments on the business, as well as highlights from our third quarter results and a recap of notable awards. Frank will then provide a detailed review of our financial performance, including commentary on end market trends, cash flows, and balance sheet data. Finally, Bob will provide closing remarks, and then we'll open up the call for questions. With that, I'll turn it over to our chair and CEO, Bob Ferdinand. Thanks, Bert. Good day, everyone, and thank you for joining us to discuss our third quarter 2025 business performance. We delivered very strong results for Q3 meeting or exceeding our expectations across all key metrics. First, adjusted EPS grew 25% to $1.62, supported by 7% net revenue growth and meaningful year-over-year margin expansion. Second, PA Consulting c...