Jacobs Solutions Inc. (J) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.534 Thanks for joining us today. I'm Adam Bubis. 00:00:03.534 -- 00:00:08.640 I'm an engineering construction analyst here at Goldman Sachs, and I'm delighted 00:00:08.640 -- 00:00:12.563 to host today's panel on water and land efficiency. 00:00:12.563 -- 00:00:16.968 Rising temperatures, growing and aging global populations, and a heightened focus on 00:00:16.968 -- 00:00:22.113 overall resource security have all intensified a focus on water and land 00:00:22.113 -- 00:00:27.458 efficiency. We're increasingly seeing headlines in the press about problems related 00:00:27.458 -- 00:00:33.416 to too much or too little water. and ensuring security of supply for key resources 00:00:33.416 -- 00:00:38.442 while minimizing environmental impacts. This panel is going to explore 00:00:38.442 -- 00:00:43.268 both leading corporates and investors that are addressing these challenges of meeting 00:00:43.268 -- 00:00:46.531 reliability needs while maximizing efficiency. 00:00:46.531 -- 00:00:49.675 We have with us today a range of experts. 00:00:49.675 -- 00:00:53.980 Susan Moisio, Global Water Market Director at Jacobs Solutions. 00:00:53.980 -- 00:00:57.355 Jacobs is a global leader in water infrastructure. 00:00:57.355 -- 00:01:03.061 We have Matt Desario, co-founder and president of Water 00:01:03.061 -- 00:01:08.507 Asset Management, an investment firm focused on water, and Ora Erickson, 00:01:08.507 -- 00:01:14.975 VP of Corporate Sustainability at Weyerhaeuser, a major land and timber manager. 00:01:14.975 -- 00:01:20.421 So let's start with you, Susan. Jacobs Solutions is at the forefront of designing 00:01:20.421 -- 00:01:23.562 and implementing water infrastructure. 00:01:23.562 -- 00:01:27.911 Can you just outline where Jacobs plays in t...