Jacobs Solutions (J)
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Jacobs Solutions (J) - 2023 Q2 - Earnings Call Transcript
2023-05-10 03:52
财务数据和关键指标变化 - 第二季度总收入同比增长6%,净收入同比增长5%,以恒定汇率计算净收入同比增长8% [26] - 调整后毛利率占净收入的26%,与上一季度持平但同比下降 [26] - 调整后销售管理费占净收入的15.6%,与上一季度持平但同比下降90个基点 [26] - 调整后营业利润同比增长7%,以恒定汇率计算同比增长11% [27] - 调整后营业利润率为10.4%,同比提升20个基点 [29] - 每股收益(EPS)为1.81美元,同比增长5% [30] - 自由现金流为9700万美元,约为净收益的100%,公司有望实现全年100%的现金流转换率 [45] 各条业务线数据和关键指标变化 People & Places Solutions (P&PS) - 净收入同比增长7%,以恒定汇率计算同比增长10% [34] - 营业利润同比增长21%,以恒定汇率计算同比增长25% [34] - 营业利润率为13.5%,同比提升150个基点 [34] - 订单增长4%,以恒定汇率计算增长5% [32] - 订单获取率为1.1倍,毛利率同比上升近10个百分点 [34] Critical Mission Solutions (CMS) - 收入同比增长5%,以恒定汇率计算同比增长7% [39] - 订单获取率为1.4倍,订单增长8% [40] - 营业利润率环比有所提升,预计全年将接近8% [40] Divergent Solutions - 净收入同比下降3%,但第二季度营业利润率达11.1% [41] - 公司获得了一笔大额软件许可销售,使利润率提升300个基点以上 [41] - 预计第四季度营业利润率将接近10% [41] PA Consulting - 收入以英镑计同比增长11%,以美元计同比增长1% [43] - 营业利润率为21.8%,环比提升370个基点 [43] - 预计下半年营业利润率将维持在20%左右 [43] 各个市场数据和关键指标变化 - 水务业务持续超预期,管线增长同比大幅上升 [19] - 城市与基础设施业务管线同比增长双位数,包括中东地区的重要项目 [20] - 能源转型业务机会丰富,公司已成立专门的业务部门 [21] - 先进制造业务管线同比增长双位数,其中生命科学业务占比约2/3 [35][36] - 半导体业务受宏观环境影响,但长期机会依然看好 [36][37] 公司战略和发展方向及行业竞争 - 公司宣布拆分Critical Mission Solutions (CMS)业务,使公司聚焦于更高增长、更高利润率的技术解决方案 [9][10] - 拆分后的Jacobs将专注于关键基础设施、能源转型、交通和先进制造等领域,并加强在气候响应、数据解决方案和咨询顾问服务等三大增长引擎上的投入 [10] - 拆分后的CMS将成为一家纯粹的政府服务公司,提供技术咨询、应用科学研究、培训、智能资产管理和项目管理服务 [11] - 公司在多个领域保持行业领先地位,特别是在先进制造业务和基础设施业务方面 [23] - 基础设施相关的立法举措为公司带来了可见的增长机会 [23] 管理层对经营环境和未来前景的评论 - 公司对未来保持乐观,认为管线和毛利率在手订单均有所增加 [23] - 基础设施相关立法举措为公司带来了可见的增长机会 [23] - 能源转型和环境业务机会丰富,水务业务表现尤为出色 [19][20] - 公司对CMS业务的未来前景也持乐观态度,认为订单获取率和管线都保持强劲 [40] 问答环节重要的提问和回答 问题1 **Jamie Cook提问** 关于拆分CMS业务,公司是否考虑过出售而不是拆分,以及是否存在协同效应损失的风险 [53][54] **Robert Pragada和Kevin Berryman回答** 公司认为拆分是最佳选择,可以最大化股东价值,并且不存在重大协同效应损失的风险 [54][55] 问题2 **Andy Kaplowitz提问** P&PS业务的订单增长和收入增长是否可以持续 [63][64] CMS业务的订单增长是否存在放缓的风险 [67] **Robert Pragada回答** P&PS业务的订单增长和收入增长前景良好,CMS业务的订单增长前景也看好 [64][68] 问题3 **Michael Dudas提问** 在拆分过程中,是否会有某些业务从CMS转移到Jacobs,反之亦然 [70][71] **Robert Pragada回答** 目前公司计划将CMS整体独立,不存在业务转移的情况 [72][73]
Jacobs Solutions (J) - 2023 Q2 - Quarterly Report
2023-05-09 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-7463 JACOBS SOLUTIONS INC. (Exact name of registrant as specified in its charter) Delaware 88-1121891 (State or other jurisdiction of ...
Jacobs Solutions (J) Investor Presentation - Slideshow
2023-02-23 01:50
Jacobs Challenging today. Reinventing tomorrow. Jacobs Investor Presentation February 2023 a 0 0 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 any historical or current fact. When used herein, words such as "expects," "anticipates," "believes," "seeks," "esti ...
Jacobs Solutions (J) - 2023 Q1 - Earnings Call Transcript
2023-02-08 04:04
Jacobs Solutions Inc. (NYSE:J) Q1 2023 Results Conference Call February 7, 2023 10:00 AM ET Company Participants Jonathan Doros - Investor Relations Bob Pragada - CEO Kevin Berryman - Chief Financial Officer Claudia Jaramillo - EVP, Strategy and Corporate Development Conference Call Participants Adam Bubes - Goldman Sachs Andy Wittmann - Baird Michael Dudas - Vertical Research Andy Kaplowitz - Citigroup Michael Feniger - Bank of America Robert Conners - Stifel Louie DiPalma - William Blair Gautam Khanna - C ...
Jacobs Solutions (J) - 2023 Q1 - Quarterly Report
2023-02-07 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 30, 2022 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-7463 JACOBS SOLUTIONS INC. (Exact name of registrant as specified in its charter) Delaware 88-1121891 (State or other jurisdiction ...
Jacobs Solutions (J) - 2022 Q4 - Earnings Call Transcript
2022-11-22 03:18
Jacobs Solutions Inc. (NYSE:J) Q4 2022 Earnings Conference Call November 21, 2022 10:00 AM ET Company Participants Jonathan Doros - Investor Relations Steve Demetriou - Chief Executive Officer Bob Pragada - Chief Operating Officer Kevin Berryman - Chief Financial Officer Conference Call Participants Bert Subin - Stifel Louie DiPalma - William Blair Michael Dudas - Vertical Research Jamie Cook - Credit Suisse Jerry Revich - Goldman Sachs Steven Fisher - UBS Andy Kaplowitz - Citigroup Sean Eastman - KeyBanc C ...
Jacobs Solutions (J) - 2022 Q3 - Earnings Call Transcript
2022-08-02 02:23
Jacobs Engineering Group Inc. Q3 2022 Earnings Conference Call August 1, 2022 8:00 AM ET Company Participants Jonathan Doros - Investor Relations Steve Demetriou - Chief Executive Officer Bob Pragada - Chief Operating Officer Kevin Berryman - Chief Financial Officer Ken Toombs - Chief Executive Officer of PA Consulting Conference Call Participants Jamie Cook - Credit Suisse Bert Subin - Stifel Financial Corp. Jerry Revich - Goldman Sachs Steven Fisher - UBS Chad Dillard - Bernstein Andrew Whitman - Robert W ...
Jacobs Solutions (J) - 2022 Q3 - Earnings Call Presentation
2022-08-01 19:19
Jacobs ing today. Reinventing tomorrow. Jacobs Fiscal Third Quarter Earnings Results August 1, 2022 Disclaimer . Forward-Looking Statement Disclaimer Certain statements contained in this presentation constitute forward-looking statements as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and such statements are intended to be covered by the safe harbor provided by the same. Statements made in this press releas ...
Jacobs Engineering Group (J) Presents At IT Services Summit - Slideshow
2022-06-02 02:12
Jefferies Virtual IT Summit Fireside Chat Caesar Nieves Executive Vice President Divergent Solutions John Doros Senior Vice President Investor Relations & Treasury ©Jacobs 2022 2 Disclaimer Forward-Looking Statement Disclaimer Certain statements contained in this presentation constitute forward-looking statements as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and such statements are intended to be covered ...
Jacobs Engineering (J) Investor Presentation - Slideshow
2022-05-14 04:27
Jacobs enging today. Reinventing tomorrow. Jacobs Investor Presentation May 2022 Challenging today tomorro Disclaimer ©Jacobs 2022 Forward-Looking Statement Disclaimer Certain statements contained in this presentation constitute forward-looking statements as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and such statements are intended to be covered by the safe harbor provided by the same. Statements made in ...