Subtext

Jacobs Solutions Inc. J

SectorIndustrials
Transcripts69
Date range2008-01-22 – 2025-05-06
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-27-13+0+13+272008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12008 Q1 · Overall: +3.32008 Q2 · Overall: +7.42008 Q3 · Overall: +4.32008 Q4 · Overall: +5.92009 Q1 · Overall: -1.12009 Q2 · Overall: +4.02009 Q3 · Overall: +4.42009 Q4 · Overall: +2.82010 Q1 · Overall: +6.32010 Q2 · Overall: +7.92010 Q3 · Overall: +5.32011 Q1 · Overall: +4.42011 Q2 · Overall: +6.32011 Q3 · Overall: +10.92011 Q4 · Overall: +7.22012 Q1 · Overall: +11.52012 Q2 · Overall: +5.32012 Q3 · Overall: +7.42012 Q4 · Overall: +15.52013 Q1 · Overall: +10.02013 Q2 · Overall: +11.32013 Q3 · Overall: +12.82013 Q4 · Overall: +8.62014 Q1 · Overall: +7.42014 Q2 · Overall: +11.52014 Q3 · Overall: +5.62014 Q4 · Overall: +7.32015 Q1 · Overall: +5.22015 Q2 · Overall: +7.02015 Q3 · Overall: +7.42015 Q4 · Overall: +14.62016 Q1 · Overall: +16.02016 Q2 · Overall: +16.52016 Q3 · Overall: +19.32016 Q4 · Overall: +18.42017 Q1 · Overall: +15.12017 Q2 · Overall: +18.72017 Q3 · Overall: +23.22017 Q4 · Overall: +16.92018 Q1 · Overall: +17.12018 Q2 · Overall: +18.42018 Q3 · Overall: +16.12018 Q4 · Overall: +15.22019 Q1 · Overall: +10.42019 Q2 · Overall: +19.22019 Q3 · Overall: +18.02019 Q4 · Overall: +11.72020 Q1 · Overall: +10.02020 Q2 · Overall: +3.82020 Q3 · Overall: +8.52020 Q4 · Overall: +9.12021 Q1 · Overall: +13.12021 Q2 · Overall: +11.32021 Q3 · Overall: +11.92021 Q4 · Overall: +9.52022 Q1 · Overall: +11.02022 Q2 · Overall: +8.32022 Q3 · Overall: +14.42022 Q4 · Overall: +8.02023 Q1 · Overall: +10.62023 Q2 · Overall: +13.92023 Q3 · Overall: +12.22023 Q4 · Overall: +12.42024 Q1 · Overall: +14.02024 Q2 · Overall: +10.12024 Q3 · Overall: +12.02024 Q4 · Overall: +5.52025 Q1 · Overall: +10.32025 Q2 · Overall: +9.8
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-36-18+0+18+362008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12008 Q1 · CEO: +5.92008 Q2 · CEO: +8.12008 Q3 · CEO: +6.92008 Q4 · CEO: +9.12009 Q1 · CEO: +7.52009 Q2 · CEO: +9.92009 Q3 · CEO: +8.32009 Q4 · CEO: +8.42010 Q1 · CEO: +11.42010 Q2 · CEO: +12.22010 Q3 · CEO: +12.02011 Q1 · CEO: +9.32011 Q2 · CEO: +12.52011 Q3 · CEO: +21.02011 Q4 · CEO: +12.52012 Q1 · CEO: +17.22012 Q2 · CEO: +13.02012 Q3 · CEO: +10.12012 Q4 · CEO: +19.92013 Q1 · CEO: +13.52013 Q2 · CEO: +18.12013 Q3 · CEO: +18.22013 Q4 · CEO: +15.92014 Q1 · CEO: +16.92014 Q2 · CEO: +20.22014 Q3 · CEO: +11.22014 Q4 · CEO: +10.02015 Q4 · CEO: +27.32016 Q1 · CEO: +23.22016 Q2 · CEO: +26.32016 Q3 · CEO: +11.02016 Q4 · CEO: +26.02017 Q1 · CEO: +20.12017 Q2 · CEO: +29.92017 Q3 · CEO: +31.02017 Q4 · CEO: +28.32018 Q1 · CEO: +24.32018 Q2 · CEO: +28.42018 Q3 · CEO: +25.82018 Q4 · CEO: +27.72019 Q2 · CEO: +29.32019 Q3 · CEO: +26.92019 Q4 · CEO: +23.82020 Q1 · CEO: +19.52020 Q3 · CEO: +20.92021 Q1 · CEO: +22.52021 Q3 · CEO: +12.02021 Q4 · CEO: +13.82022 Q1 · CEO: +21.02022 Q2 · CEO: +10.62022 Q3 · CEO: +24.02022 Q4 · CEO: +9.32023 Q1 · CEO: +17.72023 Q2 · CEO: +22.42023 Q3 · CEO: +14.72023 Q4 · CEO: +17.82024 Q1 · CEO: +16.02024 Q2 · CEO: +14.12024 Q3 · CEO: +13.82024 Q4 · CEO: +6.02025 Q1 · CEO: +12.82025 Q2 · CEO: +10.92008 Q2 · CFO: +18.52008 Q4 · CFO: +9.42009 Q1 · CFO: +2.62009 Q2 · CFO: -1.12009 Q3 · CFO: +8.32009 Q4 · CFO: -5.72010 Q2 · CFO: +1.72015 Q1 · CFO: +10.02015 Q2 · CFO: +5.42015 Q3 · CFO: +3.72015 Q4 · CFO: +4.52016 Q4 · CFO: +15.32017 Q1 · CFO: +14.52017 Q2 · CFO: +11.22017 Q3 · CFO: +23.72017 Q4 · CFO: +8.22018 Q1 · CFO: +13.42019 Q1 · CFO: +5.92019 Q4 · CFO: +7.82020 Q1 · CFO: +10.22020 Q2 · CFO: +4.22020 Q3 · CFO: +6.82021 Q1 · CFO: +19.62021 Q3 · CFO: +15.22021 Q4 · CFO: +7.32022 Q1 · CFO: +12.02022 Q2 · CFO: +12.72022 Q4 · CFO: +11.92023 Q1 · CFO: +12.32023 Q2 · CFO: +16.62023 Q3 · CFO: +14.02023 Q4 · CFO: +12.52024 Q1 · CFO: +19.82024 Q2 · CFO: +13.02024 Q3 · CFO: +15.02024 Q4 · CFO: +12.32025 Q2 · CFO: +15.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-18+0+18+352008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12008 Q1 · Prepared remarks: +17.52008 Q2 · Prepared remarks: +18.32008 Q3 · Prepared remarks: +16.12008 Q4 · Prepared remarks: +19.12009 Q1 · Prepared remarks: +13.42009 Q2 · Prepared remarks: +15.02009 Q3 · Prepared remarks: +11.62009 Q4 · Prepared remarks: +10.52010 Q1 · Prepared remarks: +16.32010 Q2 · Prepared remarks: +14.22010 Q3 · Prepared remarks: +12.02011 Q1 · Prepared remarks: +15.22011 Q2 · Prepared remarks: +20.92011 Q3 · Prepared remarks: +24.62011 Q4 · Prepared remarks: +21.52012 Q1 · Prepared remarks: +28.52012 Q2 · Prepared remarks: +21.22012 Q3 · Prepared remarks: +21.02012 Q4 · Prepared remarks: +24.42013 Q1 · Prepared remarks: +25.12013 Q2 · Prepared remarks: +30.52013 Q3 · Prepared remarks: +27.02013 Q4 · Prepared remarks: +19.02014 Q1 · Prepared remarks: +18.32014 Q2 · Prepared remarks: +24.22014 Q3 · Prepared remarks: +19.32014 Q4 · Prepared remarks: +17.02015 Q1 · Prepared remarks: +15.32015 Q2 · Prepared remarks: +13.42015 Q3 · Prepared remarks: +19.42015 Q4 · Prepared remarks: +20.72016 Q1 · Prepared remarks: +19.12016 Q2 · Prepared remarks: +18.72016 Q3 · Prepared remarks: +21.42016 Q4 · Prepared remarks: +22.92017 Q1 · Prepared remarks: +22.82017 Q2 · Prepared remarks: +23.72017 Q3 · Prepared remarks: +27.12017 Q4 · Prepared remarks: +20.82018 Q1 · Prepared remarks: +17.42018 Q2 · Prepared remarks: +22.12018 Q3 · Prepared remarks: +19.62018 Q4 · Prepared remarks: +15.92019 Q1 · Prepared remarks: +12.52019 Q2 · Prepared remarks: +20.12019 Q3 · Prepared remarks: +18.82019 Q4 · Prepared remarks: +13.82020 Q1 · Prepared remarks: +14.12020 Q2 · Prepared remarks: +3.72020 Q3 · Prepared remarks: +11.02020 Q4 · Prepared remarks: +9.32021 Q1 · Prepared remarks: +15.22021 Q2 · Prepared remarks: +14.02021 Q3 · Prepared remarks: +12.02021 Q4 · Prepared remarks: +10.82022 Q1 · Prepared remarks: +14.92022 Q2 · Prepared remarks: +9.82022 Q3 · Prepared remarks: +17.82022 Q4 · Prepared remarks: +11.92023 Q1 · Prepared remarks: +14.12023 Q2 · Prepared remarks: +19.92023 Q3 · Prepared remarks: +18.62023 Q4 · Prepared remarks: +18.82024 Q1 · Prepared remarks: +20.82024 Q2 · Prepared remarks: +19.22024 Q3 · Prepared remarks: +19.32024 Q4 · Prepared remarks: +12.92025 Q1 · Prepared remarks: +21.32025 Q2 · Prepared remarks: +16.12008 Q1 · Q&A responses: -0.22008 Q2 · Q&A responses: +4.02008 Q3 · Q&A responses: +3.22008 Q4 · Q&A responses: +1.42009 Q1 · Q&A responses: -2.02009 Q2 · Q&A responses: +2.62009 Q3 · Q&A responses: +3.82009 Q4 · Q&A responses: +3.02010 Q1 · Q&A responses: +5.12010 Q2 · Q&A responses: +7.42010 Q3 · Q&A responses: +1.52011 Q1 · Q&A responses: +2.92011 Q2 · Q&A responses: +2.12011 Q3 · Q&A responses: +11.22011 Q4 · Q&A responses: +3.72012 Q1 · Q&A responses: +4.22012 Q2 · Q&A responses: +2.22012 Q3 · Q&A responses: +4.12012 Q4 · Q&A responses: +12.52013 Q1 · Q&A responses: +6.12013 Q2 · Q&A responses: +5.92013 Q3 · Q&A responses: +10.02013 Q4 · Q&A responses: +8.52014 Q1 · Q&A responses: +6.72014 Q2 · Q&A responses: +7.62014 Q3 · Q&A responses: +4.92014 Q4 · Q&A responses: +4.62015 Q1 · Q&A responses: +2.72015 Q2 · Q&A responses: +7.92015 Q3 · Q&A responses: +3.82015 Q4 · Q&A responses: +13.12016 Q1 · Q&A responses: +20.42016 Q2 · Q&A responses: +16.82016 Q3 · Q&A responses: +25.22016 Q4 · Q&A responses: +20.22017 Q1 · Q&A responses: +11.12017 Q2 · Q&A responses: +17.32017 Q3 · Q&A responses: +25.42017 Q4 · Q&A responses: +16.42018 Q1 · Q&A responses: +20.02018 Q2 · Q&A responses: +19.22018 Q3 · Q&A responses: +17.42018 Q4 · Q&A responses: +20.22019 Q1 · Q&A responses: +10.92019 Q2 · Q&A responses: +24.42019 Q3 · Q&A responses: +23.92019 Q4 · Q&A responses: +12.92020 Q1 · Q&A responses: +11.12020 Q2 · Q&A responses: +6.32020 Q3 · Q&A responses: +10.12020 Q4 · Q&A responses: +13.42021 Q1 · Q&A responses: +17.42021 Q2 · Q&A responses: +16.92021 Q3 · Q&A responses: +14.12021 Q4 · Q&A responses: +10.52022 Q1 · Q&A responses: +12.52022 Q2 · Q&A responses: +13.52022 Q3 · Q&A responses: +15.72022 Q4 · Q&A responses: +6.72023 Q1 · Q&A responses: +14.72023 Q2 · Q&A responses: +11.12023 Q3 · Q&A responses: +12.82023 Q4 · Q&A responses: +9.62024 Q1 · Q&A responses: +6.92024 Q2 · Q&A responses: +9.12024 Q3 · Q&A responses: +9.52024 Q4 · Q&A responses: +4.62025 Q1 · Q&A responses: +7.02025 Q2 · Q&A responses: +9.5
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.67$6.02$9.372008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: $3.962014 Q2: $3.812014 Q3: $3.842014 Q4: $3.672015 Q1: $3.402015 Q2: $3.172015 Q3: $3.372015 Q4: $3.182016 Q1: $3.132016 Q2: $3.242016 Q3: $3.272016 Q4: $3.232017 Q1: $3.272017 Q2: $3.382017 Q3: $3.442017 Q4: $3.662018 Q1: $4.382018 Q2: $4.832018 Q3: $5.302018 Q4: $5.352019 Q1: $5.212019 Q2: $5.262019 Q3: $5.572019 Q4: $5.792020 Q1: $6.002020 Q2: $5.602020 Q3: $5.802020 Q4: $5.992021 Q1: $6.282021 Q2: $6.892021 Q3: $7.092021 Q4: $7.422022 Q1: $7.622022 Q2: $7.902022 Q3: $7.932022 Q4: $7.642023 Q1: $7.792023 Q2: $8.132023 Q3: $8.412023 Q4: $8.322024 Q1: $8.432024 Q2: $8.722024 Q3: $8.912024 Q4: $6.24

Forward P/E

9.9015.9922.082008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: 16.132014 Q2: 14.372014 Q3: 13.742014 Q4: 11.192015 Q1: 13.112015 Q2: 13.522015 Q3: 11.652015 Q4: 13.382016 Q1: 13.542016 Q2: 15.752016 Q3: 15.082016 Q4: 18.592017 Q1: 17.202017 Q2: 16.132017 Q3: 16.272017 Q4: 18.612018 Q1: 13.662018 Q2: 13.582018 Q3: 14.492018 Q4: 10.742019 Q1: 14.062019 Q2: 15.322019 Q3: 16.732019 Q4: 15.272020 Q1: 13.232020 Q2: 15.252020 Q3: 16.322020 Q4: 17.742021 Q1: 19.962021 Q2: 20.002021 Q3: 19.182021 Q4: 18.892022 Q1: 17.822022 Q2: 15.782022 Q3: 15.092022 Q4: 16.042023 Q1: 14.822023 Q2: 14.182023 Q3: 15.602023 Q4: 15.512024 Q1: 17.882024 Q2: 16.172024 Q3: 16.332024 Q4: 21.24

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↑ +4.1 fwd EPS ↓ -0.15 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +7.2 fwd EPS ↓ -0.19 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↓ -3.3 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -6.3 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -2.3 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -6.3 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -2.4 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -2.7 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -3.8 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-05-06+9.8——View →
2025 Q12025-02-04+10.3——View →
2024 Q42024-11-19+5.5$6.2421.2View →
2024 Q32024-08-06+12.0$8.9116.3View →
2024 Q22024-05-07+10.1$8.7216.2View →
2024 Q12024-02-06+14.0$8.4317.9View →
2023 Q42023-11-21+12.4$8.3215.5View →
2023 Q32023-08-08+12.2$8.4115.6View →