Jacob Solutions: What’s Really Behind the $200M Data Center Business—and How Big Could It Get?

Jacobs Engineering Group concluded its fiscal year 2025 on a strong note, delivering notable achievements and setting optimistic expectations for fiscal year 2026. The company reported a 28% year-over-year increase in adjusted earnings per share (EPS) for the fourth quarter and a 16% rise for the full fiscal year, along with a record consolidated backlog of $23.1 billion, marking a 6% growth. This performance reflects the strategic focus on expanding the company’s core capabilities, leveraging digital transformation, and optimizing operational execution across a diverse portfolio. A significant contribution to Jacobs’ overall performance was driven by its sector-specific projects and strategic partnerships. The infrastructure and advanced facilities segment saw substantial growth, particularly in the water, transportation, and life sciences sectors. The water sector remained a resilient and high-growth area, with positive contributions from the firm’s full life cycle delivery model and digital services like the AI-powered Aqua DNA platform.