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JACOBS SOLUTIONS INC.

(J)
  Report
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Jacobs Engineering : Earnings Presentation August 2022

08/01/2022 | 11:47am EDT

Jacobs Investor Presentation

August 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 release that are not based on historical fact are forward-looking statements. When used herein, words such as "expects," "anticipates," "believes," "seeks," "estimates," "plans," "intends," "future," "will," "would," "could," "can," "may," and similar words are intended to identify forward-looking statements. Examples of forward- looking statements include, but are not limited to, statements regarding our expectations as to our future growth, prospects, financial outlook, and business strategy for fiscal 2022 or future fiscal years, including our expectations for our fiscal year 2022 to 2024 organic targets; fiscal 2022 adjusted cash conversion; our fourth quarter adjusted EPS, adjusted EBITDA, revenue growth, adjusted operating profit to net revenue, CMS operating profit margin, and G&A expenses; our fourth quarter and fiscal 2023 gross margins; PA Consulting's fourth quarter operating profit and revenue growth; and the impact of foreign currency translation on our fiscal 2022 financial outlook. Although such statements are based on management's current estimates and/or expectations, and currently available competitive, financial, and economic data, forward-looking statements are inherently uncertain, and you should not place undue reliance on such statements as actual results may differ materially. We caution the reader that there are a variety of risks, uncertainties and other factors that could cause actual results to differ materially from what is contained, projected or implied by our forward-looking statements. Such factors include our ability to execute on our newly-announcedthree-year corporate strategy, including our ability to invest in the tools needed to fully implement our strategy, competition from existing and future competitors in our target markets, our ability to achieve the cost-savings and synergies contemplated by our recent acquisitions within the expected time frames and to successfully integrate acquired businesses while retaining key personnel, the impact of the COVID-19 pandemic, including the emergence and spread of variants of COVID-19, and any resulting economic downturn on our results, prospects and opportunities, measures or restrictions imposed by governments and health officials in response to the pandemic, the timing of the award of projects and funding under the Infrastructure Investment and Jobs Act, financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans, as well as general economic conditions, including inflation and the actions taken by monetary authorities in response to inflation, changes in interest rates, foreign currency exchange rates, changes in capital markets, and geopolitical events and conflicts, among others. The impact of such matters includes, but is not limited to, the possible reduction in demand for certain of our product solutions and services and the delay or abandonment of ongoing or anticipated projects due to the financial condition of our clients and suppliers or to governmental budget constraints or changes to governmental budgetary priorities; the inability of our clients to meet their payment obligations in a timely manner or at all; potential issues and risks related to a significant portion of our employees working remotely; illness, travel restrictions and other workforce disruptions that have and could continue to negatively affect our supply chain and our ability to timely and satisfactorily complete our clients' projects; difficulties associated with retaining key employees or hiring additional employees; and the inability of governments in certain of the countries in which we operate to effectively mitigate the financial or other impacts of the COVID-19 pandemic on their economies and workforces and our operations therein. The foregoing factors and potential future developments are inherently uncertain, unpredictable and, in many cases, beyond our control. For a description of these and additional factors that may occur that could cause actual results to differ from our forward-looking statements, see the discussions contained under Item 1 - Business; Item 1A - Risk Factors; Item 3 - Legal Proceedings; and Item 7 - Management's Discussion and Analysis of Financial Condition and Results of Operations in our most recently filed Annual Report on Form 10-K, and the discussions contained under Part I, Item 2 - Management's Discussion and Analysis of Financial Condition and Results of Operations; Part II, Item 1 - Legal Proceedings; and Part II, Item 1A - Risk Factors, in our most recently filed Quarterly Report on Form 10-Q, as well as the Company's other filings with the Securities and Exchange Commission. The Company is not under any duty to update any of the forward-looking statements after the date of this presentation to conform to actual results, except as required by applicable law.​

.

Non-GAAP Financial Measures

To supplement the financial results presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we present certain non-GAAP financial measures within the meaning of Regulation G under the Securities Exchange Act of 1934, as amended. These measures are not, and should not be viewed as, substitutes for GAAP financial measures. More information about these non-GAAP financial measures and reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures can be found at the end of this presentation. Reconciliation of fiscal year 2024 organic targets for net revenue, adjusted operating profit margin expansion, adjusted operating profit growth, and adjusted return on invested capital, adjusted EPS and adjusted EBITDA for fourth quarter fiscal 2022, and fiscal year 2022 adjusted EBITDA and adjusted cash conversion to the most directly comparable GAAP measure is not available without unreasonable efforts because the Company cannot predict with sufficient certainty all of the components required to provide such reconciliation, including with respect to the costs and charges relating to transaction expenses, restructuring and integration and other non-recurring or unusual items to be incurred in such periods.

Pro Forma Figures

During this presentation, we may discuss comparisons of current period results to prior periods on a pro forma adjusted basis. Prior fiscal periods are presented as if acquisitions and the PA Consulting investment had occurred prior to the comparable periods, as adjusted for the exclusion of restructuring and other related charges and transaction expenses and other adjustments described on the Non-GAAP Financial Measures slides as the end of this presentation. We believe this information helps provide additional insight into the underlying trends of our business when comparing current performance against prior periods.

Jacobs - Company Overview

Fiscal 2021

  • Jacobs provides a full spectrum of professional services to solve the world's most critical problems by turning abstract ideas into realities that transform the world for good
  • Deep global domain knowledge - applied together with the latest advances in technology - are why customers large and small choose to partner with Jacobs
  • Jacobs operates in three segments: Critical Mission Solutions (CMS) and People & Places Solutions (P&PS), its majority investment in PA Consulting

Employees: 55,000

~$6B of ESG related revenue

By Sector1

By Region

By Mix

Advanced Manufacturing

UK &

APAC

Other

Reimbursable

Cities & Places

4%

7%

Solutions

Solutions 76%

Europe

Infrastructure

24%

8%

23%

Space

32%

11%

Health &

Life Sciences

11%

Energy &

North

National

Environment

America

18%

Security

70%

16%

Net Revenue2 ($B)

Adjusted EBITDA Margin2

$10.2

$11.0

$11.7

$9.1

9.4%

9.6%

9.6%

10.6%

2018

2019

2020

2021

3

1

Excludes PA Consulting

2Fiscal year 2018 net revenue and adjusted EBITDA includes CH2M as if it closed at beginning of the fiscal year 10/1/2017 vs 12/7/2017

Our foundation is strong

Purpose

To create a more connected, sustainable world.

Values

We do things right.

We challenge the accepted.

We aim higher.

We live inclusion.

Employee Value

Jacobs. A world where you can.

Statement

Where you

Where you

Where you

can be you.

can do.

can grow.

4

Our cultural transformation: An inspirational journey for all

+

+

Agile

Learning Culture

+

Innovation

Inclusion &

Diversity

Empowerment &

Accountability

When we learn and grow together,

we activate Empowerment & Accountability, Inclusion & Diversity, and Innovation.

We lead, embrace, and anticipate change.

5

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Jacobs Engineering Group Inc. published this content on 01 August 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 01 August 2022 15:44:03 UTC.


© Publicnow 2022
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Financials (USD)
Sales 2022 14 941 M - -
Net income 2022 621 M - -
Net Debt 2022 2 172 M - -
P/E ratio 2022 23,0x
Yield 2022 0,81%
Capitalization 14 266 M 14 266 M -
EV / Sales 2022 1,10x
EV / Sales 2023 1,00x
Nbr of Employees 52 000
Free-Float 99,1%
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Mean consensus BUY
Number of Analysts 17
Last Close Price 111,80 $
Average target price 154,13 $
Spread / Average Target 37,9%
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Steven J. Demetriou Chairman & Chief Executive Officer
Kevin Christopher Berryman Co-President & Chief Financial Officer
Robert Venkat Pragada Co-President & Chief Operating Officer
Madhuri A. Andrews Chief Digital & Information Officer, EVP
Joanne E. Caruso Executive VP, Chief Legal & Administrative Officer
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