Jacobs and AtkinsRéalis Partner with National Highways for Environmental and Sustainability Initiatives

DALLAS, June 24, 2025 – Jacobs (NYSE: J), a global leader in professional services, has announced a significant joint venture with AtkinsRéalis, a prominent engineering and design firm. This strategic partnership has secured a pivotal appointment by National Highways in the U.K. to deliver essential environmental and sustainability technical services. This collaboration underscores a shared commitment to fostering sustainable, resilient solutions crucial for supporting England's vital road network.

Driving Towards a Greener Future for UK Roads

The AtkinsRéalis-Jacobs Joint Venture will play a critical role in assisting National Highways in achieving its ambitious Environmental Sustainability Strategy. This comprehensive strategy is designed to significantly reduce carbon emissions, enhance biodiversity, improve climate resilience, and promote community wellbeing across England's extensive road infrastructure. The ultimate goal is to achieve net-zero emissions across the nation's 4,500 miles of motorways and major A-roads by 2050, aligning with the UK's broader climate objectives.

This initiative is not merely about compliance; it represents a proactive step towards integrating environmental stewardship into the core of infrastructure development and maintenance. The joint venture's expertise will be instrumental in developing and implementing innovative solutions, from sustainable material usage and energy efficiency in road construction to biodiversity net gain projects alongside existing routes. Their work will encompass a wide range of technical services, including environmental impact assessments, carbon footprint analysis, climate change adaptation planning, and the development of sustainable procurement frameworks.

Market Context and Implications

The appointment of Jacobs and AtkinsRéalis by National Highways reflects a growing global trend towards sustainable infrastructure development. Governments and public bodies worldwide are increasingly prioritizing environmental considerations in large-scale projects, driven by climate change imperatives, regulatory pressures, and public demand for greener solutions. This trend creates significant opportunities for engineering and consulting firms with strong environmental and sustainability capabilities.

For Jacobs, this contract reinforces its position as a key player in the global infrastructure market, particularly in the burgeoning green economy sector. The company's diverse portfolio, which includes water, transportation, and environmental solutions, positions it well to capitalize on the increasing demand for sustainable development. The partnership with AtkinsRéalis, another industry heavyweight, further strengthens their collective capacity to deliver complex, large-scale projects.

This collaboration also highlights the UK's commitment to leading the charge in sustainable infrastructure. National Highways' proactive approach to achieving net-zero emissions sets a precedent for other national infrastructure bodies globally, potentially spurring further investment and innovation in this critical area.

Investment Insights for Jacobs (NYSE: J)

For investors, this announcement provides several positive signals regarding Jacobs (NYSE: J). The contract with National Highways demonstrates the company's ability to secure significant, long-term projects in a high-growth sector. The focus on environmental and sustainability services aligns with global ESG (Environmental, Social, and Governance) investment trends, which are increasingly influencing capital allocation decisions.

Key takeaways for investors:

• Revenue Stability and Growth: Securing long-term contracts like this provides a stable revenue stream and contributes to the company's backlog, indicating future growth potential.
• ESG Alignment: Jacobs' strong involvement in sustainability projects enhances its appeal to ESG-focused investors, potentially leading to increased institutional interest and a higher valuation multiple.
• Market Leadership: This partnership solidifies Jacobs' reputation as a leader in sustainable infrastructure, positioning it favorably against competitors.
• Diversification: While transportation-focused, the environmental aspect diversifies its service offerings and reduces reliance on traditional infrastructure projects alone.
• Innovation Potential: The nature of the work may lead to the development of new technologies and methodologies, further strengthening Jacobs' competitive edge.

Investors should monitor Jacobs' future contract wins in the sustainability space and the progress of this joint venture with National Highways. The company's commitment to delivering innovative, environmentally sound solutions positions it well for continued success in a world increasingly focused on sustainable development.