KBR (NYSE:KBR) Issues FY 2026 Earnings Guidance

KBR (NYSE:KBR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.870-4.220 for the period, compared to the consensus earnings per share estimate of 3.960. The company issued revenue guidance of $7.9 billion-$8.4 billion, compared to the consensus revenue estimate of $8.0 billion.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on KBR. Bank of America decreased their price objective on shares of KBR from $55.00 to $45.00 and set a “neutral” rating on the stock in a research note on Thursday, November 13th. Citigroup decreased their price target on KBR from $57.00 to $53.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Truist Financial dropped their price target on KBR from $62.00 to $50.00 and set a “buy” rating for the company in a report on Friday, December 19th. Weiss Ratings lowered KBR from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday. Finally, Wells Fargo & Company assumed coverage on KBR in a research note on Thursday, November 13th. They issued an “equal weight” rating and a $45.00 target price for the company. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $57.00.

KBR Stock Performance

KBR stock opened at $42.03 on Friday. The company has a market cap of $5.34 billion, a PE ratio of 14.44, a PEG ratio of 1.01 and a beta of 0.51. The company has a current ratio of 1.18, a quick ratio of 1.18 and a debt-to-equity ratio of 1.74. KBR has a 1 year low of $39.39 and a 1 year high of $56.78. The company’s 50-day moving average is $42.31 and its two-hundred day moving average is $44.49.

KBR (NYSE:KBR) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $0.99 EPS for the quarter, topping the consensus estimate of $0.95 by $0.04. KBR had a net margin of 4.71% and a return on equity of 35.14%. The company had revenue of $1.89 billion during the quarter, compared to analysts’ expectations of $1.91 billion. During the same quarter in the previous year, the company earned $0.91 EPS. KBR’s revenue was down 10.6% on a year-over-year basis. KBR has set its FY 2026 guidance at 3.870-4.220 EPS. Equities analysts anticipate that KBR will post 3.26 earnings per share for the current year.

KBR Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th will be paid a $0.165 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 1.6%. KBR’s dividend payout ratio is 22.68%.

KBR News Summary

Here are the key news stories impacting KBR this week:

• Positive Sentiment: KBR beat quarterly EPS expectations (adjusted EPS ~$0.99) and reported stronger operating income, adjusted EBITDA and margins, which supports near‑term profitability narratives. MarketBeat Earnings Summary
• Positive Sentiment: Management outlined a 2026 revenue target of ~$7.9B–$8.36B and reaffirmed progress on a planned spin‑off, which could unlock value and simplify the business for investors. Spin‑off / Revenue Target Article
• Positive Sentiment: Operational wins include a new contract for Iraq’s Majnoon oil field — a concrete backlog/award that supports future revenue recovery. Contract Win
• Neutral Sentiment: KBR issued FY‑2026 guidance of $3.870–4.220 EPS (slightly below street at ~3.96) and revenue guidance roughly in line with management’s stated $7.9B–$8.36B range — guidance provides a framework but contains conservative elements. Guidance Coverage
• Neutral Sentiment: Stock also drew attention from index flows/coverage as the NYSE Composite moved, which can amplify intraday moves but is not fundamental. Index/Attention Article
• Negative Sentiment: Revenue missed estimates (Q4 revenue ~$1.885B vs. ~1.91B consensus) and was down ~10–11% year‑over‑year, reflecting slower award pace and scope reductions — a headwind for near‑term top‑line growth. Revenue Miss
• Negative Sentiment: Bookings and options were $2.0B with a 0.9x book‑to‑bill, signaling order intake below revenue and raising concerns about backlog momentum. Bookings / Book‑to‑Bill
• Negative Sentiment: Quiver/filings show notable institutional rebalancing with several large sellers in the quarter — investor outflows could pressure the stock if they persist. Institutional Activity

Hedge Funds Weigh In On KBR

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in KBR. Royal Bank of Canada raised its position in shares of KBR by 11.2% in the 1st quarter. Royal Bank of Canada now owns 81,779 shares of the construction company’s stock valued at $4,073,000 after acquiring an additional 8,243 shares during the period. Goldman Sachs Group Inc. increased its stake in KBR by 50.8% in the first quarter. Goldman Sachs Group Inc. now owns 627,321 shares of the construction company’s stock valued at $31,247,000 after purchasing an additional 211,311 shares in the last quarter. Empowered Funds LLC acquired a new stake in KBR in the first quarter worth $349,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of KBR by 6.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 395,574 shares of the construction company’s stock worth $19,704,000 after purchasing an additional 23,738 shares in the last quarter. Finally, American Century Companies Inc. grew its holdings in shares of KBR by 97.1% in the 2nd quarter. American Century Companies Inc. now owns 46,592 shares of the construction company’s stock valued at $2,234,000 after buying an additional 22,957 shares during the period. Institutional investors own 97.02% of the company’s stock.

About KBR

KBR, Inc is a global engineering, procurement, construction and services (EPC&S) company headquartered in Houston, Texas. The firm delivers integrated solutions and technologies across the full project lifecycle for customers in the energy, government, industrial and infrastructure sectors. Its offerings span feasibility studies, front-end engineering design, detailed design, procurement, fabrication, construction, commissioning and operations support.

The company is organized into business segments that include Energy Solutions, which focuses on oil and gas processing, liquefied natural gas (LNG) facilities and petrochemical plants; Government Solutions, providing logistics, sustainment, training and mission support for defense, intelligence and civilian agencies; and Sustainable Technology, delivering chemical process technologies, water treatment and lower-carbon fuels expertise.