KBR (NYSE:KBR) Updates FY 2026 Earnings Guidance

KBR (NYSE:KBR) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.870-4.220 for the period, compared to the consensus estimate of 3.970. The company issued revenue guidance of $7.9 billion-$8.4 billion, compared to the consensus revenue estimate of $8.0 billion.

Analyst Upgrades and Downgrades

KBR has been the topic of a number of analyst reports. Zacks Research upgraded KBR from a “strong sell” rating to a “hold” rating in a report on Friday, April 10th. Citigroup dropped their price objective on KBR from $53.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. UBS Group reduced their target price on shares of KBR from $42.00 to $36.00 and set a “neutral” rating for the company in a report on Thursday, May 21st. Wells Fargo & Company decreased their price target on shares of KBR from $45.00 to $40.00 and set an “equal weight” rating for the company in a research report on Monday, April 13th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of KBR in a report on Wednesday, June 24th. Five investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $52.62.

KBR Stock Down 4.4%

Shares of KBR stock traded down $1.56 during trading on Thursday, reaching $34.37. The company’s stock had a trading volume of 3,959,779 shares, compared to its average volume of 1,644,367. The company has a quick ratio of 1.16, a current ratio of 1.16 and a debt-to-equity ratio of 1.59. The company has a market cap of $4.36 billion, a price-to-earnings ratio of 10.98, a P/E/G ratio of 2.02 and a beta of 0.44. KBR has a 1-year low of $29.94 and a 1-year high of $52.23. The company has a 50-day simple moving average of $34.96 and a two-hundred day simple moving average of $37.51.

KBR (NYSE:KBR) last announced its earnings results on Thursday, July 30th. The construction company reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.90 by $0.09. KBR had a return on equity of 33.92% and a net margin of 5.21%.During the same quarter last year, the company posted $0.91 EPS. The firm’s quarterly revenue was up 1.6% on a year-over-year basis. KBR has set its FY 2026 guidance at 3.870-4.220 EPS. As a group, equities analysts forecast that KBR will post 4 earnings per share for the current year.

KBR Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Monday, June 15th were issued a dividend of $0.165 per share. The ex-dividend date was Monday, June 15th. This represents a $0.66 annualized dividend and a dividend yield of 1.9%. KBR’s dividend payout ratio is 21.09%.

Insider Activity at KBR

In related news, CFO Shad E. Evans bought 8,375 shares of the stock in a transaction that occurred on Wednesday, May 13th. The stock was bought at an average cost of $30.60 per share, for a total transaction of $256,275.00. Following the purchase, the chief financial officer directly owned 43,725 shares of the company’s stock, valued at approximately $1,337,985. This trade represents a 23.69% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Thaer Lewis Von bought 3,000 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were bought at an average cost of $30.77 per share, for a total transaction of $92,310.00. Following the transaction, the director owned 10,358 shares in the company, valued at $318,715.66. The trade was a 40.77% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders bought 29,875 shares of company stock valued at $945,160. Company insiders own 1.15% of the company’s stock.

KBR News Summary

Here are the key news stories impacting KBR this week:

• Positive Sentiment: KBR reported second-quarter adjusted earnings of $0.99 per share, above analyst estimates of approximately $0.90–$0.92 and up from $0.91 a year earlier. Revenue rose 1.6% to about $1.98 billion, also exceeding expectations. KBR Inc. Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Net income attributable to KBR increased 32% to $96 million, while reported diluted EPS rose 34% to $0.75. Growth was supported by Sustainable Technology Solutions project ramp-ups and stronger Mission Technology Solutions activity with international government clients. Backlog and options totaled $23.0 billion, with a 1.1x book-to-bill ratio. KBR Reports Second Quarter Fiscal 2026 Results
• Positive Sentiment: Management reaffirmed 2026 revenue guidance of approximately $7.9 billion to $8.36 billion, with the midpoint above the roughly $8.0 billion consensus estimate. Analysts’ average price target implies about 25% potential upside, and recent positive earnings-estimate revisions could provide additional support. Analyst Price Target Outlook
• Neutral Sentiment: KBR introduced Trinzic as the name of its planned independent Mission Technology Solutions company. The spin-off is currently targeted for completion on January 4, 2027, potentially unlocking value but also introducing execution and separation risks. KBR Announces Trinzic
• Negative Sentiment: Although the full-year revenue outlook was reaffirmed, 2026 EPS guidance of $3.87 to $4.22 has a midpoint of about $4.05, leaving limited upside to the $3.97 consensus estimate and a lower bound below expectations. The roughly 2% year-over-year quarterly revenue increase may also have disappointed investors seeking faster growth. KBR Q2 Earnings Call Transcript

Institutional Trading of KBR

Several large investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC raised its stake in shares of KBR by 432.5% in the second quarter. EverSource Wealth Advisors LLC now owns 607 shares of the construction company’s stock worth $29,000 after purchasing an additional 493 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its position in KBR by 101,600.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,017 shares of the construction company’s stock valued at $48,000 after buying an additional 1,016 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in KBR by 98.1% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,228 shares of the construction company’s stock worth $59,000 after buying an additional 608 shares during the period. Aster Capital Management DIFC Ltd purchased a new position in KBR during the 4th quarter worth approximately $51,000. Finally, Wilmington Savings Fund Society FSB purchased a new position in KBR during the 3rd quarter worth approximately $70,000. Hedge funds and other institutional investors own 97.02% of the company’s stock.

KBR Company Profile

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.