KBR (NYSE:KBR) Releases FY 2026 Earnings Guidance

KBR (NYSE:KBR) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.870-4.220 for the period, compared to the consensus EPS 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.

KBR Trading Down 4.4%

Shares of KBR opened at $34.37 on Friday. The business’s 50-day moving average price is $35.01 and its 200 day moving average price is $37.44. The stock has a market capitalization of $4.36 billion, a P/E ratio of 10.98, a P/E/G ratio of 1.94 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 current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 1.59.

KBR (NYSE:KBR) last issued its earnings results on Thursday, July 30th. The construction company reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.90 by $0.09. KBR had a net margin of 5.21% and a return on equity of 33.92%. The business had revenue of $1.98 billion for the quarter, compared to analyst estimates of $1.89 billion. During the same period in the previous year, the business earned $0.91 EPS. The firm’s revenue was up 1.6% on a year-over-year basis. KBR has set its FY 2026 guidance at 3.870-4.220 EPS. Analysts expect 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 paid a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Monday, June 15th. KBR’s dividend payout ratio is currently 21.09%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on KBR. UBS Group cut their target price on KBR from $42.00 to $36.00 and set a “neutral” rating for the company in a research report on Thursday, May 21st. Wells Fargo & Company dropped their price objective on KBR from $45.00 to $40.00 and set an “equal weight” rating for the company in a research note on Monday, April 13th. Bank of America cut their price objective on KBR from $45.00 to $40.00 and set a “neutral” rating for the company in a report on Monday, July 20th. Zacks Research raised shares of KBR from a “strong sell” rating to a “hold” rating in a report on Friday, April 10th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of KBR in a research report on Wednesday, June 24th. Five equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $52.62.

Insiders Place Their Bets

In other KBR news, Director Jack B. Moore bought 4,000 shares of the stock in a transaction dated Wednesday, May 20th. The stock was bought at an average cost of $31.44 per share, for a total transaction of $125,760.00. Following the completion of the purchase, the director owned 54,352 shares in the company, valued at $1,708,826.88. This represents a 7.94% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Carlos A. Sabater purchased 14,500 shares of KBR stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $32.47 per share, for a total transaction of $470,815.00. Following the transaction, the director owned 35,705 shares in the company, valued at $1,159,341.35. This represents a 68.38% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have purchased 29,875 shares of company stock valued at $945,160. 1.15% of the stock is owned by corporate insiders.

KBR News Roundup

Here are the key news stories impacting KBR this week:

• Positive Sentiment: Quarterly results exceeded expectations. KBR reported adjusted EPS of $0.99 versus the $0.90–$0.92 analyst consensus and revenue of $1.98 billion versus estimates near $1.89 billion. Revenue increased 1.6% year over year, while net income attributable to KBR rose 32% to $96 million. KBR Reports Second Quarter Fiscal 2026 Results
• Positive Sentiment: Demand and backlog remain supportive. Growth was driven by Sustainable Technology Solutions project ramp-ups and Mission Technology Solutions expansion with international government clients. KBR ended the quarter with $23 billion of backlog and options, a 1.1x book-to-bill ratio; the STS segment alone reported a $5.5 billion backlog. KBR reaffirms 2026 guidance and reports backlog
• Positive Sentiment: The planned business separation gained definition. KBR named its Mission Technology Solutions spinoff Trinzic, with a targeted completion date of January 4, 2027. Management expects the independent company and clearer segment focus could help highlight the value of both businesses. KBR unveils Trinzic spinoff name
• Neutral Sentiment: Full-year guidance was reaffirmed. KBR maintained 2026 revenue guidance of approximately $7.9 billion to $8.4 billion and EPS guidance of $3.87 to $4.22. The midpoint is broadly consistent with expectations, but the EPS range is slightly below the consensus estimate of $3.97 at its midpoint, limiting the upside surprise. KBR Q2 2026 earnings call transcript
• Positive Sentiment: Analyst expectations remain constructive. Zacks reported that the average Wall Street price target implies roughly 25% potential upside, while recent earnings-estimate revisions have trended positively. This may support investor sentiment, though price targets are not guarantees. Zacks analyst price target analysis

Institutional Trading of KBR

Hedge funds have recently modified their holdings of the stock. Voleon Capital Management LP bought a new position in KBR in the 3rd quarter valued at $227,000. Fieldview Capital Management LLC bought a new stake in shares of KBR during the fourth quarter worth $223,000. Sender Co & Partners Inc. bought a new stake in shares of KBR during the third quarter worth $204,000. Osaic Holdings Inc. lifted its stake in shares of KBR by 31.6% during the second quarter. Osaic Holdings Inc. now owns 3,642 shares of the construction company’s stock valued at $176,000 after acquiring an additional 875 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in KBR by 95.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,047 shares of the construction company’s stock valued at $122,000 after acquiring an additional 1,486 shares during the last quarter. 97.02% of the stock is owned by institutional investors.

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.