KBR (NYSE:KBR) Issues 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 EPS 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.

KBR Stock Performance

Shares of KBR opened at $42.15 on Friday. The firm has a market capitalization of $5.35 billion, a P/E ratio of 13.13, a P/E/G ratio of 1.04 and a beta of 0.51. KBR has a 52 week low of $39.39 and a 52 week high of $56.78. The stock has a 50 day moving average price of $42.34 and a two-hundred day moving average price of $44.44. The company has a debt-to-equity ratio of 1.74, a quick ratio of 1.18 and a current ratio of 1.18.

KBR (NYSE:KBR) last announced its earnings results on Thursday, February 26th. The construction company reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.04. KBR had a return on equity of 35.51% and a net margin of 5.30%.The company had revenue of $1.89 billion for the quarter, compared to analysts’ expectations of $1.91 billion. During the same quarter in the previous year, the firm earned $0.91 earnings per share. KBR’s quarterly 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 forecast that KBR will post 3.26 earnings per share for the current fiscal year.

KBR Announces Dividend

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

Analyst Upgrades and Downgrades

KBR has been the subject of several analyst reports. Oppenheimer assumed coverage on shares of KBR in a research note on Tuesday, December 2nd. They issued an “outperform” rating and a $60.00 price objective for the company. Truist Financial reduced their target price 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 downgraded KBR from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday. Citigroup cut their price objective on KBR from $57.00 to $53.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Finally, Wall Street Zen upgraded KBR from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $57.00.

Key Headlines Impacting KBR

Here are the key news stories impacting KBR this week:

• Positive Sentiment: Q4 adjusted EPS beat estimates and margins improved (adjusted EPS $0.99; operating income and adjusted EBITDA margins expanded), supporting profitability momentum. KBR Inc. (KBR) Beats Q4 Earnings Estimates
• Positive Sentiment: Management is advancing a planned spin‑off and set a FY2026 revenue target ($7.90B–$8.36B), signaling strategic portfolio moves that could unlock value over time. KBR outlines $7.9B–$8.36B 2026 revenue target as spin-off preparations advance
• Positive Sentiment: Company won a material contract for Iraq’s Majnoon oil field and continues to secure government/logistics awards, supporting backlog and future revenue visibility. KBR wins contract for Iraq’s Majnoon oil field
• Neutral Sentiment: Earnings call slides and transcript highlight management’s strategy to navigate near‑term organic headwinds while pursuing margin improvement and portfolio actions; useful context but not immediately catalytic. KBR, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: KBR has drawn attention alongside moves in the NYSE Composite index, a market‑level factor that can amplify swings but doesn’t change company fundamentals. KBR Engineering (NYSE:KBR) Stock Gains Attention On Nyse Composite Index Surge
• Negative Sentiment: Revenue missed estimates and fell ~11% YoY (Q4 revenues ~$1.9B), and bookings were modest (book‑to‑bill ~0.9x) — signs of softer top‑line demand that could pressure near‑term growth expectations. KBR Reports Fourth Quarter and Fiscal 2025 Results
• Negative Sentiment: FY2026 EPS and revenue guidance was modestly below consensus (EPS guide 3.870–4.220 vs ~3.96 consensus; revenue range overlaps but is slightly under some forecasts), leaving limited upside in near‑term estimates. KBR outlines $7.9B–$8.36B 2026 revenue target as spin-off preparations advance

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Inspire Investing LLC boosted its position in KBR by 21.3% during the fourth quarter. Inspire Investing LLC now owns 11,606 shares of the construction company’s stock worth $467,000 after purchasing an additional 2,038 shares during the period. Jain Global LLC bought a new stake in shares of KBR in the fourth quarter valued at approximately $462,000. Corient Private Wealth LLC purchased a new stake in shares of KBR during the 4th quarter valued at approximately $452,000. Dark Forest Capital Management LP bought a new position in KBR in the 3rd quarter worth approximately $414,000. Finally, Empowered Funds LLC purchased a new position in KBR in the 1st quarter valued at approximately $349,000. 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.