KBR (NYSE:KBR) Releases FY 2026 Earnings Guidance

Key Points

• FY2026 guidance: KBR guided EPS of 3.870–4.220 and revenue of $7.9–$8.4 billion, a revenue outlook roughly in line with consensus while the EPS range brackets the consensus estimate of 3.99.
• Analyst sentiment has weakened with several price-target cuts and downgrades, leaving a consensus rating of Hold and a consensus target price of $56.50.
• The stock trades around $38.66 (market cap ~$4.9B) with a P/E of ~12 and a 1.7% yield, implying meaningful upside to the $56.50 consensus target despite recent analyst caution.

KBR (NYSE:KBR - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.870-4.220 for the period, compared to the consensus EPS estimate of 3.990. The company issued revenue guidance of $7.9 billion-$8.4 billion, compared to the consensus revenue estimate of $8.0 billion.

Analyst Ratings Changes

A number of brokerages have weighed in on KBR. Wells Fargo & Company dropped their target price on shares of KBR from $45.00 to $40.00 and set an "equal weight" rating on the stock in a report on Monday, April 13th. Weiss Ratings cut KBR from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, March 27th. Zacks Research upgraded KBR from a "strong sell" rating to a "hold" rating in a research report on Friday, April 10th. Wall Street Zen cut KBR from a "buy" rating to a "hold" rating in a research report on Sunday, March 1st. Finally, Citigroup lowered their price target on KBR from $57.00 to $53.00 and set a "buy" rating on the stock in a report on Monday, January 26th. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, KBR presently has an average rating of "Hold" and a consensus target price of $56.50.

KBR Price Performance

KBR opened at $38.66 on Tuesday. The stock has a market cap of $4.90 billion, a price-to-earnings ratio of 12.04, a PEG ratio of 2.21 and a beta of 0.47. KBR has a 1 year low of $34.75 and a 1 year high of $56.78. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.68. The stock has a fifty day moving average price of $37.88 and a 200 day moving average price of $40.87.

KBR (NYSE:KBR - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The construction company reported $0.96 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.92 by $0.04. KBR had a return on equity of 35.22% and a net margin of 5.30%.KBR has set its FY 2026 guidance at 3.870-4.220 EPS. Analysts forecast that KBR will post 4.01 EPS for the current fiscal year.

KBR Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th were given a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Friday, March 13th. KBR's dividend payout ratio (DPR) is currently 20.56%.

Institutional Investors Weigh In On KBR

Hedge funds have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC lifted 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 valued at $29,000 after buying an additional 493 shares during the period. Caitong International Asset Management Co. Ltd grew its stake in KBR by 101,600.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,017 shares of the construction company's stock worth $48,000 after buying an additional 1,016 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new stake in KBR during the fourth quarter worth about $51,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of KBR by 98.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,228 shares of the construction company's stock worth $59,000 after purchasing an additional 608 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB acquired a new position in shares of KBR during the third quarter worth approximately $70,000. 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.

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