KBR (NYSE:KBR) Releases 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.

Analysts Set New Price Targets

A number of brokerages recently issued reports on KBR. Bank of America cut their target price on KBR from $55.00 to $45.00 and set a “neutral” rating on the stock in a report on Thursday, November 13th. Wells Fargo & Company started coverage on shares of KBR in a report on Thursday, November 13th. They set an “equal weight” rating and a $45.00 price objective for the company. Citigroup decreased their target price on shares of KBR from $57.00 to $53.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Wall Street Zen raised shares of KBR from a “hold” rating to a “buy” rating in a research report on Saturday, February 21st. Finally, Truist Financial decreased their price objective on KBR from $62.00 to $50.00 and set a “buy” rating for the company in a report on Friday, December 19th. Five research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $57.00.

KBR Stock Performance

NYSE KBR traded up $0.99 during trading hours on Thursday, reaching $41.80. 1,394,433 shares of the company were exchanged, compared to its average volume of 1,347,508. The stock has a market capitalization of $5.31 billion, a P/E ratio of 14.36, a P/E/G ratio of 1.00 and a beta of 0.51. The company has a quick ratio of 1.18, a current 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 business’s 50 day simple moving average is $42.32 and its 200-day simple moving average is $44.51.

KBR (NYSE:KBR) last released its earnings results on Thursday, February 26th. The construction company reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.04. KBR had a net margin of 4.71% and a return on equity of 35.14%. The firm had revenue of $1.89 billion for the quarter, compared to analysts’ expectations of $1.91 billion. During the same period in the previous year, the company earned $0.91 earnings per share. The company’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. On average, equities research analysts expect that KBR will post 3.26 earnings per share for the current year.

KBR Announces Dividend

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

Trending Headlines about KBR

Here are the key news stories impacting KBR this week:

• Positive Sentiment: Q4 adjusted EPS beat and margins expanded — KBR reported adjusted EPS of $0.99 (above consensus ~ $0.95) and showed higher operating income, adjusted EBITDA and net income year‑over‑year, highlighting margin improvement despite lower revenue. GlobeNewswire Release
• Positive Sentiment: New contract wins could help revenue recovery — KBR announced a contract to develop Iraq’s Majnoon oil field and other potential awards that support future revenue visibility in energy services. MEED: Majnoon Contract
• Positive Sentiment: Strategic growth initiatives in defense digital engineering — KBR’s Mission Technology Solutions announced a strategy to expand digital engineering capabilities for the U.S. military, which supports higher‑margin, recurring work. Yahoo Finance: MTS Strategy
• Neutral Sentiment: FY2026 guidance provided but slightly mixed versus street — KBR set FY2026 EPS guidance of $3.87–$4.22 (consensus ~ $3.96) and revenue guidance of ~$7.9–$8.4B (around consensus). The range leaves room for upside or downside depending on contract timing. (See company release.)
• Neutral Sentiment: Bookings and book‑to‑bill remain soft — Q4 bookings were ~$2.0B with a ~0.9x book‑to‑bill, signaling near‑term revenue headwinds until new awards accelerate. GlobeNewswire: Bookings
• Negative Sentiment: Revenue miss and year‑over‑year decline — Q4 revenue of roughly $1.89B missed estimates (~$1.91–1.92B) and was down ~11% YoY, reflecting slower award pace and scope reductions that pressure near‑term top‑line growth. Investing.com: Earnings Recap
• Negative Sentiment: Institutional selling noted — Recent 13F/holding data show several large managers trimming or exiting positions in Q4, which could add selling pressure if momentum reverses. Quiver Quantitative: Institutional Moves

Institutional Investors Weigh In On KBR

Several hedge funds and other institutional investors have recently modified their holdings of KBR. Voleon Capital Management LP purchased a new stake in shares of KBR during the third quarter valued at approximately $227,000. Fieldview Capital Management LLC acquired a new stake in shares of KBR during the fourth quarter worth $223,000. Sender Co & Partners Inc. acquired a new position in shares of KBR in the 3rd quarter valued at about $204,000. Osaic Holdings Inc. grew its holdings 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 purchasing an additional 875 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in shares of KBR by 95.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,047 shares of the construction company’s stock worth $122,000 after acquiring an additional 1,486 shares during the last quarter. 97.02% of the stock is currently 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.