KBR lands a $117M U.S. Navy deal to bolster global F/A-18 support, boosting its defense reach and lifting shares after the announcement.
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KBR (KBR) is transforming into a focused sustainability and technology platform, highlighted by the planned spin-off of its Mission Technology Solutions (MTS) segment. Post spin-off, KBR will operate as a capital-light, high-margin Sustainable Technology Solutions (STS) business, leveraging decarbonization and clean-energy trends for structural growth. Despite near-term revenue flatness, improving earnings quality, robust backlogs, and margin expansion position KBR for 5-6% annual growth and a structural rerating by FY27.
EnergyPathways PLC (AIM:EPP) has taken a major step forward in its flagship hydrogen and graphite project in Barrow-in-Furness, launching engineering studies with KBR and Hazer as it pushes ahead with plans to develop one of the UK's most significant low-carbon industrial schemes. The studies, which begin immediately, will draw on proprietary technologies from both partners to design integrated facilities capable of producing low-carbon hydrogen, high-grade synthetic graphite and low-carbon ammonia.
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KBR, Inc. ( KBR ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Jamie DuBray - Vice President of Investor Relations Stuart Bradie - CEO, President & Chairman Mark Sopp - Executive VP & CFO Conference Call Participants Andrew Kaplowitz - Citigroup Inc., Research Division Augie Smith - D.A. Davidson & Co., Research Division Michael Dudas - Vertical Research Partners, LLC Tobey Sommer - Truist Securities, Inc., Research Division Mariana Perez Mora - BofA Securities, Research Division Presentation Operator Good morning.
KBR, Inc. - Special Call Company Participants Jamie DuBray - Vice President of Investor Relations Stuart Bradie - CEO, President & Chairman Mark Sopp - Executive VP & CFO Conference Call Participants Tobey Sommer - Truist Securities, Inc., Research Division Mariana Perez Mora - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to KBR's Special Investor Webcast. My name is Lydia, and I'll be your operator today.
KBR wins $2.46B NASA contract to support astronaut health, Artemis and ISS, strengthening a six-decade partnership.
KBR Inc. (KBR) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.83 per share a year ago.
Despite slowing momentum and negative EPS revisions, KBR's fundamentals remain strong, with steady earnings growth and a robust $20.5 billion backlog. Short-term risks exist due to federal spending cuts, tariffs, and activist investor uncertainty, but these are less relevant for long-term investors. Wall Street analysts maintain a bullish outlook, with a consensus Buy rating and an average one-year price target significantly above current levels.
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