Fluor Corporation is executing a multi-year turnaround, shifting to reimbursable contracts and leveraging AI to improve project execution and margins. FLR's $27B backlog is nearly 4x its $7.3B market cap, with 85% now reimbursable, reducing legacy fixed-price risk and enhancing earnings visibility. Management's modernization, AI-driven project controls, and focus on high-demand sectors—nuclear, data centers, and defense—increase FLR's strategic positioning.
Three billionaires, one unglamorous engineering stock, three different answers. In Q2 2026 13F filings disclosing positions as of June 30, 2026 and filed August 14, 2026, Stanley Druckenmiller, George Soros and David Einhorn each moved on Fluor (NYSE:FLR | FLR Price Prediction), and they moved in opposite directions.
Fluor NYSE: FLR reported second-quarter revenue of $4.3 billion, up 9% from a year earlier, as strong project execution helped lift adjusted EBITDA to $149 million from $96 million in the prior-year period. Adjusted earnings per share rose to $0.91 from $0.43.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 16,441 | $644,338.01 | $828,955.22 | $184,617.21 | 28.65% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 96,171 | $5.04M | $5.48M | $443,345 | 8.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,180 | $194,997 | $221,331 | $26,334 | 13.5% |
| NA Nizar Araji National Bank Of Canada /FI/ | 165,628 | $4.25M | $9.46M | $5.2M | 122.32% |
| IH Isaac Haas Hbk Investments LP | 160,953 | $8.43M | $8.43M | -$3,219.4 | -0.04% |
| Construction & Engineering Industry | Industrials Sector | James R. Breuer CEO | NYSE Exchange | 343412102 CUSIP |
| US Country | 22,995 Employees | 2 Apr 2020 Last Dividend | 17 Jul 2008 Last Split | 1 Dec 2000 IPO Date |
Fluor Corporation is a global leader in providing comprehensive services across various sectors, including engineering, procurement, construction, fabrication, modularization, operation, maintenance, asset integrity, and project management. With a rich history dating back to 1912 and a headquarters in Irving, Texas, the company serves a wide range of markets through its Energy Solutions, Urban Solutions, Mission Solutions, and Other segments. Fluor's expertise extends to supporting the energy transition, urban development, and mission-critical solutions for government and commercial clients worldwide.
This segment caters to the evolving needs of the energy market by offering services aimed at asset decarbonization, carbon capture, renewable fuels, waste-to-energy projects, green chemicals, hydrogen production, nuclear power, and other low-carbon energy sources. Fluor also provides consulting services for feasibility studies, process assessments, and project finance structuring, along with services for small modular reactor technologies and both conventional and advanced nuclear reactor technologies. Target clients include those in production and fuels, chemicals, LNG, power markets, chemicals, and petrochemical industries.
This segment delivers engineering, procurement, and construction (EPC) and project management services to clients in the infrastructure, advanced technologies, life sciences, and mining and metals industries. In addition to major project engagements, Urban Solutions offers staffing services not just to the company but also to third-party clients, providing technical, professional, and craft resources either on a contract or permanent basis.
Offering technical and logistical support primarily to the U.S. government and other governmental entities, this segment delivers solutions for nuclear security and operations, nuclear waste management, and laboratory management. Services include operation and maintenance, logistics, EPC, and life support for mission-critical facilities across U.S. military service organizations. Additionally, it provides site management, environmental remediation, and decommissioning services for nuclear remediation at governmental facilities, as well as services to commercial nuclear clients.