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Fluor Corp (FLR)
NYSE:FLR
Earnings Data
Report Date
May 01, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.61Last Year’s EPS
0.73Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balance of strong strategic and capital actions (NuScale monetization, significant share repurchases, robust new awards and backlog, improved backlog margin, and forward guidance) alongside material near-term challenges (a large Santos-related charge and cash outflow, a sizable loss in Energy Solutions, project cost growth on several infrastructure contracts, and lower reported cash/OCF in 2025). Management emphasized confidence in backlog conversion, active monetization, and continued capital returns while acknowledging legacy project headwinds and near-term tax/cash timing issues.Company Guidance
NuScale Monetization
Received roughly $2.0 billion since September 2025 from NuScale monetization with more proceeds expected in Q2 2026; achieved a realized MOIC of over 3.5x and IRR >13% (excluding 40 million shares still held); CFO expects completion of monetization in Q2 2026.
Aggressive Share Repurchases and Capital Returns
Deployed $754 million in share repurchases in 2025 (management also cited $754M and CFO noted over $750M), producing an ~11% reduction in float; additional $335 million repurchased to-date in 2026; company plans ~$1.4 billion of repurchases for full-year 2026 (including $400M in first two months).
Strong New Awards and Backlog
Consolidated new awards for 2025 totaled $12.0 billion, 87% reimbursable. Segment new awards: Urban $8.7B, Energy Solutions $1.4B, Mission $1.8B. Ending backlog by segment: Urban $18.7B, Energy Solutions $4.6B, Mission $2.2B (total backlog >$25B). Management expects 2026 new awards to be significantly higher than 2025 and a book-to-burn ratio in excess of one.
Guidance and 2026 Outlook
Established 2026 adjusted EBITDA guidance of $525M–$585M (versus $504M adjusted EBITDA in 2025), operating cash flow guidance of $300M (excludes >$400M tax bill due Q2), and provided expected segment margin ranges: Urban 3%–4%, Energy 4%–5%, Mission ~6%.
Equity Method Earnings Contribution
Recorded $210 million in equity method earnings for 2025, driven mainly by NuScale (and Q1 NTTA impact), which supported consolidated results amid other headwinds.
Safety and Execution Milestone
Achieved mechanical completion on BASF's largest investment to date in China with over 75 million work hours without a lost-time injury; scope delivered full EPCM services across multiple facilities, demonstrating large-project execution capability.
Improved Backlog Margin and Execution Confidence
Management reported improvement in new award margin and total backlog margin, with ~70%+ of 2026 guidance contribution expected from existing backlog (management said two-thirds to three-quarters), supporting confidence in hitting 2026 targets.
FLR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FLR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $45.48 | $48.57 | +6.79% |
Aug 01, 2025 | $56.77 | $41.42 | -27.04% |
Aug 01, 2025 | $56.77 | $41.42 | -27.04% |
May 02, 2025 | $35.78 | $35.77 | -0.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fluor Corp (FLR) report earnings?
Fluor Corp (FLR) is schdueled to report earning on May 01, 2026, After Close (Confirmed).
What is Fluor Corp (FLR) earnings time?
Fluor Corp (FLR) earnings time is at May 01, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FLR EPS forecast?
FLR EPS forecast for the fiscal quarter 2026 (Q1) is 0.61.
