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KBR Inc (KBR)
NYSE:KBR
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.94Last Year’s EPS
0.98Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes disciplined execution and improving quality of earnings despite a challenging external award environment. Key positives include margin expansion (up ~100–190 bps), strong cash conversion (110%), backlog growth (STS +5% YoY, MTS +15% YoY), a robust bids pipeline, strategic M&A (SWAT) and on-track spin preparations. Lowlights include a Q4 revenue decline (-$223M), award timing/protest risks (material awards under protest), market pressure in petrochemical and green projects, and near-term spin transition costs ($140M–$180M). Given the balance of stronger profitability, cash generation, backlog/pipeline momentum and clear 2026 guidance that offsets several the near-term headwinds, the highlights materially outweigh the lowlights and the overall tone is constructive.Company Guidance
Industry-leading Safety Performance
TRIR reached an all-time low of 0.033 and Zero Harm days hit an all-time high of 96%, demonstrating strong safety culture and operational discipline.
Margin Expansion and Profitability Improvement
Adjusted EBITDA increased by $12M in Q4 and by $100M for the full year; adjusted margins rose to 12.6% in Q4 (up 190 basis points) and to 12.4% for FY2025 (up >100 basis points year-over-year).
Strong Cash Generation and Conversion
Operating cash flow was $557M for FY2025, representing 110% conversion to adjusted net income; adjusted operating cash flow guidance for 2026 is $560M–$600M.
Record Capital Returned to Shareholders and Deleveraging
Returned $413M to shareholders in 2025 (highest in a decade) and ended the year with net leverage of 2.2x, supporting disciplined capital allocation into the spin.
STS Backlog, Book-to-Bill and Pipeline Momentum
Sustainable Tech backlog ended at $4.2B (up 5% YoY and >20% excluding Plaquemines); Q4 book-to-bill was 1.6x with trailing 12-month book-to-bill 1.2x; near-term pipeline (ex-LNG) ~ $5B with ~80% repeat customers; work under contract covers ~63% of STS 2026 guidance.
Mission Tech Backlog and Bid Activity
Mission Tech backlog and options were $19.1B (up 15% YoY) with ~40% funded (ex-PFIs); bids awaiting awards totaled $17B (80% new business); expect to bid >$25B in 2026 (up double digits YoY); work under contract covers ~82% of MTS 2026 guidance.
Strategic M&A and Technology Progress
Closed SWAT acquisition (BRIS) which more than doubled that JV's EBITDA contribution; launched INSITE 3.0 venture with Applied and advanced technologies (Mura, Hydro-PRT now producing on-spec product), supporting long-term OpEx/digital growth.
Conservative, Clear 2026 Financial Guide
FY2026 consolidated guidance: revenues $7.9B–$8.36B, adjusted EBITDA $980M–$1.04B, adjusted EPS $3.87–$4.22 (midpoint implies ~4% YoY growth); assumes STS low double-digit growth at 20%+ margins and MTS low single-digit growth at 10%+ margins.
KBR 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
KBR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $40.81 | $42.04 | +3.01% |
Oct 30, 2025 | $42.73 | $41.35 | -3.22% |
Jul 31, 2025 | $45.20 | $46.41 | +2.68% |
May 06, 2025 | $51.05 | $53.63 | +5.06% |
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 KBR Inc (KBR) report earnings?
KBR Inc (KBR) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is KBR Inc (KBR) earnings time?
KBR Inc (KBR) earnings time is at May 05, 2026, Before Open (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 KBR EPS forecast?
KBR EPS forecast for the fiscal quarter 2026 (Q1) is 0.94.