Monitor the execution of the planned spin-off and whether the company can achieve its 2026 guidance despite near-term revenue headwinds. The strong margin expansion and backlog growth suggest operational strength, but the revenue decline warrants caution.
Price Chart
Executive Summary
KBR reported mixed fourth quarter results with a 11% revenue decline due to slower awards and EUCOM scope reductions, but strong profitability growth with net income up 46% and EPS up 53% driven by margin expansion and a $26M contract dispute resolution. For fiscal 2025, revenue grew 1% to $7.8B with EPS up 15% to $3.21. The company issued 2026 guidance projecting 4% revenue growth and raised its dividend, while progressing on its planned spin-off of the Mission Technology Solutions segment.
Key Financial Metrics
Key Facts
- Q4 revenue down 11% YoY to $1.9B due to slower awards and EUCOM scope reductions
- Q4 net income up 46% YoY to $111M, EPS up 53% to $0.87, driven by margin expansion and a $26M contract dispute resolution
- Fiscal 2025 revenue up 1% to $7.8B, EPS up 15% to $3.21
- 2026 guidance: revenue $7.90B-$8.36B (+4% at midpoint), Adjusted EPS $3.87-$4.22 (+3%)
- Board approved quarterly dividend increase to $0.165 per share
- Progressing on planned spin-off of Mission Technology Solutions segment in second half of 2026
Financial Impact
Revenue declined 11% in Q4 but grew 1% for full year 2025; EPS grew 53% in Q4 and 15% for full year
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Mission Technology Solutions | $5.6B | +0.5% |
| Sustainable Technology Solutions | $2.2B | +2.3% |
Risk Factors
- Near-term revenue headwinds from slower awards and EUCOM scope reductions
- Execution risk on the planned spin-off of Mission Technology Solutions segment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001357615-26-000049 |
| Document: kbr-20260226.htm | 0001357615-26-000049 |
| Document: 0001357615-26-000049-index-headers.html | 0001357615-26-000049 |
| Document: 0001357615-26-000049-index.html | 0001357615-26-000049 |
| Document: 0001357615-26-000049.txt | 0001357615-26-000049 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Press Release | $38.19 $34.81 | ▼ −8.85% | ▼ −8.34% | $34.24 (−10.34%) |
Aug 17, 2026 6w ago | Press Release | $37.55 $36.80 | ▼ −2.00% | ▼ −0.47% | $34.24 (−8.81%) |
Aug 10, 2026 7w ago | Press Release | $38.29 $36.30 | ▼ −5.20% | ▼ −4.28% | $34.24 (−10.58%) |
Jul 27, 2026 9w ago | Press Release | $36.82 $37.69 | ▲ +2.36% | ▼ −0.94% | $34.24 (−7.01%) |
Jul 20, 2026 10w ago | Press Release | $34.57 $37.55 | ▲ +8.62% | ▲ +4.50% | $34.24 (−0.95%) |
Jul 14, 2026 11w ago | Press Release | $35.51 $37.56 | ▲ +5.77% | ▲ +3.28% | $34.24 (−3.58%) |
Jul 6, 2026 12w ago | Press Release | $37.43 $36.61 | ▼ −2.19% | ▼ −1.63% | $34.24 (−8.52%) |
Jun 9, 2026 16w ago | Press Release | $35.32 $36.67 | ▲ +3.82% | ▲ +2.38% | $34.24 (−3.06%) |
Jun 3, 2026 17w ago | Press Release | $35.73 $36.41 | ▲ +1.90% | ▲ +2.90% | $34.24 (−4.17%) |
May 28, 2026 18w ago | Press Release | $34.44 $33.37 | ▼ −3.11% | ▲ +0.04% | $34.24 (−0.58%) |
US Market Status
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