KBR Earnings
Tuesday, May 05 2026
EPS Estimate
$0.92
$0.84 – $0.99
Revenue Estimate
$1.9B
Current Price
$36.46
Our Position
bearishQ4 EPS beat offsets cautious FY26 guidance
structured data
est. revisions stable
(+0.8pp / 30d)
A beat on the quarter masks a meaningful deceleration in expected growth. KBR's FY26 guidance suggests either slowing demand in its defense and energy services verticals or more conservative assumptions following Q4. The EPS beat doesn't offset two consecutive revenue and guidance misses—this is the inflection point where momentum stalls and visibility dims.
Watch: Monitor 2026 contract wins and project awards—particularly defense spending and energy services demand. If the next quarterly update doesn't show new bookings that justify higher EPS later in the year, the guidance cut could persist and multiples will compress further.
Data Signal Summary
0 bullish
3 bearish
Estimates down -3%
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.9%
P/E Ratio
10.4
Est. Revisions (30d)
-3.3% 1up/3dn
Analyst Target (mean)
$51 $40–$61 +40%
Options P/C Ratio
1.22
Est. Dispersion
16% 8 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance, Two Sigma, Bridgewater
Recent Activity
insider trades
111 transactions
Award
·
VIGEVENO HUIBERT (Director)
·33 shares
·$1,211
Award
·
DOMINGUEZ JOSEPH (Director)
·7,221 shares
Award
·
GALINDO SONIA CUDD (General Counsel)
·7,381 shares
Award
·
BRADIE STUART J B (Chief Executive Officer)
·54,553 shares
Award
·
IBRAHIM JALAL JAY (Officer)
·8,665 shares
106 more
Award
·
PICKARD ANN DARLENE
·4,212 shr
Award
·
SOPP MARK W
·11,874 shr
Award
·
MOORE JACK B
·4,212 shr
Award
·
VON THAER LEWIS F
·4,212 shr
Award
·
CONLON GREGORY SEAN
·5,135 shr
Award
·
MASIELLO WENDY MOTLONG
·4,212 shr
Award
·
MYLES JENNIFER
·6,098 shr
Award
·
EVANS SHAD E.
·8,024 shr
Award
·
SABATER CARLOS A.
·4,212 shr
Award
·
MANZONI JOHN ALEXANDER
·4,212 shr
Award
·
ETTA NCHACHA E.
·4,212 shr
Award
·
HILL DOUGLAS
·3,852 shr
Award
·
KAVANAUGH MARK
·3,852 shr
Award
·
TAYLOR JENNEFER THAI
·1,284 shr
Award
·
VIGEVENO HUIBERT
·7,221 shr
Award
·
GALINDO SONIA CUDD
·3,232 shr
Award
·
BRADIE STUART J B
·23,430 shr
Award
·
IBRAHIM JALAL JAY
·3,232 shr
Award
·
SOPP MARK W
·5,171 shr
Award
·
CONLON GREGORY SEAN
·1,616 shr
Award
·
MYLES JENNIFER
·2,747 shr
Award
·
EVANS SHAD E.
·889 shr
Award
·
GALINDO SONIA CUDD
·1,587 shr
Award
·
BRADIE STUART J B
·11,734 shr
Award
·
IBRAHIM JALAL JAY
·1,863 shr
Award
·
SOPP MARK W
·2,554 shr
Award
·
CONLON GREGORY SEAN
·966 shr
Award
·
MYLES JENNIFER
·1,311 shr
Award
·
EVANS SHAD E.
·483 shr
Award
·
HILL DOUGLAS
·600 shr
Award
·
KAVANAUGH MARK
·600 shr
Award
·
TAYLOR JENNEFER THAI
·207 shr
Award
·
DUGLE LYNN A
·70 shr
·$3,149
Award
·
DUGLE LYNN A
·70 shr
·$3,088
Award
·
VIGEVENO HUIBERT
·3,525 shr
Award
·
TAYLOR JENNEFER THAI
·556 shr
Award
·
DUGLE LYNN A
·70 shr
·$3,186
Sell
·
BRADIE STUART J B
·20,000 shr
·$1,056,246
Award
·
DUGLE LYNN A
·91 shr
Award
·
DOMINGUEZ JOSEPH
·91 shr
Award
·
PICKARD ANN DARLENE
·91 shr
Award
·
MOORE JACK B
·91 shr
Award
·
VON THAER LEWIS F
·91 shr
Award
·
MASIELLO WENDY MOTLONG
·91 shr
Award
·
SABATER CARLOS A.
·91 shr
Award
·
MANZONI JOHN ALEXANDER
·91 shr
Award
·
ETTA NCHACHA E.
·91 shr
Award
·
VON THAER LEWIS F
·3,055 shr
Award
·
BRIGHT WILLIAM BYRON JR
·1,704 shr
Award
·
HILL DOUGLAS
·609 shr
Award
·
KAVANAUGH MARK
·609 shr
Award
·
DUGLE LYNN A
·62 shr
·$3,116
Award
·
LYLES LESTER L
·56 shr
·$2,814
Sell
·
CONLON GREGORY SEAN
·19,000 shr
·$961,149
Award
·
DUGLE LYNN A
·3,521 shr
Award
·
DOMINGUEZ JOSEPH
·3,521 shr
Award
·
GALINDO SONIA CUDD
·6,352 shr
Award
·
BRADIE STUART J B
·46,940 shr
Award
·
IBRAHIM JALAL JAY
·7,456 shr
Award
·
PICKARD ANN DARLENE
·3,521 shr
Award
·
SOPP MARK W
·10,217 shr
Award
·
MOORE JACK B
·3,521 shr
Award
·
LYLES LESTER L
·3,521 shr
Award
·
CONLON GREGORY SEAN
·3,866 shr
Award
·
BRIGHT WILLIAM BYRON JR
·7,456 shr
Award
·
MASIELLO WENDY MOTLONG
·3,521 shr
Award
·
MYLES JENNIFER
·5,247 shr
Award
·
SABATER CARLOS A.
·3,521 shr
Award
·
MANZONI JOHN ALEXANDER
·3,521 shr
Award
·
ETTA NCHACHA E.
·3,521 shr
Award
·
VASQUEZ ALISON GAUT
·1,381 shr
Award
·
GALINDO SONIA CUDD
·8,171 shr
Award
·
BRADIE STUART J B
·57,193 shr
Award
·
IBRAHIM JALAL JAY
·8,171 shr
Award
·
SOPP MARK W
·12,256 shr
Award
·
CONLON GREGORY SEAN
·4,085 shr
Award
·
BRIGHT WILLIAM BYRON JR
·10,213 shr
Award
·
MYLES JENNIFER
·6,945 shr
Award
·
GALINDO SONIA CUDD
·1,237 shr
Award
·
BRADIE STUART J B
·8,603 shr
Award
·
IBRAHIM JALAL JAY
·1,349 shr
Award
·
SOPP MARK W
·2,024 shr
Award
·
CONLON GREGORY SEAN
·674 shr
Award
·
BRIGHT WILLIAM BYRON JR
·1,462 shr
Award
·
MYLES JENNIFER
·1,012 shr
Award
·
VASQUEZ ALISON GAUT
·268 shr
Award
·
DUGLE LYNN A
·39 shr
·$2,324
Award
·
LYLES LESTER L
·43 shr
·$2,562
Other
·
MOORE JACK B
·10,000 shr
Award
·
DUGLE LYNN A
·33 shr
·$2,240
Award
·
LYLES LESTER L
·37 shr
·$2,511
Other
·
VASQUEZ ALISON GAUT
·452 shr
Sell
·
IBRAHIM JALAL JAY
·35,000 shr
·$2,329,488
Exercise
·
IBRAHIM JALAL JAY
·22,190 shr
·$406,077
Award
·
ETTA NCHACHA E.
·2,625 shr
Other
·
BALDWIN MARK E
·4,000 shr
Award
·
DUGLE LYNN A
·34 shr
·$2,227
Award
·
LYLES LESTER L
·38 shr
·$2,489
Sell
·
GALINDO SONIA CUDD
·4,660 shr
·$307,560
Award
·
DOMINGUEZ JOSEPH
·2,579 shr
Award
·
VASQUEZ ALISON GAUT
·402 shr
Award
·
DUGLE LYNN A
·36 shr
·$2,220
Award
·
LYLES LESTER L
·40 shr
·$2,467
Award
·
DUGLE LYNN A
·4,212 shr
Award
·
DUGLE LYNN A
·105 shr
·$3,854
Award
·
DOMINGUEZ JOSEPH
·33 shr
·$1,211
analyst ratings
1 rating
Wells Fargo
→Equal-Weight
7d ago
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