KBR Inc. Beats Q4 Estimates, Guides FY26 EPS Below Consensus and Secures 10-Year Ammonia Deal
KBR posted Q4 adjusted EPS of $0.99 versus a $0.95 consensus and revenue of $1.9B slightly below the $1.91B forecast. The company guided FY26 adjusted EPS to $3.87–$4.22 (vs. $4.06 consensus), revenue of $7.9B–$8.36B and secured a 10-year ammonia catalyst deal with Indorama Eleme Fertilizer & Chemicals FZE.
1. Q4 Earnings Beat Expectations
KBR posted Q4 adjusted EPS of $0.99, beating the $0.95 consensus, while revenue of $1.9 billion narrowly trailed the $1.91 billion forecast. Management cited disciplined execution in fiscal 2025, highlighting margin expansion, robust cash flow and backlog growth despite a challenging award environment.
2. FY26 Guidance Range Below Consensus
The company guided FY26 adjusted EPS to a range of $3.87–$4.22 versus a $4.06 consensus, revenue of $7.9–$8.36 billion compared with an $8.16 billion forecast, and projected adjusted EBITDA between $980 million and $1.04 billion.
3. 10-Year Ammonia Catalyst Contract
KBR secured a 10-year catalyst supply contract with Indorama Eleme Fertilizer & Chemicals FZE for its ammonia plant portfolio, marking its first long-term agreement in the ammonia sector and reinforcing its position in global ammonia solutions.