Investors often opt for the stock-picking approach that involves stocks with a low price-to-earnings (P/E) ratio. This strategy is based on the notion that the lower the P/E ratio is, the higher the stock value. The reasoning behind this is straightforward — when a stock's current market price does not adequately reflect its higher earnings, it suggests potential for growth.But there is more to this whole P/E story. Because not only low P/E, stocks with a rising P/E can also fetch strong returns. In this re ...

文章核心观点 - KBR公司预计将于2024年10月23日在市场开盘前公布第三季度业绩 [1] - 公司上一个季度的调整后收益超过了Zacks共识预期5.1%,但收入却低于预期1.6% [1] - 公司过去4个季度的收益均超过了共识预期,平均超出4.8% [1] 收入分析 - 预计公司第三季度收入将实现增长,主要得益于政府解决方案(GS)和可持续技术解决方案(STS)两大业务分部的强劲表现 [3][4] - GS业务分部(占二季度收入的75.3%)有望受益于新签合同和现有合同的持续贡献,而STS业务分部(占二季度收入的24.7%)则预计将受益于技术销售、工程和专业服务收入的增长 [3] - 新合同和在手合同的增长,以及能源转型项目(包括氨和其他低碳能源举措)的推动,也将有利于GS和STS业务分部的增长 [3][4] - 尽管Readiness & Sustainment业务受到乌克兰资金延迟的影响而有所收缩,但整体上述有利因素预计将超过这一不利因素 [4] - 公司在中东地区的强大业务地位,如与伊拉克政府的基础设施合同以及与沙特阿拉伯和其他海湾国家的持续业务,也将在第三季度做出重大贡献 [4] 利润分析 - 公司的成本和费用管理有助于提高盈利能力和现金流生成能力,这在2024年已经成为关键贡献因素 [5] - 公司专注于高效的项目执行、谨慎的资本配置和审慎的融资,使其即使在充满挑战的宏观环境下也能维持强劲的利润率和现金转换率 [5] - 预计第三季度公司的毛利率和调整后EBITDA利润率将分别同比提升50个基点和70个基点 [5] 业绩预测 - 根据公司的Zacks排名和收益ESP,本次公司业绩不太可能超出预期 [6] - 但同行业公司Howmet Aerospace Inc.和United Rentals, Inc.有望在即将公布的业绩中实现超预期 [7][8]

KBR, Inc. (KBR) has landed a significant contract to provide engineering and procurement services for the onshore portion of Shell's Manatee gas field project. This marks another milestone in KBR’s extensive track record in the liquefied natural gas (LNG) sector and strengthens its position in the global energy transition.Expanding LNG ExpertiseThe Manatee project, located in the East Coast Marine Area of Trinidad and Tobago, is an important asset for supporting global energy security. The natural gas extra ...

Have you been paying attention to shares of KBR Inc. (KBR) ? Shares have been on the move with the stock up 12.4% over the past month. The stock hit a new 52-week high of $69.59 in the previous session. KBR Inc. has gained 25.4% since the start of the year compared to the 23.1% move for the Zacks Construction sector and the 31.1% return for the Zacks Engineering - R and D Services industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our ...

HOUSTON, Oct. 14, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today it has been awarded an engineering and procurement services contract for the Beachfield Manatee upgrade, the onshore portion of the Manatee gas field project.Under the terms of the contract, KBR will provide engineering and procurement services for Shell's Manatee project located in the East Coast Marine Area of Trinidad and Tobago. The Manatee gas field supports global energy security and natural gas production, providing gas for the co ...

KBR Inc. (KBR) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the task of finding cutting-edge growth stocks is made easy wit ...

HOUSTON, Sept. 30, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today that it will host a conference call to discuss its third quarter 2024 financial results on Wednesday, October 23, 2024, at 6:30 a.m. Central Time (7:30 a.m. Eastern Time). The company plans to issue its third quarter 2024 earnings release and earnings presentation in advance of the call. Both will be available on KBR's website.The conference call will be webcast simultaneously through the Investor Relations section of KBR's website at i ...

KBR, Inc. (KBR) has secured an estimated $113 million contract to assist the U.S. Air Force's Life Cycle Management Center in developing the Future Tankers Program. This contract, which spans five years, will involve research, development, and testing for aeronautical systems. The project is a significant win for KBR and aligns with its long-standing focus on digital engineering and defense modernization.Expanding the Future Tankers ProgramThe U.S. Air Force awarded the contract through the Department of De ...

KBR, Inc.’s (KBR) joint venture (JV), KTJV, has recently won a contract from a subsidiary of Energy Transfer LP — Lake Charles LNG Export Company — to support the development of its world-class LNG facility.KTJV is a JV between KBR and Technip Energies. It will provide high-end engineering, procurement, construction management, construction, commissioning, startup and other related services to transform the Lake Charles LNG import facility into an export facility.This project, which aims to meet growing glo ...