公司介绍 - KBR将于2024年4月30日举行电话会议，讨论2024年第一季度财务业绩[1] - 会议将通过KBR网站的投资者关系部分进行网络直播[2] - KBR是一家为全球政府和公司提供科学、技术和工程解决方案的公司[3] - KBR在全球拥有约34,000名员工，客户遍布80多个国家，业务遍布30多个国家[4] - KBR与全球客户合作，提供技术、增值服务和长期运营与维护服务，以确保稳定交付和可预测的结果[5] - 请访问www.kbr.com获取更多信息[6]

HOUSTON, March 28, 2024 /PRNewswire/ -- KBR, Inc. (NYSE: KBR) announced today it has secured a five- year asset condition monitoring program contract from Rabigh Refining & Petrochemical Company (Petro Rabigh) to deploy predictive maintenance services at its plant in Rabigh, Saudi Arabia. The program will optimize asset lifecycle, enhance machinery performance and improve overall reliability. This collaboration aims to boost energy and equipment efficiency while mitigating operational risks, aligning with P ...

财务表现 - KBR公司第四季度2023年度财报显示，盈利超过Zacks Consensus Estimate，但营收未达预期[3] - KBR公司总收入为17.3亿美元，同比增长7.6%，主要受到国防与情报、科学与空间以及国际领域的新业务和合同增长的推动[7] - KBR公司预计2024年总收入将在74亿至77亿美元之间，调整后的EBITDA在8.1亿至8.5亿美元之间，调整后的每股收益预计在3.10至3.30美元之间[20] 股息政策 - KBR公司董事会将季度普通股股息提高了11%，连续第五年增加股息[5]

HOUSTON, March 18, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today it has won a new subcontract with Bering Straits Information Technologies (BSIT), a subsidiary of Bering Straits Native Corporation (BSNC), in support of the U.S. Air Force Air Combat Command to provide human performance optimization services at various military bases around the world. The Human Performance Optimization (HPO) contract is a multi-award IDIQ anticipated to be executed over a span of ten years, extending until March 2034, ...

KBR, Inc. (KBR) recently won the Lobito Refinery Project’s management contract by Sonangol, thus, solidifying the foundation of this more than 20-year-long partnership. Per the contract, KBR will design and construct a new 200,000bpd refinery in Lobito, Angola. The services offered will include project management of engineering, procurement and construction phase execution. In early 2023, the company already completed the FEED phase of the project, succeeding in providing a cost- competitive design. This de ...

项目合同 - KBR公司获得了Sonangol的项目管理合同，将设计和建造安哥拉洛比托新的20万桶/日炼油厂[1] 项目目标 - 该项目将有助于提高安哥拉的能源独立性，创造就业机会并促进该地区的经济发展[2] 合作历史 - KBR公司与Sonangol在安哥拉开发重要自然资源方面已有超过20年的合作历史[3]

HOUSTON, Feb. 27, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today that it will hold a webcast of their Sustainable Technology Solutions (STS) Primer on Tuesday, March 12, 2024, beginning at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). The company plans to publish its STS Primer presentation in conjunction with the webcast and a replay will be available at investors.kbr.com. About KBR We deliver science, technology and engineering solutions to governments and companies around the world. KBR employs ...

KBR, Inc. (KBR) reported mixed results for fourth-quarter 2023 (ended Dec 29), wherein earnings surpassed the Zacks Consensus Estimate, but revenues missed the same. The top line increased on a year-over-year basis while the bottom line remained stable. Shares of the company gained 3.9% on Feb 20, after the earnings release. The company gained on strong underlying businesses as well as excellent bookings in the reported quarter. Impressively, KBR’s board hiked its quarterly regular dividend by 11% from 13.5 ...

财务数据和关键指标变化 - 2023年全年收入达70亿美元,同比增长11%(不含OAW)。调整后EBITDA达7.47亿美元,同比增长12%,调整后EBITDA利润率提升50个基点至10.7% [21] - 2023年调整后每股收益增长7%,符合公司原先的指引 [21] - 2023年经营活动现金流463百万美元,超出公司指引,反映了公司盈利质量优秀和客户满意度较高 [21] 各条业务线数据和关键指标变化 可持续技术解决方案(STS) - 2023年全年调整后EBITDA增长50%,受益于许可、设备销售、工程服务等多个业务线的强劲表现 [22] - 中东和欧洲地区收入增长37%,美国增长11%,亚洲及其他地区增长44% [22] - 2023年第四季度调整后EBITDA增长42% [22] 政府解决方案(GS) - 2023年全年收入增长7%(不含OAW),利润率维持在10%的目标水平 [23] - 第四季度收入增长6%,调整后EBITDA增长8%,受益于国防情报和国际业务的增长 [23] - 国防情报和国际业务分别增长22%和15% [23] 各个市场数据和关键指标变化 - 中东地区资本支出持续强劲,是公司STS业务的主要增长动力之一 [67][80] - 美国基础设施法案(IRA)为公司STS业务带来了新的增长机会,但目前政府资金的提取速度较慢 [60] - 澳大利亚政府换届后,公司GS国际业务的增长势头有所恢复 [67] 公司战略和发展方向及行业竞争 - 公司持续向高端技术和差异化服务转型,2023年STS和GS业务的利润率均有所提升 [11] - 公司在能源安全、脱碳和新能源转型等领域保持领先地位,并积极拓展塑料回收等新兴业务 [8][67][80] - 公司在政府咨询和国防领域的高端技术服务也保持较快增长 [63][67] 管理层对经营环境和未来前景的评论 - 尽管2023年存在一定的地缘政治和财务波动,但公司仍能保持强劲的业绩表现 [11] - 公司2024年收入和利润指引均保持双位数增长,体现了良好的业务基础和发展前景 [28][32] - 公司对HomeSafe项目的前景保持乐观,预计2025年和2026年将实现大幅增长 [18][32] 问答环节重要的提问和回答 问题1 **Tobey Sommer提问** 询问2024年GS和STS业务的增长预期 [35][36] **Stuart Bradie回答** GS业务预计增长5%-8%,STS业务预计增长低个位数,与公司此前设定的2025年目标一致 [36] 问题2 **Michael Dudas提问** 询问STS业务的市场需求和竞争格局 [48] **Stuart Bradie回答** 能源安全和能源转型需求持续强劲,公司在氨气、氢能等领域保持领先地位,将在未来Investor Day做更详细介绍 [49][50] 问题3 **Bert Subin提问** 询问2024年调整每股收益指引的驱动因素 [54] **Stuart Bradie回答** GS和STS业务均有望超预期表现,但公司维持了谨慎的指引,反映了对宏观环境的谨慎态度 [55][56]

February 20, 2024 Stuart Bradie, President and CEO Mark Sopp, Executive VP and CFO Jamie DuBray, VP of Investor Relations FORWARD-LOOKING STATEMENT The statements in this presentation that are not historical statements, including statements regarding our expectations for our future financial performance, effective tax rate, operating cash flows, contract revenues, award activity, program activity, our business strategy, interest expense, and our plans for raising and deploying capital, and paying dividends, ...