KBR, Inc. (KBR) reported better-than-expected results for first-quarter 2024 (ended Mar 29), wherein earnings and revenues surpassed the Zacks Consensus Estimate.Both earnings and revenues grew on a year-over-year basis, particularly showcasing solid performance in adjusted EBITDA and operating cash flow. Bookings during the quarter were well-aligned with end markets across energy security, national defense, human performance, and sustainability.However, KBR's stock experienced a 1.6% decline in the trading ...

财务数据和关键指标变化 - 公司第一季度收入为18亿美元,同比增长7%,创下公司2020年转型以来的历史新高 [18] - 调整后EBITDA同比增长14%,利润率提升70个基点 [30] - 经调整每股收益为0.77美元,同比增长15% [31] 各条业务线数据和关键指标变化 - STS业务收入和调整后EBITDA同比分别增长15%,利润率达22% [34] - 政府解决方案业务收入增长4.5%,调整后EBITDA增长6% [35] - 防务和情报以及国际业务实现两位数增长,科学与航天业务增长7%,准备与维护业务下降12% [36] 各个市场数据和关键指标变化 - 中东地区业务持续强劲增长,公司在该地区拥有60多年的历史和良好的客户关系 [73][74][77] - 公司在沙特阿拉伯、阿联酋、伊拉克等中东国家均有大量业务,正在积极拓展该地区市场 [73][74][77] 公司战略和发展方向及行业竞争 - 公司持续专注于氨产品、脱碳和能源安全等领域,这些都是STS业务的关键驱动因素 [20][21][33] - 公司正在积极开发和商业化新技术,如Mura塑料循环技术,并通过全球销售渠道实现价值 [63][64][65] - 公司在政府解决方案业务中,重点发展高科技、先进航天航空、指挥控制等领域,利用IDIQ合同获取大量业务 [82][83][84] 管理层对经营环境和未来前景的评论 - 公司对STS业务的持续强劲增长和良好前景充满信心 [51][52][53] - 政府解决方案业务中,除准备与维护业务受到乌克兰冲突资金延迟影响外,其他业务线表现良好 [55][56] - 公司对整体业务前景保持乐观,并有信心完成全年业绩指引 [43] 问答环节重要的提问和回答 问题1 **Andy Kaplowitz 提问** 询问STS业务的订单情况和未来增长信心 [51][52][53] **Stuart Bradie 回答** STS业务订单情况良好,预计将保持两位数EBITDA增长,公司对该业务前景充满信心 [51][52][53] 问题2 **Tobey Sommer 提问** 询问HomeSafe业务的客户关系和进展情况 [60][61] **Stuart Bradie 回答** 与Transcom的关系良好,首次搬家已顺利完成,正在谨慎稳步推进该业务 [60][61] 问题3 **Sangita Jain 提问** 询问LNG业务的前景及公司的应对措施 [93][94] **Stuart Bradie 回答** 尽管Plaquemines项目推迟,但公司对未来LNG市场保持乐观,正在积极寻找新的机会 [93][94]

HOUSTON, April 30, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today that it is extending its support to the UK Ministry of Defence (MOD) with the award of a contract worth more than $100m, with options, to provide unique heavy lift movement services of front-line equipment for the British Army. Under the terms of the contract, KBR will provide a fleet of Heavy Equipment Transporters (HET), maintainers and operators to enable movement of strategic loads, including the British Army's Challenger 2 tanks. T ...

KBR Inc. (KBR) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this the engineering, construction company would post earnings of $0.68 per share when it actually produced earnings of $0.69, delivering a surprise of 1.47%.Over the last four quar ...

2024年第一季度营收相关 - 2024年第一季度营收18亿美元同比增长7%[5] - 重申2024财年营收指引为74 - 77亿美元[9] 2024年第一季度净收入相关 - 归属KBR的净收入为9300万美元[5] - 2024年第一季度净利润为9400万美元2023年同期为8600万美元[21] 2024年第一季度利润相关指标 - 调整后的息税折旧摊销前利润为2.07亿美元同比增长14% 利润率为11.4%[5] - 2024年第一季度EBITDA为2.01亿美元2023年同期为1.8亿美元[26] - 2024年第一季度调整后EBITDA为2.07亿美元2023年同期为1.82亿美元[26] - 2024年第一季度经营收入为1.66亿美元2023年同期为1.44亿美元[27] 2024年第一季度每股收益相关 - 稀释每股收益为0.69美元调整后每股收益为0.77美元同比增长15%[5] - 2024年3月29日稀释每股收益为0.69美元2023年3月31日为0.56美元[29] - 2024年3月29日调整后每股收益为0.77美元2023年3月31日为0.67美元[29] - 2024财年调整后每股收益指引为3.1 - 3.3美元[9] - 2024财年稀释每股收益指引为2.88 - 3.08美元调整后每股收益指引为3.10 - 3.30美元[30] 2024年第一季度现金流相关 - 运营现金流为9100万美元同比增长160%[8] - 2024年第一季度经营活动提供的现金流量为9100万美元2023年同期为3500万美元[21] - 2024年第一季度投资活动提供的现金流量为1100万美元2023年同期为4200万美元[21] - 2024年3月29日调整后的经营现金流量为9100万美元2023年3月31日为3500万美元[33] - 2024年3月29日调整后的自由现金流量为6600万美元2023年3月31日为1600万美元[33] 2024年第一季度订单相关 - 本季度授予的订单和期权为19亿美元 订单出货比为1.1倍[2] - 可持续技术解决方案本季度订单出货比为0.9倍[2] - 政府解决方案本季度订单出货比为1.2倍[3] 2024年现金及现金等价物相关 - 2024年3月29日现金及现金等价物为3.14亿美元2023年12月29日为3.04亿美元[18] 2024年积压订单相关 - 2024年3月29日总积压订单和期权总计208.47亿美元较2023年12月29日下降4%[22] - 2024年3月29日政府解决方案积压订单和期权总计165亿美元较2023年12月29日下降7亿美元[22] - 2024年3月29日可持续技术解决方案积压订单总计44亿美元较2023年12月29日下降2亿美元[22] 2024年第一季度普通股股数相关 - 2024年3月29日稀释加权平均普通股股数为1352023年3月31日为154[29]

HOUSTON, April 29, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today it has been awarded an estimated $771 million in cost-plus-fixed-fee contract options to continue mission-critical support to the U.S. Army Northern Command (NORTHCOM) and European Command (EUCOM) under the Logistics Civil Augmentation Program (LOGCAP) V contract. LOGCAP is an indefinite delivery indefinite quantity contract with combatant command (COCOM) based task orders. The option period 4 performance is March 2024 to March 2025. Un ...

Investors are always looking for stocks that are poised to beat at earnings season and KBR Inc. (KBR) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because KBR is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator of some ...

The market expects KBR Inc. (KBR) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on A ...

HOUSTON, April 22, 2024 /PRNewswire/ -- KBR (NYSE: KBR) announced today it has been awarded a contract by SABIC Fujian Petrochemicals to license KBR's market-leading phenol technology in China. Under the terms of the contract, KBR will provide technology licensing and proprietary engineering design for a 250 KTA phenol plant at SABIC's Fujian Petrochemical Complex. The final investment decision for this project was announced in January 2024 with expected completion in FY 2026. KBR's phenol technology offers ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? KBR Inc. (KBR) , which belongs to the Zacks Engineering - R and D Services industry, could be a great candidate to consider.This the engineering, construction company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 2.11%.For the last reported q ...