Added to YB: 2026-06-05
Pitch date: 2026-06-03
KBR [neutral]
KBR, Inc.
+1.15%
current return
Author Info
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Company Info
KBR, Inc. provides scientific, technology, and engineering solutions to governments and commercial customers worldwide.
Market Cap
$4.5B
Pitch Price
$35.72
Price Target
N/A
Dividend
1.85%
EV/EBITDA
6.54
P/E
10.54
EV/Sales
0.90
Sector
Professional Services
Category
special_situation
KBR Inc (KBR) Notes
KBR (watchlist): Govt services + ammonia/process tech (50% global ammonia licensing). Splits MTS (defense/NASA) & STS (tech) H2'26 to close conglomerate discount. Down ~50% from peak. ~$3.5B mkt cap, $7.7B rev, $489M FCF, 13.75x EV/FCF, 11.3% ROIC. Tailwinds: $1T+ defense, ammonia/nuclear build. Risks: HomeSafe $20B contract terminated for cause (CEO credibility), Plaquemines LNG margin cliff (STS drops 23.5%→15%), forced selling post-spin. Author on sidelines awaiting better entry.
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